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Hosted by CFA Tampa Bay

SOLD OUT: No Longer Taking Reservations. The Case for Bottom-Up, Value-Focused, Fundamental Analysis in an ETF-centric World with David Iben

MONDAY, NOVEMBER 13 - NO LONGER TAKING RESERVATIONS FOR THE NOVEMBER 14TH MEETING!

David Iben is known as a true value investor and recognized as one world's leading fund managers. Join us at the University Club of Tampa for an evening with David Iben and gain valuable insights into his philosophy, methods and approaches that have led to Kopernik's success.

About the Evening
Join us for cocktails with one of the best views of Tampa Bay. That's followed by a delicious meal with great dinner conversation.

Who Should Attend
All financial professionals who want develop a fuller understanding of how ethical behavior impacts all investment professionals, heighten awareness of how you recognize and respond to ethical dilemmas, and empower you to respond to ethical dilemmas in an appropriate manner.

Parking Information
Park in the Old Fort Brooke Municipal Garage (corner of Whiting and Franklin) On the third floor of the parking garage, take the walkway to One Tampa City Center.

5:30 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Tuesday, November 14, 2017
5:30 PM - 7:30 PM

Location

The University Club of Tampa
38th Floor
201 N Franklin St
Tampa   FL   33602-5190
(813)223-3737
FAX    (813)223-3576
Website for Location
Map for Location



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Non-Member Fee - $50 $50.00
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Non-member Student Fee - $30 $30.00
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Speaker Profiles

 


David B. Iben, CFA
Chief Investment Officer and Lead Portfolio Manager
Kopernik Global Investors

David (Dave) Iben is the sole portfolio manager of the Kopernik Global All-Cap strategy, lead portfolio manager of the Kopernik Global Unconstrained strategy, co-portfolio manager of the Kopernik Global Real Asset strategy and co-portfolio manager of the Kopernik International strategy. He is the managing member, founder and chairman of the Board of Governors of Kopernik Global Investors.

Prior to Kopernik, Dave managed the $2.7 billion Global Value Long/Short Equity portfolio at Vinik Asset Management, where he was a director and head of the Global Value team (July 2012 through March 2013). Prior to this, Dave was co-founder, chief investment officer, co-president and lead portfolio manager of Tradewinds Global Investors, LLC, a $38 billion (at February 2012) investment firm. He continually managed equity portfolios for Tradewinds (inclusive of its two predecessor firms) from October 1998 through February 2012. He was the portfolio manager for the firm’s Global All-Cap strategy, North American All-Cap strategy, and Global Long/Short strategy, among others and directly managed more than $20 billion assets at the time of his departure. As CIO, Dave directed Tradewinds’ investment activities, including portfolio management, research, trading and risk management. His long-term performance has led to recognition by nationally known publications such as Bloomberg and Morningstar, and to several awards by Lipper and others for top performance in global equity fund management.

From 1996 through 1998 Dave was a senior portfolio manager at Cramblit & Carney. He began his career with Farmers Group, Inc. where over the course of 14 years, he worked his way up from securities analyst/trader to portfolio manager and eventually to director of research and lead portfolio manager for both equity and fixed income strategies. At the time of his departure in 1996, Dave was acting as Farmers’ chief investment officer responsible for $16 billion of investable assets.

Dave earned his bachelor’s degree from University of California, Davis, and his MBA from the University of Southern California Marshall School of Business. He has received the CFA designation and is a member of CFA Institute and CFA Society of Tampa Bay.



Registration Fee
Member
No Charge
 
Non-Member
$50.00