July Investment Exchange Forum (Members Only, Limited Space) (Ended)
Which companies will benefit from shifting U.S. generations?
Topic: Which companies will benefit from shifting U.S. generations?
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
Noon - 1:30pm: Discussion and Brown Bag Lunch
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