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Event Detail

Distinguished Speakers Series: Howard S. Marks, CFA (Ended)


The Human Side of Investing

Date, Time, and Location:
Monday, August 13, 2012 (add this event to your Outlook Calendar)
12:00 pm CT

Date and Time:
Mon., Aug 13, 2012
12:00 - 1:00 pm

In Person Location: The Standard Club, 320 S. Plymouth St. Chicago, IL 60604 (SOLD OUT)
-OR-
LIVE WEBCAST Location: Your computer

Program Description:
Most investment training concerns either accounting, financial statement analysis or capital market theory. But an investor's relative performance will also be determined to a significant extent by a number of other things: what I call the human side of investing. How is theory wrong? Where do the rules fall down? Perhaps markets would be smooth-functioning if the participants were machines, or the rational, objective and unemotional actors theory assumes them to be. But they're not, and superior performance often goes to those who best understand the divergence between theory and real-world practice.

For Reservations:
Register for attending online below.

LUNCHEON PROGRAM Details:
Members - $45
Non-Members - $55
Student-Members - $10
(payable by cash, check, credit card or function ticket)*
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef's Choice (Vegetarian meal available upon request)
Agenda:
11:30 a.m.-12:00 p.m. - Registration & Networking
12:00 p.m.-1:00 p.m. - Luncheon Presentation

LIVE WEBCAST Details: Register for attending ONLINE
Members - $30
Non-Members - $40
Student-Members - $10
CFA Institute Qualified Activity: Eligible for 1 credit hour
Agenda:
11:30 am - 12:00 pm CT - Log on, test your volume, etc.
12:00 pm - 1:00 pm CT - Presentation

Hosted by: Luncheon Program Advisory Group

Howard Marks Howard Marks, CFA, CIC
Chairman
Since the formation of Oaktree in 1995, Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm. From 1985 until 1995, Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in Finance and an M.B.A. in Accounting and Marketing from the Graduate School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA charterholder and a Chartered Investment Counselor.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2012-2013. Regular, Affiliate and CFA Chicago Candidate Members may apply function tickets as payment for Non-member or Student-Member. Credit card is required to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS. No day-of-event pre-registrations accepted (on-site only, if applicable and space available). There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, Aug. 7.

**Special Notes Regarding LIVE WEBCAST Registration:
After you register for the LIVE WEBCAST you will receive an email confirmation with the link, logon instructions and technical requirements.

Passport Program
Members of any 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.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

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.