Investment Exchange Forum
Large Cap Financials: A Return to Favor?
Don't Underestimate the Evolving Corporate Cycle Recovery
Please join us at this members-only, interactive event to learn and exchange investment ideas pertaining to large cap financials.
Managing Director, Equity Research
Sandler O'Neill & Partners LP
Jeffery Harte is a Managing Director-Equity Research with Sandler O'Neill & Partners, L.P. His research coverage includes broker-dealers and money center banks. Mr. Harte is a frequent commentator on the financial services industry, appearing on various CNBC, CNN, and Bloomberg Television programs. He is also frequently quoted in such publications as The Wall Street Journal, The New York Times, and The American Banker.
Bloomberg ranked Jeff #1 in stock picking for the Investment Banking industry during 2004. In 2003, The Wall Street Journal (WSJ) and Thompson Financial recognized him in their "Best on the Street" Analysts Surveys and Forbes.com/StarMine ranked him the #2 stock picker for the Capital Markets sector. Also, Jeff was identified as an up-and-comer in the next generation category of Institutional Investor's 2003 All-America Research Team.
Attendees are required to bring a 1-minute large cap financials idea to share with the group.
Space is limited to 25 people (CFA Society of Chicago members-only), so call CFA Society of Chicago at 312-251-1301 to register today! Only phone reservations are being accepted.
Tuesday, June 6
The Standard Club
320 S. Plymouth Court, 4th Floor
4:00-5:20: Investment Idea Exchange
$25 (cash, check or function ticket)
Complimentary snacks and soft drinks
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.