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Bloomberg
China’s $42 trillion financial sector is set to open up to the world like never before.
To deliver on longstanding pledges and help stave off the threat of tariffs from U.S. President Donald Trump, Chinese officials have set a June 30 deadline to ease ownership and business restrictions for banks, securities firms, asset managers and life insurers.
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CFA Society Chicago
Wednesday, May 16, 2018
11:30 am - 1:00 pm
The University Club, 76 E. Monroe, Chicago, IL 60603
Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm.
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To contact us: Sales@VestServe.com
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CFA Society Chicago
Thursday, May 17, 2018
3:30 pm - 6:00 pm
The Chicago Club, 81 E. Van Buren Street, Chicago, IL
China accounts for about 15% of global GDP, but just over 3% of global equity market capitalization. The world’s second-largest economy has long kept most foreign investors out of its capital markets. But as the country’s economic model undergoes a transition from investment-led growth, to one powered by consumer spending it is simultaneously opening its doors to foreign capital.
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CFA Society Chicago
Wednesday, June 13, 2018
9:00 am - 5:00 pm
The Chicago Club, 81 E. Van Buren Street, Chicago, IL 60605
This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. A financial analyst will not only use Excel to build financial models, but also to crunch a large data dump. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly.
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CFA Institute Enterprising Investor
Once seen primarily as a safe haven during times of distress, the private equity secondary market has grown rapidly over the past decade to become an active platform for investors to build portfolios of private investments, achieve diversification, and provide liquidity and rebalancing flexibility to sellers in a cost-efficient way.
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Reuters
Illinois’ move earlier this year to withhold state money from cities over pension underfunding has raised a red flag that the practice could endanger bond payments.
The credit concerns by rating agencies on Thursday arise from an Illinois law that aims to get municipal retirement systems 90 percent funded by 2040 and that allows the systems to seek state withholding of revenue due municipalities if pension contributions fall below required levels.
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Forbes
The State of Illinois’ attitude toward its struggling cities may be tested in the near future, partly due to a powerful new law that gives pension funds the ability to intercept local revenue.
State intervention into local governments varies widely among the states. A state takeover makes for risky politics, as Governor Rick Snyder discovered in Michigan when the City of Flint’s drinking water was poisoned due to a series of bad decisions made while the city was under state oversight.
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Bloomberg
It’s not what have you done for me lately. For companies in the S&P 500 Index, it’s what will you do for me next. And that’s proving a thorny question for U.S. equity bulls.
Another week of stellar earnings reports has gone by without any payoff in stocks.
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Chief Executive
Everything has fallen into place in the Trump Boom. Now CEOs need to figure out how to exploit today’s prosperity for the long term as well. And they’d better be ready for the good times to end, as they inevitably will.
For now, all systems are go.
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Kiplinger's Money Power via Chicago Tribune
Investing has been pretty easy in recent years. Imagine that at the end of October 2007, the month the last bull market peaked, you put all of the money you had to invest into a fund that tracks Standard & Poor's 500-stock index. Even with such terrible timing, you would have more than doubled your money as the market produced positive returns in every year from 2009 to 2017.
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Investopedia
A warrant is similar to an option, giving the holder the right but not the obligation to buy an underlying security at a certain price, quantity and future time. It's unlike an option in that a warrant is issued by a company, whereas an option is an instrument offered by a central exchange, such as the Chicago Board Options Exchange (CBOE).
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