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Event Detail

September Investment Exchange Forum (Members Only) (Ended)

Date, Time, and Location:
Friday, September 21, 2012 (add this event to your Outlook Calendar)
12:00 pm
CFA Society of Chicago, 134 N. La Salle, Chicago, IL  60602   (Driving Directions)

September Investment Exchange Forum; Members Only, Limited Space

Moderators:
Nick Detchev - Grant Thornton, Valuations Associate
Adam Fleck, CFA - Morningstar, Associate Director of Research for the industrials team

Date, Time, and Location:
Fri., Sept. 21, 2012
Noon - 1:30pm
(Note: Space is limited; you must register to participate)
CFA Society of Chicago - 134 N. LaSalle St., Ste. 1740

Topic: Best Short Idea

Program Description:
While many investors concentrate heavily on buying and holding securities for long-term periods, most know that money can be made on the short-end of the spectrum as well; shorting a security can pay handsome rewards if a company is facing potential accounting shenanigans, harboring stewardship concerns, or is simply overvalued. Please join us from Noon to 1:30pm on Friday, September 21 to discuss your best short idea.

The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches. In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.

Attendees are strongly encouraged to bring actionable ideas to the forum for presentation.

Attendance will be limited to 15 members - first-come, first-served. Please remember to bring your own lunch.

Fee:
Members - Free

Attire:
Business Casual

Registration:
Limited to 15 members
Online Only

Agenda:
Noon - 1:30pm: Discussion and Brown Bag Lunch

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.