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James J. Valentine, CFA, founder of AnalystSolutions and author of Best Practices for Equity Research Analysts, presenting at the University of AkronCFA Society ClevelandWednesday, April 6, 2011 from 3:45 PM to 8:00 PM (EDT)Akron, OH |
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Event Details
Who: James J. Valentine, CFA, founder of AnalystSolutions and author of Best Practices for Equity Research Analysts. He'll be joined by distinguished panelists David MacGregor, CFA, Founder and President of Longbow Research; Nick Raich, CFA, Director of Research at Key Private Bank; and Elliott Schlang, CFA, Managing Director of Great Lakes Review.
What: Join CFA Society of Cleveland in celebrating northeast Ohio’s thriving investment research community with James Valentine, CFA. Mr. Valentine will be joined by three distinguished local analysts to discuss the skills and traits of successful analysts. This is also a chance for those who aren’t aware of what the CFA designation means to learn about its value while gaining access to experts in investment research. In addition, it’s a great opportunity for sponsors not only to entertain clients, but also to network with other potential clients/investors, all while supporting the CFASC. When: Wednesday, April 6, 2011 3:45 – 4:15 Registration 4:15 – 5:15 CFA Program Presentation 5:15 – 5:30 Break 5:30 – 6:45 James J. Valentine, CFA, followed by panel discussion 6:45 – 8:00 Networking Where: University of Akron – InfoCision Stadium-Summa Field FirstMerit Foundation Club Level Cost: CFASC Members and one guest – No charge Students and Faculty – No charge All Others - $20 per person Cost includes hors d’oeuvres and drinks
RSVP Deadline: Friday, April 1st Featured Speaker: James J. Valentine, CFA, Founder of AnalystsSolutions James J. Valentine, CFA, is the founder of AnalystSolutions, dedicated to providing best practices, training and career advancement services for equity research analysts. He is also the author of Best Practices for Equity Research Analysts (published by McGraw-Hill), a body of work to help analysts in the formation and delivery of their stock calls. Valentine has held a number of roles at four of Wall Street’s largest firms, including most recently Morgan Stanley where he was the Associate Director of North American Research as well as Director of Training for the firm’s global Research department. He was also an established research analyst where, for 10 consecutive years, he was ranked by the major Wall Street institutional investor polls as one of the top analysts within his sector. In 2006, Forbes named him one of the top three Wall Street analysts among all 2,000 U.S. sell-side analysts that year. He has been recognized for his stock picking, earnings forecasts and client service from the Wall Street Journal, Thomson Reuters, Institutional Investor, and Greenwich Associates. He holds a Masters degree in finance and the Chartered Financial Analyst (CFA) designation. He lives in a Connecticut suburb of New York City with his wife and three children. More information about his efforts can be found at jamesvalentine.com. Sponsorship Opportunities: **This event is targeted at a much broader audience than regular CFA Society of Cleveland events. It’s a great opportunity for sponsors not only to entertain clients, but also to network with other potential clients/investors, all while supporting the CFASC.** Headline sponsor (3 available): $1000. Includes a table for 8, signage, and recognition in the program. Table sponsor: $100. Includes preferred seating and a table tent with logo. More information regarding sponsorships is available on the (separate) Sponsorship Form.
For general questions or for more information, please contact Katie Khoury at 216-696-8066 or cfa@cleveland.cfasociety.org.
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When & Where
University of Akron
302 E. Buchtel Ave.
Akron,
OH 44304
Wednesday, April 6, 2011 from 3:45 PM to 8:00 PM (EDT)
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CFA Society Cleveland
The CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFASC has approximately 450 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 100,000 members, who include the world's 90,000 CFA charterholders, in 135 countries and territories.
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