March Investment Exchange Forum (Members Only, Limited Space) (Ended)
Nick Detchev - Segall Bryant & Hamill, Fixed Income Analyst
Adam Fleck, CFA - Morningstar, Associate Director of Research for the industrials team
Date, Time, and Location:
Fri., March 15, 2013
Noon - 1:30pm
CFA Society of Chicago - 134 N. LaSalle St., Ste. 1740
(Note: Space is limited; you must register to participate)
Topic: Potential M&A Targets
As interest rates remain at historic lows and the broad-based economy is in the process of recovering, M&A activity has begun to increase. Berkshire's $28 billion bid for Heinz, Dell's $25 billion LBO and the US Airways/American $11 billion merger have all made the headlines in the first two months of 2013. Private equity firms have cash to be deployed, but are concerned over the sustainability of the global recovery. Bond investors are worried about LBO activity increasing the credit risk of their companies while equity investors look to profit from potential deal interest in their shares.
Join us on Fri., March 15, 2013, as we discuss potential M&A targets and the implications of deals on shareholders and the broader industry structure.
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.
Members - Free
Attire: Business Casual
Limited to 15 members. Register online below.
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.