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CFA Institute Enterprising Investor
Purpose and mindset. These aren’t the first words we think of to describe the investment industry, but according to Jim Ware, CFA, Michael Falk, CFA, and Keith Robinson, partners at Focus Consulting Group, they should be. In their new book Money, Meaning, and Mindset: Radical Reform for the Investment Industry, the three argue that diminishing margins will force industry leaders to include more purposeful values.
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CFA Society Chicago
CFA Society Chicago welcomes you to join us as we plan for our highest profile event of the year. On Wednesday, November 1, 2017, CFA Society Chicago will celebrate its 31st Annual Dinner at the Hyatt Regency Chicago. This event is the premier networking event of the year, bringing together more than 1,000 of Chicago's leading investment professionals and key decision-makers. Securing your firm's sponsorship will provide you with an excellent opportunity to showcase your firm to our membership, socialize with individual members of the financial and investment community, and show support for the Society.
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CFA Society Chicago
Intangible assets such as a monopolistic position, patents, brands, network effect, first-mover advantage, etc. make up an ever increasing portion of companies' values. But information about them is sketchy at best. Moreover, not many systematic and comprehensive valuation approaches to incorporate these factors exist. Dr. Gautam Dhingra, CFA, presents a framework to respond to this challenge with logic and evidence.
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CFA Society Chicago
Mario J. Gabelli, CFA, is chairman and chief executive officer of GAMCO Investors, Inc. and LICT Corp. He is executive chairman of Associated Capital Group, Inc. Gabelli was Morningstar's Portfolio Manager of the Year (1997) and Institutional Investor's Money Manager of the Year (2011) and is a member of Barron's Financial Magazine's All Star Century Team.
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Kiplinger's Personal Finance via Chicago Tribune
Robots can do almost anything: drive a car, mix a cocktail, vacuum the house and even manage your investments. What they can't do, however, at least when it comes to investing, is give you individual attention. And many investors want a small dose of human contact from their robo advisers, especially as their financial lives become more complex.
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Reuters
The Chicago Board of Education will vote next week on a plan to keep its junk-rated school system afloat with a note sale of up to $1.55 billion, along with the refunding of as much as $385 million of outstanding bonds, according to a meeting agenda released on Thursday.
In addition to the debt issuance, the board on Monday will also take up a $5.7 billion fiscal 2018 budget for the Chicago Public Schools (CPS) that relies on nearly $570 million in new state and city funding that may or may not materialize.
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Bloomberg
U.S. stocks were little changed, oil declined and gold rose as investors weighed the damage from Tropical Storm Harvey. The euro held steady after rising to its strongest level since January 2015 against the dollar.
Gasoline surged to the highest in two years and crude oil fell as flooding from Harvey inundated refining centers along the Texas coast, shutting more than 10 percent of U.S. fuel-making capacity.
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CNBC
Fraud is becoming a bigger threat to your retirement security — even if you think you're too sharp to fall for a scam.
One 2015 report estimated that older Americans lose $36.5 billion each year to financial scams and abuse. The problem is growing, and researchers say older adults experiencing cognitive decline are just a segment of the victims.
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Phys.org
In an ideal world, consumers are making investment and monetary decisions based on facts and thorough research of the markets, careful analysis and guidance from seasoned financial experts. This is not always the case.
A working group of behavioral scientists including Abigail Sussman, associate professor of marketing at the University of Chicago Booth School of Business, show in a new paper that financial mistakes happen when consumers fail to examine all of their choices when making monetary decisions.
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Reuters
General Electric Co wants its industrial software business to cut costs and lift profits next year under new chief executive John Flannery, and is considering expanded partnerships and the possible sale of some equity in the unit, according to people familiar with the business.
Former chief executive Jeffrey Immelt spent six years and more than $4 billion transforming 125-year-old GE into a “digital industrial” company.
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Crain's Chicago Business
The bank branch is dying, long live the bank branch.
Predictions that retail banks would relentlessly pare down their brick-and-mortar locations as consumers do more of their basic banking online haven't come to pass in the Chicago market.
While the number of bank branches is down over the past decade, it's not generally because banks are shuttering their own stores.
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Crain's Chicago Business
A recent Crain's report asked the question: Can jobs stop bullets? In my experience as CEO of Accion Chicago, a nonprofit lender focused on community development, the answer is yes.
However, after working in underserved Chicago neighborhoods, we've learned that the best way to create jobs and wealth is not to rely on large employers to do so. Rather, the solution is to support the small business owners who are invested in their communities and who are ready to grow.
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