312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speaker Series: Pat Dorsey, CFA (Ended)


Durable Competitive Advantages: Using Economic Moats to Improve Investment Returns

Date, Time, and Location:
Tuesday, January 13, 2009 (add this event to your Outlook Calendar)
12:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Pat Dorsey Please join us for a detailed discussion on the various competitive advantages that can provide a "moat" around a company's economic profits, as well as how using competitive analysis can add value to the investment process and exploit market inefficiencies.

Pat Dorsey, CFA
Director of Equity Research
Morningstar

Biography: Mr. Dorsey is the Director of Equity Research for Morningstar and the author of The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market and The Little Book that Builds Wealth: The Knockout Formula for Finding Great Investments. Mr. Dorsey joined Morningstar in 1998 as a senior equity analyst covering the telecommunications equipment and computer hardware industries. He played an integral part in the development of the Morningstar Rating for stocks, as well as Morningstar's economic moat ratings.

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.

Time and Location:
Tuesday, January 13, 2009
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

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, January 12. 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.