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Sloane Ortel

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21 Posts

Biography

Sloane Ortel serves CFA Institute's members globally as a curator and commentator. Based in New York City, she is a regular contributor to the Enterprising Investor and a co-author (with Jason Voss, CFA) of CFA Institute's Investment Idea Generation Guide.

Author's Posts
Billions of Reasons to Be Yourself

Showtime’s Billions is one of the best shows on television, says Sloane Ortel, and one of its best features is Asia Kate Dillon’s portrayal of Taylor Mason.

The Death of Private Equity Has Been Over-Reported

Will Ortel takes the pulse of private equity, reviewing the evidence provided by Professor Claudia Zeisberger, founder of INSEAD’s Global Private Equity Initiative.

What Can You Change For The Better?

The profession of investment management has developed through an iterative process that adapts approaches for new models, new mindsets, and new markets.

Think Different, But Be Right

How do you differentiate yourself from other professional investors? Rupal J. Bhansali uses a process of elimination, screening out companies with unattractive characteristics so that an attractive opportunity set “rises to the top like cream over milk.”

For Social Media Success, Be Curious, Conversational, and Patient

A panel of social media experts gave their perspectives on social media's value proposition and how to best leverage the technology. It turns out it's not rocket science.

Confused, Yet Convinced: The Market View of Financial Technology

AirBnB has no real estate. Uber has no drivers. Will the investment services of the future have no money?

You Already Invest with Impact — Do You Do It Intentionally?

The investment community is coming to a powerful consensus: Investments have impact. When you match unused capital with an unfunded need, the magic of business happens.

Is Shadow Banking Scary?

When I say shadow banking, do you think of money market and bond funds? I can’t blame you if that’s not quite where your mind goes first.

Inside Investing is Joining the Enterprising Investor

We started Inside Investing to give thoughtful members of the investment community a place where they could share their insights with an audience of curious investors, and we’ve had remarkable success doing that.

What Makes a Great Trader? An Interview with Jack Schwager

If you peruse the Wikipedia entries that describe some of the world's great investors, you'll often find that they share a common footnote: a series of books entitled "The Market Wizards" which feature Jack Schwager's profiles of… READ MORE ›