Having the right investment beliefs and putting them into practice is key to delivering the right results. Decision makers in the investment industry should worry less about the stocks and products they pick for their clients and more about getting the big picture right; developing investment beliefs are instrumental in making the right choices.

Three of Canada's foremost retirement and life educators bring their collective insights, experience and knowledge to bear on the problems that Canadians face in planning retirement. Using 10 key planning principles, the authors outline a personal perspective on planning that incorporates: * Lifestyle Planning and Design * Management of Credit and Debt * Investment Planning * Insurance and Risk Management * Tax Efficiency * Legal and Estate Planning * Income Design. A personal exercise con...

Sweeping changes are transforming the financial services industry. More and more Canadians are turning to investment advisors to help them achieve lifelong financial security, but how do we know who to trust with our money and our retirement plans? All too often, argues John DeGoey, an advisor who appears to be a dispassionate professional giving objective advice turns out to be a salesperson, recommending a product because of the size of the embedded commission.Where does the future lie f...

SELECTED AS A 2008 BEST BUSINESS BOOK OF THE YEAR BY THE ECONOMIST"ONE OF THE SMARTEST INVESTORS ON THE PLANET."--MONEY MAGAZINE“This book is an essential read for those whowish to understand the modern world of investing.”—Alan GreenspanWinner of the 2008 Financial Times and Goldman Sachs Business Book of the Year AwardWhen Markets Collide is a timely alert...

This book will examine the profession of investor relations from the practical standpoint. The book will define what investor relations is, what investor relations professionals do, what skills and competencies are required to become a successful investor relations practitioner and, finally, how to outsource investor relations services. Investor relations is a profession on the borderline between communication, finance and law. This book will address each of these three competencies as ess...

This is the story of the slow evolution of Goldman Sachs-addressing why and how the firm changed from an ethical standard to a legal one as it grew to be a leading global corporation.In What Happened to Goldman Sachs, Steven G. Mandis uncovers the forces behind what he calls Goldman’s organizational drift.” Drawing from his firsthand experience; sociological research; analysis of SEC, congressional, and other filings; and a wide array of interviews with former clients, de...

Pleasing Wall Street used to be easy for executives. Not anymore. The stock market is an uncertain place, and every day executives have to figure out what investors really want. There are right ways and wrong ways to do this. Get it wrong, and you risk alienating investors as well as employees, consumers, and suppliers-which can erode your earnings and stock price.In Winning Investors Over, Baruch Lev draws on his own and other finance scholars’ research to present authori...

Other books present corporate finance approaches to the VC/PE industry, but many key decisions require an understanding of the ways that law and economics work together. Venture Capital and Private Equity Contracting is better than straight corporate finance textbooks because it offers broad perspectives and principles that enable readers to deduce the economic implications of specific contract terms. This approach avoids the common pitfalls of implying that contractual terms apply equally...

Each year we pay billions in fees to those who run our financial system. The money comes from our bank accounts, our pensions, our borrowing, and often we aren’t told that the money has been taken. These billions may be justified if the finance industry does a good job, but as this book shows, it too often fails us. Financial institutions regularly place their business interests first, charging for advice that does nothing to improve performance, employing short-term buying strategies that...

After the crisis of 2008, the social contract between the financial industry and everyone else was badly broken-perhaps, it seemed, irrevocably. Since then, banks have paid out billion-dollar settlements and Congress has passed some new laws, but a deeper rapprochement is still missing. John Taft has gathered some of the greatest financial minds of our time to explore how Wall Street can harness the same creative energy that invented credit default swaps and channel it towards the public g...

Other books present corporate finance approaches to the venture capital and private equity industry, but many key decisions require an understanding of the ways that law and economics work together. This revised and updated 2e offers broad perspectives and principles not found in other course books, enabling readers to deduce the economic implications of specific contract terms. This approach avoids the common pitfalls of implying that contractual terms apply equally to firms in any indust...

Conquering the obession with short-term profits is critical to the future of business, society, and capitalism itself—Alfred Rappaport presents a game plan every business leader should read“As Rappaport keeps on speaking out for the realities surrounding investment and speculation, our society will profit as it builds on his keen insights.”John C. Bogle, founder of The Vanguard Group (from the Foreword)About the Book: