312-251-1301 info@cfachicago.org

Event Detail

Investment Exchange Forum (Members-Only) (Ended)


Sharing Investment Ideas through Social Networking

Date, Time, and Location:
Tuesday, July 13, 2010 (add this event to your Outlook Calendar)
4:00 pm
CFA Society of Chicago, 134 N. La Salle, Chicago, IL  60602   (Driving Directions)

Sharing Investment Ideas through Social Networking
Divya Narenda, Co-Founder - SumZero

Time, Date, and Location:
Tuesday, July 13th, 2010
4:00 - 6:00 p.m.
CFA Society of Chicago - 134 N. La Salle St., Suite 1740

While the practice of investment professionals sharing investment ideas is not new, using social networking sites to do it is. Please join Divya Narenda, Co-Founder of SumZero, for a discussion of investment opportunities and how they can be shared through social networking.

Attendees should be prepared to make a short presentation of their favorite investments in any sector that will thrive in any environment.
Note: Attendance will be limited to 15 Members - first-come, first-served.

Fee:
Members - FREE

CFA Institute Qualified Activity:
Eligible for 1 credit hour

Attire:
Business Casual

Registration:
Phone Only: 312-251-1301

Presenter Background Information:
Before founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B multi-strategy hedge fund located in Boston, MA, and an analyst in the Mergers & Acquisitions Group at Credit Suisse Group in NYC. Divya graduated from Harvard College in 2004 with a degree in Applied Mathematics, where he co-founded ConnectU.com, a predecessor to Facebook. He is also a JD-MBA candidate at Northwestern Law School and the Kellogg School of Management.

Company Background Information:
SumZero is the world's leading community for buy-side investment professionals, with over 3,500 elite hedge fund and mutual fund analysts/portfolio managers as members. Nearly every major fund is represented in the SumZero userbase, including SAC, Citadel, Madison Dearborn Partners, Farallon, Baupost, Fidelity, Wellington, Blackstone, KKR, etc.

SumZero affords the opportunity to access a database of over 2,100 detailed investment recommendations written exclusively by your peers at other hedge funds/mutual funds. This is the largest database of buy-side research content in the world, and is available at no charge to SumZero members.

SumZero is now making one investment recommendation per week from its community available to the public. For the first time, individual investors can access hedge fund level content, which, given the closed and secretive nature of the industry, is by itself revolutionary.

For further information, please visit www.sumzero.com.

Agenda:
4:00-4:30 p.m. - Registration/Networking
4:30-5:30 p.m. - Presentation/Investment Exchange
5:30-6:00 p.m. - Networking

*Special Notes Regarding Fees:
Credit card required to guarantee ALL reservations. No day-of-event pre-registrations accepted. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, July 12. All registrants who do not cancel prior to the deadline, and do not attend the event, will be subject to $10 payment as a no show. NO Walk-ins.

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

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.