Category Archives: Speakers
Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times
An adviser’s ability to help a client through times of grief can be the most meaningful part of their relationship. Read More
The Sharing Economy and the Evolution of Crowd-Based Capitalism
Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations. Read More
Emerging Market Equities: Unloved and Under-Owned
Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets. Read More
10 Habits of Highly Effective Job Seekers
The best job searches end quickly. When they don’t, Robert Hellmann recommends looking at 10 actions that could revitalize your efforts. Read More
Thaler on Choice Confusion: To Intervene or Not to Intervene
Richard H. Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway: If only we could learn. Read More
Sir Paul Tucker Diagnoses Threats to the Success of Financial Capitalism
“You and your clients have a massive stake in the direction of banking reforms,” Sir Paul Tucker told the audience during his presentation at the 70th CFA Institute Annual Conference. Read More
Maximize Your Career Success: Pearls from Carla Harris
Carla Harris shares some of “Carla’s pearls” — hard-earned pearls of wisdom and career advice, gleaned from her nearly three decades on Wall Street. Read More
Progress Interrupted by Populism
Scarcely any attendees at the 70th CFA Institute Annual Conference thought that the populist tide had peaked and would start subsiding. Panelists Neil Howe, Michala Marcussen, CFA, and Willis Sparks discussed what it meant for global economies. Read More
Navigating the Markets in a Year of Transition
Elizabeth Corley described 2017 as a year of transition as she shared her outlook on the economy, geopolitics, fiscal and monetary policy, and their implications for global investors. And while she characterized the environment as challenging and struck a cautious tone, she also offered hope and some words of advice for beleaguered active managers. Read More
Paul Smith, CFA: Reasons to Believe
Paul Smith, CFA, urges his colleagues to breathe life into the idea of a “new professionalism.” Read More
