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Event Detail

Distinguished Speaker Series: Don Yacktman - President, Yacktman Asset Management (Ended)


Viewing Stocks as Bonds

Date, Time, and Location:
Thursday, April 23, 2015 (add this event to your Outlook Calendar)
12:00 - 1:00 pm
JW Marriott Chicago, 151 West Adams Street, Chicago, IL  60603   (Driving Directions)

Program Description:
The basic premise of the free enterprise system is to have an efficient allocation of capital to benefit society. Don will present a systematic, objective approach to analyzing investments that generate cash and how this process interacts with our dual objectives of both protecting and growing capital over a long period of time.

Fee:
Members - $55 $45 or FREE with function ticket
Student-Members - $55 $10
Non-Members - $55
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal available upon request)

Registration: Register Online

Agenda:
11:30 a.m.-12:00 p.m. - Registration & Networking
12:00 p.m.-1:00 p.m. - Luncheon Presentation

Hosted by: Distinguished Speaker Series Advisory Group

Don Yacktman Donald Yacktman
Donald Yacktman is Partner and Portfolio Manager of Yacktman Asset Management. Prior to founding the firm in April, 1992, Yacktman served as Senior Portfolio Manager of Selected Financial Services, Inc. and was also Portfolio Manager of the Selected American Shares mutual fund. Yacktman was named "Portfolio Manager of The Year" by Morningstar for his performance in 1991. Before joining Selected Financial Services, Yacktman was a portfolio manager and partner at Stein Roe & Farnham. Yacktman holds a B. S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University. Yacktman is a co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund and was awarded the 1994 "Portfolio Manager of the Year" by Mutual Fund Letter. Yacktman has also been nominated by Morningstar as Fund Manager of the Decade in 2009, and finalist for Morningstar's Domestic-Stock Manager of the Year award in 2011. Yacktman is a member of the Management Committee of the firm.

*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, April 17.

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.