Tag Archives: Philadelphia

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

Posted in Investment Topics, Leadership, Management & Communication Skills, Speakers | Tagged , , , | Comments Off on Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times

Frances Barney, CFA, on Tackling Enterprise Investment Risk Management

Enterprise risk management goes beyond taking information from investment managers at face value, but it’s a better way to get a picture of the investment risks involved. Read More

Posted in Investment Topics, Portfolio Management, Risk Management | Tagged , , , , | Leave a comment

Seizing Opportunity in Philadelphia

Some call them destiny-defining moments, and others may call them opportunities of a lifetime, but one thing is certain: they greatly reward those who grab them Read More

Posted in Event Details | Tagged , , | Leave a comment

Recovery or Expansion? A View of the US Economy

Goldman Sachs Senior Investment Strategist Abby Joseph Cohen, CFA, sees the United States looking far healthier than it did during the years in and around the 2008 financial crisis. Read More

Posted in Economics, Fixed-Income Management, Investment Topics | Tagged , , , , , | Leave a comment

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

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

The Importance of Avoiding Unintended Bets in Your Investment Portfolio

At the 70th CFA Institute Annual Conference, Robert P. Browne, CFA, CIO at Northern Trust, discussed his team’s investment process and warned portfolio managers about understanding the full extent of the implied bets made with their investments. Read More

Posted in Investment Topics, Portfolio Management, Risk Management | Tagged , , , | Leave a comment

How Can Investment Firms Find their Way to Greatness?

The challenges facing investment professionals looking to build great firms are complex and intricate, but industry leaders agree that it is important to address the issues. Read More

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

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

Posted in Economics, Investment Topics, News, Speakers, Standards, Ethics & Regulations (SER) | Tagged , , , , | Leave a comment

Campbell R. Harvey Explains Blockchain 101

Duke University Professor of Finance Campbell R. Harvey explained the basics of blockchain technology to an audience at the 70th CFA Institute Annual Conference. Read More

Posted in Alternative Investments, Investment Topics, News | Tagged , , , | 2 Comments

C. Thomas Howard Urges Practitioners to “View the Markets as They Are”

C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio. Read More

Posted in Behavioral Finance, Equity Investments, Investment Topics, Portfolio Management | Tagged , , , , , , , , | 2 Comments