Continuing Education Program
Secrets of Successful Channel Checking
CFA Institute CE Eligible
***Pre-registration is closed; on-site registration will be available.*** |
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This event is closed for registration
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| Date: |
2/18/10 |
| Time: |
12:30 to 2:00 PM |
| Member Cost: |
$25.00 |
| Nonmember Cost: |
$35.00 |
| CFASF Review Student Cost: |
$25.00 |
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Box lunches will be served.
On-site registration, if available, will cost an additional $10.
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| Refund Policy: |
Cancellations must be received by noon on February 16, 2010, in order to receive a refund. No shows who have not pre-paid will be invoiced. To cancel, email meetings@cfasanfrancisco.org.
Please be advised that if you do not show up by 12:50 p.m., your seat may be forfeited. If you show up after 12:50 p.m. and your seat has been re-sold, you will be entitled to a refund.
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| Location: |
CFASF Program Center |
| Address: |
300 Montgomery Street, Suite 1130, San Francisco |
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Speaker(s):
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JP Mark, Founder, Farmhouse Equity Research |
| Chair(s): |
Bruce A. Ackermann, CFA, & Chad Gray, CFA |
| Event Description: |
Among the topics to be covered are: How to build successful channels of information, how to motivate people to talk with you, common channel check research mistakes and how to avoid them, and how to stay compliant with all securities regulations while doing channel research.
Leading the seminar will be JP Mark, founder of Farmhouse Equity Research, and a regular featured guest on CNBC's Fast Money.
Farmhouse Equity Research specializes in channel checks on a wide range of companies, including retail, consumer, technology and business services companies.
Previously, Mr. Mark was Managing Director and Director of Research for Wells Fargo Securities, where he created and managed the largest small-cap focused research team on the West Coast.
Mr. Mark holds an MBA from The University of Chicago Booth School of Business and an MS in Environmental Health Engineering/Public Health from Tufts University. |
| Other Information: |
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| As an approved provider in CFA Institute's Continuing Education Program, CFASF has determined that this program qualifies for 1.5 hours of CE credit for CFA Charterholders. |
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