CFA Institute Conferences
"In most crises, young companies suffer at the expense of old companies, risk-on companies get hurt more than risk-off companies," Aswath Damodaran said. "This crisis seems to have flipped the script."
Economist and political scientist Olof Granstrom encounters many common misconceptions about the state of the world.
The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.
Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”
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."
Behavioral finance expert Daniel Crosby says there are four types of behavioral biases.
“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."
"Alternative data is far more important to our community than artificial intelligence,” Ashby Monk, PhD, says.