The TRADE

JANUARY 11, 2024

Athina Trika Speaking to The TRADE, Athina Trika, CFA, execution sales at Kepler Cheuvreux, explained: “KCx’s Analytical Suite is a significant step toward increased transparency, opening up a broad prospect of opportunities for flexible and agile data sharing.

Asset Management 111

Asset Management Management CFA Trading 111

Successful Acquisitions

NOVEMBER 30, 2023

Capstone Partner John Dearing, CFA shares some thoughts on the year ahead for the credit union industry in a new article for CUInsight.com. Read the article here.

CFA 52

CFA Shares 52

OfficeHours

FEBRUARY 26, 2024

This could involve pursuing certifications relevant to your field, like CFA or Series exams, or expanding your knowledge in related areas, such as data analysis or programming. Platforms like LinkedIn allow you to share industry insights, contribute to professional forums, and increase your visibility.

Economics 130

Economics Finance Finance CFA 130

FineMark

JANUARY 20, 2023

Surprisingly, both sides of the political aisle share common ground around this theme. Although we experienced our fair share of “Minsky Moments” in 2022, we’re hopeful that the New Year will bring a more positive outcome for all. The phenomenon is likely to play out over several years with various ramifications, including valuations.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. With a current net worth of $115.7 billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

FEBRUARY 28, 2024

So, I’ll share here an old report issued by Goldman Sachs on J.C. As with equity research and hedge fund roles, there are two main options for breaking in: Complete the CFA , get fixed income-related internships, and start working directly in FI research, either at a bank or a buy-side firm. Due to the age and the fact that J.C.

Equities 59

Equities Asset Management Debt Recruitment 59

FineMark

JANUARY 17, 2024

A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share. The P/E ratio is calculated by dividing the market value price per share by a company’s earnings per share.

S&P 52

S&P Equities Valuation Investment 52