Chinese Finance Association of America (CFAA) and DePaul University Kellstadt Finance Community (KFC) cordially invite you to join us for a seminar

“Fundamental Research and Stock Selection”

Featuring

Vivian Lin Thurston, CFA

International Consumer Analyst

William Blair & Company

Program Description: Bottom-up fundamental research is proven to be an effective investment approach to generate excess returns consistently among the actively managed investment strategies. What are the key elements and aspects of an effective fundamental analysis? How to pick stocks based on fundamental analysis? What are the methods to evaluate a stock? How to formulate investment thesis, forecast earnings and identify catalysts? How to think about risk reward and position sizing? What are the key differences between fundamental investing and other investment methods? In light of our members’ strong interests in fundamental analysis following our successful workshop last year, CFAA invited back Ms. Vivian Lin Thurston, a seasoned buy-side analyst, to share her knowledge and experience in fundamental research and stock selection in a highly interactive seminar. Please note, each event participant is encouraged to prepare a brief analysis on Alibaba (Ticker:BABA) before coming to the seminar.

Speaker’s Bio:

Vivian Lin Thurston is a Research Analyst covering the international mid-large cap Consumer sector at William Blair & Company. Prior to joining William Blair, she was Vice President and Consumer Sector Head at Calamos Investments, where she was responsible for international consumer stock selection and research. Preceding that, she was an Executive Director and Senior Investment Analyst atUBS Global Asset Management/Brinson Partners, responsible for stock selectionand research for consumer sectors in the US and Emerging Markets. She also held roles at Mesirow Financial, China Agribusiness Development Trust and Investment Corporation, and Vanke previously. She is also the Founder and President of Chinese Finance Association of America (CFAA). Vivian holds a B.A. in Sociology from Peking University, an M.A. in Sociology and an M.S. in Finance from University of Illinois Urbana-Champaign. She is a member of the CFA Institute and the CFA Society of Chicago.

Monday, April 27, 2015

5:00 p.m. – 7:00 p.m.

Barnes & Noble DePaul Center, 11th floor, North Cafe

1 East Jackson Boulevard

Chicago, Illinois 60604

Agenda

5:00-5:30 Registration

5:30-7:00 Seminar including Q&A

Fee: CFAA Member – $10; Non-CFAA Member with online payment - $15; Walk-ins - $20

报名请点击左下角‘阅读原文’链接。

DePaul Kellstadt Finance Community members please refer to the KFC event notice forfee schedule and must pre-register at [email protected].

Note: - No refunds will be issued unless the event iscanceled.

- CFAA members are defined as those who submitted CFAA membershipforms and fees with confirmation from CFAA Board of Directors.