CFA Institute Take 15 Podcast Series (Audio only version)
von CFA Institute
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Podcast-Beschreibung
CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. This is the audio only version of the podcast.
| Name | Beschreibung | Erschienen | Preis | ||
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1 |
Consumption vs. Investment: The Gigantic Task of Rebalancing the Chinese Economy and the Investment Implications | Professor Patrick Chovanec discusses the economic and investment implications involved in rebalancing the Chinese economy. He touches upon the current economic climate in light of the 2008 financial crisis with regards to China's infrastructure, a trend toward urban migration, and general investment trends since the crisis. | 23.5.12 | Kostenlos | In iTunes ansehen |
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2 |
Free Markets in Russia | John T. Connor discusses how Russia’s markets are more open and free than commonly thought. He also discusses the growth of the investable universe of companies over the past 15 years. | 16.5.12 | Kostenlos | In iTunes ansehen |
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3 |
China: Nothing Is Investable, but Everything Is Tradable! | Fraser Howie discusses fundamental issues with China’s banking system. Specifically, he explains China’s continual creation of superficial solutions to problems, which often fail to solve the underlying issues. | 2.5.12 | Kostenlos | In iTunes ansehen |
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4 |
Dark Pools and Market Transparency | Frédéric Romand discusses the role of dark pools and their relative merits and drawbacks in the context of equity market investing. The importance of transparency and information quality is also addressed, along with efforts to achieve more consistent regulation. | 30.4.12 | Kostenlos | In iTunes ansehen |
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5 |
The MENA Economy: One Year after the Arab Spring | Henry T. Azzam shares his views on economic prospects of the Middle East and North Africa (MENA) region one year after the Arab Spring. | 25.4.12 | Kostenlos | In iTunes ansehen |
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6 |
The Good, the Bad, the Ugly of Target-Date Retirement Funds | Although target-date retirement funds are a ubiquitous retirement planning tool, their glide paths vary considerably from one provider to the next. Moreover, the glide paths themselves tend to change over time. Thomas M. Idzorek, CFA, discusses the problems associated with benchmarking these instruments and outlines a glide path stability score. | 18.4.12 | Kostenlos | In iTunes ansehen |
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7 |
Defining, Motivating, and Achieving Client Engagement | Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates. | 11.4.12 | Kostenlos | In iTunes ansehen |
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8 |
A New Take on Behavioral Finance | Greg B. Davies explains the concept of behavioralizing finance and the implications for the wealth management industry. | 4.4.12 | Kostenlos | In iTunes ansehen |
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9 |
Best Practices in Managing Outliers in the Investment Industry | Keith Robinson provides practical advice on how to identify outliers, discusses the impacts they can have on a firm’s culture, and offers best practices and strategies in managing outliers. | 28.3.12 | Kostenlos | In iTunes ansehen |
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10 |
India's Opportunities in Tomorrow's World | Clint R. Laurent discusses how the resolution of sovereign debt problems in the United States and the Eurozone will affect economic activity and the flows of trade and finance across the globe. | 21.3.12 | Kostenlos | In iTunes ansehen |
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11 |
Trends in Algorithmic Trading and Developments in Asia | Giorgio Valente discusses recent trends in algorithmic and high frequency trading and related developments in the Asia Pacific region. | 14.3.12 | Kostenlos | In iTunes ansehen |
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12 |
Turning Colleagues into Partners in Complying with the GIPS Standards | Ann F. Putallaz, CIPM, discusses the role of an investment performance leader, or GIPS champion, within a GIPS compliant firm. | 8.3.12 | Kostenlos | In iTunes ansehen |
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13 |
Global Demographic Trends and Investment Opportunities in Africa | Richard Hokenson discusses the investment implications of global demographic trends and the investment opportunities these trends represent for Africa. | 29.2.12 | Kostenlos | In iTunes ansehen |
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14 |
India: Rediscovery and Investment Outlook | Lord Meghnad Desai discusses his "rediscovered" historical perspective on India as well as the Indian economy, capital markets, and its people going forward and the implications for investment professionals. | 22.2.12 | Kostenlos | In iTunes ansehen |
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15 |
New Tool for Bond Managers: Leveraging on Equity Market Analysis to Outperform? | Dan diBartolomeo discusses how bond managers can leverage information in equity markets to improve performance. | 15.2.12 | Kostenlos | In iTunes ansehen |
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16 |
Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients | This Take 15 interview with James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers. | 8.2.12 | Kostenlos | In iTunes ansehen |
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17 |
Selecting and Implementing a Fixed-Income Attribution System | Ralf Hudert, CIPM, discusses practical issues selecting and implementing a fixed-income attribution system. | 2.2.12 | Kostenlos | In iTunes ansehen |
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18 |
