November Investment Exchange Forum; Members Only, Limited Space

Moderators:
Nick Detchev - Segall Bryant & Hamill, Fixed Income Analyst
Adam Fleck, CFA - Morningstar, Associate Director of Research for the industrials team

Date, Time, and Location:
Fri., Nov. 16, 2012
Noon - 1:30pm
(Note: Space is limited; you must register to participate)
CFA Society of Chicago - 134 N. LaSalle St., Ste. 1740

Topic: Investment Implications of Disruptive Technologies

Program Description:
We live in a fantastic technological age, where each year brings new and exciting means of getting things done. However, as new technologies become commonplace and replace outdated products and services, new investment implications are created; email replaces snail mail, Internet radio takes share from terrestrial, and Blackberry users buy iPhones. For our next investment exchange forum, come discuss both buying opportunities in the next disruptive technologies, and short ideas based on waning end markets.

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.

Fee:
Members - Free

Attire:
Business Casual

Registration:
Limited to 15 members
Online Only

Agenda:
Noon - 1:30pm: Discussion and Brown Bag Lunch