CFA Society Chicago Events

CFA Chicago offers diverse programming content, including local luncheon programs that attract top industry speakers, educational and career management seminars on specialized, timely topics presented by outstanding specialists in the field, as well as panel discussions addressing the unique challenges facing women in the industry and their contributions to the field, and social group outings such as happy hours and sporting events. If you are not a member of CFA Chicago but you would like to receive e-mail notices about our events, please contact

Event Function Tickets: In order to view your event ticket tally you must be logged onto the website. You can click on the "Preferences" tab upon member log in or you can click on an individual event, scroll to the bottom of the page and click on "Register Online." After you arrive on the registration page scroll down to the payment section and you will see a blue box on the right side of the screen with your event ticket total.

Passport Program: CFA Society Chicago is pleased to offer members of any CFA society the ability attend many CFA Chicago events at our member rate. The "Passport Program" logo and text will appear on the event detail page if that event is offered under this program. Note: If you are only a member of CFA Institute, you do not qualify for the society member rate.

Event Cancellation Policy: Unless otherwise stated in the event description, you may cancel your event registration for a full refund up until 5pm three business days prior to the event by contacting our office: 312-251-1301. No exceptions will be made.

5:00 PM
Informal Monthly Happy Hour
Potter's Place - Naperville

Join your colleagues and unwind from your work day for a networking happy hour.

5:00 PM
CFA Candidates' Post-Exam Party (Private Invitation Only)

Take time to unwind and relax with fellow June 2017 exam candidates at our post-exam party.

11:30 AM
Distinguished Speaker Series: Joseph Scoby
Alternative Risk Premia

Evolution and Development of Alternative Risk Premia Strategies

Speakers: Joseph Scoby, Head of Magnetar's Quantitative Investments Group

12:00 PM
June Job Seekers Forum 10 and under (Members Only, Limited Space) (Only 6 spot(s) available)

The CFA Society Chicago Job Seeker's Forum series provides members with potential new opportunities and resources to find employment. The forum encourages open dialogue and will have a member of the Career Management Advisory Group who serves as a host.

3:30 PM
The Active vs. Passive Debate: Trends, Insights, and Case Studies

The active vs. passive debate continues to be one of the contentious topics in the investment management industry. Come hear from a collection of the foremost experts on this topic as they discuss the future of alpha, beta, and all things in-between.

Speakers: Joel M. Dickson, Ph.D., Vanguard Investment Strategy Group; Eugene F. Fama, Booth School of Business, University of Chicago; Lisa Wilhelm Haag, CFA, The Boeing Company; Brett Hammond, Ph.D., Capital Group; Jason Laurie, CFA, CFP, Altair; Marc Levine, Illinois State Board of Investment (ISBI); Aye M. Soe, CFA, S&P Dow Jones Indices
Moderators: Nat Kellogg, CFA, Marquette Associates; Bob Litterman, Kepos Capital; Jason Stoneberg, CFA, PowerShares

9:00 AM
Wall Street Training: M&A Deal Structuring & Merger Modeling Basics (Limited Space)

Learn about mergers and acquisitions and how deals are structured. This course focuses on the mergers and acquisitions process and the basics of deal structures. The second half covers different ways to model out financial combinations.

Speakers: Instructor: Hamilton Lin, CFA, Founder & CEO, Wall Street Training

3:30 PM
June Investment Exchange Forum (Members Only, Limited Space)

The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.

Speakers: Moderators: Matt Clarkin, CFA US Bank; Nick Redmond; Oculus Asset Management

5:00 PM
Annual Business Meeting & Networking Reception (Members Only)

We are pleased to invite you to join your fellow members on June 15, 2017 for the CFA Society Chicago Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization.

4:00 PM
June Book Club Meeting
Weapons of Math Destruction by Cathy O'Neil

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in an informal environment.

6:00 PM
CFA Society Chicago Summer Co-Ed Kickball Team (1 Female Spot / 1 Male Spot Left) (Only 2 spot(s) available)

Are you ready to round the bases and head for home? If so, then get ready to play and have the best time in the largest kickball league in Chicago!

5:00 PM
Bullseye! Axe Throwing

Need to get rid of a little stress? CFA Society Chicago's first axe throwing event at Bad Axe Throwing might just be what you need! Join your fellow colleagues for a friendly axe throwing competition while enjoying snacks and refreshments.

5:30 PM
June Special Situations (Members Only, Limited Space)
Topic: TBD

Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance.

Speakers: Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management

Past Events

Click here to see some of the exciting events from previous years!

Non-CFA Chicago Investment/Finance Events