A ground-breaking book on the transformative power of impact investing This is the first book to chart the catalytic path of this new industry, explaining how it is and can be a positive disruptive force. It shows how impact investing is a transformational vehicle for delivering «blended value» throughout the investment spectrum, giving a single name to a set of activities previously siloed in enclaves, revealing how they are linked within what is becoming a new field of investing. Written by two leaders in the growing field of impact investing, the book defines this emerging industry for participants on all sides of the funding equation (investors, funders and social entrepreneurs). Filled with illustrative examples of impact investing success stories Reveals how the field can expand in order to address the most critical social and environmental issues of our day Explores the wide-ranging applications of impact investing as well as entrepreneurial opportunities The authors do not take a normative approach to argue how investors should behave like an investment guide might but show how entrepreneurial people and institutions are already offering an integrated alternative.
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances. Written by industry expert Mark Tibergien, one of the «25 Most Influential» people in the financial services industry A new edition of a bestselling Bloomberg title Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.
Praise for Be Yourself, Everyone Else is Already Taken «Mike's book is a wonderful expression of authenticity in action—clear, honest, instructive, and a passionate call to be your true Divine Self.» —Cheryl Richardson, New York Times best-selling author, Take Time for Your Life «Mike Robbins provides a clear guide for intelligently and compassionately coming face-to-face with yourself and loving the person you meet. His five principles of authenticity teach us how to embrace and celebrate all aspects of who we are and what it means to be a spiritual being having a human incarnation.» —Michael Bernard Beckwith, author, Spiritual Liberation «Be Yourself, Everyone Else is Already Taken is an empowering and refreshing book about how to be successful, real, and fulfilled in life. I highly recommend it.» —Gay Hendricks, New York Times best-selling author, Five Wishes «Mike Robbins has written a powerful, down-to-earth, and insightful book on one of the most important aspects of happiness and fulfillment in life—authenticity. Be Yourself, Everyone Else Is Already Taken will give you tools and techniques to enhance your life and relationships in a profound way.» —Marci Shimoff, New York Times best-selling author, Happy for No Reason «Be Yourself, Everyone Else Is Already Taken reminds us that God created each one of us for a unique purpose.?We live in a world where the lines between fake and real have blurred. This powerful book teaches you how to access and express the realness you crave in your work, your relationships, and yourself.» —Jon Gordon, author, The Energy Bus
From Silicon Valley leader Maynard Webb, how we can leverage technology to change how we work Maynard Webb has always been the go-to guy when Silicon Valley companies have thorny problems. Whether revamping eBay's crashing servers (transforming their technology weaknesses into a competitive strength) or investing in emerging technology start-ups, Webb brings strategic and operational savvy to every issue and venture. In his first book, Webb brings this same focus to tackle outdated models of work, created a century ago, which no longer sync up with either individual or employers' needs. Through a unique framework, Webb identifies 4 different mindsets around work (the company man, CEO of your own destiny, disenchanted employee, and the aspiring entrepreneur). It organizes those who are self-motivated versus those who are waiting to be discovered and aims to give readers the tools to become more self-actualized, happier, and ultimately more fulfilled in their careers. In identifying a paradigm shift that is already under way, Webb demonstrates clearly how to harness technology to embrace our own personal happiness, allowing people to become more productive at work and also spend more time with their families. Contains a framework that demonstrates how we can leverage technology to create better job opportunities and foster more balanced lives Written by Maynard Webb, chairman of LiveOps, former COO of e-Bay, founder of Webb Investment Network (WIN), and board member of Yahoo! and salesforce.com Includes personalized worksheets and empowering action-oriented advice Rebooting Work reveals how anyone can take control of his or her own future, finding greater fulfillment, productivity, and happiness.
Overcome the interpersonal challenges holding your business back Is your workplace riddled with gossip, power struggles, and confusion? Do you seek clarity in your management and cohesiveness in your team? Do you have a personal obstacle affecting your professional success? If so, there is good news-help is on the way. Stop Workplace Drama offers down-to-earth, practical methods to help business owners, entrepreneurs, and private practice professionals maximize success, increase productivity, and improve teamwork and personal performance. Identify «drama» barriers and help your employees break free to experience higher personal effectiveness and increased productivity Each of the eight points is full of universal and practical principles any business leader, sales director or entrepreneur can put to use immediately Author Marlene Chism has shared her signature process with organizations such as McDonalds and NASA When you're in the thick of business competition, you and your team need to function freely without internal conflicts, confusions, or rivalries. Stop Workplace Drama ensures that your employees will be able to give their best to create a healthy, profitable workplace.
