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When Hindsight Becomes Foresight: Replicating Investment Performance

CFA Institute

Nicolas Rabener is the managing director of Finominal, which provides quantitative solutions for factor investing. Previously he founded Jackdaw Capital, a quantitative investment manager focused on equity market neutral strategies. He started his career working for Citigroup in investment banking in London and New York.

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Climbing the Ladder in Finance: The PIE Framework for Investment Professionals

CFA Institute

He has more than two million followers on LinkedIn and previously served as managing director at UBS Investment Bank and adjunct associate professor of finance at Hong Kong University of Science and Technology. Eric Sim, CFA, is the author of the book Small Actions: Leading Your Career to Big Success.

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Portfolio Confidential: Five Common Client Concerns

CFA Institute

Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.

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Monte Carlo Simulations: Forecasting Folly?

CFA Institute

Nicolas Rabener is the managing director of Finominal, which provides quantitative solutions for factor investing. Previously he founded Jackdaw Capital, a quantitative investment manager focused on equity market neutral strategies. He started his career working for Citigroup in investment banking in London and New York.

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Climate Transition Risk in European Equity Markets

CFA Institute

She is responsible for coverage of clients in the region including pension funds, banks and insurance companies. As part of her role, she advises clients on investment solutions including fixed income and liquidity, equity, alternatives and private markets.

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ChatGPT: Copilot Today, Autopilot Tomorrow?

CFA Institute

Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. He is a CFA charterholder and a member of the CFA Society of the UK.

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Rethinking Corporate FX Hedging: Seeing the Forest through the Trees

CFA Institute

With 20 years of experience in international banking, Mohammad Ali Shaikh, CFA, is currently working on setting up a macro fund through Ilqa Investments, a firm he co-founded. He is a graduate of McGill University, where he majored in finance, and holds an executive MBA from INSEAD.