The Benefits of Complying with the GIPS Standards | Iain W. McAra provides insight into the many benefits gained by firms claiming compliance with the Global Investment Performance Standards (GIPS). | 25.1.12 | Kostenlos | In iTunes ansehen |
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19 |
The New Normal, Cap-Weighted Indexing, and Passive Strategies in Europe and Asia | Lower expectations for economic growth and capital markets returns stem from increasing indebtedness and deficits, as well as from demographic trends in the "New Normal." Jason Hsu discusses the implications for passive index strategies and cap-weighted index investing and talks about how asset owners and investing institutions view these issues in Europe and Asia. | 18.1.12 | Kostenlos | In iTunes ansehen |
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20 |
The Case for Investing in Africa | Clifford D. Mpare, CFA, discusses which African nations have the most improved macro environments and how these factors can support equity investments. Mr. Mpare also explores valuation of African equities including long-term trends, sectors of interest, and company case studies, as well as the importance of diversification. | 11.1.12 | Kostenlos | In iTunes ansehen |
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21 |
ROE The Wrong Performance Measure for Banks (Take 15 Series) | Robert Jenkins cites the flaws in the traditional Return on Equity (ROE) measure in measuring bank financial performance and proposes some much needed alternatives. | 28.12.11 | Kostenlos | In iTunes ansehen |
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22 |
How Much Is the Financial Sector Contributing to the Real Economy? | Roger Bootle shares his views on concerns about the relative size of pay and performance in the financial sector as well as what needs to be done to address these concerns. | 21.12.11 | Kostenlos | In iTunes ansehen |
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23 |
Valuation: Lessons Learned from the Crisis | Steven J. Sherman discusses the role of the International Valuation Standards Council and how it differs from that of the accounting standard setters. | 15.12.11 | Kostenlos | In iTunes ansehen |
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24 |
How to Make Banks Safer | Simon Johnson shares his views on how to manage systemic risk in banking. | 7.12.11 | Kostenlos | In iTunes ansehen |
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25 |
Evolution of Risk Reporting: What’s Next? | Frances Barney, CFA, reveals the latest trends in risk reporting, which lead to increased transparency and control exposures. | 30.11.11 | Kostenlos | In iTunes ansehen |
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26 |
Evaluating Performance Attributions and New Models to Measure Risk | Carl R. Bacon, CIPM, a performance measurement specialist, discusses the evolution of performance attribution, the latest developments in performance measurement, and the issue of ex post risk. | 16.11.11 | Kostenlos | In iTunes ansehen |
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27 |
Applying Institutional Principles in the Wealth Management Industry | What can the private client advisory arena learn from the institutional business? David Smith, CFA draws on a career straddling the private wealth and institutional worlds to provide important lessons. | 9.11.11 | Kostenlos | In iTunes ansehen |
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28 |
Incorporating Environmental, Social, and Governance Standards in Emerging Market Companies | Helga Birgden discusses responsible investing practices in Asia Pacific and makes a comparison with those in Europe and North America. She also addresses the latest trends in ESG investing globally and in Asia Pacific and the implications for the investment industry, as well as other pertinent issues. | 1.11.11 | Kostenlos | In iTunes ansehen |
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29 |
Is Liquidity the Missing Equity Investment Style? | Roger Ibbotson argues that a liquidity strategy meets the criteria for a legitimate and sustainable style with clear performance advantages. | 26.10.11 | Kostenlos | In iTunes ansehen |
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30 |
Why Is Leadership Critical to Your and Your Firm’s Success? | James Ware, CFA, discusses the importance of leadership skills in the investment industry in light of the recent global financial crisis, how firm culture contributes to (or detracts from) success, and critical skills investment professionals need in today’s climate. | 19.10.11 | Kostenlos | In iTunes ansehen |
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31 |
Rebalancing: What’s Next for the China Growth Story? | Michael Pettis reviews the growth track record of China over the past decades and discusses how rebalancing from an investment and export driven economy to a more consumption focused economy could take place going forward. He also discusses Renminbi internationalization and the impact that China’s rebalancing could have on Australia and similar commodity exporting countries. | 12.10.11 | Kostenlos | In iTunes ansehen |
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32 |
Global Investing in the New World Order | With much of the developed world in a sovereign debt crisis, what implications will this have on your portfolio risk profile, benchmark, and asset allocation? Having spent his entire career in emerging market and non-U.S. investments, Jeffrey P. Davis, CFA, describes what he believes is a fundamental shift in the global market portfolio. | 5.10.11 | Kostenlos | In iTunes ansehen |
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33 |
High-Frequency Trading, Flow Toxicity, and the Flash Crash | Maureen O'Hara discusses high-frequency markets, algorithmic trading, flow toxicity, and differential access to price information in Asia, as well as the flash crash and market fragmentation. | 29.9.11 | Kostenlos | In iTunes ansehen |
