Oct 28, 2020
A global savings glut has stemmed from structural economic shifts that have been at play since the 2010 post-GFC recovery, creating a vicious cycle that has a) been feeding upon itself and while also b) helping perpetuate the ongoing imbalance. Market dynamics have exacerbated the momentum, with demand for income-producing assets far outpacing supply. The net result? A slow and steady grind lower in yields with very low likelihood for a sustained spike any time soon. On this webinar, Mr. Janasciewicz will explore some structural components of asset scarcity and how the COVID pandemic recovery may reshape the Global Macro investment landscape moving forward.
The New Global Macro: how COVID, Asset Scarcity & QE Policies will Reshape the Global Economy Oct 28, 2020
Join CFA Society Minnesota, Michelle Laux, Senior Director, Examination Development 1, and Kristina Fitzhugh, Manager, CFA Program to get your questions answered about the new computer-based testing structure. The December 2020 exam is the last paper-based exam; exams in 2021 will be computer-based for all levels. We're inviting all 2021 (Levels 1, 2, and 3) CFA candidates to take part in this discussion.
CFA Exam Computer Based Testing Overview + Study Group Kick-off Nov 04, 2020
A new version of the Global Investment Performance Standards (GIPS®) was released by CFA Institute on June 30, 2019. The GIPS standards have been adopted by over 1,700 organizations in over 48 markets around the world and have been updated to enhance their application to all asset classes, including alternative investment strategies, to better address pooled funds and to consolidate guidance issued since the 2010 version was released. Given the importance of the GIPS standards to market integrity, many organizations in the investment industry, including asset owners, asset managers, consultants, regulators, law firms, recordkeepers, software providers, consultants, and accounting firms, should be interested in learning about the 2020 GIPS standards.
2020 GIPS Webinar Nov 05, 2020
This is a one-day training designed to get you up and running with financial data analysis in Python. No prior Python experience is required; however, it will be helpful to have had some basic exposure to other programming languages or concepts. This course, and all the material, has been tailor-made for finance professionals.
Financial Data Wrangling in Python Nov 10, 2020
Brian Fontanella, CFA and Portfolio Specialist, will join us for a discussion on the growth vs value debate and question how relevant commonly referenced metrics like price to book or price to earnings are when considering the makeup of businesses today. Given where we are in the investing cycle, this could be a very timely discussion.
Value Investing, Evolved Nov 14, 2020
Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Online Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial.
Online Mock CFA® Exam Nov 19, 2020
Quantitative data is plentiful. From Yahoo! finance to propriety data providers, analysts and portfolio managers have abundant access to systematically organized financial data. Harnessing a useful framework to properly leverage this information allows for incredible productivity and scale opportunities. Conversely, poorly reasoned or commonly used factors can lead a strategy to merely rise and fall with the masses.
Linking Quantitative and Fundamental Analysis in Portfolio Construction Dec 01, 2020
We are all part of a team in one way or another—whether an independent contributor with an assistant or a multi-person partnership. In this session, Dr. Ben Sorensen demonstrates how to use communication styles to set clear team roles and responsibilities. He shares how to implement camera check feedback to elevate team performance and provides an action plan to implement over the next 30, 60, and 90 days.
Building and Leading High-Performing Teams Dec 10, 2020
The video game industry is projected to reach $159B in revenues in 2020, and gaming is more popular than ever. How can investors get in the game as well? Join us for an in-depth look at the investment case for video gaming and esports. As an added bonus, feel free to ask our speaker any holiday gift-related questions for the gamer in your life.
Video Gaming & Esports: Taking Media and Entertainment to the Next Level Dec 15, 2020
Women now control more personal wealth in the U.S. than men, so a financial professional’s ability to effectively connect with women investors is critical for success. Establishing meaningful client relationships with women investors requires going beyond the unique needs of women when compared with men—a financial professional must also understand differences among women. Join Jean Dunn, Client Loyalty Insights Leader, for insights into the varying personas of women investors, actions to help you better connect, and tools to assist with relationship-building.
Authentically Connecting With Women Investors Jan 12, 2021
Hack your Brain?! How do you unlock your unique potential so you can become the best version of yourself? This is the focus of this event. With an interactive and humorful talk, Karolien will show how the brain processes information and how your mental performance fluctuates during a normal working day. You will learn a powerful strategy with which you can naturally boost your performance, agility, and general life quality. This talk will forever change the way you think about yourself and others.
Hack Your Brain: Unlocking your Potential in the Digital Age
