‧活動時間：4/17 (六) 7:00~9:30 PM
‧活動地點：國泰金融中心／台北市松仁路７號
(台北捷運市政府站３號 出口，往右步行至松仁路與松高路口)
‧洽詢電話：0800-818-001轉2521
‧網 址：http://fund.cathaybk.com.tw
‧免費入場 ! 毋須預約或索票
現場為戶外式開放空間廣場，歡迎自由前往；若屆時座位已滿，仍歡迎於廣場上聆聽欣賞(座位後方設有架高大螢幕轉播舞台表演)。.jpg)
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文化慈善基金會
2010-03-31
4/17 (六) 7:00~9:30 PM 永恆的經典音樂會
2010-03-27
華爾街貪婪故事(上)、(下)
‧作者：Frank Partnoy
‧出版社：台灣金融研訓院
‧出版年：2008/07/31
‧ISBN：9789866896675
‧索書號：548.545 / 8553 2008
‧登錄號：C009020
【內容簡介】
「華爾街貪婪故事(Infectious Greed)」乙書是一部金融歷史，講述過去十五年來，市場發生戲劇性變化的故事。作者Frank Partnoy繼撰寫暢銷書「血戰華爾街 ( BLOOD IN THE WATER ON WALL STREET )」後再出版本書，並把這一時期最重要的人物和事件聚集起來，在其間找出連結，解釋發生了什麼事及為什麼發生？書中說明詐欺和風險如何戲劇性、快速成長，並為避免再次發生提出建議。
本書論點認為對目前金融市場所進行的控制都是假象，不是事實。市場在過去十年來，面臨幾次崩盤邊緣，著名的例子是和安隆與LTCM有關的倒閉。今日，系統面崩盤的風險比以前還高，雖然少數主管機關和華爾街經理人了解一些系統性問題，個人投資人卻對事實不以為意。真相是市場已經疾馳在失去控制的邊緣。
「華爾街貪婪故事」全書高達640頁，計11章，為方便讀者閱讀，故分為上、下二冊，上冊主要隱喻人們貪婪的第一階段是種傳染病：內容包括第1章至第5章；第二階段是種潛伏期：內容包括第6章至第7章。下冊主要隱喻人們貪婪的第三階段是種流行病：內容包括第8 章至第11章。
本書是一本極適合下列讀者閱讀的好書：金融業主管機關、銀行、證券公司、保險公司之金融從業人員、證券交易員、基金經理人；企業高階主管、財務長；大學及技術學院財金系所學生及對金融有興趣之一般投資大眾。
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本館中文圖書
‧作者：王志誠、封昌宏
‧出版社：台灣金融研訓院
‧出版年：2009/10/13
‧ISBN：9789866370090
‧索書號：563.3 / 8432 2009
‧登錄號：C009022
【內容簡介】
「信託課稅實務」乙書於2009年2月出版第一版，係以實務的觀點，有系統的論述各項稅法中信託課稅的規定，全書共分15章，第1章介紹信託制度與租稅課徵有關的主、客體;第2章介紹信託課稅的理論及架構;第3至11章對各稅法中的課稅規定以實例加以解說；第12及13章對以信託為架構的資產證券化相關課稅規定予以論述；第14及15章對著名的信託租稅規劃案例所採用的信託模式予以解析。茲因信託課稅涉及諸多稅法的規範，本書為減省讀者查閱相關稅法的時間，在各章節中適時的對於相關課稅現況予以論述，讓讀者能更有效率的認識信託課稅實務。
鑒於所得稅法於2009年月5月27日修正公布，不僅調整金融商品課稅之相關規定，以改善現行金融商品課稅不一致之問題，亦對受託人短計算信託所得行為之處罰增訂金額上限；另不動產證券化條例亦於2009年1月21日有重大修正，故為求本書見解之正確性及確保資料之最新性，針對最新修定之相關法令及部分內容加以增補及修正，並對成為新聞媒體焦點之王永慶先生遺產稅案，依筆者所蒐集之最新資訊，從公益信託之觀點分析其稅負效果。此外，由於金融資產證券化之參與者所涉及之課稅問題相當複雜，本次修正另加入體系表，期使讀者易於瞭解各參與者應承擔之稅負，以資因應。
本書兼備信託課稅的理論及實務，是金融從業人員及從事信託、理財規劃人員必讀的教材，同時也可作為大專院校信託法、信託投資理財、租稅法、租稅規劃等課程的教科書或輔助教材。
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本館中文圖書
‧作者：陳嘉霖
‧出版社：台灣金融研訓院
‧出版年：2008/05/21
‧ISBN：9789866896620
‧索書號：562.19 / 8747 2008
‧登錄號：C009023
【內容簡介】