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34 |
Sovereign Credit Risk and Market Turmoil: Challenges for China's Economic Policies | Jing Ulrich discusses the economic situation in China, the challenges for policymakers, the development of China's capital markets, and the management of trillions of dollars of foreign exchange reserve assets. | 26.9.11 | Kostenlos | In iTunes ansehen |
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35 |
Lower Volatility and Higher Yield with Options | Matthew T. Moran discusses using options and futures to manage risk and improve income. | 14.9.11 | Kostenlos | In iTunes ansehen |
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36 |
Superior Risk Management through Value Investing | Charles K. Bobrinskoy describes how Ariel Investments puts Buffett value investing principles to work. | 7.9.11 | Kostenlos | In iTunes ansehen |
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37 |
Ethics in Investment Management | Industry expert Marianne M. Jennings discusses the ethical issues present in the financial crisis including the seven signs of ethical collapse, cross-cultural differences in ethics, and what universities can do to promote ethical behavior. | 31.8.11 | Kostenlos | In iTunes ansehen |
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38 |
Rogers of Ariel Investments Is Bullish on Equities | John W. Rogers, Jr. discusses his 30 years of investment experience and compares today's markets with those of the early 1980s. | 24.8.11 | Kostenlos | In iTunes ansehen |
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39 |
How Are Asian Financial Institutions Impacted by Changing Accounting and Regulatory Regimes? | Yin Toa Lee, CFA, reviews the new global regulatory initiatives and changing accounting standards and their business impacts on Asian financial institutions. | 17.8.11 | Kostenlos | In iTunes ansehen |
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40 |
Synthetic Risk and Reward Indicator: Simplifying or Over-Simplifying Risk? | Paul D. Kaplan, CFA, shares his analysis of the Synthetic Risk and Reward Indicator (SRRI) that has been introduced by the European Commission for investment funds as a part of the UCITS. | 10.8.11 | Kostenlos | In iTunes ansehen |
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41 |
Wall Street Revalued | Andrew Smithers discusses why the U.S. equity market is currently overvalued and argues that central banks should be encouraging a reduction in debt levels and quality growth over time, rather than rapid growth now. | 3.8.11 | Kostenlos | In iTunes ansehen |
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42 |
The Latin American Investment Climate | Melvin Escudero discusses some of the elements that will be critical for Latin America's continued growth into the future. | 20.7.11 | Kostenlos | In iTunes ansehen |
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43 |
The Gold Standard: Is It an Option? | John Authers discusses the merits of returning to the gold standard and offers some potential alternatives. | 13.7.11 | Kostenlos | In iTunes ansehen |
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44 |
Geopolitical Joust | As the globalization of the investment profession continues and international uncertainty abounds, geopolitical risks are growing in importance. Pippa Malmgren examines these risks and highlights ways to identify and deal with their challenges. | 7.7.11 | Kostenlos | In iTunes ansehen |
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45 |
The Investment Philosophy of a Seasoned Investor | Felix Zulauf shares his investment philosophy and his views on the Euro and investing in gold. | 29.6.11 | Kostenlos | In iTunes ansehen |
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46 |
Demographic Trends and Their Investment Implications | Dr. Amlan Roy discusses the implications of demographic trends for geographic regions, countries, and industries. | 20.6.11 | Kostenlos | In iTunes ansehen |
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47 |
Sustainability and Pension Fund Investing | Roger Urwin discusses the concept of sustainability as it applies to pension fund investing. | 15.6.11 | Kostenlos | In iTunes ansehen |
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48 |
Failures and Successes of Wall Street | Roger Lowenstein discusses the continued importance of Wall Street, but takes issue with abusive practices that led to asset bubbles and costly bailouts. | 8.6.11 | Kostenlos | In iTunes ansehen |
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49 |
Hedge Fund Alpha: Where to Find It and How to Capture It | Clifford S. Asness addresses issues regarding hedge funds, including the different risk and reward profiles of various strategies, the never-ending quest for alpha, and the growing interest in hedge fund replication. | 31.5.11 | Kostenlos | In iTunes ansehen |
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50 |
ESG Data and the Investment Process | Curtis Ravenel discusses the use of environmental, social, and governance factors in the investment management process, and the data currently available in these areas. | 25.5.11 | Kostenlos | In iTunes ansehen |
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51 |
Managing an Investment Management Firm | Howard Marks, CFA, discusses his widely read client memos, his core investment philosophy, and strategies for making sure culture and philosophy at his firm are properly aligned across regions. | 18.5.11 | Kostenlos | In iTunes ansehen |
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52 |
The Proper Role of the Fed | William Poole discusses the history of the Federal Reserve in the United States and the evolution of its mandates over time. | 11.5.11 | Kostenlos | In iTunes ansehen |
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53 |
Geopolitical Risks and Trends | Kevin Kajiwara discusses the global investment implications of current geopolitical trends and risks. | 4.5.11 | Kostenlos | In iTunes ansehen |
