Practical analysis for investment professionals

CFA Institute Conferences


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.

Wealth Management in 2017: Oh, the Humanity!

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.

A Rebalancing Market Means Higher Oil Prices

Jennifer Stevenson sees strong support for oil prices, and a supply-side rebalancing could mean big gains for North American oil companies.

The Older Population: Where the Money Is

"Why on earth worry about demographics?” asked Clint R. Laurent, founder and CEO of Global Demographic. Because "Demographics change quietly in the background," he explained. "Suddenly, the target market that you thought Company X was going to do well in no longer exists." Laurent identifies four key demographic trends that investors should keep in mind.

Building Investment Portfolios: Think Globally, Invest Locally

For Ronald M. Florance, Jr., CFA, the investment opportunities of tomorrow lie outside of traditional developed markets.

Working Forever: How to Advise Entrepreneur Clients

Barbara Roberts shared the lessons she has learned in her over 20 years as an entrepreneur and entrepreneur adviser at the CFA Institute Alpha and Gender Diversity conference. She focused on what she calls “the owner’s journey,” specifically the issues owner-entrepreneurs must navigate in managing their wealth.

Municipal Bond Markets after the US Presidential Election: When the Dust Settles

The US municipal bond markets have been “changing for the good” in terms of disclosure and reporting since the financial crisis, according to Peter Coffin, president of Breckinridge Capital Advisors.

Private Equity’s Demise Has Been Greatly Exaggerated

Private equity’s demise has been overreported, according to Claudia Zeisberger, founder of INSEAD’s Global Private Equity Initiative. Critics of private equity are not hard to find, and if you listen to them long enough, you’ll hear all kinds of stories that make your stomach turn. No doubt, there have been bad actors abusing the label of “private equity investment.” But private equity is a governance structure, not a business model or industry.

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.

Gender Diversity in the C-Suite and Boardroom: Blazing a Path

Brenda Trenowden, CFA, and Diane Nordin, CFA, shared firsthand knowledge about corporate board composition and governance, as well as advice on how women in investment management can blaze their own paths to serving on boards.



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