身處服務經濟的時代，以客戶關係為導向的新經營理念也注入金融界。在此經營理念上，銀行發展出客戶經理(Relationship Manager, RM)的職位及服務策略。客戶經理如同銀行與客戶間的溝通橋樑，對銀行而言，客戶經理必須具備專業知能，並為銀行開拓、維護優質的客戶群、發掘商機及創造利潤；對客戶而言，客戶經理須能適切扮演財務顧問角色，對客戶的財務規劃具有綜觀分析的能力，同時提供適當的建議及解決方案，以取得共識與信任。因此，客戶經理著實為銀行與客戶往來間不可或缺的靈魂人物。
本書共分為「客戶關係導向與客戶經理」、「客戶經理與授信」及「財務報表分析」等三篇22章，內文詳論客戶關係導向下，客戶經理所扮演之重要角色，從經營策略、客戶經理制度、角色定位、職責、客戶的開拓維護、行銷、金融產品的創新至最後的客戶經理人之養成，逐章清楚論述，使讀者一目瞭然，為一適合所有金融從業人員，乃至大專院校財金系所學生或未來以客戶經理為職志之人士最佳實務指南。
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本館中文圖書
‧作者：查理斯‧密斯拉契
‧出版社：台灣金融研訓院
‧出版年：2009/03/05
‧ISBN：9789866896255
‧索書號：563.53 / 8454 2009
‧登錄號：C009031
【內容簡介】
價值型投資中最重要的四個字就是「安全邊際」。不要用95美分的價格買進價值1美元的資產，要等到價格和價值之間的差額變得很大時，才進場購買；股價與基本價值之間的差額愈大，安全邊際也愈大。
巴菲特的持久、簡單、務實和歷久彌新的精神，在此動盪不安的投資環境中，凸顯出不同凡響的投資精神，這就是價值型投資最簡單的印證。
本書摒棄傳統的投資理論，以淺顯易懂的方式介紹價值投資的觀念及內涵，共分為十一課，除基本觀念外，亦配合企業實例說明；對於金融機構從事財富管理相關工作者、大專院校財金相關系所學生及一般投資人而言，為其欲瞭解價值投資法則,不可或缺的好書。
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本館中文圖書
‧作者：William J. O'Neil
‧出版社：McGraw-Hill
‧出版年：May 2009
‧ISBN：9780071614139
‧索書號：HG6041 / O515 2009
‧登錄號：E001108
【內容簡介】
Through every type of market, William J. O’Neil’s national bestseller, How to Make Money in Stocks, has shown over 2 million investors the secrets to building wealth. O’Neil’s powerful CAN SLIM® Investing System—a proven 7-step process for minimizing risk and maximizing gains—has influenced generations of investors.
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本館西文圖書
‧作者：T. Boone Pickens
‧出版社：Crown Publishing Group
‧出版年：September 2008
‧ISBN：9780307395771
‧索書號：HD9570.P53 / A3 2008
‧登錄號：E001120
【內容簡介】
T. Boone Pickens began his business career as an 11-year-old Oklahoma paperboy, and he's been peddling, buying, and selling ever since. Over the years, the chairman of the BP Capital Management hedge fund has suffered numerous setbacks; indeed, he's been counted out more than once by financial experts. In this feisty, candid autobiography, he reflects on his long career in oil and investment businesses and, perhaps even more important, offers a specific plan for restructuring our disastrous energy policies.