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54 |
The Power behind Investing in Alternative Energy | Russell Read, CFA, discusses the changing dynamics and where the opportunities lie for alternative energy. | 27.4.11 | Kostenlos | In iTunes ansehen |
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55 |
Japan: Change in a Time of Crisis | Yasuhiro Oshima, CFA, gives his thoughts on Japan's recovery from the recent earthquake, tsunami, and nuclear crises. | 22.4.11 | Kostenlos | In iTunes ansehen |
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56 |
Incorporating Family Dynamics into a Wealth Manager's Advisory Process | Lisa Gray discusses the importance of incorporating family dynamics into the advisory process. | 20.4.11 | Kostenlos | In iTunes ansehen |
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57 |
The Proper Role of Art in an Investment Portfolio | The allure of investing in art is compelling to many investors, but is unfamiliar territory to many financial advisers. Jeffrey Horvitz discusses the pros and cons of adding art to your portfolio. | 13.4.11 | Kostenlos | In iTunes ansehen |
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58 |
Risk and Portfolio Management | Attilio Meucci, CFA, offers a systematic approach to risk and portfolio management and describes some of the challenges and tradeoffs investors face when it comes to controlling risk in their portfolios. | 6.4.11 | Kostenlos | In iTunes ansehen |
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59 |
Reflections on Decision Making and Counterintuition | Michael J. Mauboussin discusses the role of technical competence, "counterintuition," and the application of multiple mental models to the discipline of financial analysis. | 31.3.11 | Kostenlos | In iTunes ansehen |
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60 |
Incorporating ESG Data in the Investment Process | Michelle Clayman, CFA, discusses incorporating non-financial environmental, social, and governance (ESG) data in the investment process. | 23.3.11 | Kostenlos | In iTunes ansehen |
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61 |
Free Cash Flow and the Cost of Equity Capital | Kenneth S. Hackel, CFA, author of the book Security Valuation and Risk Analysis, challenges traditional thinking on important concepts like the cost of capital and free cash flow. | 16.3.11 | Kostenlos | In iTunes ansehen |
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62 |
Equity Risk Premiums | Clifford S. Asness discusses a recent roundtable meeting on the equity risk premium (ERP) where forecasts for the future ERP were below historical levels. | 10.3.11 | Kostenlos | In iTunes ansehen |
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63 |
Compensation Discussion and Analysis Template | Kurt Schacht, CFA, discusses the new CFA Institute Compensation Discussion and Analysis Template. | 2.3.11 | Kostenlos | In iTunes ansehen |
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64 |
Hedge Fund Leverage | Andrew Ang analyzes the use of leverage in hedge funds including the high and low ranges in leverage, which strategies employ more leverage, and how the levels of leverage have changed based on changing market conditions. | 23.2.11 | Kostenlos | In iTunes ansehen |
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65 |
Criticisms of Traditional DCF Analysis | Professor Aswath Damodaran discusses current approaches to valuation, particularly discounted cash flow valuation. | 16.2.11 | Kostenlos | In iTunes ansehen |
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66 |
Value Investing Perspectives | Matthew B. McLennan, CFA, discusses his firm's utilization of classic Graham and Dodd investing principles and shares his perspectives on the current opportunities and risks in the equity markets. | 2.2.11 | Kostenlos | In iTunes ansehen |
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67 |
Behavioral Finance Compared to Efficient Markets | Christopher Malloy contrasts the efficient market hypothesis and behavioral finance and discusses how investors can think about an inefficient market. | 26.1.11 | Kostenlos | In iTunes ansehen |
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68 |
Best Practices in Fund Management | Daniel Broby, FSIP, discusses some of the best practices in the fund management industry today, the importance of fiduciary responsibility, and the role of codes of conduct. | 19.1.11 | Kostenlos | In iTunes ansehen |
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69 |
Opportunities and Challenges in Eastern European Markets | Lars Christensen discusses central and eastern European markets and compares them with other emerging markets. | 12.1.11 | Kostenlos | In iTunes ansehen |
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70 |
The Risk Factors and Economic Impact behind Commercial and Sovereign Debt | Stephen G. Cecchetti discusses commercial bank leverage, calculating risk weightings, and the long-term effects of excessive sovereign debt. | 4.1.11 | Kostenlos | In iTunes ansehen |
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71 |
The State of European Banks and Credit Markets after the Financial Crisis | Matt King discusses how recent regulation affects credit investors and markets, noting that these are palliatives that are overshadowed by huge debt accumulation. | 29.12.10 | Kostenlos | In iTunes ansehen |
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72 |
Convergence of Accounting Standards | Karl Debenham shares his views on the benefits and implications of the convergence of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS). | 21.12.10 | Kostenlos | In iTunes ansehen |
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73 |
The Role of Family Governance in Private Wealth Management | Barbara Hauser discusses the kinds of families that can benefit from a formalized governance structure and discusses key considerations when implementing a family governance plan. | 14.12.10 | Kostenlos | In iTunes ansehen |