How top traders made huge profits during the most momentous market events of the past century Financial and commodity markets are characterized by periodic crashes and upside explosions. In retrospect, the reasons behind these abrupt movements often seem very clear, but generally few people understand what's happening at the time. Top traders and investors like George Soros or Jesse Livermore have stood apart from the crowd and capitalized on their unique insights to capture huge profits. Engaging and informative, The Greatest Trades of All Time chronicles how a select few traders anticipated market eruptions?from the 1929 stock market crash to the 2008 subprime mortgage meltdown?and positioned themselves to excel while a majority of others failed. Along the way, author Vincent Veneziani describes the economic and financial forces that led to each market cataclysm and how these individuals perceived what was happening beforehand and why they decided to place big bets, often at great risk and in opposition to consensus opinion at the time. Traders discussed include George Soros, Jesse Livermore, Paul Tudor Jones, John Templeton, and John Paulson Provide contemporary traders and investors with insights on how great traders make great trades Offers insights on market forecasting, mass psychology, and the importance of personal conviction in trading At a time when many investors are looking to the past for answers to the future, this book brings important historical moments in the financial markets to life.
Hedge fund managers who survived and profited through the 2008 financial crisis share their secrets In light of the colossal losses and amidst the resulting confusion that still lingers, it is time to rethink money management in the broadest of terms. Drastic changes still need to be made, and managers who actually made money during 2008 make for a logical starting place. This updated and revised edition of The Invisible Hands provides investors and traders with the latest thinking from some of the best and the most successful players in money management, highlighting the specific risk and return objectives of each, and discussing the evolution of certain styles and beliefs in money management. Divulges how top financial professionals are looking forward by thinking clearly, managing risk, and seeking a new paradigm of profit making opportunities in the post-crisis world Outlines investments and strategies for the rocky road ahead Gives guidance on how traditional investors such as pensions, endowments, foundations and family offices should rethink how they approach asset allocation and portfolio construction Written by respected industry expert Steven Drobny Page by page, the professionals found in this book reveal their own approaches to markets, risk, and the broader world in which we live, as well as their advice on how investors should be approaching money management in today's uncertain world.
A step-by-step guide to develop a flexible comprehensive operational due diligence program for private equity and real estate funds Addressing the unique aspects and challenges associated with performing operational due diligence review of both private equity and real estate asset classes, this essential guide provides readers with the tools to develop a flexible comprehensive operational due diligence program for private equity and real estate. It includes techniques for analyzing fund legal documents and financial statements, as well as methods for evaluating operational risks concerning valuation methodologies, pricing documentation and illiquidity concerns. Covers topics including fund legal documents and financial statement analysis techniques Includes case studies in operational fraud Companion website includes sample checklists, templates, spreadsheets, and links to laws and regulations referenced in the book Equips investors with the tools to evaluate liquidity, valuation, and documentation Also by Jason Scharfman: Hedge Fund Operational Due Diligence: Understanding the Risks Filled with case studies, this book is required reading for private equity and real estate investors, as well as fund managers and service providers, for performing due diligence on the noninvestment risks associated with private equity and real estate funds.
The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a «landmark opus,» this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like «Did you use all reasonable means to reduce your taxes?» and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
Praise for Business Intelligence Success Factors: Tools for Aligning your business in the Global Economy «Olivia Parr Rud does a remarkable job of weaving together many topics in a strategic way. As 'quants,' we're fascinated with data and fact-based decision-making. But success only comes when you consider the human factor, especially effective communications. Making topics like evolutionary biology, complexity science, and systems thinking relevant for business success is a unique and compelling view. As Max Frisch said, 'We hired workers and human beings came instead.'» —Anne Milley, Senior Director, Technology Product Marketing, SAS «Business Intelligence Success Factors is a must-read for anyone implementing BI on an organizational level. This book explains the business landscape and the underlying reasons for our current volatility, offering clear guidance on navigating our information rich global economy.» —Ron Powell, Editorial Director, Business Intelligence Network Transform challenges into opportunities with emerging Business Intelligence technologies Written by an expert in data mining and statistical analysis, this valuable resource unveils the connection between the increased use of BI and the need for new, proven theories and models in BI, as well as the guidance to implement them successfully in your organization. Are you ready to become adaptable? Learn how to harness today's rapidly evolving global economy with Business Intelligence Success Factors.