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CFA Institute Enterprising Investor
It only decreases trust and credibility.
Why did I lead with this bold title and subheading?
Because a large investment firm recently made bold assertions that I found quite intriguing:
“Contrary to popular belief, some [active] mutual funds do beat the index on a consistent basis,” and its “select” group of funds, in particular, “beat the index ... 93 percent of the time.”
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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 three weeks in advance. Every participant in the Forum is expected to research the topic before attending the meeting.
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CFA Society Chicago
Intangible assets such as a monopolistic position, patents, brands, network effect, first-mover advantage, etc. make up an ever increasing portion of companies' values. But information about them is sketchy at best. Moreover, not many systematic and comprehensive valuation approaches to incorporate these factors exist. Dr. Gautam Dhingra, CFA, presents a framework to respond to this challenge with logic and evidence.
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CFA Society Chicago
CFA Society Chicago welcomes you to join us as we plan for our highest profile event of the year. On Wednesday, November 1, 2017, CFA Society Chicago will celebrate its 31st Annual Dinner at the Hyatt Regency Chicago. This event is the premier networking event of the year, bringing together more than 1,000 of Chicago's leading investment professionals and key decision-makers. Securing your firm's sponsorship will provide you with an excellent opportunity to showcase your firm to our membership, socialize with individual members of the financial and investment community, and show support for the Society.
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Reuters
Investors worried about lofty stock-market valuations may take comfort in signs that companies in the benchmark S&P 500 index are padding their bottomlines less than they have in previous years.
Recent changes to accounting standards and a crackdown last year by the Securities Exchange Commission are encouraging many companies to be more cautious about reporting metrics that do not adhere to Generally Accepted Accounting Principles.
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Chicago Tribune
DuPage Medical Group's management company just snagged its largest investment yet — $1.45 billion from private equity firm Ares Management.
The investment, which closed Tuesday, will allow the medical practice to continue expanding with additional services, sites and doctors.
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ValueWalk
Underfunded pensions plans are possibly one of the most significant headwinds facing companies and public-sector bodies today.
Despite record high stock markets and a bond bull market that has lasted for many decades, corporate pension plans are still chronically underfunded as fees and poor investment performance have eroded gains.
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Illinois News Network
We now have a partial view of the new up-ramp on contributions Chicago taxpayers will be required to make to the city’s four pensions.
Annually required contributions are set by state law. The ramp for the last two pensions was finalized by provisions in the state budget bills passed last month over Gov. Bruce Rauner’s veto.
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Chicago Tribune
Another Chicago Public Schools budget, another year of living dangerously.
For years, CPS has failed to fix a growing structural deficit in its budgets — an imbalance based partly on too many schools, not enough kids. Instead, the district relies on financial tricks and massive borrowing.
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Crain's Chicago Busines
Few things can give you wanderlust like having permission to max out your company's bank card.
After Goldman Sachs Investment Partners raised a $1.25 billion venture-capital fund two years ago, Topher Dawe started spending more time outside New York and Silicon Valley, in places like Chicago and Berlin, looking for ways to put big checks to work.
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Pensions & Investments
Market change is coming: Exactly when, where or how it will happen is unclear, but a growing number of asset owners and money managers are repositioning their portfolios to ride out whatever comes next.
Market pundits, chief investment officers and portfolio strategists interviewed by Pensions & Investments said odds are against a major U.S. or global recession occurring in the next 12 months.
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Crain's Chicago Business
DRW Holdings, which operates one of the largest trading firms in Chicago, has agreed to buy an Austin, Texas-based firm, RGM Advisors, the firms said in a joint statement.
DRW, led by founder and CEO Don Wilson, will add RGM's approximately 70 employees in Austin to DRW's existing 750-employee operation, which is based at a West Loop headquarters, but also has offices in New York, Montreal, London and Singapore.
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