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Northfield.Newport.2004 (2004_newport.pdf)
Invitation to Northfield's 10th Annual Summer Seminar in Newport.



Enhancing the Liquidity of Bond Trading by Charles W. Polk and Evan Schulman
A bond is a loan. Bonds, like loans, have less risk than equity



Adaptive Modeling in FX Valuation, Risk Assessment, and Portfolio Construction by Michael F. Wilcox
MODELING FOREIGN CURRENCY MARKETS FOR RISK MANAGEMENT.



Boston File - Portable Alpha & Post Modern Asset Allocation (20040518.pohlman.pdf)
Handout for May 18 meeting in Boston



Blank Fame (mutualfunds.pdf by Fran Denmark)
An article pointing out the evils of open-ended funds and featuring our own Herbert Blank.



Boston File - (2 of 2) Portfolio Formation with Higher Moments and Plausible Utility
Paper (20040413.kritzman.pdf by Jan-Hein Cremers, Mark Kritzman, and Sebastien Page)



Boston File - (1 of 2) Portfolio Formation with Higher Moments and Plausible Utility
Presentation (20040413.portfolio.formation.x3.pdf by Jan-Hein Cremers, Mark Kritzman, and Sebastien Page)



San Francisco File: Six Steps to Better Credit Returns
sf-20040407.barra.6steps.pdf by Tim Backshall



San Francisco File: Forecasting Default in the Face of Uncertainty
sf-20040407.barra.uncertainty.pdf by Kay Giesecke and Lisa Goldberg



San Francisco File: How good is your information?
sf-20040407.barra.information.pdf by Lisa Goldberg



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