A Map of Many Roads: Where do Cryptocurrencies Go from Here?

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If 2017 was the year that cryptocurrencies made their grand entrance to the global financial dinner party, then 2018 is the year when everyone works out where they should sit.

With prices surging and slumping, Initial Coin Offerings (ICOs) vanishing faster than Arctic sea ice, hackers spreading fear, and authorities struggling worldwide to form coherent regulatory structures, the cryptocurrency landscape for investment professionals is confusing at best. Read More

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Staying Ahead of the Curve in Global Investing

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What’s next for global investors? What will matter most to clients and to firms — which technological and regional developments do you need to understand to be prepared for the future? These are some of the issues that will be discussed at the 71st CFA institute Annual Conference, an event designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment.

The pace of change is accelerating, and CFA Institute has put together a dynamic, forward-looking event that examines The Future of Global Investing. Prominent investors, top economists, bestselling investment authors, academic leaders, and those working on the forefront of technology and business will share insights into key issues at this event, with an emphasis on Asia. Read More

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Hong Kong Hosts the 71st CFA Institute Annual Conference

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One of the world’s largest and longest-running gatherings of investment professionals will return to the Asia Pacific region this May: The 71st CFA Institute Annual Conference will be hosted by The Hong Kong Society of Financial Analysts in Hong Kong.

As a destination, Asia’s world city has a lot to offer: Read More

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Time for Financial Professionals to Sharpen Their Saws

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Time for Financial Professionals to Sharpen their Saws

How can you improve your professional performance?

“Sharpen the saw,” says Stephen R. Covey, author of The 7 Habits of Highly Effective People. Covey uses the metaphor of a woodcutter, straining to fell a tree with a blunt saw, to illustrate the importance of taking time to develop our skills. When we step away from our immediate responsibilities and focus on our professional growth — turning away from the proverbial tree to sharpen our saw — we set ourselves up to do our jobs better and improve our performance over the long term.

Covey’s insights raise an interesting question for financial professionals: What specific actions can we take to do our jobs better? Read More

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Eric Sim, CFA, and the Skills for Success

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Eric Sim, CFA

Focus and persistence have paid off for Eric Sim, CFA. After failing important exams in high school, he resolved to apply himself, turning that setback into a pivotal moment that transformed his life. From there, his career trajectory took him from working at his father’s noodle stall to offering corporate finance solutions in a top investment bank.

Not only does Sim hold an MSc degree in finance, but he also earned his CFA charter — a journey that is completed by fewer than one in five candidates. Read More

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Cryptocurrency Derivatives and the Future of Bitcoin

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Cryptocurrency Derivatives and the Future of Bitcoin

Last year saw a major change in the way that news outlets covered bitcoin and other cryptocurrencies. Though cryptocurrencies have generated outrageous headlines in the years since their initial introduction, 2017 marked a milestone in their transition from fringe investment to alternative asset.

Bitcoin derivatives, which would make the investment accessible to a broader pool of potential investors, have been under discussion since 2013. But regulatory approval has been difficult to obtain. Two exchanges in the United States, CBOE Global Markets and CME Group, received authorization and began listing bitcoin futures in December, and news outlets have been watching the settlements of those contracts closely to see what it could mean for bitcoin derivatives and for cryptocurrencies in general. Read More

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Time Is Running Out for the Early Registration Discount

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You can still save HK$1,550 on your registration for the 71st CFA Institute Annual Conference if you register by Sunday, 31 December.

The listed rate for the conference is HK$11,300, but CFA Institute members are eligible to receive a HK$2,300 discount. For a limited time, an additional discount is being offered to encourage delegates to register early. Read More

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These Are the Most Important Connections

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network concept

The most important connections in your network may not be the ones you think.

Economist and author Tim Harford has observed how professional connections can help with job searches, and it turns out that “the most irreplaceable social connections, paradoxically, are often rather weak or distant ones.” Read More

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Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times

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Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times

Research has found that up to 70% of widows will leave their investment advisers after the death of a spouse. Why does that happen?

Amy Florian, CEO of Corgenius and author of No Longer Awkward: Communicating with Clients through the Toughest Times of Life, asserts that clients leave because most advisers fail to maintain connections during times of adversity and do not know how to talk with clients about personal loss. Read More

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