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74 |
How the Corruption of Capitalism Is Affecting the Economic and Capital Markets Outlook | Richard Duncan discusses the corruption of capitalism, the secular decline of developed economies, and how global imbalances are destabilizing the world economy. | 6.12.10 | Kostenlos | In iTunes ansehen |
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75 |
Family Governance and Intergenerational Planning in Asia | Dr. Roger King reviews characteristics and complexities of Asian wealth-owning families and the role of family governance in preserving family relationships. | 2.12.10 | Kostenlos | In iTunes ansehen |
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76 |
Considerations in Emerging Market Debt Investing | Kristin J. Ceva, CFA, discusses how emerging market debt fits into a global portfolio from the perspectives of risk, return, and correlation. | 12.11.10 | Kostenlos | In iTunes ansehen |
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77 |
Applying Asset Liability Management to Private Wealth Management | Dan diBartolomeo discusses how pension fund managers have long used asset-liability management (ALM) to manage pension assets. | 12.11.10 | Kostenlos | In iTunes ansehen |
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78 |
Lessons from Japan's Balance Sheet Recession | Richard Koo discusses effects on Japan's economic growth and policy responses from the real estate bubble that burst in Japan 20 years ago. | 4.11.10 | Kostenlos | In iTunes ansehen |
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79 |
Developments and Opportunities in the Emerging Markets Fund Management Industry | Aaron Low, CFA, describes development in the industry in these emerging markets, including the evolution of different business models and prospects for hedge funds. | 29.10.10 | Kostenlos | In iTunes ansehen |
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80 |
Applying Capital Management Concepts in Managing Wealth | Michael Syn discusses the basic concepts of capital management and why it is important in wealth management. He offers a fresh perspective on asset allocation as it relates to mean reversion, market timing, bet sizing and leverage. | 22.10.10 | Kostenlos | In iTunes ansehen |
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81 |
Risk Management in Fund of Funds Portfolios | Peter D.A. Stein, CFA, discusses the fallout from the endowment model investment approach of heavily relying on illiquid alternative investments. | 7.10.10 | Kostenlos | In iTunes ansehen |
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82 |
Faith-Consistent Investing | Séamus P. Finn shares his views on faith consistent investing in the Christian tradition. | 7.10.10 | Kostenlos | In iTunes ansehen |
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83 |
U.S. Residential Real Estate Markets and Financing | Michael Lustig discusses the state of the U.S. residential real estate market and the future of residential mortgage securitization finance including the role of Fannie Mae and Freddie Mac. | 27.9.10 | Kostenlos | In iTunes ansehen |
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84 |
Low Volatility Equity Portfolios | Roger Clarke discusses his research into the returns of low volatility vs. high volatility portfolios. | 20.9.10 | Kostenlos | In iTunes ansehen |
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85 |
Rethinking Risk and Diversification | Scott Welch discusses whether diversification failed, the best way to manage risk, and the future of the Yale endowment model. | 7.9.10 | Kostenlos | In iTunes ansehen |
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86 |
Investing in Farmland | Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector. | 2.9.10 | Kostenlos | In iTunes ansehen |
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87 |
After-Tax Mutual Fund Reporting | Doug S. Rogers, CFA, discusses the history of after-tax mutual fund reporting, and the basics of pre- and post-liquidation reporting, and how to use after-tax reporting in making investment decisions. | 30.8.10 | Kostenlos | In iTunes ansehen |
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88 |
Sensible Decumulation Strategies | Robert N. Gordon discusses retirement withdrawal strategies and tax considerations, as well as other questions that remain unanswered. | 27.8.10 | Kostenlos | In iTunes ansehen |
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89 |
The Role of Frontier Equity Markets in Portfolio Management | Cliff Quisenberry, CFA, discusses the risk and return characteristics of frontier equity markets and their role in a diversified portfolio. | 23.8.10 | Kostenlos | In iTunes ansehen |
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90 |
Volatility and Tax-Aware Investment Management | Paul Bouchey, CFA, discusses the effect of volatility on long-term capital accumulation and the implications for active tax-management and tax-aware passive portfolio management. | 19.8.10 | Kostenlos | In iTunes ansehen |
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91 |
How to Deal with Irate Clients | Richard L. Peterson provides a medical and emotional description of irate clients and discusses techniques for dealing with them and how advisors should frame solutions. | 16.8.10 | Kostenlos | In iTunes ansehen |
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92 |
Information Exchange in Global Private Banking | Philip Marcovici discusses the implications of increased cross-border information exchanges, the forces driving bank secrecy, and how to regularize a client's tax situation. | 12.8.10 | Kostenlos | In iTunes ansehen |
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93 |
Family Offices: Trends and Success Factors | Laird Pendleton discusses recent trends and changes in multi- and single-family offices and regional differences between the two models. | 9.8.10 | Kostenlos | In iTunes ansehen |
