CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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https://www.linkedin.com/groups/CFA-Society-Houston-6606065?gid=6606065   https://twitter.com/CFA_Houston  https://twitter.com/CFA_Houston  

 

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​​​​​​​​​Future of Finance​
"The Economic Outlook for 2018: What Could Go Right, What Could Go Wrong?"

An economic outlook on the U.S. economy, interest rates, and monetary policy for the new year. A great deal of the material for this perspective will come from the Bloomberg Orange Book -- a compilation of economic anecdotes and statements made by C-suite executives from earnings conference calls, analyst and industry meetings, or investor/shareholder events. Find out some of the greatest concerns and sources of optimism from the world's brightest business leaders; how they view economic conditions, and what the likely direction for the economy may be with respect to these thoughts. 


Richard Yamarone
Bloomberg Intelligence Economics

 


 

Richard Yamarone is an economist who has more than three decades of experience on Wall Street and focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions. He writes for Bloomberg Intelligence - Economics providing commentary and analysis for Bloomberg Real Time Economics and Bloomberg Brief: Economics, a daily newsletter that features analysis, data and news on the forces shaping the global economy. Mr. Yamarone and the Bloomberg Economics team provide in-depth analysis of macroeconomic data, policy and trends and how they will impact financial markets. 

Mr. Yamarone forecasts U.S. economic statistics and trends, builds macroeconometric models, and analyzes possible outcomes. He is the creator of the Bloomberg Orange Book -- a compilation of macroeconomic anecdotes gleaned from comments CEOs and CFOs made on quarterly earnings conference calls. He travels extensively to speak to clients and corporate executives on the economic outlook, public speaking, and career and management coaching. 

Select this link to read more.​ 


 


 



 Society Advocacy Efforts

 We are...

CFA Society Houston, founded in 1955. We promote the highest professional and ethical standards within the investment community and maintain ongoing educational and certification opportunities for its members. The Society allows individuals with common interests to advance their professional studies and obtain insight into key areas affecting investments.

We are a volunteer organization boasting 895+ members strong. All agree to abide by our ethics and code of conduct.

 Today at CFA Society Houston...

 Putting Investors First Month

Statement of Investor Rights Ten rights​ that any investor should expect from financial service providers  

The Statement of Investor Rights was developed by CFA Institute to advise buyers of financial service products of the conduct they are entitled to ex​pect from financial service providers.

Investors: Present the Statement to your financial professionals, whether you are establishing an investment plan, working with a broker, openi​ng a bank account, or buying a home.

Financial Professionals: Support the Statement and provide it to your ​​clients to show that you are committed to fundamental ethical principles. Let your clients know that they can trust you to provide the service they expect and deserve.

Putting Investors First 

 STATEMENT OF INVESTOR RIGHTS

WHEN ENGAGING THE SERVICES OF FINANCIAL PROFESSIONALS AND ORGANIZATIONS, I HAVE THE RIGHT TO...

  1. Honest, competent, and ethical conduct that complies with applicable law;
  2. Independent and objective advice and assistance based on informed analysis, prudent judgment, and diligent effort;
  3. My financial interests taking precedence over those of the professional and the organization;
  4. Fair treatment with respect to other clients;
  5. Disclosure of any existing or potential conflicts of interest in providing products or services to me;
  6. Understanding of my circumstances, so that any advice provided is suitable and based on my financial objectives and constraints;
  7. Clear, accurate, complete and timely communications that use plain language and are presented in a format that conveys the information effectively;
  8. An explanation of all fees and costs charged to me, and information showing these expenses to be fair and reasonable;
  9. Confidentially of my information;
  10. Appropriate and complete records to support the work done on my behalf.​​​​​
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Have you browsed CFAH's BOOK LIST lately? CFHA's book list is offered in association with Amazon. 

Purchases made through this Amazon link will benefit the CFA Houston Scholarship Fund!