Category Archives: Leadership, Management & Communication Skills

Firm Commitment

Do you have the right stuff to start your own investment firm? Read More

Posted in Investment Topics, Leadership, Management & Communication Skills | Tagged , , , | Comments Off on Firm Commitment

Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

Posted in Behavioral Finance, Economics, Equity Investments, Event Details, Fixed-Income Management, Investment Topics, Leadership, Management & Communication Skills, Speakers | Tagged , , , , , | Comments Off on Register to Attend the 70th CFA Institute Annual Conference

Career Management: Adapting for the Future

If you knew with certainty that you would live to be 100, how would that impact how you think about your career? Tracey Wilen says you should plan with that eventuality in mind and offered several important pointers to consider as you go about preparing for it. Read More

Posted in Leadership, Management & Communication Skills, News, Speakers | Tagged , , | Comments Off on Career Management: Adapting for the Future

Daniel Goleman: Finance as a Force for Good

Investment professionals across the globe need to take the long view and bend the arc of the future away from being self-focused and toward caring about others, says Daniel Goleman. Read More

Posted in Leadership, Management & Communication Skills, News, Portfolio Management, Speakers, Standards, Ethics & Regulations (SER) | Tagged , , , , , | Comments Off on Daniel Goleman: Finance as a Force for Good

Paul Smith, CFA: “Let’s Make the World a Better Place for Investors Everywhere”

CFA Institute president and CEO Paul Smith, CFA, issued a rousing call for a more ethical and effective investment profession. He also laid out his vision of where he hopes to lead CFA Institute in the years ahead, offering a road map for how he intends to get there. Read More

Posted in Investment Topics, Leadership, Management & Communication Skills, News, Speakers, Standards, Ethics & Regulations (SER) | Tagged , , | Leave a comment

Success = Analysis + Communication

Well-known investment blogger Tom Brakke, CFA, of The Research Puzzle-fame, believes that good communication is the undiscovered country when it comes to the ultimate success of the industry. Read More

Posted in Leadership, Management & Communication Skills, Portfolio Management, Speakers | Tagged , | Comments Off on Success = Analysis + Communication

Mindfulness in the Age of Disruption

“It’s very easy for many of us to feel out of control,” said mindfulness expert Jeremy Hunter. “We live too much on gas pedal, too much on brake.” But there is a way to get back to what Hunter calls our “zone of resilience — a capacity to be calm.” The key to doing that is the practice of mindfulness. Read More

Posted in Behavioral Finance, Leadership, Management & Communication Skills, News, Speakers | Tagged , , , , | Comments Off on Mindfulness in the Age of Disruption

Five Essential Issues for Financial Professionals in the Year Ahead

New investment platforms and technological advances are changing the work of investment professionals and transforming investment paradigms. Read More

Posted in Alternative Investments, Economics, Event Details, Investment Topics, Leadership, Management & Communication Skills, News, Speakers | Tagged , , , , , , , , | Leave a comment

Investing with Grit

Grit, as identified by Daniel Goleman, could produce better outcomes for analyst recommendations, portfolio managers, and interactions between members of investment committees. Read More

Posted in Investment Topics, Leadership, Management & Communication Skills, Speakers | Tagged , , | Leave a comment

Paul Smith, CFA, to the Industry: “We Need to Hire and Promote More Women”

Having more women represented in the industry, and not just when they are in their early careers, is ultimately good for the end investor. Read More

Posted in Leadership, Management & Communication Skills, News | Tagged | Leave a comment