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本館西文圖書
‧作者：Donald H. Chew
‧出版社：Columbia University
‧出版年：July 2009
‧ISBN：9780231148573
‧索書號：HD2741 / U22 2009
‧登錄號：E001112
【內容簡介】
Corporate governance constitutes the internal and external institutions, markets, policies, and processes designed to help companies maximize their efficiency and value. In this collection of classic and current articles from the Journal of Applied Corporate Finance, thought leaders such as Michael Jensen and Robert Monks discuss the corporate mission of value maximization and the accomplishments and limitations of the U.S. governance system in achieving that end.
Essays address the elements driving corporate value: the board of directors, compensation for CEOs and other employees, incentives and organizational structure, external ownership and control, role of markets, and financial reporting. They evaluate best practice methods, challenges in designing equity plans, transferable stock options, the controversy over executive compensation, the values of decentralization, identifying and attracting the "right" investors, the evolution of shareholder activism, creating value through mergers and acquisitions, and the benefits of just saying no to Wall Street's "earnings game." Grounded in solid research and practice, U.S. Corporate Governance is a crucial companion for navigating the world of modern finance.
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本館西文圖書
‧作者：Peter Gallagher
‧出版社：Cambridge University
‧出版年：May 2009
‧ISBN：9780521706827
‧索書號：K4610 / H36 2009
‧登錄號：E001111
【內容簡介】
This is a detailed guide on how to read WTO Schedules of Commitments for Goods and Services. The Schedules are part of the Legal Texts of the WTO Uruguay Round Agreements. They comprise about 27,000 pages of specific commitments by 153 members of the WTO on market access conditions for their markets. Understanding how to interpret the Schedules is essential for anyone wishing to glean information for academic, official, or business purposes. Commissioned and reviewed by the WTO Secretariat, this is a unique guide to understanding the Schedules.
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本館西文圖書
‧作者：Herman M. Schwartz
‧出版社：Palgrave Macmillan
‧出版年：August 2009
‧ISBN：9780230230804
‧索書號：HD7287.3 / P65 2009
‧登錄號：E001094
【內容簡介】
This book demonstrates how housing systems are built from political struggles over the distribution of welfare and wealth. The contributors analyze varieties of residential capitalism through a range of international case studies, as well as investigating the links between housing finance and the current international financial crisis.
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本館西文圖書
‧作者：Ron Paul
‧出版社：Grand Central Publishing
‧出版年：September 2009
‧ISBN：9780446549196
‧索書號：HG2563 / P384 2009
‧登錄號：E001119
【內容簡介】
In the post-meltdown world, it is irresponsible, ineffective, and ultimately useless to have a serious economic debate without considering and challenging the role of the Federal Reserve.
Most people think of the Fed as an indispensable institution without which the country's economy could not properly function. But in END THE FED, Ron Paul draws on American history, economics, and fascinating stories from his own long political life to argue that the Fed is both corrupt and unconstitutional. It is inflating currency today at nearly a Weimar or Zimbabwe level, a practice that threatens to put us into an inflationary depression where $100 bills are worthless. What most people don't realize is that the Fed — created by the Morgans and Rockefellers at a private club off the coast of Georgia — is actually working against their own personal interests. Congressman Paul's urgent appeal to all citizens and officials tells us where we went wrong and what we need to do fix America's economic policy for future generations.
