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CAIA test dates open anyone taking?

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I'm sitting for Level II again tomorrow, just curious if anyone is sitting for L I or II. Gl to everyone, even though it doesn't get as much respect as the CFA, it's still a damn hard test, and I'll be a giddy school girl to be done with this and have the charter.


Creating a Fact Sheet for company's products

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I'll unload my silver bananas on whoever can help me with this. I'm trying to create a fact sheet for one of my company's products. Ideally something like this

http://www.brightdirections.com/pdf/investments/PTLDX-fact.pdf

How would I go about creating it? Just use word for it? Additionally what kind of program would you use to feed the data into the fields quarterly? Thanks I'm new at this.

UFC 131 Dos Santos vs. Carwin

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So after watching UFC for a while I finally plopped down my first decent sized bet. I got Carwin at +160, so 250 to win 400. I honestly see this fighting going a couple of ways and I weighted those by probability. I honestly think Dos Santos will win, but out of 10 times Carwin probably takes 6, so I placed the bet. Plus Carwin is my fave fighter, so I had to bet on him

Anyway.... I see it going one of 3 ways

1) Stand and bang like the Roy Nelson fight. I think Carwin has a good enough chin to stand for 3 rounds, and hopefully with his slimmed down body enough endurance. That said this is not the preferred method for a Carwin victory. I see Dos Santos darting in and out, with Carwin missing with his punches as JDS pulls away. I'd say 3 round decision Dos Santos if this happens.

read more

Which one of these three watches?

Performance Analysis Software

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My firm is looking for a new performance software, and I was curious what is regarded as the best, and what most firms use? This would be for fixed income, equity, and pension consulting clients.

Audited by the IRS need advice

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So I get a nice little letter today from the IRS saying that I owe them 1750$ from back in 2010. They're saying the 8000 I pulled from my Roth is income and should be taxed apparently as such. This 8000 was below the 10000 I'd contributed because of the 08 crash, so I knew I wouldn't get penalized since I was just getting principle out.

Any advice on what to do? Just send them the Vanguard documents showing them that this is just pulled from my IRA, and there is no way in hell this should be taxed as income? F#@$ this, CFA in 2 weeks, this is the last thing I need to deal with.

UFC 146

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So monkeys can we get some bets on how quick Mir goes to sleep? I got 1 minute 20 seconds. Dissapointed to not see the Reem and Hunt on the card, but it's certainly the best one we've seen in a while.

Fixed Income White Papers

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Does any one have any good provider they could recommend for fixed income white papers. I've looked at Morningstar and Forefield but they are just generic financial advisor type items. Looking for some general pieces about duration targeting, what an mbs is, about the current interest rate environment etc. Thanks.


How much is a typical Financial Advisory Fee?

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If the deal is a roughly 10mm muni offering, with one lead underwriter and one FA? Is it typically a percentage? A flat fee? Around 40-50k?

Comps Tables by Industry

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Does anyone have an idea of where I could get a good list of the relevant metrics you would look at to assess the creditworthiness for companies in certain GICS sectors/ subsectors.

I.e. for banks you would look for tier 1 capital, loan to deposits, net interest margin, tangible common equity etc.

I'm just curious for the rest of the sectors i.e. industrials, energy, utilities, consumer discr. / staples etc.

Thanks, Bloomberg's RV function has been moderately helpful but not quite what I was looking for

Planning a Miami Bachelor Party

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Ok, I'm trying to plan a bachelor party for 9 guys including myself in Miami. The main thing I need to figure out is how best to cheaply find everyone a residence. We'll be staying there Friday, Saturday and Sunday night, and it will probably be in September. Anyone have any experience renting a house vs. getting hotel rooms?

Trying to access Public Pension webinar

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Anyone know how I could access the public pension webinar from the end of January ?

Best Way to Find a Recruiter in the South

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Hey WSO,

What would be the best method to engage a headhunter in the South? I'm looking specifically at New Orleans, Houston and Dallas, and really looking for either an equity analyst role, foundation/ fund of funds, or FP&A.

Thanks,

Looking for advice to switch from my current bank

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Need your help, this is my first draft, and I really want to start to push starting in January 2016. SBs for any helpful advice.

WSO Resume pops up when googling my name

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Any idea how to delete this? Or at least edit what resume WSO posts on the internet?


Performance Analysis Software

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My firm is looking for a new performance software, and I was curious what is regarded as the best, and what most firms use? This would be for fixed income, equity, and pension...

Performance Analysis Software

$
0
0

My firm is looking for a new performance software, and I was curious what is regarded as the best, and what most firms use? This would be for fixed income, equity, and pension...

Audited by the IRS need advice

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0

So I get a nice little letter today from the IRS saying that I owe them 1750$ from back in 2010. They're saying the 8000 I pulled from my Roth is income and should be taxed...

UFC 146

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So monkeys can we get some bets on how quick Mir goes to sleep? I got 1 minute 20 seconds. Dissapointed to not see the Reem and Hunt on the card, but it's certainly the best...

Fixed Income White Papers

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0

Does any one have any good provider they could recommend for fixed income white papers. I've looked at Morningstar and Forefield but they are just generic financial advisor...

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