Blogs

Advocacy Op-Ed #2 - Spreading the Risk, Growing the Returns: Why Diversification of Investment Matters

By Akua Afriyie Antwi posted 12 Dec, 2024
Every activity worth doing – including the most basic activities such as eating, sleeping, taking a stroll down the street, etc.- carries some degree of risk with no certainty of guaranteed outcome, even when the best-known method or technology is deployed. This saying is also true for investment in financial securities or any other form of investment. Peter Lynch, an American investor and mutual fund manager, put it more succinctly. “In this business (of investing), if you’re good, you’re right six times out of ten. You’re never going to be right nine times out of ten.” This quote encapsulates the unpredictability of investments and the importance of not ...

Investors First Podcast - 12.5.24

By Allison Roberts posted 05 Dec, 2024
New episode w/ Rob Arnott, Founder & Chairman of Research Affiliates, hosted by Steve Curley, CFA & Javier Perez, CFA *Welcome to Florida *The founding of Research Affiliates post Tech Bubble *Contrarian launch of new ETF NIXT (Stocks getting dumped) *AI & its impact on white-collar professionals *Expected returns Enjoy! https://www.investorsfirstpodcast.com/rob-arnott-research-affiliates-getting-dumped-ai-expected-returns/

2024 CFA Charterholders

By Katja Lukman posted 03 Dec, 2024
Congratulations to our new CFA Charterholders: Anej Pifar, CFA Goran Obradović, CFA Izak Jakob Štunf, CFA Jan Škoberne, CFA Janina Kolle, CFA Jernej Kadivnik, CFA Maj Kek, CFA Nelej Potočnik, CFA Rok Mlakar, CFA Rok Pivk, CFA

56th After-Work Lecture: Cat Bonds after Hurricane Milton – Disaster or Opportunity?

By Marina Darinova Vasileva posted 01 Dec, 2024
On 28 th of November 2024 the CFA Society Liechtenstein was happy to host the 56th After Work Lecture at the University of Liechtenstein . This event brought together professionals from the Liechtenstein and Swiss financial industries, as well as students from the University of Liechtenstein, for an evening of learning and networking . At the 56 th After Work Lecture , we dived into the complex world of Catastrophe Bonds (Cat Bonds) , and the impact Hurricane Milton had on the asset class. The session offered attendees a thorough understanding of the mechanics of Cat Bonds, their historical performance, and how events ...

We’re beyond excited! CFA Society Spain has won the Outstanding Society of the Year Award!

By Carlos W posted 28 Nov, 2024
The 2024 Outstanding Society Award recognizes societies with the most exceptional across the board performance for impactful initiatives and society governance carried out between September 2023 and August 2024. Having achieved a remarkable 70% increase in CFA Program candidates, doubling their new Level I registrations, and increasing membership by 13% with a retention rate exceeding 90%, CFA Society Spain is thriving. Through the establishment of the Iberoamerica Committee, they have enhanced international visibility and fostered relationships within the Ibero-American investor community, paving the way for socio-economic development. Initiatives like ...

Global Passport Program Lets You Attend CFA Events in Other Cities at Local Member Prices

By Judith Camp posted 23 Nov, 2024
CFA Society Austin now participates in the Global Passport Program, a collaborative effort with the global network of CFA Societies to enhance local member benefits through shared programming. Benefits to CFA Society Austin members CFA Society Austin members are able to attend other CFA Societies’ events (that are also in the Passport Program) at local member prices. If members are traveling or want to attend a virtual webinar in another city, they can still plan for CFA in their weekly calendar. Enjoy a closer connection with other CFA Society activities when travelling, with access to global professional development and networking opportunities.  ...

WIM Student Spotlight - Makenna Presley

By Vanessa Jean Watt posted 22 Nov, 2024
MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Makenna Presley . Makenna is interested in connecting and networking with other finance professionals in the Southwest Florida area. She can be reached at mrpresley4540@eagle.fgcu.edu or (407)-416-6541. Why did you choose FGCU and your major? I wanted to attend a university that could offer both smaller class sizes and a great business education while still not being too far from home. I chose to study finance because I have always been passionate and curious about ...

