8 August 2013

My Summer at CFA Institute

Tell us about yourself. I’m from in Rye, NY, and am a rising junior at Princeton University where I am majoring in Economics and minoring in Chinese. Last summer I worked at Merrill Lynch and have been really happy to … Read more

Live from the IFIE/IOSCO Investor Education Conference

By Sloane Ortel

CFA Investor Education staff are at the IFIE/IOSCO investor education conference, which features regulators and leaders in investor education from around the world. This post is designed to pull in insights, pictures, and thoughts from the conference. If you have … Read more

Social Media and the Future of Finance

By Phil Pearlman, Psy.D.

Editor’s Note: This is part of a series highlighting the role technology may play in bringing about the Future of Finance. In markets, the way we communicate has changed significantly over the past 15 years as a result of the … Read more

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19 March 2013

Financial Technology: Ripe For Disruption

By Jon Soberg, CFA

Editor’s Note: This is part of a series highlighting the role technology may play in bringing about the Future of Finance. The use of technology in finance is not a subject that investment professionals frequently think about — unless it … Read more

Bigger Ideas Need Big Data

By Eben Esterhuizen, CFA

Editor’s note: to coincide with the launch of our Future of Finance project, we are showcasing the thinking of a select group that is actively working to build next-generation financial products and services. This series will run all week, and … Read more

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6 August 2012

Show Me How

By Tom Brakke, CFA

Following his keynote speech at the 65th CFA Institute Annual Conference in May, James Montier was asked about the models that he uses to analyze investment opportunities. He described them as “valuation-based models that simply split returns down into their … Read more