Michael Schmidt

Michael Schmidt

Michael Schmidt earned an MBA from Loyola University of Chicago and is a Chartered Financial Analyst, CFA. Mr. Schmidt contributes to the CFA Institute as part of the Educational Advisory Board and has been part of the annual grading team since 2001. Michael has been writing professionally for over 20 years on a vast range of financial, economic and political topics.

He has been working in the field since 1986 working as an analyst, portfolio manager and an institutional investment consultant with: Bank of NY Mellon, Evergreen Investments, Mercer Consulting, INDATA and Coastal Asset Management. As an analyst he provides buy side research for both internal use and published for investors. As a portfolio manager he has managed investment portfolios for the institutional and the ultra high-net-worth arena with specialties in value, high yield and quantitative equity styles as well as multiple fixed income strategies.

Mr. Schmidt is a staff member of FINRA's Dispute Resolution Board as an arbitrator and chairperson. He has also testified as an expert witness in arbitrations and security litigation in over 40 cases of suitability, asset allocation, supervision and churning. Michael is a frequent guest speaker and has been quoted in the Wall Street Journal and Pension Investments Magazine.

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  1. Reviewing Liabilities On The Balance Sheet
    Fundamental Analysis

    Reviewing Liabilities On The Balance Sheet

    As an experienced or new analyst, liabilities tell a deep story of how a company finances, plans and accounts for money it will need to pay at a future date.
  2. Taking Shots At CAPM
    Fundamental Analysis

    Taking Shots At CAPM

    Find out why many investors think the capital asset pricing model is full of holes.
  3. CMO vs CDO: Same Outside, Different Inside
    Investing Basics

    CMO vs CDO: Same Outside, Different Inside

    The concept of collateralizing and structured financing predates the market for collateralized mortgage obligations and collateralized debt obligations.
  4. How To Avoid Falling Prey To The Next Madoff Scam
    Brokers

    How To Avoid Falling Prey To The Next Madoff Scam

    Due diligence does work, but the loose reporting standards for hedge funds make extra care and attention necessary.
  5. Understanding Leveraged Buyouts
    Fundamental Analysis

    Understanding Leveraged Buyouts

    LBOs are often presented as predatory by the media, but it really depends on which side of the deal you're on.
  6. Bonds: They're Not Just For Seniors
    Bonds & Fixed Income

    Bonds: They're Not Just For Seniors

    In this article, we'll show you how investors at any stage of life can keep these fixed-income investments. Keep Reading.
  7. Quant Strategies - Are They For You?
    Options & Futures

    Quant Strategies - Are They For You?

    Using the power of modern computers and the input of many financial experts, these models automatically execute trades for you.
  8. Cash Flow Statement: Reviewing The Cash Flow From Operations
    Fundamental Analysis

    Cash Flow Statement: Reviewing The Cash Flow From Operations

    A company's ability to consistently generate positive cash flows from its daily business operations is highly valued by investors. Operating cash flow can uncover a company's true profitability and provide ...
  9. The U.S. National Spending And Debt
    Economics

    The U.S. National Spending And Debt

    Just like any average American household, government overspending can carry on for extended periods by rolling over debt and borrowing more and more money in what seems like a never-ending game of chasing ...
  10. How Risk Free Is The Risk-Free Rate Of Return?
    Options & Futures

    How Risk Free Is The Risk-Free Rate Of Return?

    This rate is rarely questioned - unless the economy falls into disarray.
  11. Why Companies Stay Private
    Investing Basics

    Why Companies Stay Private

    Many private companies prefer to stay private and find alternate sources of capital. Find out what firms have to gain by eschewing the windfall from a flashy IPO.
  12. Don't Take Dividends For Granted
    Investing Basics

    Don't Take Dividends For Granted

    Companies have been paying dividends to their shareholders since the 1600s and have given investors good reason to hold onto their shares for long time periods. For many investors, dividends not only provide ...
  13. Follow The Herd In Trading The Capital Market
    Trading Strategies

    Follow The Herd In Trading The Capital Market

    If you have ever heard "the trend is your friend" and believed it, you may be a fan of herd instinct mentality. This is an environment where, just like with fashion, masses of people follow a pattern that ...
  14. Introduction To The Portfolio Dedicated Strategy
    Investing Basics

    Introduction To The Portfolio Dedicated Strategy

    Dedicated Investment Portfolio strategies have been used by institutional investors like pension funds and insurance companies for many years and have gained some popularity with individual investors looking ...
  15. Choose A Fund With A Winning Manager
    Mutual Funds & ETFs

    Choose A Fund With A Winning Manager

    We break down the key components of analyzing a fund manager's performance so you can find a winner.
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