Event Detail

September Investment Exchange Forum (Members Only, Limited Space) (Ended)

Date, Time, and Location:
Friday, September 19, 2014 (add this event to your Outlook Calendar)
Noon - 1:30pm
CFA Society Chicago, 134 N LaSalle St, Chicago, IL  60602   (Driving Directions)

Topic: Energy

Program Description:
From the debate of peak oil to the controversies of fracking, global warming, and the future of electric vehicles, the discussions/debates around the energy patch have never been louder. In addition, CFA Chicago is hosting a panel on energy this month, so this IEF will focus on the topic of energy. The meeting is 1.5 hours, so we'd prefer to avoid individual oil/gas exploration and production "plays" and instead hear pitches about anything else related to energy arena, such as; energy efficiency and the grid, issues with storage of the new supplies from both conventional sources and alternatives, new uses for distillates and specialty chemical byproducts, exporting and transporting, etc. Join us as we discuss the companies that benefit from (and are damaged by) the new energy landscape.

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.

Doug Nguyen - Alpha Capital Partners
Nick Redmond - Oculus Asset Management

Members - Free

Attire: Business Casual

Registration: Limited to 15 members
Online Only

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

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.