Agenda:
11:30 a.m. - Registration and Networking
12:00 (Noon) - Welcoming and Begin Conversation
12:50 p.m. - Audience Q & A
1:00 p.m. - Conclusion
Speaker: David Herro, CFA, Deputy Chair of Harris Associates
Chief Investment Officer (or CIO) of International Equities
David Herro has been a manager of the Oakmark International Fund since 1992, the Oakmark International Small Cap Fund since 1995, the Oakmark Global Select Fund since 2006 and the Oakmark Global Fund since 2016. He is also the chief investment officer for international equities at Harris Associates, which he joined in 1992, and a vice president of the Oakmark Funds. His career honors include being named Morningstar’s International Stock Fund Manager of the Year in 2006, International Stock Fund Manager of the Decade for 2000-09 and International Stock Fund Manager of the Year in 2016. Mr. Herro has an M.A. in economics from the University of Wisconsin-Milwaukee (1985) and a B.S. in business/economics from the University of Wisconsin-Platteville (1983).
Moderator: Cosmin Lucaci
Cosmin is the Director of Research at Brownson, Rehmus & Foxworth (BRF). Cosmin is a member of BRF’s Private Investment, Public Markets, Impact Investing, and Investment Strategy Committees. As a member of the research department, Cosmin helps in designing and implementing the company’s investment strategies as well as identifying investment managers. Prior to joining BRF, Cosmin was at the Federal Reserve Bank of Chicago. In his time there he worked on several projects, including co-authoring a study that was presented at the Federal Reserve’s annual Bank Structure Conference and subsequently published in the Journal of Financial Services Research.
Cosmin received his MBA from the University of Chicago Booth School of Business and his BA in Economics and Political Science from Northwestern University. He is a Chartered Financial Analyst. Outside of work, Cosmin enjoys civic service, connecting people, and giving back. Cosmin has served on the Trustee/Director Boards of several civic organizations, including The UL Boys and Girls Club, Chicago Engineers’ Foundation, CFA Society of Chicago, and the Chicago Booth School of Business Alumni Club. Cosmin is a member of The Chicago Club, The Executives’ Club of Chicago, and the Union League Club of Chicago.
Fee*:
Members - $60
Non-Members - $80
Student Members - $25
Please note: No Webcast Available
*Function Tickets can be used
Location:
The University Club of Chicago
76 E. Monroe
Chicago, IL
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Luncheon Served
Registration: Online
Agenda:
11:30 a.m.: Registration/Networking
12:00 p.m. - 12:50 p.m.: Conversation
12:50 p.m.: Audience Q & A
1:00 p.m.: Conclusion/Networking
Lunch will be served before and during the conversation.