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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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Evaluating Private Equity Performance: PME vs. Direct Alpha

A new technique called direct alpha may overcome key problems with some typically used private equity benchmarking methodologies. Read more

The Intuitive Investor: A Simple Model of Intuition

In part two of this new series, we present a simple model for intuition that provides a framework for understanding how to take advantage of its strengths and avoid its weaknesses. Read more

Nobel Laureate Robert Engle on High-Frequency Trading and Portfolio Management

In the second part of our interview with Nobel laureate Robert Engle, he discusses the application of ARCH models in high-frequency trading and how he thinks risk models should be applied in portfolio management. Read more

Book Review: Fortune Tellers: The Story of America’s First Economic Forecasters

Walter A. Friedman tells the captivating story of some pioneers of what many still call the “black art” of economic forecasting and credits them with inspiring succeeding generations of forecasters who may or may not have raised the art to a science. Read more

Poll: Will Second-Quarter Earnings Exceed or Fail to Meet Expectations?

The second-quarter-earnings season is well under way across the globe, and we asked readers earlier this week whether results will meet, exceed, or fail to meet expectations. Read more

CFA Institute Magazine: Guarding Portfolios against Bubble Risk

Why have financial bubbles happened more frequently in the past three decades? With economists and policymakers unable to find satisfactory answers, investors must find ways of guarding portfolios against bubble risk, as investment strategist Nicholas Sargen explains. Read more

Nobel Laureate Robert Engle on VaR, Systemic Risk, and Liquidity

Nobel laureate Robert Engle discusses the development of the ARCH model, the global financial crisis, systemic risk, and forecasting liquidity with ARCH models. Read more

Designing Portfolios: Seven Key Investment Principles to Help Keep Clients on Track

Client emotions can swing from fear to greed (and from hysteria to elation). Ron Florance, CFA, former deputy chief investment officer at Wells Fargo, outlines seven key principles that can help you convince clients to stay the course. Read more

Is Private Equity Out of Tune with Society?

Against a weaker economic background, a re-run of pre-crisis practices is no longer acceptable. In the face of criticism from regulators, investors, and politicians alike, an overhaul of private equity practices is overdue. Read more

Weekend Reads for Finance Pros: Bogle, Baseball, and Investment Bubbles

This week's round-up of interesting papers, articles, tweets, and blog posts covering economics, investor behavior, retirement, and more. 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 »