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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

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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.

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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!

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How Meditators Can Overcome Behavioral Finance Biases

While behavioral finance identifies and describes cognitive errors, it provides few remedies. But, meditation may provide the answer. Read more

Six Probable Investment Mistakes

The job of good analysts is not merely to be detailed reporters but to be looking for future changes or, more likely, mistakes from which to benefit. Read more

Poll: Are Businesses and Investors Unprepared for Geopolitical Risks?

Tensions resulting from economic sanctions and countersanctions by the West and Russia, an outcome of the ongoing crisis in Ukraine, seem to be escalating. Are global businesses and investors largely unprepared for such geopolitical risks? Read more

An Insider’s View of the Scottish Secession Vote (Podcast)

The Scottish succession vote seems to be emotionally driven, not fact driven. Read more

The Apple Watch: Towards a New Era in Human-Computer Interaction

The Apple Watch might signal more than you think — the rise of human technology. Read more

Weekend Reads for Investors: Howard Marks on Risk and the “Zone of Imprudence”

Equity fund managers are underperforming their benchmarks again this year, continuing a trend that started sometime shortly after the Big Bang. Read more

The Scottish Secession Vote is More Important Than You Think

With the Scottish independence vote most finance commentators are focused on the economic considerations. Yet, this vote is far more important than you may think because of its social ramifications. Read more

Turning Points: Abenomics Sputters, German Bond Yields Fall

Abenomics looks shaky as Japan revised 2014 second quarter GDP growth down to −7.1% on the heels of its escalating sales tax (from 5 to 8%). Ominously, consumer prices are rising but wages are declining in real terms (by roughly 6%), creating significant difficulties for the Japanese economy. Should this trend continue, Japan could find itself in a crisis of epic proportions. Read more

Why Investors Lose the Blame Game

When an investment firm plays the blame game, the loser is performance. That is the key finding of a new study investigating the impact of culture on investment results. Read more

Skills That Separate You as an Investment Manager: Forthrightness

If you would like to separate yourself from the crowd of highly motivated and highly intelligent candidates, try adding the following to your arsenal of skills: forthrightness. 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 »