Member Spotlight | Jorge Marques
Jorge Marques joined CFI back when it was just a WeWork dream, and now he’s a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landing in capital markets. You’ll hear about the skills that helped him succeed, how he navigated the CFA and...
Member Spotlight | Celine Chaabani: How I Found My Path in Capital Markets with the CMSA®
In this episode of CFI’s Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets and credit analysis. Celine originally studied general management and had little interest in finance. But her curiosity grew after...
Members Spotlight | Paul Barnhurst & Scott Powell - 100 Episodes of FinPod Special
In this special episode of CFI’s FinPod, we’re joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst, to explore how AI, automation, and evolving skill sets reshape careers in FP&A, capital markets, and investment banking. We discuss how tools like ChatGPT are already changing workflows, why Python and Excel are...
What's New at CFI | Collateralized Mortgage Obligations (CMOs)
In this conversation, Meeyeon and Ryan discuss collateralized mortgage obligations (CMOs), exploring their structure, relevance, and the impact of the Global Financial Crisis. They delve into the customization of CMOs for different investor risk profiles and the role of special purpose vehicles (SPVs) in isolating mortgage assets. The discussion highlights the importance of financial education...
Collateralized Mortgage Obligations (CMOs): A Beginner’s Guide
What is a Collateralized Mortgage Obligation? A Collateralized Mortgage Obligation (CMO) is a structured fixed income product that repackages mortgage-backed securities (MBS) into multiple tranches. Each tranche offers a different level of risk, return, and maturity, allowing investors to better manage cash flows and prepayment risk. Since their creation in 1983, CMOs have become an...
