Practical analysis for investment professionals

CFA Institute Conferences


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.

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.

Nine Fixed-Income Tips from PIMCO’s Marc P. Seidner, CFA

How can investors cope with the extraordinary, post-Great Recession policies of central banks? PIMCO's Marc P. Seidner, CFA, offered direct and logical prescriptions at the CFA Institute Fixed-Income Management conference.

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.

Sallie Krawcheck Discusses How to Conquer Groupthink

Fresh off her ouster as CEO of Citi Global Wealth Management, Sallie Krawcheck spent some time studying the causes of the Great Recession. An epiphany led her to what she believes was the prime culprit: groupthink. So is there a cure for groupthink that could forestall another financial crisis? Krawcheck thinks there is.



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