Practical analysis for investment professionals

CFA Institute Conferences


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?”

Wealth Management in 2017: Oh, the Humanity!

Effective financial advisory firms combine technology’s unique strengths with human insights, and the 2017 CFA Institute Wealth Management Conference explored ways that these combinations can deliver value to clients.

Career Negotiation Strategy: Asking, Bending, Shaping

“While women’s leadership advancement is no longer impossible,” says Hannah Riley Bowles, “it is awfully tricky.” She urges women to think about career negotiations from a more strategic perspective.

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.

Top Five European Investment Conference Articles: Iran, Brexit, and Gender

The leading posts to emerge from the European Investment Conference in London include a report on Tim Harford's take on economic forecasting; a Lindsey Matthews, CFA, presentation on the resurgence of middle-office positions; and a dire warning from Michala Marcussen, CFA, on the consequences of the United Kingdom leaving the European Union.

Fixed Income: Liquidity, Uncertainty, and Opportunity

There is still time for the US Federal Reserve to raise interest rates in 2015, but at last month's CFA Institute Fixed-Income Management Conference in Boston, several speakers noted that "boosting rates for the first time in nearly a decade is hard — and getting harder with each passing month."

Four Current Opportunities in Credit

What sort of current values are available to credit investors? Carl L. Eichstaedt III, CFA, a portfolio manager at Western Asset Management Company, identified four segments of opportunity.

Financial Services Leadership: Demographics and the Glass Ceiling

The pioneering businesswoman Barbara Roberts examined how far women in finance have come in the last 50 years and presented some surprising research about where things may be heading today in her presentation at the recent Women in Investment Management Conference. In particular, she focused on demographic changes, the ongoing pay gap, and the blossoming influence of millennials.

How to Build a Better Business through Diversity

Truly diverse teams bring to bear broader networks of resources, power, and talent and when led by a culturally fluent leader can significantly outperform less diverse teams. Abandoning exclusionary habits and building a consistently inclusive firm culture is not a simple endeavor. Still, as leaders you can employ strategies to move the firm in this direction.

Women in Investment Management: The Business Case for Diversity

If you work in the mutual fund industry, take a look around. How many women do you see? My guess: Not too many.



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