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.

  • Showing 1-15 of 48 items
  • 1
  • 2
  • 3
  • 4
  • >>
  1. Trading Strategy

    Quant Strategies - Are They For You?

    Quant strategies are designed to exploit inefficiencies and use leverage to make market bets.
  2. Investing Strategy

    Stock Analysts: Should You Listen?

    If you want to find out which analysts are worth following, you shouldn't take their word for it.
  3. Financial Analysis

    Cash Flow Statement: Reviewing The Cash Flow From Operations

    Discover why cash flow from operating activities is significant to businesses, and learn the direct and indirect methods ...
  4. Financial Analysis

    How Risk Free Is the Risk-Free Rate of Return?

    This rate is rarely questioned—unless the economy falls into disarray.
  5. Small Business

    3 secrets of successful companies

    Make smart investments by using these three secrets to spot up-and-coming companies to invest in before they become household ...
  6. Small Business

    The financial characteristics of a successful company

    There are many factors that contribute to a profitable business. Find out some of the financial characteristics that create ...
  7. Mutual Funds

    Choose a Fund With a Winning Manager

    We break down key components of analyzing a fund manager's performance so you can find a winner.
  8. Markets & Economy

    A Look at Fiscal and Monetary Policy

    There's a debate over which policy is better for the economy, monetary policy or fiscal policy. Find out which side of the ...
  9. Mutual Funds

    Is Stock Picking a Myth?

    Can mutual fund managers successfully pick stocks, or are you better off with an index fund?
  10. Mutual Funds

    How's Your Mutual Fund Really Doing?

    Determine how mutual funds are doing by sizing them up against their peers.
  11. Markets & Economy

    The Upside of Deflation

    Deflation has continued to pop up throughout economic history—but is that such a bad thing?
  12. Laws & Regulations

    So, You Want to Take Your Broker to Court

    Find out how to file a claim with your broker, and what you can expect throughout the process.
  13. Investing

    Taking Shots at CAPM

    Find out why many investors think the capital asset pricing model is full of holes.
  14. Markets & Economy

    Financial Regulators: Who They Are and What They Do

    Find out how these financial regulators govern the financial markets.
  15. Managing Wealth

    How to Invest Like an Institution

    By following the strategies of the pros, even a beginner can learn to invest like an expert.
  • Showing 1-15 of 48 items
  • 1
  • 2
  • 3
  • 4
  • >>