CFA Society Chicago Events

Event Detail

Vault Series: Chickasaw Capital Management, LLC

Date, Time, and Location:
Wednesday, March 07, 2018 (add this event to your Outlook Calendar)
3:30 pm - 5:00 pm
33 N. LaSalle Street, Lower Level (Vault), Chicago, IL  60602   (Driving Directions)

Program Description: Coming Soon

Fee:
Members - $10 or FREE with function ticket
Student Members - $10
Nonmembers - $20
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Refreshments & Light Snacks

Registration: Online

Agenda:
3:30 pm - 4:00 pm - Registration
4:00 pm - 5:00pm - Program

Hosted by: Distinguished Speaker Series Advisory Group

Speakers:
David N. Fleischer, CFA - Principal
Charles P. E. Jumet, Jr., CIMA®

Speaker Bios:

David N. Fleischer, CFA - Principal
Fleischer is a Principal at Chickasaw Capital Management, LLC. He most recently was a Managing Director at Kayne Anderson Capital Advisors, LP. Prior to that Fleischer was a Managing Director at Goldman Sachs & Co., serving on its Investment Policy and Stock Selection Committees for over 10 years and was the business unit leader for the firm's energy research. He was responsible for investment research of MLPs, natural gas companies and gas utilities, and was an Institutional Investor ranked analyst for 16 consecutive years in natural gas. Fleischer graduated from the University of Pennsylvania with a B.A. in Economics in 1970. He received an MBA from The Wharton School of the University of Pennsylvania in 1976. Fleischer served four years active duty in the U.S. Navy, attaining the rank of Lieutenant Commander. He is a CFA® charterholder.

Charles P. E. Jumet, Jr. CIMA® - Vice President
Jumet is a Vice President for Client Communications. He joined from Wells Fargo Advisors working in the Markets and Product Strategy Group, where he worked with research and product teams to help advisors understand and take action on the firm's research strategy and recommendations. He also worked in the Wells Fargo Investment Management Consulting Group working with advisors and clients on portfolio implementation and ongoing maintenance. He also previously worked in Wells Capitalizing on Advisory Based Opportunities group, and managed a team of 21 employees who assisted financial advisors in transitioning clients to advisory relationships. Jumet is a graduate of Southern Methodist University and has completed the Certified Investment Management Analyst program, through the Investment Management Consultants Association in conjunction with the University of Chicago Booth School of Business. He is a 2018 Level III candidate in the CFA program.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember 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, March 2.

Passport Program
Members of any CFA society may attend at the CFA Society 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.