Engaging Fireside Chat w/ Anuca Laudat, CFA

By Vanessa Jean Watt posted 21 Nov, 2024
Our Fireside Chat over Lunch on 11/19 was a great success! Anuca Laudat, CFA shared valuable wisdom and insights with an engaged audience, and Chelsea Ganey, CFA did an excellent job moderating the conversation. We are grateful to Schafer Cullen Capital Management for their generous sponsorship of the event.

Die steigende Bedeutung der Privatmärkte

By Marina Darinova Vasileva posted 19 Nov, 2024
Die steigende Bedeutung der Privatmärkte Die Privatmärkte entwickeln sich seit Jahren höchst dynamisch. Laut einer McKinsey-Studie wurden im vergangenen Jahr Vermögenswerte von 13,1 Billionen Dollar in dieser Anlageklasse verwaltet. Dieser Entwicklung trägt auch das CFA Institute in seinem Ausbildu ngsprogramm Rechnung. Die Privatmärkte sind seit 2018 um durchschnittlich 20 Prozent pro Jahr gewachsen. Dies obwohl sie seit 2022 mit erheblichen Herausforderungen zu kämpfen haben. Die gestiegenen Zinsen und grosse makroökonomische Unsicherheiten haben zu einer stark gesunkenen Nachfrage nach neuen Fonds, stark fallenden Transaktionen und tieferen ...

Women in CFA Community: Interview with Ilke Homris, CFA

By Srdjan Jovanovic posted 19 Nov, 2024
Today we are speaking with one really special lady from the CFA community who is an active and valuable member of CFA Institute and CFA Society Istanbul. Her name is Ilke Homris, CFA . Ms. Ilke Homris has been a CFA charterholder since 2002 and since 2015 she has served as a Director of the CFA Society Istanbul . Also, she is a Collaborative WIM (Women in Investment Management) Ambassador , promoting gender diversity and inclusion of women in the finance world on a global level. Ms. Ilke Homri s has 25 years of distinguished experience in equity research, capital markets, valuation, ...

Recovery Is it? Examining the Path and Sustainability of Economic Growth

By Sarwat Ahson posted 15 Nov, 2024
CFA Society Pakistan recently hosted a seminar on "Recovery, is it? : Examining the Path and Sustainability of Economic Growth" in Karachi on 1 November 2024.   This seminar featured a distinguished panel of experts, including Mr. Sakib Sherani – CEO, Macro Economic Insights and Ms. Aroub Farooq - Economist, The World Bank, sharing key insights. The session was moderated by Mr. Asif Qureshi, CFA, Director of CFA Society Pakistan.

Women in CFA Community: Interview with Regina Gaysina

By Srdjan Jovanovic posted 05 Nov, 2024
The CFA community is made up of a lot of high-level professionals around the globe and within them, there are a bunch of exceptional women, who contribute to the development of the investment profession in a sustainable and long-standing manner. One of them is for sure Regina Gaysina . Ms. Regina Gaysina is a Past Board Director of CFA Society New Mexico (where she also served as a member of the Programs Committee, Scholarship and Advocacy Committee, and Chair Women's Advisory Committee) and Co-Founder of CWIM (Collaborative Women in Investment Management) . Within CWIM, she is also a CWIM Ambassadors Co-Chair . It’s ...

Next Frontier: Positioning Pakistan's Capital Markets Globally

By Sarwat Ahson posted 23 Oct, 2024
This panel discussion highlighted the measures needed to place Pakistan on the global landscape including: - Regulatory Reforms for Global Alignment - Expanding Investor Base: Domestic and Foreign - Increasing Market Depth and Liquidity - Technological Innovation and Infrastructure Modernization - Corporate Governance and ESG Practices - Putting Pension funds at work

Research Challenge Volunteers Needed!