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本館西文圖書
2010-03-11
這一本，金融業的禁書
‧作者：宋木海
‧出版社：商訊文化
‧出版年：2009/08/12
‧ISBN：9789866378072
‧索書號：563 / 8672 2009
‧登錄號：C011481
【內容簡介】
掌握投資理財的秘訣，累積財富，相信是每一個人都希望能做到的事。因此，當景氣上揚，看到股票、基金市場活絡，大家都競相下場時，許多人都自以為做好了準備，充滿信心。殊不知，卻忽略了在金融世界中，很多潛在不知名的變數，將會讓你的資產在一瞬間歸零，譬如，這次的金融大海嘯。
而本書作者浸潤在投資理財的世界中已數十年，深深有感於任何一個小環節，都可能對整個金融經濟世界造成嚴重衝擊，進而影響到眾多人的生活。因此提出，金融機構縱使資產再大，信譽再好，也有可能倒閉；所謂的獲利了結，其真正的意義是，錢要真的放進口袋裡才算；不要以為把錢放在銀行，就堅信能滋生利息，累積財富；只有「穩定的獲利」才能累積資產，所以理專鼓勵客戶買基金、買連動債，自己卻只做代理，賺取微薄但卻確定，而無風險的手續費，等等概念。
很多概念，你或許知道，也或許不知道，可是透過作者詳細的比喻與說明，將會更加瞭解，也會更警惕自己。切記！高風險、高報酬；低風險、低報酬。事實上，大多數人很少有能夠真正抓住機會點賺到錢。不要忘了「百分之九十八的散戶都是賠錢！」更不要忽略通貨膨脹的可怕，以為存的錢足夠自己老年生活。
只有將錢，或是退休金存放在一個足以「存本取息」的理財工具上，才有可能避免因為通膨或長壽的因素讓退休金逐年遞減，甚至最後面臨坐吃山空的危險。
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本館中文圖書
2010-03-06
Investment Withholding Tax: Best Practice and Strategies for Intermediaries and Investors
‧作者：Ross McGill
‧出版社：Palgrave Macmillan
‧出版年：August 18, 2009
‧ISBN：978-0230221628
‧索書號：HG4521 / R825 2009
‧登錄號：E003052
【內容簡介】
This work provides a clear and concise explanation of withholding tax and how to leverage best practice to generate improved investment performance. It gives practical guidance to financial services and investors to help them understand the issues involved, trends and practicalities of maximizing returns on investment.
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本館西文圖書
‧作者：Steven Harms
‧出版社：For Dummies
‧出版年：September 8, 2009
‧ISBN：978-0470465950
‧索書號：HG3701 / H288 2009
‧登錄號：E003037
【內容簡介】
In a down economy, the demand for a successful credit and collection game plan increases. Credit & Collections Kit For Dummies is a comprehensive guide for people involved in collection activities with accounts/clients, helping readers approach the often difficult task of collecting from late/slow paying customers, as well as determining when (and if) to extend credit to questionable ones. It gives readers the expert information and tools designed to ensure that their collection methods are both effective and legal. The book's attached CD includes helpful scripts, forms, letters, templates, and spreadsheets to help readers work efficiently and effectively.
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本館西文圖書
‧作者：Allen P. Adamson
‧出版社：Palgrave Macmillan
‧出版年：September 1, 2009
‧ISBN：978-0230617629
‧索書號：HF5415.1255 / A33 2008
‧登錄號：E003034
【內容簡介】
Adamson (BrandSimple) explores the new digital branding landscape, its plethora of choices and new terminology, citing corporations such as Nike, Proctor & Gamble and Unilever to demonstrate how the best marketers are using digital tools to build and manage their brands. Adamson surveys the gamut of new technologies and methods, presenting how social sites like Facebook and MySpace can be used as part of the branding mix, whether companies can get a better return on the development costs of television ads if they reformat them for YouTube, how to keep digital promotion integrated with traditional outreach and how to determine which technology to use to reach one audience versus another. In addition to providing a list of new terms all branding professionals should thoroughly understand, he covers such relevant topics as digitally watching consumers in action, organic content on company Web sites and spiders, and establishing a clear brand voice. Informative and engagingly written, this book will guide marketers and executives through the rapidly changing digital landscape and help them make informed decisions regarding the most effective branding opportunities available for their companies.
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本館西文圖書
‧作者：Patrick A. Gaughan
‧出版社：Wiley; 2 edition
‧出版年：September 8, 2009
‧ISBN：978-0470400142
‧索書號：KF1250 / G38 2009
‧登錄號：E003053
【內容簡介】
An updated explanation of the methodology for how lost profits should be measured
Now fully revised and updated, focused on commercial litigation and the many common types of cases, this is the only book in the field to explain the complicated process of measuring business interruption damages. The book features an easy to understand and apply, step-by-step process for how losses should be measured so as to be accurate and reliable and consistent with the relevant laws.
With a new chapter on the economics of punitive damages, the new edition also explains detailed methods for measuring damages in contract litigation, intellectual property lawsuits, antitrust, and securities cases. This new Second Edition incorporates the latest developments in the fields of economics and accounting, while also integrating the most current changes in case law.
