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Title

Long/Short Equity Conviction Idea Roundtable

Event Description

​Long/Short Equity Conviction Idea Roundtable
Moderated by Bryan Applequist, CFA and Dan Barker, CFA
Thursday, December 7
11:30 am - 1:00 pm
Minneapolis


Please join us for a fun/collaborative discussion for fundamental equity investors of all styles to present and share their best stock investment ideas/themes. Participating investors are expected to briefly present their investment idea and moderate the associated Q&A. Investors of all disciplines (Value/Growth/Special Situations, etc.) are encouraged to attend. Ideas must be “institutionally” actionable, but can include small capitalization stocks. The Roundtable will meet three times/year, with meetings scheduled for March, June and October. Both long and short ideas are welcome at all meetings, but we will orientate the June meeting to focus on short ideas.

Attendees will have 3-5 minutes to pitch their idea, followed by a short Q&A discussion. The pitch should include Company Name/Stock Ticker/Market Cap/Price target and 3-5 bullet points on the Investment Case/Risks to streamline the discussion. No handouts are required.

*A moderator will keep track of all pitches and highlight the best performer at the end of the year, winning a $100 gift certificate to a local restaurant. 

A light lunch and refreshments will be provided at this event.

Event Type

Society; Career; Social/Networking; Educational

Education Topic

Equity Investments; Performance Measurement and Evaluation

Start Time

12/7/2017 11:30 AM

End Time

12/7/2017 1:00 PM

City

Minneapolis

State/Province

MN

Event Country

United States

Event Region

Americas

Location Info

​CFA Society Minnesota Offices
121 South 8th Street, Suite 825
Minneapolis, MN 55402

Speaker

Moderated by Bryan Applequist, CFA and Dan Barker, CFA

CE Credits

0

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

15.00

Registration

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 11/7/2017 8:33 AM by events@cfamn.org
Last modified at 11/7/2017 8:33 AM by events@cfamn.org