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Tuesday, November 18, 2014

Fw: View From Felaban 2014: Day 3

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From: "The Banker" <The-banker@ftmail.ft.com>

Date: Tue, 18 Nov 2014 15:02:09 +0000

To: <mainandwall@gmail.com>

ReplyTo: "The Banker" <The-banker@ftmail.ft.com>

Subject: View From Felaban 2014: Day 3

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Date: November 15-18, 2014
Location: Medellin, Colombia

The Banker is attending the Felaban Annual Assembly 2014, and will be reporting regularly from the event with podcasts with key industry figures. Meet The Banker team at basement stand four to pick up The Banker’s November edition and claim your FREE online trial.

With articles, videos and audio interviews, The Banker’s View From Felaban 2014 is your ideal guide to the event.

Multimedia:



		Sergio Arana, chief executive, Iatai Silvia Pavoni, economics editor of The Banker, speaks with Sergio Arana, chief executive of Iatai, during the 2014 Felaban meeting held in Medellin, Colombia. Listen to the interview



		Charles Silverman, head of global financial institutions, Wells Fargo Silvia Pavoni, economics editor of The Banker, speaks with Charles Silverman, head of global financial institutions, Wells Fargo, during the 2014 Felaban meeting held in Medellin, Colombia. Listen to the interview



		Gabriel Goldschmidt, infrastructure senior manager for Latin America and the Caribbean, IFC Silvia Pavoni, economics editor of The Banker, speaks with Gabriel Goldschmidt, infrastructure senior manager for Latin America and the Caribbean, IFC, during the 2014 Felaban meeting held in Medellin, Colombia. Listen to the interview

Previous videos:

Day 2 Thomas Krieger, regional head for financial institutions, Latin America, Commerzbank

Day 1 Enrique Ramírez, CEO, Banreservas Marcos Wentzel, head of capital markets, Puente Gustavo Martinez Cappetta, CFO, Latin American Agribusiness Development Corporation

Pre-Felaban interview Pre-Felaban interview with Silvia Pavoni

Articles:


Martin Redrado: Argentina must look beyond 2015 The debt crisis is not Argentina’s only problem. The authorities also need to put the county back on a sustainable growth path. Read More


Latam's trade finance path Trade finance is emerging as a key part of the Latin American banking business model and is bound to be a hot topic on the agenda at this year's Felaban annual meeting being held in Colombia in November. Ahead of this, The Banker speaks to experts about the challenges and opportunities that this growing business line is creating in the Latin American market. Read More


Is a post-Chávez Venezuela embracing the free market? Politicians claim that 2014 is going to be a key year of economic development for Venezuela, with a new foreign exchange system driven by supply and demand. How will banks respond? Read More

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Fw: Peter Winick published “Deliberate Strategy + Creative Motivation = Astounding Results”

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From: Medium <noreply@medium.com>

Date: Tue, 18 Nov 2014 15:17:01 +0000 (UTC)

To: <mainandwall@gmail.com>

Subject: Peter Winick published "Deliberate Strategy + Creative Motivation = Astounding Results"

Today on Medium

Published by people you follow

Deliberate Strategy + Creative Motivation = Astounding Results

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Fw: [New post] Everything Is a Meme

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-----Original Message-----
From: Enterprising Investor <donotreply@wordpress.com>
Date: Tue, 18 Nov 2014 15:10:28
To: <mainandwall@gmail.com>
Subject: [New post] Everything Is a Meme

Post : Everything Is a Meme
URL : http://blogs.cfainstitute.org/investor/2014/11/18/everything-is-a-meme/
Posted : November 18, 2014 at 10:10 am
Author : Ron Rimkus, CFA
Tags : behavioral finance
Categories : Behavioral Finance, Performance Measurement & Evaluation, Portfolio Management

When certain memes appeal to our belief system, we expose ourselves to a wide range of behavioral psychology problems ranging from confirmation bias, to framing, to social proof, to authority influence, to meme validation, to cognitive dissonance. The list goes on and on. In short, a well-constructed meme can make us gullible.

Add a comment to this post: http://blogs.cfainstitute.org/investor/2014/11/18/everything-is-a-meme/#respond

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Fw: [New post] 13F Watch: Active Management Looks Like a Contrarian’s Bet

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-----Original Message-----
From: mainandwall@gmail.com
Date: Tue, 18 Nov 2014 13:20:34
To: Bob Sefcik<bob@1mainandwall.com>
Reply-To: mainandwall@gmail.com
Subject: Fw: [New post] 13F Watch: Active Management Looks Like a Contrarian's Bet

Sent from my Verizon Wireless BlackBerry

-----Original Message-----
From: Enterprising Investor <donotreply@wordpress.com>
Date: Mon, 17 Nov 2014 20:54:15
To: <mainandwall@gmail.com>
Subject: [New post] 13F Watch: Active Management Looks Like a Contrarian's Bet

Post : 13F Watch: Active Management Looks Like a Contrarian’s Bet
URL : http://blogs.cfainstitute.org/investor/2014/11/17/13f-watch-active-management-looks-like-a-contrarians-bet/
Posted : November 17, 2014 at 3:53 pm
Author : David Larrabee, CFA
Tags : Barry Rosenstein, Bruce Berkowitz, Carl Icahn, Daniel Loeb, David Einhorn, David Tepper, Form 13F, Howard Marks, Jeremy Grantham, Nelson Peltz, Seth Klarman, Warren Buffett, William Ackman
Categories : Equity Investments, Portfolio Management, Standards, Ethics & Regulations (SER)

It's been an annus horribilis for stock pickers. In the US, fewer than one in five active fund managers are beating the market this year, their worst showing in over a decade. As a result, active funds have been bleeding assets and passive products are seeing record inflows. The fortunes of active managers certainly weren't helped by Warren Buffett, who earlier this year advocated for passive investing. And more recently, Greenwich Associates founder Charley Ellis, CFA, argued that when it comes to active investing, the "party is over." Active managers counter that artificially low interest rates have increased correlations among stocks, and once we get past quantitative easing, the environment will once again favor stock pickers. At this point, active management looks like a contrarian's bet, which is why astute investors should not dismiss it.

Add a comment to this post: http://blogs.cfainstitute.org/investor/2014/11/17/13f-watch-active-management-looks-like-a-contrarians-bet/#respond