Lunch with Speaker Tim Gaumer, CFA, Global Director of Fundamental Research at Thomson Reuters.r, C, hief US Equity Strategist for Citi Research

Join us for lunch at the UT Club with speaker Tim Gaumer, CFA.

Topic is "An Innovative Approach to Analyzing Corporate Credit and Bankruptcy Risk"

Date: Tuesday December 2, 2014

Time: 12:00 - 1:00 pm

Location: UT Club

Speaker Name: Tim Gaumer, CFA

Speaker: Tim Gaumer, CFA, Global Director of Fundamental Research at Thomson Reuters.
 

Mr. Gaumer is the Global Director of Fundamental Research at Thomson Reuters. He held the same position at StarMine, a company acquired by Thomson Reuters in 2008.  With more than 17 years of experience conducting fundamental analysis, Mr. Gaumer is widely regarded as an expert helping fundamental investors apply StarMine's innovative quantitative research in their investment process. He previously worked at several buy-side firms, most recently at Transamerica Investment Management as an equity analyst and portfolio manager.  Tim is a Chartered Financial Analyst and holds an undergraduate degree in Electrical Engineering and graduate degree in Business Administration.

Presentation Topic: "An Innovative Approach to Analyzing Corporate Credit and Bankruptcy Risk"

Topic Description: In this presentation, Mr. Gaumer will discuss the innovative research behind the new StarMine Credit Risk Model, a robust, multi-factor predictor of financial distress. This timely, quant-driven approach incorporates a Structural (Merton) framework, forward-looking financial Ratios Analysis and an innovative unstructured Text Mining approach from sources such as news, footnotes and transcripts to provide a more predictive measure of credit risk.  Fixed income investors will learn how this research applies to their default and credit risk analysis, while equity managers will learn how this approach is superior to the widely used Altman Z-Score as a measure of bankruptcy risk.

Members of CFA Society of Austin are invited at no charge.  Guests and non-members may attend for a guest fee of $40 per person due at registration. Members of other CFA Societies within Texas may attend as members.  Please indicate the city you are a member of on the registration page. 

RSVP deadline is Monday October 6, 2014

If you have questions regarding registration or this event, pleae contact admin@cfaaustin.org.