Author Archives: Sloane Ortel

Sloane 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.

The Death of Private Equity Has Been Over-Reported

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

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Think Different, But Be Right

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

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For Social Media Success, Be Curious, Conversational, and Patient

A panel of social media experts gave their perspectives on social media’s value proposition and how to best leverage the technology. It turns out it’s not rocket science. Read More

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Confused, Yet Convinced: The Market View of Financial Technology

AirBnB has no real estate. Uber has no drivers. Will the investment services of the future have no money? Read More

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You Already Invest with Impact — Do You Do It Intentionally?

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

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Is Shadow Banking Scary?

When I say shadow banking, do you think of money market and bond funds? I can’t blame you if that’s not quite where your mind goes first. Read More

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