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Title

Accountability: Accounting & Governance

Event Description

Come hear from an industry luminary calling attention to disturbing trends in the accounting practices of listed companies as he shares his views on corporate governance and reporting quality.  Our featured speaker will be Charlie Dreifus, CFA with Royce & Associates. 
 

Mr. Dreifus will focuses on these main areas:

  • The current state of accounting quality and his rising concerns about the proliferation of non-GAAP information in company communications with investors
  • His general perspectives on the economy and the market
  • Thoughts on the domestic small-cap asset class
Bio:
​Mr. Charles R. Dreifus, CFA manages the firm’s Special Equity product, a strategy which attempts to combine classic value analysis, the identification of good businesses, and accounting cynicism. Mr. Dreifus has 51 years of investment industry experience, with more than 30 years as a small- and micro-cap value portfolio manager. In 2008, Mr. Dreifus was named Morningstar’s Domestic-Stock Fund Manager of the Year.


Prior to joining Royce & Associates in 1998, he was a General Partner and Managing Director and a Limited Managing Director of Lazard Freres & Co., LLC. Mr. Dreifus was also the Portfolio Manager of Lazard Special Equity Portfolio, formerly Lazard Special Equity Fund and Special Equity separate accounts. Prior to that, Mr. Dreifus was employed by Oppenheimer & Co. as a Limited Partner and as the manager of Quest For Value Fund (from May 1980 to November 1982) and by Oppenheimer Capital as an Executive Vice President.

 

Mr. Dreifus holds a BA from the City College of New York/Baruch School and an MBA from Baruch College. He is a CFA charterholder.

Event Type

Educational; Featured

Education Topic

Corporate Finance

Start Time

10/16/2019 11:45 AM

End Time

10/16/2019 1:00 PM

Event City

Milwaukee

Event State/Province

WI

Event Country

USA

Event Region

Americas

Location Info

The Pfister Hotel
424 East Wisconsin Ave
Milwaukee, WI 53202

Speaker

Charlie Dreifus, CFA

CE Credits

1

SER Credit

0

Currency

USD

Member Price

$15

Non-Member Price

$30

Candidate Price

$15 / Students $10

Registration

Registration for this event has closed.

All Day Event

 

Recurrence

 

Event Link

Accountability: Accounting & Governance

Event Link Leads To New Tab

Yes

Event Short Info

Come hear from an industry luminary calling attention to disturbing trends in the accounting practices of listed companies as he shares his views on corporate governance and reporting quality.  Our featured speaker will be Charlie Dreifus, CFA with Royce & Associates.

Attachments

Content Type: MyCFA Calendar
Created at 8/27/2019 4:22 PM by bmatthias@adminproserv.com
Last modified at 10/16/2019 9:12 AM by bmatthias@adminproserv.com