Location: Atlantic 1-2 (Level 2)
Short selling remains an important tool for alpha generation in many portfolios. How does the investment process differ for short selling versus going long a stock? What role do options play? Understand the world of shorting outside of activist investors.
Theresa Molloy, Director, Corporate Governance
Christine Bosco, CFA, Head of Securities Lending
Franklin Templeton Investments
Tim Quast, President
Kevin A. Tuttle, CEO, Chief Equity Strategist & Co-Founder
Tesseract Asset Management, LLC
- Gain insight into the investment process of short selling. What makes your stock an attractive short?
- Understand the SEC's role in the governance of short-sales
- Learn what regulations are being discussed/proposed by the SEC to allow greater transparency of short-selling and potential implications on expected returns.
- Understand how long-term holders use options to trade around core positions and why 13Fs may not tell the whole story.