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Why Now?
While IR professionals understand and educate what makes their company's stock an attractive "buy" do they understand what makes it an attractive short? Why do non-activist investors short your stock? There is a lack of transparency when it comes to short-selling regulators are on the case. As an important driver to stock performance, IR practitioners should understand both the investment process for short selling and how impending regulation could alter it.
Behind the Scenes of Short Selling: Investment Process and Regulatory Landscape*
Tue - Jun, 11 | 1:00 pm - 2:00 pm
Location: Atlantic 1-2 (Level 2)
Category: Investment Process | Secondary Category: Capital Markets

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.

Moderator/Lead Speaker:
Theresa Molloy, Director, Corporate Governance
Prudential Financial

Panelist(s)/Co-Speaker(s):
Christine Bosco, CFA, Head of Securities Lending
Franklin Templeton Investments

Tim Quast, President
ModernIR

Kevin A. Tuttle, CEO, Chief Equity Strategist & Co-Founder
Tesseract Asset Management, LLC
    Learning Objectives:
  • 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.
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