Tag Archives: CFA

The President and CEO of the CFA Institute Presents…

…a video introduction to the Institute’s annual report. John Rodgers has done a fine job and is an excellent spokesman for the CFA Institute. Now, if it could only help charterholders like me raise capital for our investment vehicles…… Continue reading

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Part I of my Notes from The CFA Institute’s Conference: “Security Analysis and the Search for Value”

The CFA Institute conducted a conference on value investing in New York on November 29 and 30. The program was excellent. I am posting some of my notes and some of my favorite quotes from the presentations to give you … Continue reading

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Congressional Day Traders: Laws for Thee, But Not For Me | Market Integrity Insights…

…from the Chief Executive Officer of the CFA Institute: Congressional Day Traders: Laws for Thee, But Not For Me | Market Integrity Insights Continue reading

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The GD Words were used at the CFA Institute’s European Investment Conference

Uh oh. …MIT Sloan School of Management professor Simon Johnson didn’t equivocate on the perils of the current global economic environment. “We have built a dangerous financial system in the United States and Europe,” said the former chief economist at … Continue reading

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Prem Watsa, CFA

I used to own Fairfax Financial, which smartly shorted financial stocks and bonds–to the tune of several billion dollars–before they blew up. Here is an enjoyable interview of its CEO–Prem Watsa, CFA–who is a value investor who is sometimes referred … Continue reading

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Street Cred–The CFA Designation

I enjoyed this description of the Chartered Financial Analyst designation on CNBC today: Continue reading

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Kate Schapiro Interview on CNBC

I met my friend, Kate Schapiro, five years ago when I joined the Annual Conference Committee of the CFA Institute. Kate now chairs the committee. She was interviewed by Joe Kernen on CNBC’s Squawk Box last week. I could not … Continue reading

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Don’t be Snookered by Investment Credential Alphabet Soup

Please do not fall for the kind of manipulation examined in the attached Wall Street Journal article. There are only a handful of investment credentials that add value and even fewer that relate directly to the knowledge and experience required in … Continue reading

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