14 March 2012: Radio Interview with A Better World’s Mitchell Rabin

Please tune in to A Better World on 14 March 2012 at 6pm EDT for my interview with the effusive Mitchell Rabin.  A replay will be available in case you cannot tune in.  Thanks to Mitchell Rabin for the opportunity to talk about The Intuitive Investor, conscious capitalism and green investing.  
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The Post Ratings Agency World: An Interview with Invictus Group’s Kamal Mustafa

One of the unresolved issues of the 2008–09 global financial crisis and of the Great Recession was what viable substitute there could or would be for the credit-ratings agencies. As a former investment practitioner, I have been looking for firms trying to provide an answer to my question: What new ways are there for performing better credit quality assessments? As the former head of Global...
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Change in China Hidden by Subtle Policy Shifts

Last week, the World Bank and the Development Research Center of the State Council, an official Chinese think tank, jointly released “China 2030,” a new paper calling for sweeping economic reforms aimed at preventing China’s growth from stalling. Perhaps most significantly, the report calls for China to dramatically reduce the role of the state in its economy. Many China watchers believe the...
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Bankable Insights: Eight Lessons from Neuroeconomics for Money Managers

Released in December 2010 as part of the Behavioral Finance and Investment Management monograph, “Eight Lessons from Neuroeconomics for Money Managers” by Steven G. Sapra, CFA, contains many timeless insights to help investment managers make better choices. Unlike many behavioral finance pieces which simply contain behavioral admonitions, “Eight Lessons” actually contains prescriptions for...
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Treacherous Environment for Smaller Hedge Funds: A Tale of Two Capital-Raising Markets

Barclays Capital has big news for the hedge fund community in its recently released intelligence report, The Money Trail: “Our analysis indicates that investors are likely to allocate approximately $80 billion of new capital to the hedge fund industry this year. 2012 has the potential to be the most significant year for new capital allocations to hedge funds since 2007.” These results are based...
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Generating Investment Ideas: Interview with Entegra’s Jim Butcher (Part 2)

In part one of my interview with Jim Butcher about generating investment ideas, the former head of Morgan Stanley’s Strategic Engagement Group and current CEO of boutique consultancy Entegra Partners, we talked about how scenario planning is one of the most potent tools for dealing with an uncertain world. Furthermore, we talked about how results from scenario planning often trump those of risk...
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Generating Investment Ideas: Interview with Entegra’s Jim Butcher (Part 1)

If you are a corporate finance executive or financial professional it is very likely that you now face more sources of uncertainty and risk than ever before. While financial markets have created numerous products to help mitigate financial risks, risks continue to multiply and continue to become strategic and macro-level events. One effective tool for coping with these myriad and multiplying...
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