The relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O’Connor, CFA, chairman of the board of the New York Society of Security Analysts and president of KJ Capital Management LLC, a registered investment adviser located in New York City.
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute and is 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.
The EU still lacks details needed to address libra, according to a memo from European Commission Executive Vice President Valdis Dombrovskis. "[A]s Libra is still a project, and thereby a moving target, the information provided remains insufficient for determining the precise nature of Libra and, by extension, its relation with existing EU law," the memo states. CoinDesk (UK) (19 Feb.)
Lawyers for WikiLeaks founder Julian Assange say they have evidence former US Rep. Dana Rohrabacher offered a pardon in return for cooperation on leaks of Democratic National Committee emails. The lawyers have requested a London court allow a witness statement that describes "Mr. Rohrabacher going to see Mr. Assange and saying on instructions of the president, offering pardon or some other way out if Mr. Assange played ball and said the Russians had nothing to do with" the leaks. BNN Bloomberg (Canada) (19 Feb.)
China has decreased the one-year loan prime rate by 10 basis points, to 4.05%, and the five-year rate by 5 basis points, to 4.75%, to reduce corporate borrowing costs. Meanwhile, manufacturers are struggling against logistical and planning challenges to restart operations after an extended Lunar New Year break. Reuters (20 Feb.)
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