Practical analysis for investment professionals

Paul McCaffrey

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52 Posts

Biography

Paul McCaffrey is an editor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.

Author's Posts
Finance: How It Made Civilization Possible

What is finance, where does it come from, and why does it matter? William N. Goetzmann addressed these questions in his presentation at the CFA Institute: 62nd Financial Analysts Seminar, leading participants on a tour through financial history.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.

Weekend Reads: New York City Transit Woes and “Communal Panic Attack”

Now is the summer of our discontent in New York City, the "Summer of Hell," as New York governor Andrew Cuomo calls it.

Differentiate Yourself: Building a Client-Oriented Culture

What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA, during a discussion on building a client-oriented culture at the 70th CFA Institute Annual Conference in Philadelphia.

Lie Detection in a Post-Truth World

"Everybody knows we are in a post-truth world," deception detection expert Pamela Meyer told delegates at the 70th CFA Institute Annual Conference in Philadelphia. "People will tell you anything." So what are the verbal and nonverbal clues indicating someone might be deceiving us?

Weekend Reads: Open Offices, Gigs Revisited, Snapchat Falls Flat

The open-office environment is all the rage these days. But does it accomplish what it sets out to? Paul McCaffrey explores this question, the gig economy, Snapchat's dismal showing, and more, in the latest Weekend Reads.

Three Steps to Beating Unconscious Bias

"How do we create, spread, and manage conscious inclusion in how we talk to clients and how we work with them?" Adrienne Penta asked. "Raise awareness, training, and then process."

Top Five Articles from March: Cover Letters, Hedge Funds, Active Equity

Julia VanDeren shares some insights on giving presentations and writing cover letters; Ben Carlson, CFA, discusses how to determine which hedge funds to invest in; Mark Harrison, CFA, curates the best content on smart beta and factor investing; and C. Thomas Howard and Jason Voss, CFA, offer some advice on how to revive active equity, in the top Enterprising Investor Posts from March.

Where Will the S&P 500 Be in a Year?

How high can US equity markets go? For a sense of the S&P 500's direction, we conducted an informal poll of readers of CFA Institute Financial NewsBrief for their perspective on where they see the index a year from now.

Weekend Reads: Populism, Equity Markets, and the Gig Economy

Is there a way to reconcile current market bullishness with the populist wave spreading across the globe? Selections in the latest Weekend Reads tackle this question as well as the future of retail, the gig economy, Red Sox great Ted Williams, and more.



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