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本館西文圖書
‧作者：Wayne H. Wagner
‧出版社：Wiley
‧出版年：August 10, 2009
‧ISBN：978-0470455944
‧索書號：HG6041 / I58 2009
‧登錄號：E003123
【內容簡介】
Today's investment professional faces the formidable challenge of funding the retirement of millions of workers as well as meeting the capital formation needs that sustain businesses around the world. During these extremely volatile times, the rate at which changes are occurring in areas directly impacting the practice of investing has forced individuals in this field to "think about their thinking" and reexamine some of their long-standing assumptions.
Wayne Wagner—a leading financial thinker whose work on investment management efficiency has saved investors billions of dollars—and Ralph Rieves—an experienced financial editor and advisor, who's worked with some of the best minds in the business—understand the issues affecting investment managers, fiduciaries, trustees, and regulators striving to meet the challenges of funding pensions, deficits, and growth. Now, with Investment Management, Wagner and Rieves address these issues through the contributions of acknowledged authorities from various investment management companies, consulting firms, professional associations, and universities.
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本館西文圖書
‧作者：Tom Lydon
‧出版社：FT Press
‧出版年：August 23, 2009
‧ISBN：978-0137029013
‧索書號：HG6043 / L928 2010
‧登錄號：E003012
【內容簡介】
Master the Low-Risk ETF-Based Investing Strategy That Gives You the Chance to Make Money in Any Market Climate "Tom Lydon has been a leader in the ETF business for many years. His new book walks through the basics of ETFs investing and shows why professionals--and increasingly, individuals--are turning to ETFs." --Bob Pisani, CNBC Reporter "Our complex and global financial system has created a powerful need for guideposts for investors and traders alike. Tom Lydon provides an excellent tool to help navigate the current economic environment in a clear, concise, easy-to-understand way." --John L. Jacobs, EVP and CMO, The NASDAQ OMX Group, Inc. "There are hundreds of writers, speakers, and advisers clamoring to get a seat aboard the ETF bandwagon. However, if you're looking for genuine insight from a real pioneer, then read Tom Lydon. Not only is Tom's The ETF Trend Following Playbook a principled how-to guide for individual investors, it is requisite reading for money managers." --Gary Gordon, Editor of ETFExpert.com "Tom Lydon has put together a concise handbook for the active ETF trader outlining the key drivers of successful trend investing. The ETF Trend Following Playbook provides sound advice for traders as well as a comprehensive and up-to-date tour of all the ETF world has to offer." --Scott Burns, Director of ETF Analysis at Morningstar
