312-251-1301 info@cfachicago.org

Event Detail

Wait List Only - Investment Exchange Forum (Members-Only) (Ended)

Is There Value in Small Cap Banks?

Date, Time, and Location:
Thursday, June 12, 2008 (add this event to your Outlook Calendar)
4:00 pm
CFA Society of Chicago, 134 N. LaSalle St., Ste. 1740, Chicago, IL  60602   (Driving Directions)

Please join us for an Investment Exchange Forum on...

"Is There Value in Small Cap Banks?"

Over two years have passed since the peak in housing activity, and the effects of the downturn have been significant on U.S. financial institutions. What are the investment implications for small cap banks? Please join David Frank for a discussion which will highlight investment opportunities in this sector.

Attendees should be prepared to make a short presentation of their favorite investments among small cap banks with a market capitalization of $4 billion or less.

David Frank, CFA, is a domestic analyst at Columbia Wanger Asset Management, investment adviser to the Columbia Acorn Funds, a $36.8 billion Chicago-based investment management firm. Mr. Frank, who joined the firm in 2002, covers parts of the financial services industry - banks, brokers, asset managers, homebuilders and miscellaneous finance. Before this, Mr. Frank was a senior equity analyst with Holland Capital Management. His experience also includes employment at LaSalle and Mid Town Banks where he focused primarily on real estate lending. Mr. Frank is a member of CFA Chicago and serves as Chair of the Luncheon Programs Advisory Group.

Attendance will be limited to 15 Members - first-come, first-served.

CFA Society of Chicago
134 N. LaSalle St., Ste. 1740

Thursday, June 12

4:00 - 4:30 pm: Registration/Networking
4:30 - 5:30 pm: Presentation/Investment Exchange
5:30 - 6:00 pm: Networking

$25 - cash, credit card, check, function tickets - MEMBERS-ONLY


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.

This event is sold out. Contact CFA Chicago by phone at 312-251-1301 if you'd like to add your name to a wait list in case of any cancelled reservations.

We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express and Diners Club are accepted)
Cancellations accepted until 5:00 pm, June 11. There is a $5.00 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.