Author Archives: Sloane OrtelSloane Ortel serves CFA Institute's members globally as a curator and commentator. Based in New York City, she is a regular contributor to the Enterprising Investor and a co-author (with Jason Voss, CFA) of CFA Institute's Investment Idea Generation Guide.
Will Ortel takes the pulse of private equity, reviewing the evidence provided by Professor Claudia Zeisberger, founder of INSEAD’s Global Private Equity Initiative. Read More
How do you differentiate yourself from other professional investors? Rupal J. Bhansali uses a process of elimination, screening out companies with unattractive characteristics so that an attractive opportunity set “rises to the top like cream over milk.” Read More
AirBnB has no real estate. Uber has no drivers. Will the investment services of the future have no money? Read More
The investment community is coming to a powerful consensus: Investments have impact. When you match unused capital with an unfunded need, the magic of business happens. Read More