Inaugural Value Keynote Series with Matthew McLennan, CFA, of First Eagle Investments

December 15, 2022 | 6:00 PM - 7:10 PM

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Overview

Join Matt McLennan, CFA, Co-Head of Global Value Team and Portfolio Manager for First Eagle Investments, for a hands-on presentation on spotting and managing strategic value investing opportunities.

Attendees can expect to cover a range of value investing topics, including ways to deploy a value investing strategy over multiple market cycles and methods to raise investment conviction by investigating the underlying assets. Build your familiarity with this popular investment method when you learn directly from a seasoned, value-focused portfolio manager.

This event will be highly interactive, with time for Q&As.

Agenda

6:00 PM | OPENING REMARKS

Yi Fu Lee, CFA, CPA, CMT, CAIA, Equity Research VP at Cantor Fitzgerald

6:05 PM | KEYNOTE SPEAKER

Matthew McLennan, CFA, Co-Head of Global Value Team and Portfolio Manager, First Eagle Investments

6:45 PM | Q&A

Moderated by Yi Fu Lee, CFA, CPA, CMT, CAIA and Joseph Cordi, CFA

7:05 PM |  CLOSING REMARKS

Joseph Cordi, CFA, Senior Research Analyst at Impax Asset Management

7:10 PM | NETWORKING RECEPTION

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:
    • Credit to be issued (to be used within 6 months)
  • 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.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.