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Event Listings

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.
 

A Passport Event PASSPORT PROGRAM
CFA Society of Chicago is pleased to offer members of any CFA society the ability attend many CFA Chicago events at our member rate. This "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.

If you would like to learn more about financial/investment events sponsored by other organizations, please click here.

Event cancellation policy: Unless otherwise stated in the event description, you may cancel your registration for an event until 5pm on the day before event by contacting our office: 312-251-1301. No exceptions will be made.

NOTE TO MEMBERS: 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.

DATE/TIME DESCRIPTION
7/15/2009
4:00 pm
Sold Out - Wait List Available - Investment Exchange Forum with John Rogers, Jr. (Members Only)

Please join us for an Investment Exchange Forum with John Rogers, Jr. Attendees should be prepared to make a short presentation of their favorite investments that follow the Patient Investing philosophy of the Ariel Mutual Funds.

Speakers: John Rogers, Jr. - Ariel Investments


7/19/2009 2009 Financial Analysts Seminar - New Reduced Fees And New Daily Rates!

For over five decades, the Financial Analysts Seminar has provided analysts and portfolio managers from around the globe with the analytical skills and best practices to improve the investment decision-making process...

Speakers: Bruce Greenwald, Columbia Business School; Yiorgos Allayannis, Darden Graduate School of Business Administration, University of Virginia; Mark J.P. Anson, CFA, Nuveen Investments, Inc.; Scott G. Borgerson, Council on Foreign Relations; Harindra de Silva, Analytic Investors LLC; Marc Faber, Editor, Gloom, Boom & Doom Report; Jeremy Grantham, GMO; David M. Jones, DMJ Advisors, LLC; Christopher Malloy, Harvard Business School; Roxanne M. Martino, Aurora Investment Management L.L.C.


7/21/2009
12:00 pm
Distinguished Speaker Series: Amit B. Wadhwaney
Global Value Investing Opportunities

Mr. Wadhwaney is a senior member of the Third Avenue Management investment team. He manages the Third Avenue International Value Fund and is a portfolio manager for the firm's private and institutional advisory business.

Speakers: Amit B. Wadhwaney, Portfolio Manager, International Strategy - Third Avenue Management


7/22/2009
5:35 pm
Take Me Out To The Ballgame...
AND INCLUDE AN ALL-YOU-CAN EAT BUFFET, UNLIMITED BEER, WINE AND SOFT DRINKS!

Please join the CFA Society of Chicago for the White Sox vs. Tampa Bay. Price includes game ticket (right outfield, 100 level) and Party Patio with all-you-can-eat buffet.

Speakers: n/a


7/23/2009
6:00 pm
Candidate Membership Kick-Off Party

Please join us to learn about CFA Chicago's new Candidate Membership for Level II and Level III Candidates! (You do not need to be registered for the June exam to qualify for Candidate Membership).

Speakers: n/a


7/23/2009
5:00 pm
CFA Study Group Kick-Off Party

Please join us to learn about the CFA Chicago Study Groups, sign up for Study Groups, and hear Charterholders' tips on how to study most efficiently!

Speakers: n/a


8/4/2009
11:00 am
Sold Out - Networking on the Green

Please join CFA Chicago at the 5th Annual Golf Outing at the Medinah Country Club, site of the 1999 PGA Championship, 2006 PGA Championship and 2012 Ryder Cup.

Speakers: n/a


8/6/2009
5:00 pm
Secrets of the Job Hunt - Straight from the Mouths of Recruiters (Members Only)

Learn how to boost your chances of getting hired in this panel discussion featuring HR recruiters from three top industry firms. Gain insights from the "inside" as the panelists provide candid feedback on the "behind the scenes" recruiting process.

Speakers: Keith Wagenknecht, Vice President, Human Resources - Bank of America; Chris Kleckner, Senior HR Consultant, Finance, Accounting & Investments - Allstate Insurance Corporation; Kevin Cox, Senior Recruiting Consultant - Northern Trust Global Investments


8/13/2009
5:00 pm
Women's Networking Night at Flatwater

Grab your business cards and unwind from your work day with your fellow female professionals, while enjoying sweeping views of the Chicago skyline at the hip riverfront restaurant, Flatwater!

Speakers: n/a


9/9/2009
4:00 pm
Investment Exchange Forum with Nick Padgett (Members Only)
International Investing - Frontier Markets

In recent years, investors have become increasingly comfortable with the concept of investing a portion of their portfolios in non-US securities as a way to diversify and reduce risk. International investing offers enormous opportunities.

Speakers: Nick Padgett, Frontaura Capital LLC


9/14/2009
12:00 pm
Distinguished Speaker Series: Dr. Neal M. Soss

Dr. Soss is a managing director and chief economist of Credit Suisse, an international corporate and investment banking firm, which he joined in 1984. Prior to joining the Firm, Dr. Soss was with the Federal Reserve Bank of New York.

Speakers: Dr. Neal M. Soss, Managing Director & Chief Economist - Credit Suisse


9/15/2009
2:30 pm
Fundamentals of Investing

Does your organization employ assistants or analysts to support investment professionals? Would your support staff be more productive and useful if investment professionals taught them the "Fundamentals of Investing?"

Speakers: Ann Logue, CFA, freelance writer, consulting analyst, instructor - University of Illinois at Chicago; Christopher Vincent, CFA, Principal, Head of Fixed Income Investment Management -t William Blair; Kevin Vandolder, CFA, Principal - Ennis, Knupp & Associates; Michael Falk, CFA, Vice President and CIO - ProManage LLC; Michele Gambera, Ph.D., CFA, Senior Research Consultant and Chief Economist - Ibbotson Associates


9/21/2009
12:00 pm
Distinguished Speaker Series: Professor Lubos Pastor
Are Stocks Really Less Volatile in the Long Run?

Conventional wisdom views stocks as less volatile over long horizons than over short horizons due to mean reversion induced by return predictability. In contrast, we find stocks are more volatile over long horizons from an investor's perspective.

Speakers: Professor Lubos Pastor, Professor of Finance - The University of Chicago - Booth School of Business


11/12/2009
5:00 pm
CFA Society of Chicago 2009 Annual Dinner

Please join us for the CFA Society of Chicago Annual Dinner. Details coming soon.

Speakers: Nouriel Roubini, Chairman and Founder of RGE Monitor and Professor of Economics and International Business - Stern School of Business at New York University


Past Events

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