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Event Detail

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

Which companies will benefit from shifting U.S. generations?

Date, Time, and Location:
Friday, July 18, 2014 (add this event to your Outlook Calendar)
Noon - 1:30 pm
CFA Society Chicago, 134 N LaSalle St, Chicago, IL  60602   (Driving Directions)

Topic: Which companies will benefit from shifting U.S. generations?

Program Description:
As the U.S. shifts from baby boomer to millennial-led spending over the next 20 years, many industries face disparate outlooks. The baby boomer generation currently makes up a disproportionate amount of disposable income domestically, but is set to cede share to millennials. These generations have different expectations when it comes to spending, shaped by education, employment opportunities, family composition, housing and asset markets, and medical advances. Join us on July 18, 2014 as we discuss stocks that will benefit from the coming generational transition in the U.S. population.

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.

Nick Detchev - Fixed Income Analyst, Segall Bryant & Hamill
Adam Fleck, CFA - Associate Director of Research for the industrials team, Morningstar

Members - Free

Attire: Business Casual

Registration: Limited to 15 members
Online Only

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.