Long/Short Conviction Roundtable
Wednesday, April 11
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 light lunch and refreshments will be provided at this event