City National Bank’s Robert Iritani Discusses the Future of Financial Management
Robert Iritani has more than 30 years of experience in large banking institutions including City National, Wells Fargo Bank, and Union Bank of California.
Accounting / Finance / Investing
Real Options: The Value Added through Optimal Decision Making
Merging decision analysis with the well-known principles used in valuing options on financially traded assets can be further enhanced by applying an intuitive approach based on familiar concepts from the field of decision analysis.
The Role of Finance in the Strategic-Planning and Decision-Making Process
This article discusses the role of finance in strategic planning, decision making, formulation, implementation, and monitoring.
What to Do When Traditional Diversification Strategies Fail
Many factors contribute to volatile market behavior. This article explores a methodology that attempts to address these factors.
The Buffett Approach to Valuing Stocks
This article provides an example of the process famed investor Warren Buffett is reported to go though to determine the intrinsic value of a publicly traded company.
Examining the Role of Short-Term Correlation in Portfolio Diversification
This article looks at the near-term issues regarding correlation between investment assets and asset classes.
Investing for Income in a Down Economy
Exploring alternatives for investing in a down economy that may provide better long-term portfolio performance through high-dividend yields and favorable diversification characteristics.
Owner-Occupied Commercial Real Estate for the Entrepreneur
An overview of owner-occupied, single-tenant commercial real estate, and practical advice on how to enter this potentially lucrative investment.
Private vs. Public Real Estate Markets
This article highlights the informational inefficiency that exists between public and private real estate markets.
An Alternative Way to Manage Equity Portfolios
Research on investment strategies to counterbalance the current negative conditions for traditional beta investing.
Active Alpha Portfolio Management: Appendix A
An appendix to “An Alternative Way to Manage an Equity Portfolio,” listing Exchange Traded Funds.
Active Alpha Portfolio Management: Appendix B
An appendix to article “An Alternative Way to Manage an Equity Portfolio” that offers a Table of Results.
Corporate Governance, SOX, and the Business Judgment Rule
Insights into leadership from John Rehfeld, CEO coach and the author of “Alchemy of a Leader.”
What Will The International Financial Reporting Standards (IFRS) Mean to Businesses and Investors?
This article examines whether a complete change in U.S. accounting standards is likely to happen, and if so, what it will mean to U.S. and foreign firms.
All IFRS-Compliant Statements Are Not Equal
This article considers the global and domestic position on International Financial Reporting Standards (IFRS) convergence and the anticipated changes to standard setting.