Value Investing

Value Investing Workshop: Templeton School of Value Investing

March 20, 2019 | 6:00 PM - 8:00 PM

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Overview

Please join us for the second lecture as part of the CFANY Value Investing Group Education Workshop, exploring some of value investing’s most important influencers of the past and present. In this lecture/workshop, Donald Krueger will be exploring the teachings of Sir John Templeton.

Don worked as an analyst with Sir John in the early 1990s, and currently serves as Chairman of the Advisory Board at Talara Capital Management, bringing decades of accumulated investment experience as a global portfolio manager and research analyst for Templeton International, Soros Fund, Valenzuela Capital, Perella Weinberg Partners and other global investment management firms.

Agenda

5:30 PM | REGISTRATION & NETWORKING

6:00 PM | LECTURE

6:45 PM | HANDS-ON CASE STUDY

7:30 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Explore the core principles of the Templeton Value philosophy
  • Learn some of the key tools and methods used by Sir John Templeton
  • Learn how to apply those tools and methods

Event Sponsor

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

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