There are only a few investors today who can legitimately be classified as living legends, and Mario Gabelli, CFA, is one of them. In this wide ranging conversation, we talk about investing, research, and the hunt for investment opportunities.
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.
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Euroclear will discuss with regulators about simplifying trading of its shares. CEO Lieve Mostrey says regulators' main concern is to ensure the move would not affect Euroclear's risk profile, given the company's systemic importance. Reuters (18 Feb.)
EU finance ministers have added four nations to a blacklist of tax havens: Palau, Panama, Seychelles and the Cayman Islands. European Parliament member Markus Ferber says the addition of the Cayman Islands, a UK territory, might serve as a warning to the UK, which reportedly is positioning itself as a low-tax jurisdiction after Brexit. Politico (18 Feb.)
European banks have a June 2021 deadline for switching to the standardized approach for counterparty credit risk, while US banks have a deadline of January 2022, though they can switch as early as April. The mismatch has EU banks calling for a change so both jurisdictions are aligned. Risk (subscription required) (18 Feb.)
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