Hosted by: Professional Development Advisory Group
Morningstar
Erin Lash, CFA
Erin Lash, CFA, is a sector director, AM Consumer, for Morningstar*. In addition to leading the sector team, she covers packaged food and household and personal care companies. Beyond managing a team of nine analysts and associates covering an array of consumer firms, Lash also conducts fundamental analysis of 13 multi-billion-dollar market capitalization firms in the packaged food and household and personal care space.
Before joining Morningstar in 2006, Lash spent four years as an investment analyst covering retail, transportation, and technology firms for State Farm Insurance. In this capacity, Lash analyzed financial statements, business strategy, and fundamentals of owned companies and potential investments, presenting her recommendations based on this analysis to State Farm portfolio managers for ownership consideration.
Lash holds a bachelor’s degree in finance from Bradley University’s Foster College of Business. She also holds a master’s degree in business administration, with concentrations in accounting and finance, from the University of Chicago Booth School of Business. Lash has completed the Chartered Financial Analyst® designation. She ranked second in the food and tobacco industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.
* Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc
Ellen Weiss, SPHR
Ellen Weiss is the Interim Global Head of Talent Acquisition at Morningstar, leading a team of 35+ internal recruiters. Before joining Morningstar in 2006, she spent eight years in client service and relationship management roles at Deutsche Asset Management (DWS) and Envestnet.
Weiss holds a bachelor’s degree in marketing management from Missouri State University and a master’s degree in human resources from Loyola University Chicago. She also holds the Senior Professional in Human Resources (SPHR) designation.
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Fee*:
Members - FREE
Registration: Online
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Agenda:
12:00 PM - 1:00 PM CDT: Program
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*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Presenters:
*Special Notes Regarding Fees:
This event is complimentary and open to members only.
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.