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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

March 2, 2017
11:30 AM
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, May and October.  Both long and short ideas are welcome at all meetings, but we will orientate the May 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. 

Event Type

Society; Career; Social/Networking; Educational

Education Topic

Equity Investments

Start Time

3/2/2017 11:30 AM

End Time

3/2/2017 1:00 PM

City

Minneapolis

State/Province

Minnesota

Event Country

United States

Event Region

Americas

Location Info

​TCF Tower
121 S. 8th Street, Suite 825​
Minneapolis, MN 55402

Speaker

Moderated by Bryan Applequist, CFA and Dan Barker, CFA

CE Credits

 

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

15.00

Registration

REGISTER Here​

You must be logged into your account when registering to receive the memeber discount.

Please email assistant@cfamn.org with questions or technical issues.

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 1/17/2017 1:57 PM by assistant@cfamn.org[CASMSTS:username]
Last modified at 1/23/2017 12:04 PM by support@cfamn.org