312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speaker Series: Steve Romick, CFA (Ended)


Don't Be Surprised

Date, Time, and Location:
Thursday, June 25, 2015 (add this event to your Outlook Calendar)
12:00-1:00 pm
The University Club, 76 E. Monroe Street, Chicago, IL  60603   (Driving Directions)

Program Description:
Steven will present lessons learned after close to three decades of absolute value investing. He will touch on how he thinks about investing, risk and reflect on some of his more memorable positive and negative investment experiences.

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

S. Romick Steve Romick, CFA - Co-Managing Partner, First Pacific Advisors
Steve Romick is Co-Managing partner of First Pacific Advisors, LLC, a Los Angeles-based investment manager with approximately $33 Billion under management in equity, fixed income, and alternative strategies. Romick is a value investor with a proven ability to build strategies with an absolute return focus that have generated superior risk-adjusted returns over full market cycles. As part of the Contrarian Value Strategy that he spearheads, Romick has managed the $19 billion FPA Crescent Fund since its 1993 inception. FPA Crescent has provided the best risk-adjusted returns of all domestic mutual funds (with assets over $1 billion) that invest in equities and have been managed by the same party since its inception according to Morningstar. As of Dec. 31, 2013, the FPA Crescent Fund carries a Morningstar 5-star rating. Romick was recently awarded Morningstar's U.S. Allocation Fund Manager of the Year (2013) and was a nominee for Morningstar's Domestic Manager of the Decade Award (2009). Romick also co-manages hedge funds in the Hawkeye and Multi-Advisor strategies. He began his investment career in 1985 with Kaplan, Nathan & Co as an analyst. He started his own firm, Crescent Management, in 1990 in order to focus on finding out-of-favor, low risk/high return investments in various parts of the capital markets. Romick serves as a member of Arden Group, Inc. Board of Directors and as its Audit Committee Chair. His philanthropic involvement includes serving as a member of the Board of Directors of Cedars Sinai Medical Center, Our House, and Phase One. Romick earned a BS in Education from Northwestern University and is a CFA Charter holder.

*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, June 19.

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.