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94 |
Identifying Accounting Shenanigans | Dan diBartelomeo discusses how to estimate market sentiment and how to incorporate it into portfolio management and use it to estimate volatility. | 6.8.10 | Kostenlos | In iTunes ansehen |
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95 |
Estimating Market Volatility with Sentiment Data | Dan diBartelomeo discusses how to estimate market sentiment and how to incorporate it into portfolio management and use it to estimate volatility. | 2.8.10 | Kostenlos | In iTunes ansehen |
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96 |
Geopolitics and Investing | Ian Bremmer discusses the geopolitics of the BRIC nations, the Greek debt crisis, and the dramatic global political change over the last 18 months. | 30.7.10 | Kostenlos | In iTunes ansehen |
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97 |
Analyzing Hedge Funds | Ted Seides, CFA, discusses hedge funds, due diligence, and quantitative/qualitative issues with hedge fund selection. | 26.7.10 | Kostenlos | In iTunes ansehen |
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98 |
Applying Financial Engineering to Wealth Management | Zvi Bodie discusses a new starting point for evaluating client needs and approaching wealth management as an exercise in risk management. | 19.7.10 | Kostenlos | In iTunes ansehen |
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99 |
Benjamin Graham: Building a Profession | Rodney Sullivan, CFA, discusses with Jason Zweig a new collection of articles written by Ben Graham. | 12.7.10 | Kostenlos | In iTunes ansehen |
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100 |
Give Us (Earnings) Guidance | Vahan Janjigian, CFA, discusses why efforts to curb earnings guidance are misguided and how best to provide guidance. | 21.6.10 | Kostenlos | In iTunes ansehen |
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101 |
Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes | Scott Stewart, CFA, discusses main elements of portfolio shortfall and transaction costs and the impact of rising tax rates. | 21.6.10 | Kostenlos | In iTunes ansehen |
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102 |
Issues in Risk Management | Richard Bookstaber discusses risk management issues such as liquidity risk, fat tails, and challenges with correlation. | 14.6.10 | Kostenlos | In iTunes ansehen |
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103 |
Emerging Markets and International Capital Flows | Tarun Ramadorai discusses the difference between current credit crisis and Asian financial crisis as regarding emerging economies. | 11.6.10 | Kostenlos | In iTunes ansehen |
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104 |
Insights on Human Behavior and Markets | Dan Ariely discusses Behavioral Economics vs. Rational Economics and the future directions of economic research. | 7.6.10 | Kostenlos | In iTunes ansehen |
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105 |
Private Equity after the Credit Crisis | Tim Jenkinson discusses the drying up of bank financing, difficulty in exiting investments, and the shift in balance of power within the private equity asset class. | 4.6.10 | Kostenlos | In iTunes ansehen |
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106 |
Exchange-Traded Funds: What Investors Need to Know | Mark Armbruster, CFA, discusses what makes ETFs different from mutual funds and the advantages and disadvantages of ETFs. | 2.6.10 | Kostenlos | In iTunes ansehen |
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107 |
Strategic Wealth Management in Asia and Europe | Stuart Lucas, CFA, discusses the wealth strategist and strategic wealth management principles applicable in the European and Asian contexts. | 25.5.10 | Kostenlos | In iTunes ansehen |
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108 |
Asset Liability Management in Private Wealth | Noël Amenc discusses current private wealth management practices and how they can take into account a client's specific concerns regarding risk management, spending objectives, and time horizon. | 25.5.10 | Kostenlos | In iTunes ansehen |
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109 |
Hedge Fund Due Diligence after Madoff | François Lhabitant discusses if it is possible to prevent another Madoff-like scandal by means of better due diligence. | 14.5.10 | Kostenlos | In iTunes ansehen |
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110 |
Risk Return Efficiency of Equity Benchmarks | Felix Goltz discusses why cap-weighted equity benchmarks are not risk–return efficient portfolios and alternatives to current cap-weighted equity benchmarks. | 7.5.10 | Kostenlos | In iTunes ansehen |
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111 |
Applying Behavioral Finance to Personal Investment Management | Harold Evensky discusses how behavioral biases affect individual decision making and techniques for illustrating these behavior patterns to clients. | 28.4.10 | Kostenlos | In iTunes ansehen |
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112 |
A View into Distressed Mortgage Credit | Randy Appleyard discusses the landscape of non-agency MBS after the financial crisis and how mortgage finance will evolve in the future. | 26.4.10 | Kostenlos | In iTunes ansehen |
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113 |
Sovereign Wealth Funds Sourced by Oil Revenue | Bernd Scherer discusses sovereign wealth funds (SWF) sourced by oil revenue and the impact uncertainty of oil reserves has on asset allocation by SWFs. | 19.4.10 | Kostenlos | In iTunes ansehen |
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114 |
Sustainability and Investing | Cary Krosinsky discusses companies that embody sustainability and speaks about the future of sustainability and investing. | 16.4.10 | Kostenlos | In iTunes ansehen |
