Practical analysis for investment professionals

CFA Institute Conferences


Finance: How It Made Civilization Possible

What is finance, where does it come from, and why does it matter? William N. Goetzmann addressed these questions in his presentation at the CFA Institute: 62nd Financial Analysts Seminar, leading participants on a tour through financial history.

Resolving ESG Conflicts: Important, But Not Material?

Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.

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?”

Tilting Portfolios to Leverage Macro Trends and Political Winds

Back in the 1980s, “monetary policy was a great way to stimulate the economy,” Jack Ablin, CFA, said. Not anymore.

Count on Low Expected Returns, Says Antti Ilmanen

“It is not only a low interest rate world, it is also a low expected return world on any long-only investment,” said Antti Ilmanen, in his presentation at the 2016 CFA Institute European Investment Conference. Low expected returns are going to anchor bad news for all of us for the rest of our working lifetimes, he said, and maybe beyond.

Health Care Investing: The Promise and the Pitfalls

For Andy Acker, CFA, portfolio manager of the Janus Global Life Sciences Fund, these are especially exciting times for investors in the health care sector. Opportunities abound, as significant advances in understanding the genetic causes of disease have resulted in a surge in new and more effective treatments. At the same time, risks remain and a disciplined approach to stock selection and portfolio construction is imperative for success.

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.

Lucy Kellaway on Being Fearful, and Fearfully Driven

“Fear has defined my working life,” Lucy Kellaway says. But it was not the fear that she inspired in others or the fear that others attempted to instill in her. She was driven by a self-imposed fear of “being found out,” a fear that she would fail to meet expectations. That fear was her greatest weapon.

A Stock Picker’s Recipe for Success

At the recent CFA Institute Equity Research and Valuation Conference in Philadelphia, Fidelity fund manager Chuck Myers, CFA, drew on his experiences as a value investor and shared some of the lessons he learned along the way that have come to shape his investing philosophy.

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.



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