Author Series: Paul Johnson and Paul Sonkin of “Pitch the Perfect Investment”

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Author Series: Paul Johnson and Paul Sonkin of “Pitch the Perfect Investment”


FEES: Member $15 | Nonmember $45
LiveStream: Free & Available to Members Only

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CFA Society New York Conference Center
1540 Broadway
Suite 1010 (45th St. Entrance)
New York, NY 10036

CFA Institute CE®: 1.5 Credits

CE credits sponsored by Kaplan Schweser


Paul Johnson
Paul Sonkin, Portfolio Manager, GAMCO Investors/ Gabelli Funds

Moderated by: Elliot Trexler, President and CIO, Global Return Asset Management, LLC

Whether you work at a money management firm, hedge fund, investment bank, or private equity firm, the ability to pitch a compelling investment idea determines not only your bonus, but your success on Wall Street. If you don’t have a great investment idea, there is nothing to pitch. If you have a great idea but cannot communicate it, your pitch will fall on deaf ears. Although these skills are so essential, they are rarely taught on Wall Street. As a result, analysts are forced to develop this expertise on their own through an agonizing process of trial and error. Pitch the Perfect Investment provides the tools to significantly accelerate this learning process. In this era of hyper-competition on Wall Street, even the smallest edge can make the difference between success and failure.

Learning Objectives

  • Identify great investment opportunities
  • Organizing the content of your investment pitch
  • Tailoring your message to the audience’s investment criteria

Who should Attend

Analyst, PM’s, CIO’s, Buy-side and Sell-side  

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