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Forbes
If you ask people what’s the most complicated part of managing their finances, many if not most will tell you it’s investing (especially with all the recent market volatility). Is it a good time to invest in stocks? Which fund managers will beat the market? What’s the perfect asset allocation?
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CFA Society Chicago
Tuesday, October 30, 2018
12:00 pm - 1:30 pm
CFA Society Chicago, 33 N. LaSalle Street, Suite 910, Chicago, IL 60602
The Investment Exchange Forum is a stock-picking meeting held by CFA Society 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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CFA Society Chicago
Thursday, November 08, 2018
3:30 pm - 5:00 pm
33 N. LaSalle Street, Vault (Lower Level), Chicago, IL 60602
Program Description:
Looking for an additional edge in your investment process? Want to retain more of your research alpha? By changing the paradigm for the implementation process, learn how you can leverage your alpha profiles to build informed execution strategies, ushering in a new era of smart implementation. This will lead ultimately to better portfolio outcomes. In the presentation, we reveal a few practical tips that show how you can save millions of dollars in execution costs.
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CFA Society Chicago
Wednesday, November 14, 2018
11:30 am - 1:00 pm
JW Marriott, 151 W. Adams Street, Chicago, IL 60603
Program Description:
The questionable accounting, excessive leverage and deficient creditor protections that inflate the private equity bubble.
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CFA Institute Enterprising Investor
Smart beta may be the best marketing concept ever invented in finance. Buying something labeled “smart beta” makes you intuitively feel both smart and good about the investment. But if smart beta is the best investment product label ever, low volatility is a strong contender for second place.
It isn’t hard to see why.
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Forbes
The U.S. Treasury Department’s recent release of long-awaited guidelines for opportunity zones is expected to unleash real estate investment in low-income neighborhoods in the country — that is, as long as stock market volatility, the onset of a recession or other gloomy events don’t doom optimism and risk-taking. As part of the Tax Cuts and Jobs Act passed last year, the opportunity zone program is providing federal capital gains tax deferral to investors who pour money into some 8,700 depressed communities across the country.
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FORTUNE
Bitstamp, a Luxembourg-based Bitcoin exchange, has been acquired, the company said Monday.
The buyer is NXMH, a private equity and investment firm based in Brussels that also owns Korbit, a South Korean cryptocurrency exchange. The financial terms of the deal were not disclosed, but the purchase price was rumored to be around $400 million.
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Kiplinger via Chicago Tribune
The long bull market has left many investors with a nice problem: a lot of unrealized profits in stocks.
Over the past three years alone, through August, Standard & Poor's 500-stock index gained an average of 16.1 percent a year, compared with 9.5 percent annually over the past 15 years. The hot streak means the portion of your assets in stocks, compared with other investments, may exceed your risk tolerance.
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Forbes
Let us introduce you to the Illinois $100,000 club that cost taxpayers $12 billion. It's comprised of 93,798 public employees and retirees who earned a new “minimum wage” of $100,000 or more.
While Illinois is broke and it continues to flirt with junk bond status, the public employee class is living the good life.
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Inc. via Chicago Tribune
If you want to build enough wealth to become financially independent, you probably already know you should be investing. But what, exactly, should you be investing in?
You can use an investment vehicle like a Roth IRA or a 401(k) to gain tax advantages for the money you put away, but you’ll still have to make a choice of investments to build and maintain enough wealth to sustain yourself for the indefinite future.
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The Bond Buyer
Financial institutions and other businesses with ties to Saudi Arabia would face a ban on doing business with Chicago under an ordinance being proposed by several aldermen.
The legislation is in response to the killing of journalist Jamal Khashoggi, who was a Saudi national and permanent resident of United States.
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