December 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., Dec. 14, 2012
Noon - 1:30pm
(Note: Space is limited; you must register to participate)
CFA Society of Chicago - 134 N. LaSalle St., Ste. 1740

Topic: Companies Affected by the Fiscal Cliff

Program Description:
The upcoming “fiscal cliff” in the United States threatens higher tax rates and reduced government spending, impacting a wide variety of industries and individuals. While many prognosticators, including Congress itself, seem to have little knowledge of the eventual outcome of government negotiations, uncertainty often breeds opportunity. Join us at our Investment Exchange Forum on Fri., Dec. 14 to discuss potential long and short ideas stemming from the fiscal cliff.

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