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CFA Institute Enterprising Investor
You are not acting in the client's best interest if you build them a portfolio that they won't stick with over the long run. Who says that the "best portfolio" equals the "optimal portfolio?" In theory, the optimal portfolio is the best portfolio, but in reality, the optimal is often far from the best for any given investor.
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CFA Society Chicago
Wednesday, January 16, 2019
4:00 pm - 6:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL
Program Description:
Join us as our speakers each discuss the economic outlook and markets in the wake of changes in tax, regulatory, trade and monetary policies during the first two years of Trump administration.
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CFA Society Chicago
Thursday, January 24, 2019
5:00 pm
Boleo, 122 W. Monroe Street, Chicago, IL
Program Description:
Join your colleagues and unwind from your work day for a networking happy hour.
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The Business Journals
Charlie Evans—the influential president of the Federal Reserve Bank in Chicago—said in Milwaukee Thursday that Federal Reserve officials should be in no hurry to further increase interest rates but he anticipates two hikes this year.
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Chicago Tribune
Marisa Murillo, a former Regional President of the Hispanic National Bar Association, has joined Locke Lord's Chicago office as a Partner in the Firm's Debt Finance Practice Group. Murillo's experience structuring and advising on a wide range of complex financing transactions will further strengthen the Firm's growing Debt Finance Practice Group in Chicago and Firmwide.
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Pensions & Investments
Art Institute of Chicago hired Voya Financial as record keeper of its two 403(b) plans, spokeswoman Robin Day confirmed. The museum's current record keepers are TIAA-CREF and Transamerica Retirement Solutions for its Defined Contribution Retirement Plan. Transamerica is the sole record keeper of the Retirement Savings Plan. The transition is expected in the first quarter of 2019, a Voya news release said.
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Fairfield Current
CHICAGO TRUST Co. NA lowered its holdings in shares of Ameriprise Financial, Inc. by 1.2 percent in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,962 shares of the financial services provider's stock after selling 180 shares during the period.
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Crain's Chicago Business
Big multi-strategy hedge funds found a way to make money in a tumultuous year when so many other firms floundered. Ken Griffin's Citadel, which runs more than $30 billion, rose 9.1 percent in the Chicago-based firm's flagship Wellington hedge fund last year, and Izzy Englander's $35 billion Millennium Management gained nearly 5 percent, according to people familiar with the matter.
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Crain's Chicago Business
Venture investments in Chicago companies declined slightly in 2018 from the previous year, which was the best in recent memory. Chicago companies took in $1.86 billion last year, according to the MoneyTree report from PwC and research firm CB Insights. That's down from $1.97 billion in 2017, a total that was fueled by an unusually large $480 million late-stage investment in Outcome Health that later soured.
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Crain's Chicago Business
Local stocks have plunged even further than the broader stock market since investors started fleeing equities last fall. The exodus that started when stock prices peaked on Sept. 20 had knocked Bloomberg's index of Chicago-area stocks down 12.7 percent as of Thursday, a deeper drop than the 11.5 percent slide in the S&P 500 for the same period.
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