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Robert Stammers, CFA

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93 Posts

Biography

Robert Stammers, CFA, was director of Investor Engagement for CFA Institute and was responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.

Author's Posts
Beyond the Questionnaire: New Tools for Risk Profiling
By

Analyzing a client’s environment, their lifetime experiences, and even their genetic disposition for risk taking can lead to more reliable assessments of investor risk profiles and consequently better risk identification.

Is AI the New RIA?

Due to the proliferation of new computer-assisted advisory platforms, it’s natural to ask what investment advisers of the future will look like and whether they’ll be humans or robots.

A fast-growing segment of the investment advisory market focuses on providing… READ MORE ›

Value Investing: Thinking like an Owner

As investors, one of the things that we hear consistently is that it’s important to “Invest like an Owner.” This is especially true to value investors, who will sometimes own companies for years. Warren Buffett has famously said that… READ MORE ›

Can you Invest Like Warren Buffett?

The legendary Berkshire Hathaway is scheduled to release earnings on the first of May, so we caught up with an investor who has followed the Omaha-based company and its founder Warren Buffett for years. The subject of our conversation:… READ MORE ›

Investment Strategy: The Case for European Stocks

I wouldn’t be too negative about Europe. I think a lot of the issues result from Europe dealing with its problems now — by restructuring the weaker economies and getting state budgets on a sustainable level — rather than deferring them. Second, as I mentioned, European companies aren’t entirely dependent on European consumers because many companies are global.

Is a Lotto Ticket an Investment?

Have you ever wondered how much a lottery ticket is worth or how to value the potential winnings that it might provide? Because half of the income received from sales of jackpot games goes directly to the participating states,… READ MORE ›

What Is a Real Estate Investment Trust?

Real estate has constantly been in the news, so we invited Don Miller, CFA, CEO of Piedmont Office Realty Trust—one of the 10 largest publicly traded office REITs in the United States—to discuss the nature of a real estate… READ MORE ›

Real Returns: The Importance of Considering After-Tax Investment Results

Many investors don’t consider the tremendous impact that taxes can have on their investment performance. Gregg Fisher, CFA, is a frequent contributor to Inside Investing and a thoughtful financial adviser who encourages investors to be mindful of the role… READ MORE ›

Are Structured Investment Products Right For You?

With record low investment yields, many investors are turning to structured investment products to generate investment returns. Though these products have some promise, it’s important to make sure they’re really necessary for your situation.

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Should You be Buying High Yield Bonds?

With bond yields at historic lows, many investors find themselves reaching for yield. In order to understand how they can safely do that, we invited Martin Fridson, CFA, to join us and answer a few questions on the topic…. READ MORE ›