Category Archives: Archives

Roundup: 66th CFA Institute Annual Conference

This year, more than 1,200 award-winning academics, economists, and business leaders are joining CFA Institute in its efforts to restore trust in finance and raise standards in ethics, education, and professional excellence. Here are the social media highlights from the first ever CFA Institute Annual Conference hosted in the Asia Pacific region. Read More

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Trust: The Core of Client Relationship Management

Lim How, the author of two books about motivation, discussed the challenges investment professionals face when building trust with clients and co-workers. Read More

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Restoring Trust in Finance: Remember That “It’s Always Someone Else’s Money”

Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession. Read More

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Sustainability: An Investment Perspective

Glenn Silverman, CFA, chief investment officer at Investment Solutions, describes four unsustainable global trends and how they impact every investor. Read More

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Checking the Math on Global Equity Prices, China Growth, the French Economy, and Gold

Portfolio manager Grant Williams used mathematical proofs to explain four key disconnects between financial markets and the global economy. Read More

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In Competitive Markets, Differentiation is Key to Financial Professionals’ Career Success (Video)

Building your personal brand is critical, says Megan Fitzgerald, international career coach and CEO of Career By Choice. Read More

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Kyle Bass: Central Bankers Are Building Potemkin Villages to Deceive Us

The prominent hedge fund manager, who believes that policymakers are simply shifting the day of reckoning into the future, updated his thesis on Japan. Read More

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Investment Risk in the Real World

If volatility is not a good measure of risk, what are the risks that actually matter? The founder and CIO of APS Asset Management outlines six. Read More

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Lessons from a Whistleblower: Putting Integrity into Practice

Question your assumptions and never underestimate the importance of culture, former Olympus CEO Michael Woodford told delegates at the 66th CFA Institute Annual Conference. Read More

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Day 2 Recap: Central Banking, Strategies for a Low-Yield World, Notable Quotes (Video)

CFA Institute content directors Ron Rimkus, CFA, and Jason Voss, CFA, highlight more key takeaways from the 66th CFA Institute Annual Conference in Singapore. Read More

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