312-251-1301 info@cfachicago.org

Event Detail

July Investment Exchange Forum (Members Only) (Ended)

Date, Time, and Location:
Friday, July 20, 2012 (add this event to your Outlook Calendar)
12:00 pm
CFA Society of Chicago, 134 N. La Salle, Chicago, IL  60602   (Driving Directions)

Nick Detchev - Grant Thornton, Valuations Associate
Adam Fleck, CFA - Morningstar, Associate Director of Research for the industrials team

Date, Time, and Location:
Friday, July 20, 2012
Noon - 1:30pm
CFA Society of Chicago - 134 N. LaSalle St., Ste. 1740
(Note: Space is limited; you must register to participate)

Join us on July 20, from noon to 1:30 PM to discuss investment opportunities in counter-cyclical industries. We will discuss companies that are overlooked, mis-priced, or under-appreciated in this space.

Program Description:
Volatility in the equity markets, record low interest rates, and political uncertainty has put many investors on the sidelines. Meanwhile, companies such as FTI Consulting thrive when corporate bankruptcy filings increase. Pawn shops, payday loan stores, and alcohol manufacturers all do well when the economy is slowing down. Some may call these business practices unethical, but they provide investment opportunities worth exploring.

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.

Members - Free

Business Casual

Limited to 15 members. Phone Only - (312) 251-1301

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.