Developments in equity securities markets have forced many investors to rethink their equity investment strategies. This proceedings addresses the expanding concept of market efficiency as well as the development of investment strategies that attempt to take advantage of apparent market inefficiencies.

Equity Markets and Valuation Methods

Gary G. Schlarbaum

Robert L. Hagin

Barr Rosenberg

Meir Statman

Bruce I. Jacobs, Kenneth N. Levy

Jeffrey L. Skelton

H. Russell Fogler

Preston W. Estep

Eric H. Sorensen

Paul H. Aron, Dean LeBaron, Wayne H. Wagner, Michael L. McCowin

Business & Money

Cfa Inst

Taxable accounts present some of the greatest challenges for managers. In developing portfolio policy and strategy, managers must take into account tax, legal, and (sometimes unique) client considerations, must integrate tax and estate planning with investment strategy, and often, must work with third parties to accomplish client goals. The authors in this proceedings tackles the complex issues that are specific to managing taxable portfolios with expertise and thoroughness. Proceedings of the November 1998 AIMR seminar "Investment Counseling for Taxable Investor."

Investment Counseling for Private Clients

Joanne M. Hill

Maureen Busby Oster

Philip Penaloza

Nancy L. Jacob

Jean L.P. Brunel

Christopher G. Luck

R.B. Davidson III

William R. Levy

James M. Poterba

AIMR (CFA Institute)

Nearly every investor's wealth has been negatively affected by the recent precipitous declines in the stock market. This development only adds to the challenges already facing private wealth managers, such as tax management, intergenerational wealth transfer, and business succession planning. Success depends on translating each client's specific goals and objectives into a focus on core investment objectives and on being able to maximize returns, reduce risk, and achieve adequate diversification. This proceedings brings together authors who are able to offer valuable insights on a wide array of topics associated with the unique demands of private wealth management.

Investment Counseling for Private Clients IV

David M. Stein

Lori R. Runquist

Louisa W. Sellers

Andrew F. Siegel

Natalie B. Choate

Fredda Herz Brown

John Philip Coghlan

Ernest M. Ankrim

This exclusive anthology, Bold Thinking on Investment Management, provides the collective wisdom of the most penetrating minds in the investment industry. Nobel Laureates Harry M. Markowitz and Clive W.J. Granger, and towering figures in finance such as John C. Bogle, Dean LeBaron, Martin L. Leibowitz, and Peter L. Bernstein use their decades of successful market experience to identify turning points in the industry's past, present, and future. A CD-ROM containing stimulating presentations from the FAJ 60th Anniversary Conference accompanies each anthology.

Bold Thinking on Investment Management: The FAJ 60th Anniversary Anthology

JOHN C. BOGLE

Charles D. Ellis

Martin L. Leibowitz

Gary P. Brinson

Richard M. Ennis

Martin S. Fridson

Marianne M. Jennings

ASWATH DAMODARAN

Peter L. Bernstein

Robert D. Arnott

David I. Fisher

Jeremy J. Siegel

FraNK j. fABOZZI

Edmund A. Mennis

Henry Kaufman

Harry M. Markowitz

Keith Ambachtsheer

Clifford S. Asness

Thomas A. Bowman

Abby Joseph Cohen

Jeffrey J. Diermeier

Don Ezra

Clive W.J. Granger

Richard C. Grinold

William H. Gross

J. Parker Hall III

Campbell Harvey

L. Randolph Hood

Irving Kahn

Dean LeBaron

Paul A. McCulley

John J. Nagorniak

Jack L. Treynor

CFA Institute

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