CFA Society Chicago Events

Event Detail

CFA Society Chicago 31st Annual Dinner (Limited Space) - Registration is Closed (Ended)

Date, Time, and Location:
Wednesday, November 01, 2017 (add this event to your Outlook Calendar)
5:00 pm - 9:00 pm
Hyatt Regency Chicago, 151 E. Wacker Drive, Chicago, IL  60601   (Driving Directions)

The 2017 Annual Dinner is our premier networking event of the year, bringing together over 1,000 investment professionals and key decision-makers. The Officers and Directors of CFA Society Chicago invite you to attend this year's event where you will have the opportunity to socialize with individual members, celebrate with the new class of CFA charterholders, and show support for the CFA designation and for the Society.

Keynote Speaker: David Rubenstein
David M. Rubenstein David M. Rubenstein is a co-founder and co-CEO of The Carlyle Group, one of the world's largest private equity firms. Since he co-founded the firm in 1987, Carlyle has grown into a firm managing $158 billion from 35 offices around the world.

Previously, Rubenstein served as Chief Counsel to the U.S. Senate Judiciary Committee's Subcommittee on Constitutional Amendments from 1975-1976 and was Deputy Assistant to the President for Domestic Policy during the Carter Administration from 1977-1981. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).

Rubenstein is chairman of both the Boards of Trustees of the John F. Kennedy Center for the Performing Arts and of Duke University and the Board of Regents of the Smithsonian Institution. He is co-chairman of the Brookings Institution and is on the Board of Directors or Trustees of the University of Chicago, the Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, and the National Museum of Natural History of the Smithsonian Institution. He is a member of the Business Council (Vice-Chairman), Visiting Committee of the Kennedy School of Government at Harvard, the Harvard Business School Board of Dean's Advisors, the Board of Trustees of the Young Global Leaders Foundation, and the International Business Council of the World Economic Forum.

Rubenstein is a magna cum laude graduate of Duke. He graduated from the University of Chicago Law School in 1973, where he was an editor of The Law Review.

The Hortense Friedman, CFA, Award for Excellence Recipients:
Larry Lonis, CFA
Robert Harper, CFA (Posthumous)

Fee:
Registration Deadline October 11
$125 per person through September 25
$175 per person after September 25
*New Charterholders - FREE

*Attention New Charterholders:
You are invited to attend the Annual Dinner at no charge courtesy of CFA Society Chicago. In order to take advantage of this special offer, you must be approved as a new Charterholder member and join CFA Institute and CFA Society Chicago. Contact CFA Institute with any questions about your status: 800-247-8132.

Registration: Register online below.

Attire: Business Attire

Agenda:
5:00 pm - 6:00 pm: Cocktail Reception, Columbus Hall
6:00 pm - 8:00 pm: Dinner, Grand Ballroom
6:45 pm - 8:00 pm: Program, Grand Ballroom
8:00 pm - 9:00 pm: Post Dinner Networking Reception (cash bar), Columbus Hall

Menu: Vegetarian available upon request (must be made through registration process)

Hotel Accommodations:
A small block of rooms have been reserved for the evening of Wednesday, November 1, 2017 at a $199 rate (single/double occupancy). Reservations may be made, modified or canceled by individuals by calling central reservations at 1.888.421.1442 or on-line at https://aws.passkey.com/go/CFAnov2017 and refer to the CFA Society Chicago Dinner to receive the special rate. Reservations must be made on or before October 6, 2017.

Transportation: $32 valet parking available at the hotel. Self-park is also available at garages within two blocks of the hotel (rates will vary).

Success in 2016: In 2016, over 60 prominent Chicago firms supported their society member-employees and honored their newly inducted charterholders by sponsoring the event and purchasing corporate tables.

Sponsorship - Showcase Your Firm:
Limited sponsorship opportunities available - For more information, view the 2017 Annual Dinner sponsorship brochure or contact Kim Augustyn at sponsorship@cfachicago.org.

Thank you to our 31st Annual Dinner Sponsors:

PREMIER(1 Spot Left)
Northern Trust
Powershares QQQ by Invesco

PLATINUM (1 Spot Left)
J.P. Morgan
Notre Dame Mendoza College of Business
Nuveen
William Blair

GOLD (Sold Out)
Aviva Investors
Calamos Investments
Fitch Ratings
Glenmede Investment Management
Harbor Capital Advisors
Legal & General Investment Management America
Segall Bryant & Hamill
State Street Global Advisors
T. Rowe Price
Thomas White International, Ltd.
UBS

SILVER (Sold Out)
BlackRock
BMO Global Asset Management
Mesirow Financial
MSCI
Stifel

Our appreciation is also extended to the Bronze Level Sponsors for their support of the 31st Annual Dinner!

*Special Notes Regarding Fees:
Special Notes Regarding Fees: Credit card required to guarantee ALL reservations. No day-of-event pre-registrations accepted. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, October 11th. No Walk-ins.

New charterholders: If you do not cancel before the deadline and/or you do not attend, your credit card will be charged a $125 no-show fee.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.