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Shifting the future for the S&P 500
Business Insider
Business Insider had quite an exciting time observing the S&P 500, because it would appear that investors suddenly shifted their forward-looking focus in setting stock prices from the expectations associated with the third quarter of 2014 to those associated with the fourth quarter. But don't take their word for it.
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Oil and energy 101
CFA Chicago
The energy industry impacts everyone in one way or another, from commuters to bottled water consumers. Oil and natural gas are the world's leading energy supply, with gas stations in every neighborhood fueling cars and trucks that travel millions of miles a day. However, oil's ubiquity should not be mistaken for simplicity; sound investment decisions require the exploration of the many intricacies within this space. On Wednesday, June 25, at 9 a.m., CFA Chicago will introduce a simplified version of our oil and gas integrated model to better help attendees grasp the key drivers of growth within the energy industry.
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Who will represent CFA Chicago?
CFA Chicago
All members are invited to attend the Annual Business Meeting for CFA Society Chicago on June 24, where we will present the nominated slate of Directors and Officers, recommended bylaws changes and provide a strategic overview of the organization. Regular members will vote on the nominated slate of Directors and Officers and revised bylaws before formally recognizing our outgoing society leaders. The short business meeting will be followed by a complimentary cocktail reception.
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Economic insight with a UBS chairman
CFA Chicago
Axel Weber was elected to the Board of Directors (BoD) at the 2012 AGM and was thereafter appointed Chairman of the BoD. He has chaired the Governance and Nominating Committee since 2012 and became chair of the Corporate Responsibility Committee in 2013. Weber was president of the German Bundesbank between 2004 and 2011, during which time he also served as a member of the Governing Council of the European Central Bank, a member of the Board of Directors of the Bank for International Settlements, German governor of the International Monetary Fund, and as a member of the G7 and G20 Ministers and Governors. Join CFA on Friday, June 27 from 12 - 1 p.m. for the Axel A. Weber Distinguished Speaker Series
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The place of private equity in a diversified investor's portfolio
CFA Chicago's Enterprising Investor
The recent Chapter 11 bankruptcy protection filing of Energy Future Holdings Corporation — once the subject of the world’s largest leveraged buyout, and now the biggest private equity bankruptcy since the demise of Chrysler — casts an unflattering light on the rarified sphere of private equity investment. We take the opportunity to review recent research on the place of private equity in a diversified investor’s portfolio.
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How he counsels startups to model their early financials
Chicago Tribune
New ventures face two financial questions critical enough they can torpedo a company as it launches: How much does it need to launch? And how big a stake should early investors get? Finding those answers is "not magic. It’s grunt work,” said Networking Research Group CEO Bob Gillespie, a serial entrepreneur, public speaker and teacher of entrepreneurial finance seminars at 1871 in Chicago. Still, he says not enough companies get it right.
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Americans' wealth hits record as rich get richer
The Wall Street Journal
Americans' wealth hit a fresh record in the first quarter amid a rise in home values and stock prices, a trajectory poised to continue as U.S. markets push higher but one that doesn't necessarily figure to rev up the sluggish recovery. The net worth of U.S. households and nonprofit organizations — the value of homes, stocks and other assets minus debts and other liabilities — rose roughly 2 percent, or about $1.5 trillion, between January and March to $81.8 trillion, the highest on record, according to a report by the Federal Reserve.
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BlackRock's chief strategist: Get ready for ho-hum stocks and higher rates
Forbes
A recent survey of financial advisors revealed that the number one issue on their collective minds is portfolio management. Since the financial crisis of 2008, the U.S. Federal Reserve, along with central banks around the globe, have engaged in a historically unprecedented monetary expansion. As an investment advisor himself, Mike Patton readily empathizes with the majority opinion from the survey. In short, today’s investment climate is indeed one of the more challenging environments he's encountered in a career spanning a little over 30 years.
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Push for alternatives forcing managers to change stripes or die
Pension & Investments
The inexorable move into alternative investments by institutional investors is reshaping the money management business. Facing uncertain long-term returns for equities and fixed income and declining funding ratios, institutions have poured tens of billions of dollars into alternative investment strategies — real estate, private equity, hedge funds, venture capital, real assets and credit — at the expense of long-only money managers, sources said.
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Economy improving across US: Fed survey
The Associated Press via Chicago Sun-Times
A Federal Reserve survey shows the U.S. economy strengthening over the past two months in areas from manufacturing and construction to retail sales and bank lending. Seven of the Fed’s 12 regions — Boston, New York, Richmond, Chicago, Minneapolis, Dallas and San Francisco — reported “moderate” growth during the early spring, while the remaining five described growth as “modest,” according to the Beige Book survey.
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UBS Chairman Weber: 'Investors should prepare for more volatility'
MoneyNews
Financial markets are living a charmed life now, with both stocks and bonds on the upswing. But dangers lurk, says Axel Weber, chairman of UBS, Switzerland's largest bank. Monetary policy is headed in opposite directions in the United States and Europe, and that split will likely create instability in financial markets, the former Bundesbank president writes in the Financial Times.
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Shifting the future for the S&P 500
Business Insider
Business Insider had quite an exciting time observing the S&P 500, because it would appear that investors suddenly shifted their forward-looking focus in setting stock prices from the expectations associated with the third quarter of 2014 to those associated with the fourth quarter. But don't take their word for it.

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After crisis, a new spirit of reining in the banks
The New York Times
It is widely believed that there has long been something that could be called a regulator-banker complex. People with similar views on the proper level of regulation move back and forth between the two groups. Their hats change, but not their policy preferences.

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Private-equity firm buys 2 Chicago options shops
Crain's Chicago Business
New York-based private-equity firm General Atlantic LLC plans to take control of two Chicago-based options trading shops, OptionsHouse LLC and TradeMonster Group Inc., by investing in each of them and then merging the companies.

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As bank fines soar, US threatened $16 billion BNP penalty
Reuters via CNBC
U.S. authorities negotiating with BNP Paribas over alleged sanctions violations at one point suggested that France's biggest bank pay a penalty as high as $16 billion, according to people familiar with the matter. While the sources said that number was only proposed as a negotiating tactic in response to an offer from BNP of about $1 billion, the dollar figures being thrown around demonstrate what bankers and their allies say is an alarming trend of ever-increasing record penalties.
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Wintrust Bank coming to a neighborhood near you
Crain's Chicago Business
Wintrust Banks will be sprouting up all over Chicago's North Side this weekend. No, Rosemont-based Wintrust Financial Corp. isn't putting up pop-up banks. But Chicago's fifth-largest bank by deposits is rebranding 12 North Side branches with the name of Wintrust Bank. Those branches now are dubbed either North Shore Community Bank and Trust or First Chicago Bank & Trust (a failed bank Wintrust acquired in 2011).
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TRENDING ARTICLES
Missed last week's issue? See which articles your colleagues read most.

    Private-equity firm buys 2 Chicago options shops (Crain's Chicago Business)
After crisis, a new spirit of reining in the banks (The New York Times)
Budget plan could impair Illinois' credit standing (Reuters)
BlackRock's Rieder says treasuries attractive relative to world (Bloomberg)
Unusual strategies and intriguing analysis (CFA Chicago)

Don't be left behind. Click here to see what else you missed.
 



CFA Society Chicago NewsBrief

Colby Horton, Vice President of Publishing, 469.420.2601
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