David Herro, CFA, portfolio manager and chief investment officer–international equity at Harris Associates L.P., reflects on his years of experience with international investing, including what’s changed – and what’s remained the same, at our October Distinguished Speak Series luncheon. With 33 years of investment experience, Herro co-managers four Oakmark Funds: Oakmark International (OAKIX), Oakmark International Small Cap (OAKEX), Oakmark Global (OAKGX) and Oakmark Global Select (OAKWX).
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Attire
Menu: Chef's Choice (vegetarian meal available upon request)
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
David Herro, CFA, has been a manager of the Oakmark International Fund (OAKIX) since 1992, the Oakmark International Small Cap Fund (OAKEX) since 1995, the Oakmark Global Select Fund (OAKWX) since 2006 and the Oakmark Global Fund (OAKGX) since 2016. He is also the chief investment officer for International Equity at Harris Associates, which he joined in 1992. Herro’s career honors include being named Morningstar's International Stock Fund Manager of the Year in 2006, International Stock Fund Manager of the Decade for 2000-2009 and International Stock Fund Manager of the Year in 2016. He 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).
*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, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, October 3rd.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. 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.