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 info@cfachicago.org.

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.

DATE/TIME DESCRIPTION
7/12/2017
3:30 PM
July Investment Exchange Forum (Members Only, Limited Space)
Topic: Gaming/Travel/Leisure

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


7/13/2017
5:00 PM
CFA Exam Information Session (Level 1 Only)
December 2017 Exam

We are halfway through the year and the December 2017 CFA exams will be here soon! CFA Society Chicago invites you to join leaders from the Society along with members from Kaplan Schweser to find out the best way to prepare for the CFA exam.


7/14/2017
12:00 PM
July Job Seekers Forum 10 and over (Members Only, Limited Space)

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.


7/18/2017
4:00 PM
July Book Club Meeting
Discuss: Let's All Learn How To Fish... To Sustain Long-Term Economic Growth by Michael Falk

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.

Speakers: Michael Falk, CFA, CRC - Partner, Focus Consulting Group


7/19/2017
11:30 AM
Distinguished Speaker Series: Brian Singer, CFA

Brian Singer, CFA, is the head of the Dynamic Allocation Strategies team, on which he also serves as a portfolio manager. In this role, he shares ultimate responsibility for strategy setting and portfolio construction across all DAS portfolios.

Speakers: Brian Singer, CFA - Partner, Head of the Dynamic Allocation Strategies Team, William Blair


7/27/2017
7:30 AM
CFA Institute: 2017 Annual Financial Analysts Seminar
Hosted with CFA Society Chicago

Join us for the renowned 62nd Annual Financial Analysts Seminar at the University of Chicago's Gleacher Center. The FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.

Speakers: Christopher J. Ailman; George (Yiorgos) Allayannis; Teresa C. Barger; Craig Bodenstab, CFA; Michael S. Falk, CFA; Martin S. Fridson, CFA; Heidi K. Gardner; William N. Goetzmann, Wesley R. Gray; Joanne M. Hill; David M. Jones; Adrian F. Lee; Russell Napier, ASIP; Katherine Nixon, CFA; Maureen O'Hara; Brian D. Singer, CFA; Amir Sufi; Anne B. Walsh, CFA; Stephen Wendel; Sam Zell


8/9/2017
11:30 AM
Distinguished Speaker Series: Jean-Marie Eveillard
Value investing makes sense; it works over time, so how come there are so few of us?

Jean-Marie Eveillard became a senior advisor to the First Eagle Investment Management Global Value team in March 2009 and now serves as board trustee to First Eagle Funds.

Speakers: Jean-Marie Eveillard - Senior Advisor, First Eagle Investment Management


8/11/2017
12:00 PM
August Job Seekers Forum 10 and under (Members Only, Limited Space)

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.


8/15/2017
4:00 PM
August Book Club Meeting
Discuss: TBD

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.


8/16/2017
4:00 PM
How CFA Charterholders Can Become Investment-Grade Writers (Members Only)

Learn how portfolio managers, analysts, and other investment professionals can enhance the returns of their writing efforts by following a disciplined, repeatable process.

Speakers: Scott Wentworth - Founder and Head Financial Writer, Wentworth Financial Communications


9/8/2017
12:00 PM
September Job Seekers Forum 10 and over (Members Only, Limited Space)

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.


9/14/2017
11:30 AM
Distinguished Speaker Series: Mario J. Gabelli, CFA

Mario J. Gabelli, CFA, is chairman and chief executive officer of GAMCO Investors, Inc. and LICT Corp. He is executive chairman of Associated Capital Group, Inc.

Speakers: Mario J. Gabelli, CFA - Chairman and Chief Executive Officer, GAMCO Investors, Inc.


9/19/2017
4:00 PM
September Book Club Meeting
Discuss: TBD

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.


Past Events

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

Non-CFA Chicago Investment/Finance Events