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115 |
Entrepreneurial Stewardship and Selling the Family Business | Stuart Lucas, CFA, discusses inter-generational dynasty planning and entrepreneurial stewardship. | 14.4.10 | Kostenlos | In iTunes ansehen |
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116 |
Bank Loans: Risk, Return, and the Future of the Asset Class | Paul Travers discusses leveraged loans and the bank loan asset class. | 12.4.10 | Kostenlos | In iTunes ansehen |
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117 |
Trade Management | Theodore R. Aronson, CFA, discusses issues with regulation, trade management in different asset classes, and how trading has become more sophisticated. | 9.4.10 | Kostenlos | In iTunes ansehen |
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118 |
Asset Allocation for Taxable Private Clients | Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio. | 7.4.10 | Kostenlos | In iTunes ansehen |
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119 |
After-Tax Performance Benchmarks: The Australian Experience | Jamie Perrett explains what a tax-adjusted index is and how the Australian experience influenced and motivated the design of after-tax indices. | 5.4.10 | Kostenlos | In iTunes ansehen |
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120 |
Stimulus, Liquidity, and Bubbles: Is China Leading the Global Economic Recovery? | Jie Gan evaluates China's role in the global economy. | 2.4.10 | Kostenlos | In iTunes ansehen |
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121 |
Derivatives: Past, Present, and Future | Philip Gocke discusses growth in US and non-US derivatives markets, the impact of the crisis on derivatives use, regulation changes, and the future of derivatives use. | 26.3.10 | Kostenlos | In iTunes ansehen |
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122 |
Behavioral Finance: What Can Investors Learn from Their Mistakes? | Jason Zweig discusses how investor goals should be pursued instead of focusing on risk tolerance and practical applications of behavioral finance. | 19.3.10 | Kostenlos | In iTunes ansehen |
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123 |
Unintended Consequences of U.S. Tax Changes | Robert Gordon discusses the changes to U.S. estate tax law, challenges with formula based wills, and the intricacies of deductibility of interest. | 12.3.10 | Kostenlos | In iTunes ansehen |
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124 |
Equity Market Inefficiency | Robert Haugen discusses the changes fundamental factors that drive stock price performance, components of equity risk, and equity market inefficiency. | 22.1.10 | Kostenlos | In iTunes ansehen |
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125 |
Advances in Asset Allocation | Lionel Martellini discusses the changes have taken place in investment management approaches and how asset allocation and risk management related to each other. | 11.1.10 | Kostenlos | In iTunes ansehen |
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126 |
Equity Investing for 2010 | Steven M. Galbraith discusses the following: Equity values in the current economic environment -- Elevated money market balances -- Market strategies for 2010. | 18.12.09 | Kostenlos | In iTunes ansehen |
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127 |
Asset Backed Securities: Where Have We Been and Where Are We Going? | Bob K. Behal, CFA, and David Van Ommeren discuss the following: Dislocation in asset-backed securities markets during the financial crisis -- ABS markets that are working on their own -- ABS markets supported by the government -- Commercial mortgage market outlook and risks. | 25.11.09 | Kostenlos | In iTunes ansehen |
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128 |
TIPS Overview and Strategies | Kenneth E. Volpert, CFA, discusses the following: TIPs mechanics -- Strategies used by active managers with TIPs -- Where are real rates versus history -- Inflation and TIPs performance outlook. | 12.11.09 | Kostenlos | In iTunes ansehen |
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129 |
What are Sovereign Wealth Funds? | George Hoguet, CFA, discusses the following: Historical development of sovereign wealth funds -- Role of sovereign wealth funds during financial crisis -- Importance of sovereign wealth funds as investors -- Concerns over active ownership of foreign companies by sovereign wealth funds. | 21.10.09 | Kostenlos | In iTunes ansehen |
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130 |
Sukuk: Concepts and Applications | Richard T. de Belder discusses the following: What are Sukuk? -- Are Sukuk similar to asset backed securities? -- What are some of the current Sheriah issues facing Sukuk? | 1.8.09 | Kostenlos | In iTunes ansehen |
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131 |
Global Equity Investing | Erik B. Granade, CFA, discusses the following: Global Equity valuation -- How the credit crisis has affected global markets -- Risks associated with Global Equity investing. | 15.7.09 | Kostenlos | In iTunes ansehen |
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132 |
Understanding Sustainable Investing | Nick Robins discusses the following: What is sustainable investing and how is it different from ethical or socially responsible investing? -- What asset classes are covered by sustainable investing? -- What are some of the challenges and opportunities facing sustainable investing? | 1.7.09 | Kostenlos | In iTunes ansehen |
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133 |
Risk Management and Tax-Aware Portfolio Strategies for Private Clients | David M. Stein discusses portfolio and tax management in the context of the current market environment. He describes: Limitations of diversification and risk management strategies -- Tax efficient portfolio management and the importance of tax management -- Standard and new tax management strategies. | 15.6.09 | Kostenlos | In iTunes ansehen |
