Charlie Henneman, CFA, is head of educational events and programs at CFA Institute. Previously, he was the director of structuring and operations at Indosuez Capital, the CDO (collateralized debt obligation) management group of Credit Agricole Indosuez. Henneman previously held several positions in credit and structured finance, including managing director at advisory boutique AGS Financial, senior vice president and chief credit officer in the new products and ventures group at Enhance Financial Services Group, Inc., and director in the new assets group on Standard & Poor's structured finance ratings team. He holds a BA in political science from the University of Rochester and an MBA in finance from the New York University Stern School of Business.
“Responsible investment” has nothing to do with nebulous moral considerations — it’s all about generating sustainable financial returns, says Sandra Carlisle of Newton Investment Management. Understanding three different levels of a company's profile can help to identify and avoid bad actors, bridging the gap between values-based investing and prudent fiduciary duty.
From the origins of modern Wall Street to the political economy of 14th century France, here's an off-the-cuff list of the books that have broadened my perspective and contributed to my understanding of the world.
Rating "recalibrations" and the departure of AAA bond insurers are a few factors that have dramatically changed the US municipal bond market. How should investors adapt?
At the recent CFA Institute India Investment Conference in Mumbai, attendees were presented with two very different perspectives on quantitative easing.