Strategies for Investing in Clean Technologies Stocks

Presented by:

 David Kurzman

Portfolio Manager, Leuthold Weeden Capital Management

Thanks to our meeting sponsor

Meeting Details:

Mr. Kurzman's talk will discuss the strategies his firm uses to identify and successfully invest in publicly traded Clean Technology ("CleanTech") stocks.  Employing a bottom-up, stock-picking approach that leverages his firm's traditional macro- and quantative-based techniques, Mr. Kurzman's CleanTech fund deploys over $30 million among about 55 companies world wide.

Participants will also learn why this approach does not seek "breakthrough technologies" in the CleanTech sector, which tend to be perpetually five years from viability. Instead a more conservative and successful strategy that blends information gathering and risk mitigation in order to maximize returns will be presented. Trained in the time-tested "value investor" approach to investing, Mr. Kurzman looks for catalysts that will close the gap between what he views as a company's intrinsic value and its current share price.

About the Speaker

David H. Kurzman is a co-Portfolio Manager and Senior Analyst at the Leuthold Group focusing on Global Clean Technology Fund.  Prior to joining the Leuthold team, David was Managing Partner of Kurzman CleanTech Research, a private research and consulting firm, and managed a pool of private capital for high-net worth investors.

David’s work has been recognized by leading news channels, including CNBC, PBS’ Wall Street Week, Bloomberg News, Reuters, The New York Times, The Wall Street Journal, Barron’s Financial Weekly and others. David was named “Best On The Street” by The Wall Street Journal in 2003 for the area of Electronic Components & Equipment, was rated as a Zack’s All-Star Analyst in 2001 and 2002.
 

Advanced Registration:   

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends May 9th.

Note: You may continue to register after May 9th but you will be charged at-the-door pricing. Online registration closes May 11th.

No refunds will be made after May 9th.

At The Door Registration:   

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after May 9th.

1 hr CE available pending approval by the CFP Board