312-251-1301 info@cfachicago.org

Event Detail

SOLD OUT - Investment Exchange Forum (Ended)


The Changing Landscape of the Asset Management Business and the Future of the Hedge Fund Industry

Date, Time, and Location:
Tuesday, November 21, 2006 (add this event to your Outlook Calendar)
4pm
The Tower Club, 20 N. Wacker Dr., Chicago, IL  60606   (Driving Directions)

Please join us at this members-only, interactive event to learn and exchange investment ideas pertaining to small cap equities.

Featuring:
Mike Balkin, Chief Investment Officer, Magnetar Investment Management

Michael Balkin has been with Magnetar since its inception as Magnetar Investment Management Chief Investment Officer and member of the Magnetar Executive Committee. Magnetar is an Evanstan-based hedge fund.

Prior to Magnetar, Mr. Balkin was a Principal of William Blair & Company, LLC ("Blair") where he co-managed the Five-Star Morningstar rated William Blair Small Cap Growth Fund since its inception in 1999. Mr. Balkin, along with his co-manager Karl Brewer, was ranked fourth on the Barron's/Value Line "Top 100 Mutual Fund Manager" list in both 2003 and 2004. Additionally, the William Blair Small Cap Growth Fund was recognized by Lipper as the Top Small Cap Growth Fund in 2004 and 2005 for risk-adjusted performance on both a three and five year basis for the years 2000-2004. Mr. Balkin began his career with Blair in Institutional Sales where he focused on small-to-mid-capitalization growth companies.

Event Details:
Attendees are required to bring a 1-minute small cap idea (less than $3 billion market cap) to share with the group.

Space is limited to 20 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.

Date and Location:
Tuesday, November 21
4:00-6:00pm
The Tower Club
The Civic Opera House
20 N. Wacker - 39th Floor

Fee:
$25 (cash, check, credit card or function ticket)

Complimentary pizza and soft drinks

Schedule:
3:30-4:00: Registration/Networking
4:00-5:20: Investment Idea Exchange
5:20-6:00: Pizza/Networking

Member Society of CFA Institute
Eligible for 1 credit hour

Sorry... This event is sold out.

This Luncheon Program qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see http://www.cfainstitute.org/memresources/pdprogram/ for more information.

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.