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CFA Institute Enterprising Investor
What do you need to do to survive in the wealth management industry today?
Two words: Differentiate yourself.
That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA, during a discussion on building a client-oriented culture at the 70th CFA Institute Annual Conference in Philadelphia.
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CFA Society Chicago
The active vs. passive debate continues to be one of the contentious topics in the investment management industry. There can be little doubt that it has become more difficult for active managers to consistently generate alpha and justify what can be a substantial fee premium. But many investors and managers continue to believe in the promise of active management. Please note that the in-person event is sold out, but registration for the webcast is still open.
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Do you have some unique requirements
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To contact us: Sales@VestServe.com
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CFA Society Chicago
Learn about mergers and acquisitions and how deals are structured. The first half of this course focuses on the mergers and acquisitions process and the basics of deal structures, presenting the main tools and analyses that M&A investment bankers and acquirers utilize. It covers the following modules: (i) in-depth analysis of the entire M&A process, including due diligence and legal issues; (ii) common structural issues including cash vs. stock, upfront payments vs. earn-outs, and stock vs. asset deals; (iii) crucial merger consequence analysis including detailed accretion/dilution and contribution analyses; and (iv) detailed analysis of transaction case studies to illustrate various deal structures and demonstrate detailed alternative earn-out structures and methodologies.
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CFA Society Chicago
Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. Some examples of Special Situations are spinoffs, liquidations, tender offers, restructurings, bankruptcy exits etc. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance. Every participant in the Forum is expected to research the topic before attending the meeting.
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Built In Chicago
A first-generation college student, Chicago entrepreneur Joe Holberg learned a few lessons about finances the hard way.
“When I got into the working world, I had to learn every single thing by myself,” Holberg said. “For instance, I had bought my college books with a credit card, not thinking about how I was going to pay them off. I had several experiences like that, which made me wonder why there aren’t more resources to teach people like me about finances.”
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The Washington Post via Chicago Tribune
The Republican-led House on Thursday voted to free Wall Street from many of the constraints put in place after the 2008 financial crisis, the opening salvo in what is likely to be a protracted battle over deregulation of the powerful banking industry.
Big banks, from Goldman Sachs to Bank of America, would face less scrutiny, and other large financial institutions, such as insurance giant MetLife, could escape tougher rules altogether under the legislation approved largely along party lines.
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Reuters
U.S. inflation expectations tumbled last month, with one key measure hitting its lowest level since early 2016, according to a Federal Reserve Bank of New York survey that could amplify the central bank's concern over a broad slump in prices.
The survey of consumer expectations, an increasingly valuable gauge for the Fed, showed on Monday that median three-year-ahead inflation expectations fell to 2.47 percent last month, from 2.91 percent in April.
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Bloomberg
The rout in U.S. technology shares worsened after spreading to Asia and Europe on concern the group had risen too far too quickly. The pound retreated as an embattled Theresa May fought to survive the fallout from the British general election. The Nasdaq 100 Index’s two-day loss topped 3.3 percent, an abrupt turnaround after closing at a record Thursday with a 21 percent gain for the year.
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Chicago Tribune
Investors today can benefit from a rare period of sustained, synchronized economic expansion across the globe. "Growth is picking up in the U.S., Europe and in Asia, the first time we've seen all three major global regions rising at the same time," says Richard Turnill, global chief investment strategist at BlackRock Investment Institute, the investment firm's research arm.
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Chicago Tribune
When it comes to the United States’ tech cities, Silicon Valley and San Francisco are still tops — but the country’s three biggest cities, including Chicago, don’t break the top 10, according to a report released Thursday by commercial real estate firm Cushman and Wakefield.
The report’s authors analyzed data from a variety of sources to measure factors such as universities, capital, talent and high-growth companies.
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Pensions & Investments
After a two-year hiatus, some alternative investment managers are increasing their energy investments.
The list includes generalist private equity funds managed by The Blackstone Group LP, The Carlyle Group LP and KKR & Co. LP. What's more, a number of players are investing in energy infrastructure.
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Pensions & Investments
Investment in managed futures strategies is on the rise as asset owners tap into the equity risk reduction and downside protection inherent in systematic trend-following approaches.
Institutional investors have been pumping assets into managed futures strategies, with especially strong asset gains in the early months of 2017.
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