Event Detail

Distinguished Speakers Series Webinar: Howard S. Marks, CFA

Date, Time, and Location:
Monday, August 13, 2012 (add this event to your Outlook Calendar)

Recorded On:
Mon., Aug 13, 2012
12:00 - 1:00 pm CT
The Standard Club, 320 S. Plymouth St.
Chicago, IL 60604

Members - $20
Non-Members - $20
Student-Members - $20
(payable by credit card or function ticket)*

*Special Notes Regarding Fees:
Regular, Affiliate and CFA Chicago Candidate Members may apply function tickets as payment for Non-member or Student-Member. Visa, MasterCard, American Express, Discover and Diners Club are accepted.

CFA Institute Qualified Activity: Eligible for 1 credit hour

For Reservations:
Register online below.

Program Description:
Most investment training concerns either accounting, financial statement analysis or capital market theory. But an investor's relative performance will also be determined to a significant extent by a number of other things: what I call the human side of investing. How is theory wrong? Where do the rules fall down? Perhaps markets would be smooth-functioning if the participants were machines, or the rational, objective and unemotional actors theory assumes them to be. But they're not, and superior performance often goes to those who best understand the divergence between theory and real-world practice.

Howard Marks, CFA, CIC

Since the formation of Oaktree in 1995, Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm. From 1985 until 1995, Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in Finance and an M.B.A. in Accounting and Marketing from the Graduate School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA charterholder and a Chartered Investment Counselor.

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