312-251-1301 info@cfachicago.org

Event Detail

SOLD OUT - A Practitioner's Guide To Understanding The Alternative Markets: Do The Risks Justify The Returns?

Date, Time, and Location:
Thursday, November 17, 2005 (add this event to your Outlook Calendar)
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

A Practitioner's Guide To Understanding The Alternative Markets:
Do The Risks Justify The Returns?

Thursday, November 17

The Standard Club - 320 S. Plymouth Court

Members - Register By October 28: $100; Beginning October 29: $125
Non-Members - Register By October 28: $125; Beginning October 29: $150

The CFA Society of Chicago is pleased to announce the 3nd Annual "Alternative Investments" seminar. Please join us to gain insight into recent alternatives-related market events.

What Will Be Covered:
  • Alternatives - Are structural market changes causing permanently diminished return potential?
  • The Decline of the Market Risk Premium - What does it mean for alternatives?
  • Innovations in Structured Finance - What are the risks?
  • Hedge Fund Strategy Trends - Where's the return?
  • Private Equity - Is this the right time in the market cycle to invest?

Who Should Attend:
  • Institutional Investors
  • Private Banking Investment Professionals
  • Family Offices
  • Alternative Investment Professionals
  • Marketing Professionals


1:00 - 2:40: Recent Trends in Private Equity
Late State Venture Capital
Early Stage Venture Capital
A Plan Sponsor's Perspective
The Buy-Out Industry

2:55 - 5:00: The State of the Hedge Fund Marketplace
Carry Trade Update
Hedge Fund Performance
Credit Default Swaps and Hedge Funds
Structured Finance and Alternative Investments

(In order of appearance)

Recent Trends in Private Equity:

Ellen Carnahan, Principal - William Blair and Company
Ellen Carnahan is a Managing Director with William Blair Capital Partners (WBCP) LLC. She joined William Blair in 1988 after ten years of management experience in the software and financial services industries. She was Vice President of Marketing & Planning at SPSS, a then $30-million applications software company, and Manager of Financial Planning & Analysis at Trailer Train Company, the largest operator of railroad flatcars. She has served on the Boards of over twenty companies and currently serves as a director of Pavilion Technologies, Vericept Corporation, and WPS Resources Corporation (NYSE: WPS). During her tenure at WBCP, she has led the technology investment team and is recognized as "one of the 100 most influential women in Chicago" by Crain's Chicago Business. She is the 2003 recipient of the Illinois Venture Capital Association's "Fellowship Award" and the Girl Scouts of Chicago "Luminary Award."

Jim MacDonald, Managing Director - First Analysis
Jim Macdonald is a managing director at First Analysis Corporation, a Chicago-based investment firm specializing in venture capital, equity research and investment banking. He coordinates the firm's research and investment practice focused

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.