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Event Detail

Sold Out - Distinguished Speaker Series: Jeffrey W. Ubben (Ended)

Date, Time, and Location:
Tuesday, May 20, 2008 (add this event to your Outlook Calendar)
12:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Jeffrey Ubben Bringing Risk Capital to the Board Room

Jeffrey W. Ubben
Founder, Chief Executive Officer and Chief Investment Officer
ValueAct Capital

Introduction by David Watkins, CFA

Biography: Mr. Ubben is a Founder, the Chief Executive Officer and the Chief Investment Officer of ValueAct Capital, a San Francisco-based investment partnership with more than $6 billion in assets under management. Prior to founding ValueAct Capital in 2000, Mr. Ubben was a Managing Partner at Blum Capital Partners ("Blum") for more than five years. During his tenure at Blum, the actively managed assets under management grew more than five-fold. Previously, Mr. Ubben spent eight years at Fidelity Management and Research where he managed two multi-billion-dollar mutual funds, including the Fidelity Value Fund, and served as a research analyst for a variety of industry sectors.

Eligible for 1 credit hour

This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

Location:
The Standard Club
320 S. Plymouth Court

Time and Date:
Tuesday, May 20
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:
Sorry, this event is sold out.

Cancellations accepted until 5:00 pm, May 19. 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.