Practical analysis for investment professionals

CFA Institute Annual Conference


Top Five Articles from June: Blockchain, Shiller vs. Siegel, and Shooting Par

Larry Cao, CFA, discusses Campbell R. Harvey's definition of blockchain; Lauren Foster describes the continuing debate between Robert J. Shiller and Jeremy Siegel; Dougal Williams, CFA, suggests investors focus on shooting par in the investment market; Martin Fridson, CFA, reviews The End of Accounting and the Path Forward for Investors and Managers; and Mimmi Kheddache Jendeby provides some investing lessons from Epictetus, in the top Enterprising Investor posts from June.

Recovery or Expansion? Abby Joseph Cohen, CFA, on the US Economy

The US economy is not just in recovery, it is now in an expansion, according to Abby Joseph Cohen, CFA.

Blockchain 101 with Campbell R. Harvey

So, what is blockchain? What will it do to our industry? Campbell R. Harvey led an extended presentation on the subject.

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.

Shiller vs. Siegel: Is the Stock Market Overvalued?

Is the stock market overvalued? That depends on who you ask. Nobel laureate Robert J. Shiller says "yes," while Jeremy Siegel says "no."

Navigating the Markets in a Year of Transition

Elizabeth Corley described 2017 as a year of transition as she shared her outlook on the economy, geopolitics, fiscal and monetary policy, and their implications for global investors. And while she characterized the environment as challenging and struck a cautious tone, she also offered hope and some words of advice for beleaguered active managers.

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.

The Financial Industry: A New Discipline of Ownership

The finance industry, long plagued by public distrust, has reached a tipping point, says Stephen Davis. The public’s anger, fueled by a belief that investors have been unjustly “separated from their money,” has helped to usher in a new “discipline of ownership.”

Is Your Gray Rhino Plan in Place?

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.

Paul Smith, CFA: “What Is Finance For?”

CFA Institute president and CEO Paul Smith, CFA, stood before a crowd of more than 1600 investment professionals from across the globe at the 70th CFA Institute Annual Conference in Philadelphia, and asked a critical question: “What is finance for?”



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