CFA Institute Seminar for Global Investors
“I've been studying liberal arts investing for 20 years," Robert G. Hagstrom, CFA, says. "Liberal arts investing becomes popular when things get hard.”
In whose interest should companies be run? Luigi Zingales shared his thoughts at the 2019 CFA Institute Seminar for Global Investors.
“You don’t have a lot to work with when the next discussion around the table is negative interest rates,” says Danielle DiMartino Booth.
"Alternative data is far more important to our community than artificial intelligence,” Ashby Monk, PhD, says.
“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar.
What is finance, where does it come from, and why does it matter? William N. Goetzmann addressed these questions in his presentation at the CFA Institute: 62nd Financial Analysts Seminar, leading participants on a tour through financial history.
The astute investor appreciates both knowledge and thought by embracing the lessons of history, and financial market historian Russell Napier, ASIP, has studied those lessons extensively.
The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"
Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.
“What drives long-term energy demand growth? People and income,” Jennifer Stevenson explained.