The CFA Institute just held its 2012 fixed income conference in San Francisco.
Speakers shared a very broad range of perspectives on fixed income issues over the course of about a dozen sessions.
Session notes and observations (in no particular order) include:
Demographics and Deleveraging -- Rick Rieder, Blackrock
The Best Idea in Light of Demographic and Fiscal Challenges -- Scott Simon, PIMCO
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Is there a sense of “swimming upstream” when trying to propagate goal-based investing--as described in your new book Risk Less and Prosper--among existing financial advisors? Conventional practices and economic incentives are so heavily skewed towards modern portfolio...
The increasingly popular Finovate Conference Series just completed its spring event in San Francisco.
64 very interesting companies presented brief technology/product demos to a large audience of financial services media, analysts, investors, potential partners, competitors, and other industry participants.
All of the presenting companies are focused on technology innovation in finance, and most of the companies are young.
Below is a recap of some of the more interesting stories at the conference. There are five companies/stories in each category. The categories are intended to represent the perspectives of what could be considered core audience segments for the presenting companies. In other words, each category lists the companies that might be...
Risk Management Solutions (RMS) is well known as a leader in the area of catastrophe modeling and analytics. The company provides its services to a broad range of insurers, reinsurers, consultants and capital markets participants who are active in the property and casualty insurance industry.
More recently, the company has developed resources that focus on life and health risks. Though initially focused on...
