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Event Detail

Distinguished Speaker Series: Charlie Dreifus, CFA (Ended)


The State Of Disciplined Value Investing

Date, Time, and Location:
Tuesday, June 14, 2016 (add this event to your Outlook Calendar)
11:30 - 1:00 pm
The Metropolitan Club, 233 S. Wacker Dr., Chicago, IL  60606 USA   (Driving Directions)

Fee:
Members - $55 $45 or FREE with function ticket
Student Members - $55 $10
Non-Members - $55
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal available upon request)

Registration: Register Online

Agenda:
11:30 am - 12:00 pm - Registration & Networking
12:00 pm - 1:00 pm - Program

Hosted by: Distinguished Speaker Series Advisory Group

C. Dreifus Charles R. Dreifus, CFA, is a Portfolio Manager and Principal for Royce & Associates, LLC, investment adviser to The Royce Funds. Dreifus manages the Royce Special Equity Fund and the Royce Special Equity Multi-Cap Fund. These open-end mutual funds attempt to combine classic value analysis, the identification of good businesses, and accounting cynicism. He has 47 years of investment industry experience with more than 30 years as a small and micro-cap value portfolio manager. In 2008, Dreifus was named Morningstar's Domestic-Stock Fund Manager of the Year. Dreifus was one of five managers nominated in the following year to be Morningstar's Domestic-Stock Fund Manager of the Decade. Prior to joining Royce & Associates in 1998, Mr. Dreifus was a General Partner and Managing Director and a Limited Managing Director of Lazard Freres & Co., LLC. He was also the Portfolio Manager of Lazard Special Equity Portfolio, formerly Lazard Special Equity Fund and Special Equity separate accounts. Prior to that, Mr. Dreifus was employed by Oppenheimer & Co. as a Limited Partner and as the manager of Quest For Value Fund (from May 1980 to November 1982) and by Oppenheimer Capital as an Executive Vice President. Dreifus holds a bachelor's degree from the City College of New York/Baruch School and a Master of Business Administration from Baruch College. He is a CFA® charterholder. For more than 40 years, Royce & Associates has utilized a disciplined value approach to select smaller companies for our investment portfolios.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, June 7.

Passport Program
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.