By Megan Millett posted 22 Oct, 2024
The  CFA Institute Research Challenge  is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.  We're looking for industry professionals to fill these roles: Report Grader:  review and grade student research reports (Two weeks in January) Presentation Judge:  listen to and critique student stock recommendations (One day in February; 3 hours) While preferred, being a Charterholder is ...

2024 Investment Forum

By Aoife O'Reilly posted 22 Oct, 2024
We were delighted to host our 2024 Investment Forum at a packed house in The Westbury last week, thanks to the generous support of Natixis Investment Managers and Lazard Asset Management . Our speakers Arnab Das of Invesco, Jean Boivin of BlackRock, Emmanuel Naar of Lazard, Soliane VARLET of Mirova, Jeffrey Sherman of Doubleline Capital and Dan McCrum of the Financial Times entertained us with valuable and thought-provoking insights. Thanks to all who joined us on the day.

Women in CFA Community: Interview with Sarah Yao Schutzman, CFA

By Srdjan Jovanovic posted 22 Oct, 2024
Today we are more than pleased to have the opportunity to speak with one really extraordinary woman from the CFA community – Sarah Yao Schutzman, CFA . She is a very active member of the CFA and investment community, especially regarding DEI ( Diversity, Equity and Inclusion ) and gender diversity matters. Mrs. Sarah Yao Schutzman is a Co-Founder and Managing Partner of the hedge fund Providence Heights Capital Management . Prior to co-founding Providence, Mrs. Schutzman managed investments across the capital structure at Canyon Partners and advised companies and stakeholders as an investment banker at Houlihan Lokey and Goldman ...

WIM Student Spotlight - Catherine DeRosa

By Vanessa Jean Watt posted 18 Oct, 2024
MEET OUR LOCAL STUDENTS It’s time for our Student Spotlight! Our goal is to highlight young women ready to make a career in Investment Management. This month's spotlight is on Catherine DeRosa . Catherine is interested in networking with financial professionals in SWFL and learning about upcoming local job opportunities. She can be reached via email at catherinederosa2020@gmail.com or (703) 507-9215.     Can you tell us about where you have attended school and your areas of study? I attended the University of Maryland where I earned a Bachelor’s in Communication with a minor in Leadership Studies in May of 2023, as well as a Master’s ...

Asset Allocation Outlook Conference

By Katja Lukman posted 18 Oct, 2024
Key Takeaways from the 2nd Asset Allocation Outlook Conference at Ljubljana Castle  We are happy to share the insights gathered at our 2nd Asset Allocation Outlook conference held on September 26, 2024, in the beautiful setting of Ljubljana Castle. Industry experts and major investors shared their views on asset allocation's current and future outlook. Here are the key takeaways: Paul Jackson (Invesco EMEA) on 12 months projections: o   They don’t expect to be rewarded for taking risks. Their asset allocation favours cash, bank loans, government bonds, and corporate IG bonds. Primož Cencelj, CFA (Modra Zavarovalnica)on Asset Allocation ...

Investors First Podcast - 10.17.2024

By Allison Roberts posted 17 Oct, 2024
New episode w/ Marko Papic , Chief Strategist, GeoMacro w/ BCA Research , hosted by Steve Curley, CFA, CFP® & Chris Cannon, CFA . *U.S. election *Foreign policy under Trump vs. Harris *Untapped equity in American’s homes *Getting us current since last time Marko joined us in Q4 2020 *How to keep an unbiased view as a true geopolitical strategist *Who will make the NBA finals Enjoy! https://lnkd.in/ez-8NK-b

Investors First Podcast - 10.17.24

By Allison Roberts posted 17 Oct, 2024
New episode w/  Marko Papic , Chief Strategist, GeoMacro w/  BCA Research , hosted by  Steve Curley, CFA, CFP® &  Chris Cannon, CFA .   *U.S. election *Foreign policy under Trump vs. Harris *Untapped equity in American’s homes *Getting us current since last time Marko joined us in Q4 2020 *How to keep an unbiased view as a true geopolitical strategist *Who will make the NBA finals   Enjoy! https://www.investorsfirstpodcast.com/marko-papic-geomacro-lens-on-us-election-china-policy-markets/