High-Profit IPO Strategies

Wednesday, July 17, 2013


Tom Taulli

Chair Henry To, CFA

CFALA Book Club event

Veteran angel investor, Forbes.com contributor, and prolific finance author Tom Taulli presents a comprehensive update on the IPO market—the IPO process, the standout IPOs, and probably most important for PMs and investment analysts—current and future investment trends in areas such as cloud computing, social networking, Big Data, alternative energy, and biotechnology. Mr. Taulli’s presentation will put us in a better position to dissect companies that are poised to prosper in today’s world of ever-changing business and marketing models. As an advisor to many Silicon Valley start-ups, Mr. Taulli’s presentation will also be filled with useful personal anecdotes! A short Q&A session will follow Mr. Taulli’s presentation.

Tom Taulli’s Biography:

On a regular basis, I talk to top tech CEOs and founders to find the next hot deal and discover which startups are stinkers.  I’ve been following the markets since the mid-1990s when I started WebIPO.  It was a place where investors got research as well as access to deals for the dot-com boom. From there, I started several other companies, such as Hypermart.net, which was sold to InfoSpace in 1999.

As of now, I write for publications like Forbes.com and the IPOPlaybook.  I’m also the author of a variety of books like “All About Short Selling” (McGraw-Hill) and “High-Profit IPO Strategies: Finding Breakout IPOs for Investors and Traders” (Bloomberg Press).

To keep in the game, I help early-stage companies with advice — or just warn them of some of the mistakes I’ve made!

I can be reached at my twitter account @ttaulli.

Registration Links
CFALA Members: $20.00(place cursor on amount for link)
Student Discount: $30.00 (Valid Student ID with current year shown - required at the event)
Non-members: $50.00 (place cursor on amount for link)

Time: 12:00 pm - 1:30 pm, Lunch

Location: Casa Del Mar
                  1910 Ocean Way 
                  Santa Monica, CA 90405
                  For directions call hotel: (310) 581-5533 or click link on hotel name above.
                  Valet parking is $14.00 at Casa Del Mar

Dress Code: Business Casual

Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.


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