The Value of Private Investor Meetings

  • Tuesday 08 September 2020
  • 04:00 - 16:45
  • Virtual Event
  • Eligible for 0.75 credit

Face-to-face meetings with company management are much more difficult during the pandemic, but they can be an important part of due diligence that uncovers potential problems or overlooked sources of return. While many investment managers conduct such visits, the Evli Emerging Frontier Fund has committed to meet every single company before investing.

Burton Flynn, the fund’s portfolio manager, met over 600 companies in the past year while spending ten months living in ten emerging markets. Now that global travel has effectively stopped, Burton is examining the relationship between in-person meetings with CEOs and investment returns. In this interactive webinar, he will share insights from the data collected during his travels.

The webinar is free and open to members and non-members.  

CFA Institute and CFA Society Italy Regular and Affiliate members can claim PL credit by providing their CFA Institute ID number when registering.

For further information and registration please click here

Speaker profile

Burton Flynn, CFA, is the managing partner at Terra Nova Capital | Evli Group. He is the portfolio manager of the Evli Emerging Frontier Fund, which invests in the equity of listed companies in lesser-known and hard-to-access markets in Asia, Africa, Latin America, and the Middle East; he has traveled to 40 of these emerging markets and has lived in 14 of them. Mr. Flynn earned a BS in finance from the University of Utah and an MBA in finance from the Wharton School and is a PhD candidate in finance at City, University of London Business School.