312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speakers Series: Ian Lapey, Portfolio Manager, Third Avenue (Ended)

Date, Time, and Location:
Wednesday, June 20, 2012 (add this event to your Outlook Calendar)
12:00 pm CT
The Standard Club, 320 S Plymouth Court, Chicago, IL  60604   (Driving Directions)

Date, Time, and Location:
Wed., June 20, 2012
12:00 - 1:00 pm
The Standard Club, 320 S. Plymouth Ct., Chicago, IL

Program Description:
Principles of Value Investing

Fee:
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)

For Reservations:
Register online below, or by phone: 312-251-1301

Agenda:
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Luncheon Presentation

Hosted by: Luncheon Program Advisory Group

Ian Lapey Ian Lapey, Portfolio Manager, Third Avenue
Ian Lapey is manager of the flagship Third Avenue Value Fund. He is also co-manager of the Third Avenue Value Fund UCITS for offshore investors. He joined Third Avenue in 2001.

Before he joined Third Avenue, Lapey analyzed housing and furniture stocks at Credit Suisse First Boston and Salomon Brothers. Earlier in his career he was a financial analyst with Revlon and an accountant with Ernst & Young.

Lapey often works closely with the management teams of companies in which Third Avenue is invested. He served on the Official Committee of Unsecured Creditors of Haynes International during its reorganization in 2004 and sat on the Board of Directors of Canfor, a Canadian forest products company, from 2007-2008.

Lapey holds an M.B.A. from New York University's Stern School of Business, an M.S. in Accounting from Northeastern University's Graduate School of Professional Accounting and a B.A. in Economics from Williams College.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2011-2012. 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, June 15.

Passport Program
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.

CFA Institute CE Qualified Activity
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.