Skip to content

2015 CFA Access Scholarships and 2014 Fall CFA North Carolina Merit Scholarships

CFA NC 2014-15 scholarship notice_web

CFA NC 2014-15 scholarship notice_web

Read more

Knowing the World: Intuition, Theories, Models, and Data

Some 70 years ago, cybernetics was a hot field; 30 years ago, catastrophe theory was on everyone’s lips. Those Greek-derived words for disciplines that once brought hope of explaining human behavior now evoke a quaint nostalgia, like Polaroids of long-haired young people in bell-bottom jeans and tie-dyed T-shirts. The new buzzword nowadays is big data, the fashionable term for capturing and analyzing the vast collections of information that people reveal about themselves when shopping online at Amazon.com and Travelocity or when writing about themselves on Facebook and Twitter.

Read more

Weekend Reads for Advisers: Psychopaths, Bubbles, and Black Holes

Most Americans of a certain generation (and I suspect other nationalities, too) recall 22 November 1963, and exactly where they were and what they were doing when they heard President John F. Kennedy had been shot. As a South African, I experienced that moment on 5 December, when I saw a tweet that Nelson Mandela, 95, had died. Disbelieving, given the rumors swirling his health in recent months, I frantically scrolled through my Twitter feed to find an official source. I grew up in Apartheid South Africa during a time of great injustice, of police in riot gear chasing people with guns, tear gas, and sjamboks (whips). There were acts of heroism and treachery. And so many searing images of unspeakable cruelty and sadness that it is impossible to recount them. But above it all was Nelson Mandela. There have been so many images of Madiba, and so many words of tribute, that it is hard to single out the best. But several passages of Bill Keller’s obituary in The New York Times stood out for what they revealed about his grace and leadership… Read more

The Best of the 2013 Conference in 1 Minute

We’ve taken the CFA Society’s 2013 Conference and condensed it down to just over 1 minute! Take a look to see the highlights of the conference in this short clip!

Read more

Weekend Reads for Finance Pros: Fees, Buffett on Investing, and Hitting the “Reset Button”

What is it about walking barefoot in the sand, or listening to the sound of the ocean, or diving beneath crashing waves that helps us instantly hit the reset button? Read more

Poll: What’s Your Outlook on Job Growth in the Financial-Services Sector?

In the aftermath of the 2008 financial crisis, the financial-services sector lost hundreds of thousands of jobs. However, since the nadir of the crisis, in 2011, the industry began to reverse direction and has steadily added jobs, albeit at a slow pace. Read more

Book Review: The Battle of Bretton Woods

This thorough, fascinating account of the international conference that culminated in the 1944 agreement to maintain stable exchange rates skillfully places it in its economic and geopolitical context. Although the author presents no boldly original interpretation of Bretton Woods, he offers excellent insight into the tribulations of the key players. Read more

Solar Flares and Risk Management for Investors

Although solar flares can wreak massive damage, investors and risk managers are woefully unprepared for the risk. Read more

Tips for Building Relational Equity (Video)

Career coach Paula Fitzgerald Boos offers helpful tips on improving your networking ability. Read more

How to Read between the Lines of Asian Financial Statements

In this only book of its kind, two trained accountants and seasoned analysts illustrated a disciplined approach to identify accounting irregularities using actual examples of Asian companies. Read more

Weekend Reads for Investors: The Future of Active Management

Net flows into passively managed funds have surged in recent years, leaving active managers to pick up the crumbs. And earlier this year, none other than Warren Buffett warned of the high costs of active management and gave a qualified endorsement of indexing. Read more

Poll: What Measures Are Effective in Managing Excessive E-mails?

What measures are effective against excessive e-mailing? When we asked readers, we found that there is no dominant method, but tight filters and rules and avoiding checking our own e-mail too often each secured about 30% of the votes. Read more

Unconstrained Bond Funds: The Future of Fixed-Income Investing (Video)

The bond fund managed by Kathleen C. Gaffney, CFA, has an unconstrained mandate, allowing her to invest across asset classes and geographies. She discusses how she manages the risks inherent in investing in such a diverse mix of assets. Read more

Why You Don’t Have to Take Large Industry Bets (Podcast)

Recent research finds that significant positive risk-adjusted returns are produced by the application of a “betting against beta” (BAB) model. Read more

About the CFA Society North Carolina

“Serving CFA Charterholders, candidates, investors and the broader professional investment community through educational events and the opportunity to engage and interact with one another.”

CFA Society North Carolina (CFA NC) was established in 1971 to provide education and support to the area’s investment professionals. CFA Society North Carolina membership consists of portfolio managers, security analysts, investment advisors, and other financial professionals. CFA Society North Carolina is one of the world’s larger societies of investment professionals. Learn more »