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February 28, 2024, Event of CFA Society New York
organized by the Society's
Institutional Asset Management Group, chaired by Leo Schmidt
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Source:
CFA Society New York, 2024, Events
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Overview
This event will provide attendees with direct access to a senior
representative of Texas Instruments Inc. This event will allow
attendees to learn about the company and what questions their peers
ask with the goal of improving due diligence skills and knowledge
specific to this company. The company was chosen as it is a leader in
the semiconductor sector and has a track record of long term capital
commitments. To initiate the 2024 the Direct Access™ program with a
promised focus on exemplary companies, we are very fortunate to be
able to start with Texas
Instruments Incorporated (Nasdaq:
TXN), a company that has established clear leadership in
semiconductors that are essential to a broad range of basic industrial
applications as well as to the latest high growth technologies, and
that has done so by focusing on long term commitments of capital as
well as clear respect for all of the stakeholders on which an
enterprise depends.
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Agenda
2:55 PM | OPENING REMARKS
3:00 PM | PRESENTATION
Dwight C.
Blazin,
Portfolio Manager & Senior Technology Analyst, Davis Selected
Advisors
Dave Pahl,
VP, Investor Relations, Texas Instruments
3:30 PM | Q&A
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Organizer
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Leo Schmidt, CFA
© 2023 CFA Society New York.
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Dave Pahl
https://cfany.org/speaker-organizer/dave-pahl/
Dave Pahl is vice president and head of
Investor Relations, where he oversees communications with TI’s
investor community. Previously, he had served as a director in
the department. Pahl started his career at TI more than 30
years ago as an applications engineer. He then worked in sales
and sales management in Silicon Valley for eight years. He
returned to Dallas as a marketing manager and then moved to
Houston as a program manager. There he managed the development
of more than a dozen new products, with teams based in
Houston, Dallas, Tokyo and Bangalore.
Later, he served as business manager of several product lines
in what is now TI’s Embedded Processing segment. Pahl holds a
Bachelor of Science degree in electrical engineering from
Michigan State University and a master’s degree in business
administration from the University of Texas at Austin. In
addition to his role at TI, Pahl serves on the board of
governors of the Dallas Symphony Association and previously
was co-chair of the Michigan State University College of
Engineering Alumni Association Board.
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Leo Schmidt, CFA
https://cfany.org/speaker-organizer/leo-schmidt-cfa/
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Leo Schmidt, CFA, has been an institutional
investor for over 20 years. Most recently, he was a Senior
Equity Analyst for the Chubb Corporation for 10 years where he
was responsible for all analysis on a $2 billion 90 stock
portfolio. The Chubb equity portfolio had an outstanding
record with over 200 basis points of outperformance versus the
S&P 500 on a 10, 5, 3 and 1 year(s) basis. Prior to the Chubb
Corporation, he worked at Advent Capital Management where he
was a Consumer Analyst for Convertibles Strategies, including
Balanced and Arbitrage as well as long-short high yield. He
also worked as a Consumer analyst at a $20 billion Nuveen
managed accounts fund. He began his investing career at Reich
& Tang Capital Management, focused mainly on pension plans and
endowments, where he was a generalist. He graduated from
Columbia University, Cum Laude, Phi Beta Kappa, with a double
major in Economics and History. He earned an MBA from NYU with
a double major in Accounting and Finance. He has served as
Chair of CFA Society New York’s Institutional Asset Management
interest group since 2016 and was named CFA Society New York’s
Volunteer of the Year in 2020. He is married with one child
and resides in Manhattan, NY. He is currently starting up a
new equity fund with Robert Witkoff, former Chief Investment
Officer at Chubb.
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