Hosted by: Distinguished Speaker Series Advisory Group

Legendary value investor, Howard Marks, whose iconic memos are read by many great investors, including the Oracle of Omaha, Warren Buffett. Mr. Buffett has been quoted as saying “when I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something, and that goes double for his book.”.

On January 26th, 2023, join us for an engaging conversation with Howard Marks as he discusses his current views and a few of his recent memos during these unprecedented times The conversation will be moderated by the Distinguished Speaker Series Advisory Group Co-Chair, Arthur Olunwa.

Fee*:

Members - $45 or FREE with function ticket 
Student Members - $20
Nonmembers - $65
 
Webcast: 
Members - $20 or FREE with function ticket 
Student Members - $10
Nonmembers - $40

(member pricing underwritten by CFA Society Chicago)



CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Registration: Online

Agenda:
3:30 PM - 4:00 PM: Registration
4:00 PM - 5:00 PM: Program
5:00 PM - 6:00 PM: Networking

*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event.

Speaker Bio:

Howard Marks, CFA
Co-Founder and Co-Chairman Oaktree Capital Management

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and member of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School and is Professor of Practice at King’s Business School (both in London). He serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University. He is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.

Arthur Olunwa, CFA is an executive in the institutional investment management industry with extensive experience as an asset allocation and portfolio manager. 

Arthur is the Head of U.S. Portfolio Management at Aflac Global Investments. He is responsible for the team's investment and portfolio management activities for Aflac’s $15 billion general accounts assets across its four US insurance companies. Before joining Aflac, Arthur held senior positions at PNC Institutional Asset Management, Exelon Corporation’s Investment Office and J.P. Morgan Asset Management in London, Hong Kong and New York and Jupiter Asset Management in London in multi-asset class portfolio management and risk management roles.

Arthur holds a BSc (Honors) in Business Economics from the University of East London, England. He is a qualified accountant and fellow at the Association of Chartered Certified Accountants (FCCA). He is a CFA Charterholder and a member of the CFA societies of New York and Chicago. He also sits on a number of committees at the CFA Society Chicago.

Outside of work, he is a mentor and partner at Youth Guidance, Becoming A Man (BAM) – where he mentors inner city young men of color in Chicago and the Economic Awareness Council – where he helps mentor and teach high school students about finance and investments. He also partners with a number of African-based/focused charities that provide healthcare to underprivileged families on the continent.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, and Discover are accepted. Cancellations accepted until 5:00 PM, January 25, 2023. 

Passport Program:
Members of any CFA society may attend at the CFA Society Chicago member rate. Please Use code PPORTLIVE for in person events and PPORTWEB for webcasts for member pricing. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
 
CFA Institute CE Qualified Activity:
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.