When taking inventory of a RIA's business partners, the list may include technology providers, fund managers, research companies, compliance consultants, and headhunters. But perhaps the business partner RIAs most strongly rely upon is their custodian. Custodial services have, for years, been perceived as mostly "free" with revenue generated from transaction fees, cash spread, ttechnology services,…
This Exploring Additional Case Studies webinar builds on the material discussed in the Introduction to Ethical Decision-Making webinar offered previously. Participants will discuss and apply the CFA Institute's decision-making framework to additional case studies. We recommend participating in Introduction to Ethical Decision-Making webinar before registering for Exploring Additional Case Studies. Both live programs are repeated…
Current markets have striking similarities to 2006-2007. Despite cautionary signs that the economy is slowing, private equity funds have been raising at breakneck pace. The market multiples of fund platform investments and add-on investments have been hitting highs. How have those high flying 2007 vintage year funds fared 12 years on? Can alternative investors time…
Are the characteristics of primary real estate markets changing? Join us and learn what public and private real estate looks like for the average investor compared to the larger players. Learn how technology, Fed policy and current economic conditions will impact the future of commercial real estate market. On January 24, 2019, come hear the takes from…
This Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective. Each session will include: An examination of the factors that lead well-meaning individuals to make unethical decisions An explanation of how to apply a framework for…
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