Date, Time, and Location:
Tues., Sept. 18, 2012
12:00 - 1:00 pm
Chicago Club, 81 East Van Buren Street, Chicago, IL 60605

Program Description:
Professor Kaplan will describe the effects of private equity at the portfolio company level and the implications of those effects on returns to investors (LPs) in private equity funds. He will conclude with some thoughts on the future of private equity investing.

Fee:
Members - $45
Non-Members - $55
Student-Members - $10
(payable by cash, check, credit card or function ticket)*

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire:
Business Casual

Menu:
Chef's Choice (Vegetarian meal available upon request)

For Reservations:
Register online below, or by phone: 312-251-1301

Agenda:
11:30 am - 12:00 pm - Registration & Networking
12:00 pm - 1:00 pm - Luncheon Presentation

Hosted by: Luncheon Program Advisory Group

Steven N. Kaplan
Neubauer Family Distinguished Service Professor of Entrepreneurship and Finance
The University of Chicago Booth School of Business

Steven N. Kaplan is the Neubauer Family Distinguished Service Professor of Entrepreneurship and Finance at the University of Chicago Booth School of Business (Booth). He joined the faculty in 1988. Professor Kaplan is also the faculty director of Booth's Polsky Center for Entrepreneurship.

Professor Kaplan is one of the world's top researchers on private equity, venture capital and corporate governance. His papers on LBOs and private equity are the standard references in the field. He has testified to U.S. Senate and U.S. House Committees about his research. His findings and opinions regularly appear in prominent business media. Professor Kaplan is a Research Associate at the National Bureau of Economic Research. He is an associate editor of the Journal of Finance and the Journal of Financial Economics.

Professor Kaplan teaches advanced M.B.A. and executive courses in entrepreneurial finance and private equity, corporate financial management, corporate governance, and wealth management. His course in entrepreneurial finance and private equity is consistently among the most popular in the school.

Kaplan co-founded the entrepreneurship program at Booth. With his students, he helped start Booth's business plan competition, the New Venture Challenge, which has spawned over sixty companies that have raised over $200 million. Professor Kaplan serves on the board or advisory board of Accretive Health, Columbia Acorn Funds, Morningstar and Sandbox Industries. He also serves on the board of the Kauffman Fellows Program, an educational program that trains emerging leaders in venture capital and high-growth companies.

He earned his Ph.D. in Business Economics from Harvard University. He received his A.B., summa cum laude, in Applied Mathematics and Economics from Harvard College.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2012-2013. Regular, Affiliate and CFA Chicago Candidate Members may apply function tickets as payment for Non-member or Student-Member. Credit card is required to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS. No day-of-event pre-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, Sept. 12.

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.