312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speaker Series: Richard M. Ennis, CFA (Ended)


The Investment Policy Fizzle

Date, Time, and Location:
Monday, December 10, 2007 (add this event to your Outlook Calendar)
12:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Introduction by Kevin Vandolder, CFA

Biography: Mr. Ennis has more than 30 years of experience as an investment consultant and is editor of the Financial Analysts Journal (FAJ). He is regularly sought as an expert witness in fiduciary and investment litigation, and his research is published in FAJ, the Journal of Portfolio Management and elsewhere. He is a recipient of the Graham & Dodd and Bernstein Fabozzi/Jacobs Levy Awards for his published work. In 2007, Mr. Ennis received the Matthew McArthur Award, granted by the Investment Management Consultants Association, for his outstanding contributions to the profession of consulting.

Eligible for 1 credit hour

This Luncheon Program qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please click here if you would like more information.

Location:
The Standard Club
320 S. Plymouth Court

Time and Date:
Monday, December 10, 2007
12:00 - 1:00 pm

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

Attire:
Business Casual

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

Fee:
Members - $45 (cash, check, credit card or function ticket)*
Student-Members - $10 (cash, check, credit card or function ticket)*
Note: This rate is only available to students who have been approved as a Student-Member of CFA Chicago.
Non-Members - $55 (cash, check, credit card or function ticket)*

A Passport Event This is a "Passport Program." Members of any local 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.

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

We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express, Discover and Diners Club are accepted)

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

Cancellations accepted until 5:00 pm, December 7.
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.