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Event Detail

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

Date, Time, and Location:
Friday, October 17, 2014 (add this event to your Outlook Calendar)
Noon - 1:30pm
CFA Society Chicago, 134 N LaSalle St, Chicago, IL  60602   (Driving Directions)

Topic: Top Short Ideas

Program Description:
Many indexes are at all time highs, there are some investors that see very little value left in the markets (if any). While many a bear has been squeezed in the past couple years, there are two sides to every trade and looking at things from the opposite perspective aids in the investment process. This month, we invite all participants to the IEF to get negative and discuss companies that exhibit (amongst others); growth targets that can't possibly be reached, fraud, secular decline, and bad capital allocation. Whether you are overall bearish about the future, or want to find some ideas to hedge your long portfolio, join us as we share our top short ideas.

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.

Moderators:
Doug Nguyen - Alpha Capital Partners
Nick Redmond - Oculus Asset Management

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.