Event Detail

SOLD OUT - Fundamentals of Investing

Date, Time, and Location:
Tuesday, September 13, 2005 (add this event to your Outlook Calendar)
UBS Tower, One N. Wacker Dr. - 2nd Floor Conference Center, Chicago, IL  60606   (Driving Directions)

Fundamentals of Investing

September 13 - October 18, 2005
(Six Consecutive Tuesdays)

2:30 - 4:45 PM

UBS Tower
One N. Wacker Dr. - 2nd Floor Conference Center

Does your organization employ assistants or analysts to support investment professionals? Would your support staff be more productive and useful if investment professionals taught them the "Fundamentals of Investing"?

The Investment Analysts Society of Chicago is pleased to announce an updated version of its popular Fundamentals of Investing course. The course will run for six consecutive Tuesdays.

Course Content

Stocks and Equity Markets (Salient Characteristics, Stock Issuance, Stock Trading, Indexes, Trading Costs, Margin Trading, Short Selling, Security Regulation) - Taught by Ann Logue, freelance writer, consulting analyst, and instructor at the University of Illinois at Chicago

Bonds and Fixed Income Markets (Characteristics of Bonds, Types of Bonds, Calculating Present Value of Bonds, Yield to Maturity, Risks of Bonds, Duration) - Taught by Tom Marthaler, Portfolio Manager

Mutual Funds and Investment Styles (Structure of Mutual Funds, Types of Mutual Funds, Investment Styles, Selecting Mutual Funds, Performance Evaluation, Costs) - Taught by Michael Falk, Vice President and CIO, ProManage LLC

Economy and Interest Rates (Inflation, Interest Rates, Money Supply, Gross Domestic Product, Productivity, Demographics, Unemployment) - Taught by Tom Marthaler, Portfolio Manager

Overview of Financial Statements and Financial Ratios (Income Statement, Balance Sheet, Cash Flow Statement, Liquidity Ratios, Profitability Ratios, Asset Management Ratios, Valuation Ratios) - Taught by Ann Logue, freelance writer, consulting analyst, and instructor at the University of Illinois at Chicago

Using Microsoft Excel for Financial and Statistical Analysis - Taught by Joseph Liedtke


  • Journalists
  • Sales, marketing and client-service personnel
  • Trust administrators
  • Personal bankers
  • Investment assistants/analysts
  • Other professionals supporting senior investment professionals

NOTE: IASC must have a minimum of 20 registrants in order to hold this course

Total cost is $450 (i.e., only $75 per session)
Additional participants from the same organization will receive a discount of 25%

Sorry... Sold Out!

Registrations may be cancelled up until September 6. After September 6, there will be no refund.

Speaker Biographies

Michael S. Falk, Vice President and Chief Investment Officer, ProManage LLC is responsible for developing and monitoring ProManage's investment policies and procedures. He directs the investment manager research effort, as well as the construction of investment portfolios. He is the Chair of the company's Investment Committee as well as the primary liaison

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.