312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speaker Series: Robert C. Pozen (Ended)


Critical Issues After the Financial Crisis

Date, Time, and Location:
Friday, April 23, 2010 (add this event to your Outlook Calendar)
12:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Robert PozenPlease join us for a discussion on the key issues that have been raised by the financial crisis, but not yet resolved. These include defining which institutions are too big to fail, reforming the process of loan securitization, how to monitor systemic risk and the appropriate design of executive compensation.

Robert C. Pozen
Chairman
MFS Investment Management

Introduction by Joanna McGinley, CFA

Time, Date, and Location:
Friday, April 23, 2010
The Standard Club
320 S. Plymouth Court
12:00-1:00 pm

Biography: Since 2004, Mr. Pozen has served in his current role as Chairman of MFS Investment Management®, which manages over $180 billion in assets for over five million investors worldwide. During 2002 and 2003, he was the John Olin Visiting Professor at Harvard Law School, and he currently serves as a senior lecturer at the Harvard Business School. In late 2001 and 2002, Mr. Pozen served on President Bush's Commission to Strengthen Social Security, and in 2003, he also served as Secretary of Economic Affairs for Massachusetts Governor Mitt Romney. Mr. Pozen was formerly Vice Chairman of Fidelity Investments and President of Fidelity Management & Research Company, the investment advisor to the Fidelity mutual funds. During his five years as President, Fidelity's assets increased from $500 billion to $900 billion. Before joining Fidelity, Mr. Pozen was a Partner at the Washington, D.C., law firm of Caplin & Drysdale, where he led the banking/securities department from 1981 to 1986. Prior to that, he was Associate General Counsel to the Securities & Exchange Commission from 1978 to 1980.

Please note: Copies of Mr. Pozen's book, "Too Big To Save? How to Fix the US Financial System" will be available for sale at the luncheon. (Book reviews by Forbes, Reuters, Business Week, and Barron's)

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.

Agenda:
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 for 2009-2010.
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 to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS.

(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, April 22. 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.