Practical analysis for investment professionals

CFA Institute Conferences


All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

Another “Doomsday Moment” for High-Yield Strategies

Risk in high-yield markets is as high as it has ever been, according to Jochen Felsenheimer.

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.

Richard H. Thaler: To Intervene or Not to Intervene

Richard Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway, according to Shreenivas Kunte, CFA: If only we could learn.

Russell Napier, ASIP: 21 Lessons from History

The astute investor appreciates both knowledge and thought by embracing the lessons of history, and financial market historian Russell Napier, ASIP, has studied those lessons extensively.

The Sharing Economy and the Evolution of Crowd-Based Capitalism

Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations.

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.

Blockchain 101 with Campbell R. Harvey

So, what is blockchain? What will it do to our industry? Campbell R. Harvey led an extended presentation on the subject.

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?”

The Retirement Gender Gap: Saving, Risk, and Guaranteed Income

“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.



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