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.

5:30 PM
Tailwinds and Headwinds: The Economic Outlook and Monetary Policy

Last December, the US Federal Reserve raised interest rates for the second time in a decade-yet they still remain at very low levels. While some economic indicators paint an optimistic picture, uncertainty endures.

Speakers: Robert S. Kaplan, President and CEO, Federal Reserve Bank of Dallas; Michael H. Moskow, Vice Chair and Distinguished Fellow, Global Economy, Chicago Council on Global Affairs

11:00 AM
Professional Development: CFA Society Chicago Career Fair (Members Only)
Career Crossroads: A Showcase of Opportunities

Meet with representatives from Chicago's top investment firms at one of our most popular professional development events. Whether you are looking for a new job or just curious to explore options, don't miss this exclusive members-only (and FREE!) event.

5:30 PM
March Special Situations (Members Only, Limited Space)
Topic: Resource Capital Corp. (RSO)

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

4:00 PM
Executive Presence and Leadership Principles (Members Only)

What is the power of positive leadership? Learn the traits of strong leaders, how to leverage your strengths and talents, and communicate more effectively in the Executive Presence and Leadership Principles workshop taught by Patricia Cook.

Speakers: Patricia Cook - Founder, Patricia Cook & Associates

5:00 PM
Candidate Mix & Mingle! (Private Invitation Only)

The June 2017 exams will be here soon! CFA Society Chicago and Kaplan Schweser welcome candidates to join us for a networking hour to help prepare for the upcoming exams.

5:30 PM
The Global Economy in the Trump Era

The US economy seems exuberant-market indices are reaching new heights, labor markets remain strong, and the Federal Reserve might raise interest rates soon. Abroad, economic bright spots are appearing in Japan, Europe, and elsewhere.

Speakers: Simon Johnson, Ronald A. Kurtz Professor of Entrepreneurship, Professor of Global Economics and Management, MIT Sloan School of Management

11:30 AM
Distinguished Speaker Series: T. Bondurant "Bon" French, CFA
Private Equity Industry Update

Private equity returns have been excellent versus other asset classes in recent years. Investors continue to allocate additional money to private equity seeking higher returns for their total portfolio. What will this mean for future expected returns?

Speakers: T. Bondurant "Bon" French, CFA - Executive Chairman, Adams Street Partners

9:00 AM
Wall Street Training: Corporate Valuation Methodologies Fundamental & Relative Valuation Modeling (Limited Space)

How can you tell if a company is undervalued or overvalued? This course takes a practical, tangible, and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used.

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

3:30 PM
April Investment Exchange Forum (Members Only, Limited Space)
Topic: Transports (transportation stocks) - trucking, rail, shipping etc.

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

4:00 PM
April Book Club Meeting
Discuss: How to Measure Anything: Finding the Value of Intangibles in Business by Douglas W. Hubbard

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.

4:00 PM
Insights from the Inside: H.R. Execs Onstage (Members Only)

Join us for an in-depth panel discussion with local Senior HR leaders and hiring managers from some of Chicago's top firms for this year's recruiter event. These leaders will share their advice and insight on how to effectively develop your career.

Speakers: Brian Beargie, CFA, Legal & General Investment Management America; Diane Bahu, Northern Trust; David Egan, Mesirow; Meredith Grogan, Morningstar; Vicki Tucker, William Blair

5:30 PM
April 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

5:00 PM
Informal Happy Hour

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

10:00 AM
Investor Bill of Rights

All investors have the right to have financial professionals that make decisions serving in the best interest of their client. This program will teach you what to expect from a financial professional.

Speakers: Bradley P. Summers, CFA, CPWA, CRPC - Financial Advisor, Wells Fargo Advisors, LLC; Sunitha Thomas, CFA, CPWA - Senior Vice President, Regional Portfolio Advisor, Northern Trust

3:30 PM
Vault Series: Doug Ramsey, CFA

In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Ramsey maintains the firm's proprietary Major Trend Index

Speakers: Doug Ramsey, CFA, CMT - Chief Investment Officer, The Leuthold Group, LLC; Co-Portfolio Manager, Leuthold Core Investment Fund and Leuthold Global Fund

Past Events

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

Non-CFA Chicago Investment/Finance Events