Alternative Investments, Value Investing

Value Investing Workshop: The Art of Short Selling

Monday, October 21 | 6:00 PM - 8:00 PM

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Overview

Please join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.  Whitney Tilson is the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former manages three value-oriented private investment partnerships, T2 Accredited Fund, Tilson Offshore Fund and T2 Qualified Fund, while the latter is comprised of two value-based mutual funds, Tilson Focus Fund and Tilson Dividend Fund. Mr. Tilson is also the co-founder, Chairman and co-Editor-in-Chief of Value Investor Insight, an investment newsletter. Prior to launching his investment career in 1999, Mr. Tilson spent five years working with Harvard Business School Professor Michael E. Porter studying the competitiveness of inner cities and inner-city-based companies nationwide. Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | OPENING REMARKS

Kris Thiessen, CFA, CAIA, EA, Founder and Managing Partner of Helix Management


6:05 PM | LECTURE

Whitney Tilson, Founder & CEO, Empire Financial Research


7:00 PM |  HANDS-ON CASE STUDY


7:30 PM | CLOSING REMARKS

Mathias Strohfeldt, CFA, Director of Equity Research, Invesco


7:35 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Understand what the key differences are between going and long and short a stock
  • Understand what the key pitfalls are as well as key patterns to look for when shorting a stock
  • Apply this knowledge to a sample of real-life short case studies

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