CFA Institute Conferences
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."
“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.