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Event Detail

November Investment Exchange Forum (Members Only, Limited Space) (Ended)

Date, Time, and Location:
Friday, November 15, 2013 (add this event to your Outlook Calendar)
12:00 pm
CFA Society Chicago, 134 N LaSalle St, Chicago, IL  60602   (Driving Directions)

Moderators:
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., Nov. 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: Activist Investing

Program Description:
Activist presence in equities can often have very different return profiles. Canadian Pacific is an example of a successful outcome while JCPenny represents the opposite (though both were led by the same investor: Bill Ackman). Some activist investors look to sell off assets or restructure, while others hope to release value by changing a firm's financial policy. Join us at noon on Fri., Nov. 15 as we discuss firms that have activist involvement or represent excellent activist targets.

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.