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CFA Institute's Enterprising Investor
Jonathan Moog, CFA, has several criteria for identifying high-quality small- and mid-cap international value equities with minimal risk.
Moog and his Lizard Investors team concentrate on the international small- to mid-cap space because they believe there are inefficiencies in that market. Even though most investors understand the dynamics of special situations like stock spinoffs and corporate reorganizations, they tend to focus their attention principally on large US firms.
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CFA Society Chicago
Join Illinois CPA Society, Turnaround Management Association (Chicago/Midwest Chapter) and 12 other professional organizations at this exclusive networking event encouraging connections among professionals and organizations in key industries.
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CFA Society Chicago
Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. Some examples of Special Situations are spinoffs, liquidations, tender offers, restructurings, bankruptcy exits etc. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance. Every participant in the Forum is expected to research the topic before attending the meeting.
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The Center for Strategic Finance at the Stuart School of Business at Illinois Tech focuses on strategy in financial markets as a new discipline, building upon theoretical concepts drawn from traditional finance, strategic management, game theory, and computer science. Learn more.
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Personalized, Connected, Secure Cloud
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A modern cloud platform. What if your cloud was truly personalized to your business? What if it seamlessly connected your entire organization from anywhere and from any device? What if you were confident that your cloud data was more secure than ever? It can be with Oracle’s modern cloud.
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CFA Society Chicago
The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches. In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.
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Crain's Chicago Business
Northwestern University's Kellogg School of Management climbed five spots to finish No. 2 behind the University of Chicago's Booth School of Business in the Economist magazine's latest global ranking of B-schools.
For what it's worth.
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Chicago Tribune
The private prison industry is lobbying against a Justice Department directive to end the use of their facilities, encouraging legislators to question the policy change and legally protesting one significant contract reduction.
The moves by the GEO Group and others demonstrate the practical and political hurdles that stand in the way of the Bureau of Prisons actually ending its use of for-profit facilities to manage federal inmates. The private prison industry claims that the decision to do so was based on faulty research and that officials need contractors because of overcrowding in the federal prison system.
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Reuters via Investing.com
The Securities and Exchange Commission is leaning more heavily on partner regulator the Financial Industry Regulatory Authority to monitor brokerages as it devotes extra staff to oversee the rapid growth of independent financial advisers, a top regulator said. The move crimps the number of SEC examiners monitoring brokerages, and to make sure FINRA is picking up the slack, the commission formed a group that assesses the Wall Street regulator's efforts at monitoring the sector, said Marc Wyatt, the head of the SEC's Office of Compliance Inspections and Examinations at a speech in Washington, D.C.
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Chicago Tribune
Bank of America Corp. reported its best third quarter for fixed-income trading in five years, becoming the third major U.S. bank to blow past analysts' estimates for the business.
Bond-trading revenue surged 39 percent in the period, driven by rates trading and benefits from the firm's debt-underwriting strength, Charlotte, North Carolina-based Bank of America said. The gains helped fuel a 7.3 percent jump in profit.
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Crain's Chicago Business
Financial data and research company Morningstar said it has entered into an agreement to buy the 80 percent of Seattle-based PitchBook that it doesn't already own for $180 million.
Chicago-based Morningstar, which built its business on mutual fund research, said in a statement the purchase of PitchBook will allow it to add that company's private equity investing data and research to its services and expand its reach to new institutional investors.
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Chicago Tribune
Some consumers may be shying away from Wells Fargo after learning that employees used customers' information to open sham accounts, according to new figures reported by the bank.
The nation's largest retail bank beat expectations when it reported more than $5.6 billion in profit for the past three months. But the bank's earnings report also hinted that the Wells Fargo may have some trouble convincing people to open new accounts in the wake of the scandal.
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