312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speaker Series: Wally Weitz, CFA (Ended)


Looking for 1-Foot Hurdles to Step Over and Staying Out of Trouble in the Meantime

Date, Time, and Location:
Tuesday, June 05, 2007 (add this event to your Outlook Calendar)
12:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Wally Weitz Wally Weitz, CFA
President
Wallace R. Weitz & Company

Introduction by David Frank, CFA

Biography: Wally Weitz is President of Wallace R. Weitz & Company. Mr. Weitz manages the Hickory Fund and Partners III Opportunity Fund, and he also co-manages the Value Fund and Partners Value Fund. Mr. Weitz's investment career began in 1961, at age 12, as he invested the profits from various entrepreneurial ventures. After going through a charting phase in high school, he discovered Benjamin Graham's Security Analysis and was converted to value investing. Mr. Weitz spent three years in New York doing security analysis, primarily on the small companies in which G.A. Saxton made over-the-counter markets. In 1973, he joined Chiles, Heider & Co., a regional brokerage firm in Omaha, and spent ten years as an analyst and portfolio manager. In 1983, he started Wallace R. Weitz & Company, and now heads a group of seven investment professionals that manage approximately $6 billion.

Eligible for 1 credit hour

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.

Location:
The Standard Club
320 S. Plymouth Court

Time and Date:
Tuesday, June 5, 2007
The Standard Club
320 S. Plymouth Court
12:00 - 1:00 pm

Schedule:
11:30 AM: Registration
12:00 PM: Luncheon begins followed by the presentation

Menu:
Chef's Choice (Fruit Plate available upon request)

Fee:
Members - $45 (cash, check, credit card or function ticket)*
Student-Member - $10 (cash, check, credit card or function ticket)*
Non-Members - $55 (cash, check, credit card or function ticket)*

*Regular and Affiliate Members may apply function tickets as payment for a Non-Member or a Student-Member.

** We accept Visa, MasterCard, American Express and Diners Club. We require a credit card guarantee for ALL reservations**

Register online below, or by phone: 312-251-1301

Cancellations accepted until 5:00 pm, June 4. There is a $5 surcharge for walk-ins.

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.