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.
CFA Society of Chicago is pleased to offer members of any CFA society the ability attend many CFA Chicago events at our member rate.
PASSPORT PROGRAM 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.
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.
Please join CFA (Cultivating Female Ambition) for "Poker School." Put on your poker face and join us for lessons and practice games. This event is designed for the novice and is a great opportunity to couple analytical training with fun and networking!
Please join the CFA Society of Chicago Social Advisory Group for the Bulls vs. Orlando Magic. Price includes game ticket in Section 303 and pre-game networking and dinner.
Mr. Fuss has 50 years of experience in the investment management industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm and manages numerous institutional accounts for the fixed income group.
Speakers:
Daniel J. Fuss, CFA, Vice Chairman - Loomis, Sayles & Company
Engage in face-to-face interaction with top investment professionals in a small group setting. Learn how various sectors operate in a casual yet structured setting during three 30 minute rounds at pre-selected tables.
Speakers:
Paul B. Stephens, Director & Department Head, Institutional & Int'l Marketing - CBOE*; Chris T. Brown, CFA - Pangaea Asset Management; Andy T. Janes, CFA - Partner & Senior Portfolio Manager - Harris Investment Management, Inc.; Jeffrey W. Kernagis, CFA, Vice President & Portfolio Manager - Invesco PowerShares; Christopher T. Vincent, CFA, Principal, Head, Fixed Income Investment Management - William Blair & Co.; Keith Cardoza, CFA, Partner, Principal & Chief Investment Officer - Brownson, Rehmus & Foxworth, Inc.; Troy L. Barnett, CFA, Partner - Adams Street Partners; Daniel R. George, CFA, Chief Investment Officer & Senior Consultant - Ellwood Associates; William J. Gleason, CFA - Managing Director and Regional Investment Executive, US Trust, Bank of America Private Wealth Management; Joan Rockey, CFA, Chief Executive Officer - Hadelrock Capital Management LLC
Exchange Traded Funds (ETFs) are one of the fastest growing investment vehicles. Please join us for a panel discussion featuring three leading ETF professionals sharing their valuable industry insights.
Speakers:
Ed McRedmond, Senior Vice President; Director of Institutional & Portfolio Strategies - Invesco PowerShares Capital Management, LLC; Bill Thomas, Chief Executive Officer - Grail Advisors, LLC; Scott Burns, Director of ETF Analysis - Morningstar; Editor of Morningstar ETF Investor Moderator: Matthew T. Moran, Vice President, Business Development - Chicago Board Options Exchange
Bill Brodsky will share his perspective on the state of the capital markets, providing insight into equity options strategies and stock valuations. He will also share his perspective on where the global markets are headed.
Speakers:
William Brodsky, Chairman & CEO - Chicago Board of Options Exchange
Charles Evans took office in 2007 as the ninth president and chief executive officer of the Federal Reserve Bank of Chicago. In that capacity, he serves on the FOMC, the Federal Reserve System's most important monetary policymaking body.
Speakers:
Charles L. Evans, President and Chief Executive Officer - Federal Reserve Bank of Chicago
CFA Chicago is pleased to present a twist on the traditional job fair. In addition to exhibits by Chicago's top investment firms, you'll be able to meet with representatives from local universities and government agencies.
Since 2004, Mr. Pozen has served in his current role as Chairman of MFS Investment Management, which manages over $180 billion in assets for over five million investors worldwide. He currently serves as a senior lecturer at the Harvard Business School.
Speakers:
Robert C. Pozen, Chairman - MFS Investment Management
The CFA designation recognizes knowledge, skills, and abilities in security analysis and portfolio management, emphasizing the highest ethical and professional standards. To learn more about the CFA designation and program, contact CFA Institute
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