Practical analysis for investment professionals

Conference Collections

Gain fresh perspectives on key issues without leaving your office — CFA Institute Conference Collections assemble the best insights from global events in a single location. Each collection includes a video of the speaker’s presentation, a full transcript of their remarks, and thoughtful analysis placing it in a relevant context for investment professionals. Conference Collections are eligible for CE credits.


Maximize Career Success: Pearls from Carla Harris

Morgan Stanley's Carla Harris says that everyone needs to cultivate performance currency and relationship currency. What are they? Performance currency is simply delivering what was asked of you plus a little bit more. Relationship currency is created by spending time with people in your organization. Harris said the former will get you noticed, but it is the latter that allows you to maximize your success.

The Retirement Gender Gap: Saving, Risk, and Guaranteed Income

“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.

Jorge Castañeda: Latin America at a Turning Point

Latin America has achieved a pivotal milestone, Jorge Castañeda explained at the inaugural CFA Institute Latin America Investment Conference. After decades of difficulty, democracy seems to have finally taken root. Ron Rimkus, CFA, explains.

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."

Health Care Investing: The Promise and the Pitfalls

For Andy Acker, CFA, portfolio manager of the Janus Global Life Sciences Fund, these are especially exciting times for investors in the health care sector. Opportunities abound, as significant advances in understanding the genetic causes of disease have resulted in a surge in new and more effective treatments. At the same time, risks remain and a disciplined approach to stock selection and portfolio construction is imperative for success.

Muhammad Yunus: Charity with a Business Engine

“Everything starts with solving a very tiny slice of a problem,” explained Muhammad Yunus at the 2016 CFA Institute European Investment Conference. That is how social business begins. “There is no reason anyone should be poor; we just need to fix the system so that all are truly reflected in our economy.”

Global Inflation-Linked Bonds: A Primer

Michael Pond, CFA, delivered an interesting primer on inflation-linked debt at the recent CFA Institute Fixed-Income Management Conference. So what are inflation-linked bonds? They are most typically debts issued by sovereign nations whose nominal interest rate is adjusted, either up or down, by an inflation measure.

Executive Presence: How to Present Yourself as a Leader

Some familiar leadership competencies include decisiveness, confidence, flexibility, intelligence, perseverance, and respect. But executive coach and author Julie Jansen notes a few others that deserve closer examination.

Collective Intelligence: Three Factors for Building Smarter Teams

So what is it that makes one team "smarter" than another? Anita Williams Woolley believes it's collective intelligence. A key component of collective intelligence is social perceptiveness. and it turns out women tend to be better at that than men. So when constructing teams, be sure to include more women.

Lucy Kellaway on Being Fearful, and Fearfully Driven

“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.



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