CFA Institute

MAY 1, 2025

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

MAY 12, 2023

PGIM is the global investment management business of Prudential Financial, Inc. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC. David Blanchett, PhD, CFA, CFP®, is managing director, portfolio manager, and head of retirement research for PGIM DC Solutions.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

The Finance Weekly

OCTOBER 29, 2024

Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

CFA Institute

JUNE 6, 2024

PGIM is the global investment management business of Prudential Financial, Inc. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC. Prior to joining PGIM, Stempien was a director of investments at Morningstar Investment Management.

Construction 52

Construction Financial Analyst Investments Economics 52

CFA Institute

MAY 8, 2025

Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article, “Buffett’s Alpha.”

Financial Analyst 52

Financial Analyst Economics Investments 52

CFA Institute

JUNE 25, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

AUGUST 30, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He earned his chartered financial analyst (CFA) designation in 2015. He joined the company in October 2017.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

JANUARY 12, 2024

In the Financial Analysts Journal , Emmanuel R. Pezier and Paolo F. Volpin analyze a private dataset of a UK fund’s engagements with small-cap newly public firms and demonstrate that “behind-the-scenes” engagements resulted in 8% to 10% in cumulative abnormal returns.

Financial Analyst 52

Financial Analyst Performance Measuring Economics Investments 52

CFA Institute

DECEMBER 16, 2024

Vince Klos, CFA, is director of enterprise financial modeling for PNC Institutional Asset Management®. He is responsible for providing holistic investment analytics for clients’ balance sheet assets. He holds the Chartered Financial Analyst® (CFA) designation.

Nonprofit 52

Nonprofit Financial Analyst Healthcare Financial Modeling 52

CFA Institute

JULY 14, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He earned his chartered financial analyst (CFA) designation in 2015. He joined the company in October 2017.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

OCTOBER 18, 2023

Brendan Hughes, CFA, has more than a decade of industry experience in investments and public finance since graduating from James Madison University with a bachelor of business administration degree in finance and accounting. Hughes is a chartered financial analyst (CFA).

Marketing 52

Marketing Credit Risk Financial Analyst Investments 52

CFA Institute

DECEMBER 15, 2023

Mark Schumacher, CFA, is president of Third Day Capital Management, a boutique registered investment adviser in Denver. He manages globally diversified investment portfolios for families and select institutions. Schumacher is a chartered financial analyst (CFA). He holds an MBA. He holds an MBA.

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

CFA Institute

DECEMBER 4, 2024

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

APRIL 9, 2025

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

FEBRUARY 22, 2024

Sam Livingstone, CFA, is the founder of Eco AI an engineering-related scientific and technical start-up focusing on sustainable machine learning for ESG investing (in collaboration with UCL). He is also a chartered financial analyst. He is also the head of data science and data engineering at Jupiter Asset Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

OCTOBER 18, 2023

As STRATVIEW’s director of investments, John W. Moore, CFA, CAIA, chairs the Investment Committee and guides its portfolio construction, asset allocation, and investment selection processes. In addition, he collaborated frequently with PNC’s Advantage Equity team before joining full-time as an equity research analyst.

Investments 52

Investments Construction Financial Analyst Leadership 52

CFA Institute

JANUARY 30, 2025

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

AUGUST 26, 2024

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

DECEMBER 8, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He earned his chartered financial analyst (CFA) designation in 2015. He joined the company in October 2017.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

MARCH 20, 2024

Her writing has appeared in economics journals including The Journal of Institutional Economics , The Review of Austrian Economics , and the Financial Times. She has taught undergraduate classes in economics while at George Mason University, where she earned her PhD.

Performance Measuring 52

Performance Measuring Financial Analyst Economics Investments 52

CFA Institute

FEBRUARY 1, 2024

Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He is a former member of the editorial board of the Financial Analysts Journal. Before joining Ibbotson (acquired by Morningstar in 2006), he worked for Zephyr Associates.

Investments 52

Investments Management Consulting Financial Analyst Budgeting 52

CFA Institute

JULY 8, 2024

PGIM is the global investment management business of Prudential Financial, Inc. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC. Prior to joining PGIM, Stempien was a director of investments at Morningstar Investment Management.

Construction 52

Construction Financial Analyst Investments Economics 52

CFA Institute

APRIL 10, 2025

Harvey is also a professor of finance at the Fuqua School of Business at Duke University and a research associate of the National Bureau of Economic Research in Cambridge, Massachusetts. Harvey is an Advisory Council Member of the Financial Analyst Journal. " He is the co-author of two books: DeFi and the Future of Finance.

Corporate Finance 52

Corporate Finance Financial Analyst Economics Finance 52

CFA Institute

JANUARY 25, 2024

"It is possible to construct equity portfolios that possess out of sample exposure that facilitate more precise targeting of levels of macroeconomic risk exposure."

Construction 52

Construction Financial Analyst Risk Management Economics 52

CFA Institute

APRIL 16, 2025

For financial analysts and investors, the rise of defense spending in Europe is more than a policy shift -- it’s a structural re-rating of risk and opportunity across the continent.

Marketing 52

Marketing Financial Analyst Economics Investments 52

CFA Institute

FEBRUARY 8, 2024

In this role, he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. Dall joined PNC in 2015 as an associate investment advisor. He holds the Chartered Financial Analyst® (CFA) designation.

Planning 52

Planning Leadership Education Financial Analyst 52

CFA Institute

JUNE 26, 2024

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

JANUARY 8, 2024

Her writing has appeared in economics journals including The Journal of Institutional Economics , The Review of Austrian Economics , and the Financial Times. She has taught undergraduate classes in economics while at George Mason University, where she earned her PhD.

Investments 52

Investments Performance Measuring Financial Analyst Economics 52

CFA Institute

OCTOBER 17, 2021

The last Financial Analysts Journal issue of 2021 features examinations of machine learning. tax-loss harvesting, and more.

Financial Analyst 98

Financial Analyst Economics Investments 98

Jedox Finance

APRIL 16, 2020

He shares his expertise on how an EPM solution supports managing economic uncertainty, particularly in times of crisis. What does your economic forecast look like for the foreseeable future? Develop a comprehensive financial and operational plan. Budget available resources and investments. Forecast realistic outcomes.

Economics 125

Economics Forecasting Budgeting CFO 125

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

CFA Institute

MARCH 31, 2023

"Neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market."

Financial Analyst 134

Financial Analyst Investments Marketing Economics 134

CFA Institute

JULY 14, 2021

Financial Analysts Journal managing editor Heidi Raubenheimer, PhD, CFA, provides a synopsis of the latest issue.

Financial Analyst 52

Financial Analyst Performance Measuring Risk Management Marketing 52

CFA Institute

MARCH 7, 2019

What do the Financial Analysts Journal, CFA Society New York, the Columbia University Graduate School of Journalism, and US railroads have in common? Female pioneers.

Financial Analyst 52

Financial Analyst Economics Investments 52

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Investment Banker.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO News Room

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. Financial Analyst.

Banking 130

Banking Financial Analyst Budgeting Investments 130

PYMNTS

DECEMBER 16, 2020

American Express Ventures has invested in cryptocurrency exchange platform FalconX , according to a press release. The amount was not disclosed in the release, but the investment adds to the $17 million in funding FalconX announced in May, including from investors Accel and Lightspeed Venture partners, among others.

Foreign Exchange 60

Foreign Exchange Investments Banking Financial Analyst 60