Practical analysis for investment professionals
11 December 2012

Roundup: The 15th Annual Equity Research and Valuation Conference

The CFA Institute Equity Research and Valuation Conference is an annual event covering global investing strategies and valuation approaches and analysis. The Equity Research and Valuation 2017 Conference will bring together world-class equity investors in New York, New York, on 14–15 November.

As price volatility during the last five years has clearly demonstrated, there is simply no substitute for in-depth fundamental analysis to determine intrinsic value. At the 15th Annual Equity Research and Valuation Conference in Philadelphia, CFA Institute and CFA Society Philadelphia gathered world-class investors — including such luminaries as Aswath Damodaran, John C. Bogle, and Michael J. Mauboussin — to discuss how analytical tools are best applied to specific sectors.

In the keynote session, “Assessing the Relative Value of Stocks, Bonds, and Other Asset Classes,” Jeremy J. Siegel of the Wharton School of the University of Pennsylvania discussed the outlook for stocks and the global economy. He emphasized the importance of looking at the long-term average annualized returns and offered a criticism of the Shiller PE ratio. The speech was broadcast live, and an archived version is available if you missed it.

Below is a roundup of the social media highlights from the event. For more details, see #CFAEQ12, read a summary of Michael J. Mauboussin’s presentation, and look for forthcoming coverage of the individual sessions on this blog.

About the Author(s)
Jennifer Curry

Jennifer Curry formerly served as managing editor of the Enterprising Investor. Previously, she was the social media manager at the New York Society of Security Analysts (NYSSA). Prior to her work at NYSSA, Curry worked as the senior project editor for a nonfiction imprint at Barnes & Noble Publishing and as an assistant editor at the H.W. Wilson Company. She is the editor of several volumes in the Reference Shelf series, and her writing has appeared in Smithsonian, IndustryWeek, Barnes & Noble Review, and other publications. Curry holds a BS in journalism and a BA in anthropology from the University of Kansas, and an MA in anthropology from Hunter College, City University of New York.

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