Overview
The new member-exclusive webinar series with CFA Institute offers an exciting opportunity to hear from Howard Marks, CFA, Co-Chairman of Oaktree and one of the most respected voices in global investing. This event will be moderated by Bloomberg’s Lisa Abramowicz.
For more than three decades, Howard has published memos that have become essential reading for investment professionals worldwide. These widely followed essays distill deep experience into clear reflections on market behavior, cycles, risk, and investor psychology. More than commentary, they offer a disciplined framework for thinking independently, especially in times of uncertainty.
This webinar qualifies for 2 Professional Learning credits. Be sure to add it to your tracker after attending.
This event is exclusive to CFA Institute members.
Agenda
This session brings those insights to life through a focused conversation centered on the memos Howard personally selected as his most enduring. Attendees will explore:
- Why certain investing principles remain timeless even as markets evolve
- How to interpret cycles through independent thinking rather than consensus
- The evolution of Howard’s thought process and how writing shaped his discipline
- Practical ways to apply long-term perspective to short-term challenges
Members will also gain insight into the professional mindset that connects Howard’s writing with the values of the CFA® community: sound judgment, discipline, and long-range thinking.
Whether you are a portfolio manager, analyst, strategist, or working in research, advisory, or leadership, this event offers timely and relevant guidance.
Early-career members will learn how to cultivate an investment mindset grounded in independent analysis.
Experienced professionals will have an opportunity to recalibrate their approach and reflect on enduring lessons.
Speakers