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本館西文圖書
2010-03-01
富一輩子的的13個秘密
‧作者：凱文．麥克金里
‧出版社：易富文化有限公司
‧出版年：2009/10/28
‧ISBN：9789866957826
‧索書號：563 / 8356 2009
‧登錄號：C011511
【內容簡介】
相信許多人都聽過「富不過三代」這句話。但是，如果今天全家人都懂得投資理財的重要性，也都知道要為孩子培養這樣的觀念，並儘早先幫他們存錢和投資，讓自己和孩子都能擁有不虞匱乏的人生時，是不是就可以驕傲的「富一輩子」，而不是「富不過三代」呢？
被譽為全球最頂尖的「家庭理財魔術師」作者凱文．麥克金里，不僅是一名成功的理財規劃顧問，因為他的幫助而致富的家庭更是無數。現在他將以《富一輩子的13個祕密》這本書告訴所有讀者如何「富一輩子」，如果你也想和家人「富一輩子，享受美好人生」，就請你一定要擁有《富一輩子的13個祕密》。
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本館中文圖書
‧作者：邱文仁，黃至堯
‧出版社：文經出版社有限公司
‧出版年：2009/10/01
‧ISBN：9789576635830
‧索書號：496.5 / 8766 2009
‧登錄號：C011514
【內容簡介】
根據104人力銀行調查也顯示，年薪逾百萬元者有67%擔任業務，而超過兩百萬元的更高達71%。在職場上，無論經濟景氣如何，失業率升降，企業規模大小，公司永遠需要，也永遠感覺不夠的，就是具有行銷力與業務力的員工。本書文字簡練、條理清晰，43篇知性與感性兼具的職場真實經歷，全書分為四個單元：第一單元＜投入行銷的魅力世界＞除了介紹傳統行銷理念，也用實例說明最新的宅經濟行銷與部落格行銷。第二單元＜投入業務的魅力世界＞不但以郭台銘的各種創業經驗教你怎麼做業務，還有最新的話題如開展大陸業務，以及擔任電視購物主持人。第三單元＜增進別人對你的「好感度」＞教你從改變髮型到改變服裝；注意禮貌到笑容，還有邱文仁親身經驗的減重秘方。第四單元＜提升溝通能力＞是以各種實例說明職場必須注意的說話技巧、提升英語能力，連最新的e-mail、圖像溝通也都包含在內。本書是上班族與準備就業者必備的一本葵花寶典。
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本館中文圖書
‧作者：唐．泰普史考特
‧出版社：麥格羅希爾
‧出版年：2009/07/25
‧ISBN：9789861576305
‧索書號：541.415 / 8338 2009
‧登錄號：C011515
【內容簡介】
N世代來了。你準備好了嗎？你可能認識年齡在11到30歲之間的人。你見過他們同時做五件事：發文字簡訊給朋友、下載音樂、上傳影片、在兩吋寬的螢幕上看電影，以及在交友網站Facebook或MySpace玩「誰知道什麼」（who-knows-what）。他們是在數位世界長大的第一代，也是將繼續存在的一種全球文化現象的一部分。最起碼我們要這麼說：如果你了解N世代，就會了解未來。如果你是嬰兒潮世代或者X世代，這本書是你的實戰指南。
本書帶領我們一探N世代的奇妙世界。書寫成的緣由，在於耗資400萬美元的一項民間研究計畫。《紐約時報》的暢銷書作家唐‧泰普史考特調查了一萬一千多名年輕人。他們不是被寵壞的螢幕迷，注意力短暫，交際技能抱鴨蛋。事實恰好相反，泰普史考特看到的是一個十分明亮的社群，已經發展出革命性的思考、互動、工作和交友新方式。
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本館中文圖書
‧作者：菲利浦．柯特勒
‧出版社：寶鼎出版社
‧出版年：2009/08/26
‧ISBN：9789862480168
‧索書號：494.2 / 8556 2009
‧登錄號：C011516
【內容簡介】
《組織力》闡釋了創造優勢策略，與驅動組織的工作熱情方面的思考，讓組織有效運作、超越競爭者、維持成長的工具與策略。告訴領導者如何聘雇員工、擁抱變化，建構出高產能的群體並分擔責任，進而建立成功的團隊。
組織唯有快速採取行動，否則只有走上絕路。
清除影響組織績效的障礙，正是發揮領導力的最佳詮釋。
多元化學習，快速展開行動，讓組織取得必勝地位。
人性化價值觀，指引成功決策，讓行動歷久彌新。
培養多元化技巧與能力，建立永續經營的團隊。
一個組織的強度，就是它最弱環節的強度。
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本館中文圖書
‧作者：石野雄一
‧出版社：大是文化有限公司
‧出版年：2009/10/30
‧ISBN：9789866526367
‧索書號：494.7 / 8464 2009
‧登錄號：C011518
【內容簡介】
不懂會計就不能懂財務？沒這回事。這又是一本教你看懂財務報表的書？不是。財報的重點，你一定要知道的只有幾項。損益表的哪個數字「最真」、資產負債表的哪些數字「最假」，真相躲在現金流量表的什麼地方，讓曾經參與日產汽車重整、與傳奇執行長戈恩共事過的作者指點你。員工、主管，往往不明白老闆為何這麼做，為何對某些數字特別有感覺；至於經營者，雖然說應該以簡馭繁，但是考慮不夠周延則會對公司長遠帶來不好影響。有時候，你甚至不需要看到公司財務報表，光憑公司的運作方式、對於錢的處理態度，就能相當準確的推理出老闆的想法。
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本館中文圖書