CFA Institute Conferences
Mary Jane McQuillen believes ESG concerns are central to, not separate from, the investment decision-making process.
Richard H. Clarida discussed what he calls "an evolution in Fed communication."
“People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.
Aswath Damodaran has a blunt message for companies considering an acquisition: "Don't do it."
“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”
Kate Moore, chief equity strategist at BlackRock, thinks that the next six months should be a great opportunity for investment managers who can stay focused over the longer term.
Today's winners are winning bigger and dominating differently than their predecessors. Erik Weisman, PhD, and Sean Cameron, CFA, think that it could be an enduring trend.
Andrew W. Lo explained how insights from biology can address the shortcomings of the efficient market hypothesis (EMH).
What does a culture of inclusion look like?
Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.