Biography
Peter M.J. Gross is an online content specialist for CFA Institute, where he manages blogs for the CFA Institute Annual Conference and European Investment Conference. Previously, he worked at Hampton Roads Publishing Company and at MFS Investment Management. Mr. Gross holds a BA degree from Connecticut College.
Author Michele Wucker recommended financial professionals spend less time focused on potential black swans and more time addressing gray rhinos — the threats we can see charging right at us.
Effective financial advisory firms combine technology’s unique strengths with human insights, and the 2017 CFA Institute Wealth Management Conference explored ways that these combinations can deliver value to clients.
For Ronald M. Florance, Jr., CFA, the investment opportunities of tomorrow lie outside of traditional developed markets.
“Fear has defined my working life,” Lucy Kellaway says. But it was not the fear that she inspired in others or the fear that others attempted to instill in her. She was driven by a self-imposed fear of “being found out,” a fear that she would fail to meet expectations. That fear was her greatest weapon.
New drivers of economic growth, transitioning away from oil production, and increasing entrepreneurship and the growth of small and medium enterprises were focal points at the 2016 Middle East Investment Conference.
Willis Sparks of the Eurasia Group discussed the potential effects of geopolitics as a market influencer in his presentation to the CFA Institute Middle East Investment Conference in Bahrain.
Financial advisers looking to strengthen their firm and improve their practice for private clients may find that the best results come not from conflict, but from cooperation.
At the 6th India Investment Conference in Mumbai, sessions discussed the challenges and opportunities facing the investment management industry in India.
There is still time for the US Federal Reserve to raise interest rates in 2015, but at last month's CFA Institute Fixed-Income Management Conference in Boston, several speakers noted that "boosting rates for the first time in nearly a decade is hard — and getting harder with each passing month."
Professionals and academics at the Financial Analysts Seminar led classes on investment topics, market movements, and the influential factors that investors must watch to prepare for the future.