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Event Detail

Distinguished Speakers Series: Jean-Marie Eveillard (Ended)


Value Investing: It Makes Sense and it Works - Over Time

Date, Time, and Location:
Tuesday, October 08, 2013 (add this event to your Outlook Calendar)
12:00 pm

Date, Time, and Location:
Tues., Oct. 8, 2013
12:00 - 1:00 pm CT
The Standard Club, 320 S. Plymouth Court (Ballroom), Chicago, IL
-OR-
LIVE WEBCAST Location: Your computer

Program Description:
In this presentation, value investor Jean Marie Eveillard will be covering the reasons why value investing makes sense. Eveillard will then show that the approaches in Ben Graham's "The Intelligent Investor" and Warren Buffett's letters to shareholders work over time. This means a look at works by Buffett in 1984 and Lou Lowenstein in 2004 supporting this position. Then, Eveillard will ask (and answer) the question, if value investing make sense and if it works over time, how come there are so few (genuine) value investors? Finally Eveillard will look into what happened to many value investors in 2008 and the lessons from that.

LUNCHEON Fee:
Members - $55 $45
Student-Members - $55 $10
Non-Members - $55
(Member pricing underwritten by CFA Chicago)
(payable by cash, check, credit card or function ticket)*

LIVE WEBCAST Details:
Members - $40 FREE
Student-Members - $40 FREE
Other CFA Society Members - $40 FREE
Non-Members - $40
(Member pricing underwritten by CFA Chicago)
Webcast Agenda:
11:30 am - 12:00 pm CT - Log on, test your volume, etc.
12:00 pm - 1:00 pm CT - Presentation

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meals and ice tea are available upon request)

Registration: Register Online

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

Hosted by: Luncheon Program Advisory Group

Jean-Marie Eveillard Jean-Marie Eveillard, Senior Adviser, First Eagle Investment Management
Born in Poitiers, France in 1940, Eveillard is a graduate of Ecole des Hautes Etudes Commerciales, an esteemed French graduate school for business studies. He started his career in 1962 with Societe Generale until relocating to the United States in 1968. Two years later, Eveillard began as an analyst with the SoGen International Fund. In 1979, he was appointed as the portfolio manager of the Fund, later named the First Eagle Global Fund. He then went on to manage the First Eagle Overseas and First Eagle Gold Funds at their inception in 1993. After managing the Funds for 30 years, Eveillard now serves as Senior Adviser and member of the Board Trustees to First Eagle Funds and as a Senior Vice President of First Eagle Investment Management, LLC.

Eveillard was named Morningstar's International Manager of the Year in 2001, and in 2003 received a Lifetime Achievement Award from Morningstar for building one of the most successful long-term records in the investment business.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event 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, Oct. 2.

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.