Practitioners’ Insights: Building an Angel Investment Portfolio
India added twenty-eight unicorns in 2021. This may be unsurprising, yet many have overlooked this important asset class. Against the backdrop of lofty valuations in
DEI Virtual Conference
CFALA and LACERA are happy to collaborate on our first DEI Virtual Conference. We will be highlighting the best practices learned from our first two
NFTs: Fad or Frontier Assets; Dispatches From The Metaverse
Mark R Bell, PhD, Senior Fellow of the Emory University Center for Alternative Assets and Partner of Balentine, LLC will present materials from his coursework
Filling the Demand for Greater Cognitive Diversity in the Financial Industry
Bringing more cognitive diversity into our industry starts with getting young people of diverse backgrounds engaged with math and exposed to a possible career in
Everyone Has Something to Say: Master the Art of Public Speaking
What would it mean for your team or company to make meetings less boring, customer interactions more positive and persuasive and projects easier to run?
CFA Institute Takes Aim At Greenwashing
An ESG Committee Sponsored Event The complexities of the ESG investing landscape are great. The CFA Institute is committed to identifying ways to mitigate greenwashing
CEO’s Insights: Toolkit for Consistent Compounding
As the Indian economy is advancing its physical (roads, air travel, rail), digital (telecom and internet), and financial (bank account access, payments, GST) integration, many
Insights from Investment Luminaries: The Research Foundation’s Vertin Award
This year represents the 25th anniversary of the CFA Institute Research Foundation’s Vertin Award. On this special occasion, we are announcing the publication of Investment Luminaries and
CFA Philadelphia-Annual Private Wealth Management Conference
Featuring Kenote Speaker Michael Mauboussin. Topics to include: Portfolio Construction Best PracticesCurrent Technology Challenges and SolutionsWealth and Estate Planning ToolsTrends in Next Generation Wealth Management
The Lessons of Enron: The Importance of Ethical Corporate Leadership
Guest Speaker Sherron Watkins: Known internationally as the Enron whistleblower, Sherron speaks around the globe to abroad range of audiences about ethics and leadership, and
Mortgage & Mortgage Backed Securities Boot Camp
A 2-day intensive training program where participants are instructed on mortgages and mortgage-backed securities. The program is designed to introduce participants to the broad variety
Portfolio Benefits of Fixed Income in a Low Yield Environment: A Quantitative Perspective
Extremely low interest rates have led some investors to consider a reduction in fixed income allocations in response to low prospective returns. Within fixed income,