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134 |
Understanding Negative Screening by Islamic Equity Indexes and Funds | Shaykh Yusuf Talal DeLorenzo discusses the screening process used by Islamic (Shari'a compliant) equity indexes and funds. In addition, Mr. DeLorenzo describes how a company deemed Shari'a compliant can become non-compliant and why investors not seeking Shari'a compliance could be interested in Shari'a compliant investments. | 2.6.09 | Kostenlos | In iTunes ansehen |
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135 |
The EVA Framework and the Current Economy | Joel M. Stern explains the origins and applications of EVA. In addition, Mr. Stern describes the current market conditions, the collapse of the comparative advantage period, and alternative sources of equity funding for public companies. | 9.12.08 | Kostenlos | In iTunes ansehen |
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136 |
An Introduction to Islamic Finance | Usman Hayat, CFA, discusses the fundamentals of Islamic finance and its implications for institutional and private investors. Please visit http://www.cfawebcasts.org/ for more info.. | 30.10.08 | Kostenlos | In iTunes ansehen |
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137 |
Economic Observations from Bloomberg News' Editor-at-Large | Thomas R. Keene discusses Federal Reserve policy, economic uncertainty, and the changing risk appetite of the market. Please visit http://www.cfawebcasts.org/ for more info. | 16.10.08 | Kostenlos | In iTunes ansehen |
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138 |
Counterparty Risk in Credit Derivatives2 | Adam Litke discusses the problem of counterparty risk in credit derivatives and provides possible solutions including a clearing house for derivatives trades. Please visit http://www.cfawebcasts.org/ for more info. | 17.9.08 | Kostenlos | In iTunes ansehen |
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139 |
Environmental, Social, and Governance Factors at Listed Companies: A Manual for Investors | Matt Orsagh, CFA, CIPM, discusses the report recently released by the CFA Institute Centre for Financial Market Integrity entitled "Environmental, Social, and Governance Factors at Listed Companies: A Manual for Investors". | 17.7.08 | Kostenlos | In iTunes ansehen |
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140 |
Performance Issues in Private Equity | Ludovic Phalippou discusses the problems with internal rates of return as the performance metric of choice in the world of private equity. Please visit http://www.cfawebcasts.org/ for more info. | 15.4.08 | Kostenlos | In iTunes ansehen |
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141 |
Hedge Fund Demand for Equity Tranches in CDOs | Shishir M. Udani, CFA, discusses hedge fund demand for equity tranches in CDOs. Please visit http://www.cfawebcasts.org/ for more info. | 28.3.08 | Kostenlos | In iTunes ansehen |
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142 |
Executive Compensation: An Investor's Guide to Appropriate Disclosures | Jim Allen, CFA, discusses the report recently released by the CFA Institute Centre for Financial Market Integrity entitled The Compensation of Senior Executives at Listed Companies: A Manual for Investors. | 14.3.08 | Kostenlos | In iTunes ansehen |
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143 |
Pension Funds and Inflation Risk | Christopher C. Finger, Head of Research at RiskMetrics Group, Inc., discusses techniques that can be used by pension funds to hedge their natural exposure to inflation. Please visit http://www.cfawebcasts.org/ for more info. | 29.2.08 | Kostenlos | In iTunes ansehen |
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144 |
Asset Manager Ethics in Proxy Voting, Avoidance of Front Running, and GIPS Compliance | Charles Tschampion, CFA, discusses applications of ethics in proxy voting, front running, and GIPS presentation situations. Please visit http://www.cfawebcasts.org/ for more info. | 15.2.08 | Kostenlos | In iTunes ansehen |
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145 |
Ethical Dilemmas in Soft Dollars, Gift Giving, and Proxy Voting | Charles Tschampion, CFA, discusses applications of the CFA Institute Centre for Financial Market Integrity Asset Manager Code of Professional Conduct as well as an application of its Corporate Governance Manual. | 31.1.08 | Kostenlos | In iTunes ansehen |
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146 |
The Pricing of Illiquid Securities in the Subprime Space | Christopher C. Finger, Head of Research at RiskMetrics Group, LLC, discusses the use of the ABX index to help with the problems of accurate marking of positions. Please visit http://www.cfawebcasts.org/ for more info. | 15.1.08 | Kostenlos | In iTunes ansehen |
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147 |
Systemic Risk in Structured Products | Kenneth L. Grant, President of Risk Resources, LLC, discusses where we've been, where we are now, and where we may be going with systemic risk in structured products. Please visit http://www.cfawebcasts.org/ for more info. | 28.12.07 | Kostenlos | In iTunes ansehen |
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148 |
Moral Hazard and Excess Liquidity | In this Take 15 episode, Richard F. DeMong, CFA, defines the concept of moral hazard and discusses its significance for the subprime mortgage market problems. Please visit http://www.cfawebcasts.org/ for more info. | 12.12.07 | Kostenlos | In iTunes ansehen |
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149 |
Basics of Mortgage Securitization | In this Take 15 episode, Richard F. DeMong, CFA, discusses the following topics in interview format: The basics of mortgage securitization and creation of CDOs -- Risk transfer and rating risk. Please visit http://www.cfawebcasts.org/ for more info. | 14.11.07 | Kostenlos | In iTunes ansehen |
| Insgesamt: 149 Folgen |
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