Presidential Moment 2024 – Fireside Chat with Brendan Ballou

[Society Membership Early Renewal Incentive]

(Complimentary event for members who renew their FY2024-25 Society membership on or before Thursday, 6 June 2024.)

• This Webinar is offered as a complimentary benefit to members who have renewed their Society membership for the FY2024-25 on or before Thursday, 6 June 2024.
• Renewed members will receive an email containing a coupon code enabling them to register for this event at no cost.
• Members who have not yet renewed their Society membership for FY2024-25 may still participate in the event by paying a fee of HK$100.
• Event fees are non-refundable for members who register and subsequently renew their membership.
• Registration is requested, please register on or before Monday, 10 June 2024.

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 240613LU-CEX)

In “Plunder: Private Equity’s Plan to Pillage America”, written by award winning author, Mr. Brendan Ballou, it uncovers the inner workings of private equity firms, their influence on American businesses, jobs, and communities. 

The CFA Society of Hong Kong is proud to present Mr. Ballou, for a captivating webinar where Mr. Ballou will be presenting the highlights of his book, revealing the detrimental effects of private equity on businesses, workers, and communities. As these firms take control, prices rise, quality diminishes, jobs are cut, and resources are diverted away from productive sectors of the economy. Companies saddled with massive debts and extractive fees often face bankruptcy or become mere shadows of their former selves, impacting the communities they once served.  Gain insight into the complicity of various government entities in enabling and supporting the activities of private equity. This interdependent relationship raises questions about the role of regulation and accountability in the face of such widespread influence.

Join us for this insightful webinar which includes a fireside chat with Dr. Alvin Ho, CFA, President of CFA Society Hong Kong, followed by a Q&A session. 

We hope this webinar provides a platform for critical discussion surrounding the issues raised in “Plunder,” and discover the vision for reining in the private equity industry.  Don’t miss the opportunity to participate in this enlightening and thought-provoking session with Brendan and Alvin.

About the Speaker

Brendan Ballou is the author of Plunder: Private Equity’s Plan to Pillage America.  He served as Special Counsel for Private Equity in the Justice Department’s Antitrust Division.  Previously, he worked in private practice, and before that, in the National Security Division of the Justice Department.  His work has appeared in the New York Times, the Atlantic, and the Nation.

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Intermediate – Materials presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks:

• Registration is requested, please register on or before Monday, 10 June 2024.
• This Webinar is offered as a complimentary benefit to members who have renewed their Society membership for the FY2024-25 on or before Thursday, 6 June 2024.
• Renewed members will receive an email containing a coupon code enabling them to register for this event at no cost.
• Members who have not yet renewed their Society membership for FY2024-25 may still participate in the event by paying a fee of HK$100.
• Event fees are non-refundable for members who register and subsequently renew their membership.
• This complimentary offer cannot be refunded, exchanged or transferred.
• The Zoom webinar link and email confirmation will be sent to the registrant upon successful online registration. Each registrant will be given a unique link for each session, please do not share the link with others.
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 7:00 PM.
• Participants will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. To qualify for CPT/CE hours, all participants must attend the full webinar. After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• Full amount will still be charged for no-show or enrolment made after 10 June 2024.
• An administration fee of HK$50 will be charged for any cancellation of confirmed enrollment made on or before 10 June 2024. All cancellation requests must be made in writing and be confirmed by email from Society Hong Kong.
• Refund of the event fee (less an administration fee of HK$50 per person) will be given for cancellation received on/before 10 June 2024.
  • For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account.
  • No refund will be given for cancellation received after 10 June 2024.
• Substitutions are allowed. Please notify us on or before 10 June 2024. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.
• The event will be conducted in English.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org. 

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.