Cfa-institute

This year, the CFA Institute Annual conference was finally back after covid! I had the great pleasure to moderate a panel for the CFA Institute Research Foundation on Private Credit for the session hosted by the CFA Institute Research Foundation.

I had two fascinating conversations with Marty Fridson, CIO at Lehman Livian Friedson Advisors, around topics in his book "Financial Statements."

I published a piece that is but one chapter of a larger body of work, to be published soon, by Brian Singer and me. In it, we will lay out our framework for investing and dig deep into its fundamental underpinnings, both economic and philosophical.

In this article Brian Singer and I describe how the commoditization of the cannabis plant is changing the consumption landscape.

This episode of the CFA Institute Research Foundation podcast features our first in-studio recording, for which we went up to Chicago. Anthony DeChellis interviewed us.

In this episod of the official podcast of the CFA Institute Research Foundation, I sit down with Philip Maymin to examine the technical and practical implications of AI in finance.

Joseph Simonian shares his wisdom on model validation in finance. This conversation opened my eyes to several aspects of this topic.

Enjoy this episode of the Financial Thought Exchange Podcast with Mark Kritzman! In my view an underrated thinker, Mr. Kritzman discussed Relevance-Based Prediction with me, an alternative to machine learning.

In a series of four conversations, we discuss their framework for portfolio construction for individuals. The Research Foundation published this work as a monograph.

In this episode of the Financial Thought Exchange, the official CFA Institute Research Foundation podcast, I sit down with to discuss Harry Markowitz and the FAJ article.

The Enterprising Investor, the flagship forum of the CFA Institute for analysis of current issues in finance and investing, did it again! Brian Singer and I were allowed to provide the cannabis industry some attention from the institutional finance community.

I have launched the video podcast, the Financial Thought Exchange, for the CFA Institute Research Foundation! The goal with this project is to showcase the pieces we are putting out at the Research Foundation by interviewing our amazing authors.