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Event Detail

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

Non-bank Financials

Date, Time, and Location:
Wednesday, March 11, 2015 (add this event to your Outlook Calendar)
3:30 - 5:00pm
CFA Society Chicago, 134 N LaSalle St, Chicago, IL  60602   (Driving Directions)

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.

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

Topic: Non-bank Financials

Program Description:
With the rise of "robo advisors" and potential decline in management fees, peer-to-peer lendng, crypto-currencies, the new payment options available for the "underbanked", secular trends in the way transactions/payments are being made the financial landscape is transforming at a rapid pace. Join us as we discuss investment ideas in the non-bank financial arena.

Attendees are strongly encouraged to bring actionable ideas to the forum for presentation.

Attendance will be limited to 15 members - first-come, first-served.

Members - Free

Attire: Business Casual

Registration: Limited to 15 members
Online Only

3:30 - 5:00pm: Discussion

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.