CFA Society Rochester Luncheon Featuring Rich Howe, CFA

Join CFA Society Rochester for an upcoming luncheon featuring , founder of .

Presentation: Stock Spin-Offs — Understanding Where Opportunity Can Arise
Corporate spin-offs are often misunderstood and overlooked, yet they can create compelling opportunities for investors. In this presentation, Rich Howe will explain how spin-offs work, why they frequently lead to temporary mispricing, and the structural and behavioral forces that drive these dynamics.

The session will highlight several illustrative case studies and conclude with a current spin-off situation that brings these concepts together in a real-world investment context.

Why Attend?

•  Understand why corporate spin-offs can create market inefficiencies
•  Learn how incentives, capital structure, and forced selling influence outcomes
•  Gain practical insights into evaluating spin-offs and special situations
•  Connect with CFA Society Rochester members and local finance professionals

Register by Friday, February 20.

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Host or Publisher CFA Society Rochester