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.
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5/20/2013
12:00 pm CT
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Distinguished Speakers Series: Charles Evans
Perspectives on the Current Economy
Charles L. Evans is the ninth president and chief executive officer of the Federal Reserve Bank of Chicago. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System's monetary policymaking body.
Speakers:
Charles Evans - President and CEO, Federal Reserve Bank of Chicago
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5/21/2013
4:00 pm
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May Book Club Meeting
Participants will discuss Why Nations Fail: The Origins of Power, Prosperity, and Poverty by Daron Acemoglu and James Robinson
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5/23/2013
5:00 pm
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CFA Chicago Monthly Networking Happy Hour
Join your colleagues and unwind from your work day for a networking happy hour at Sidebar
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6/5/2013
5:00 pm
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CFA Candidates' Post-Exam Party (Private Invitation Only)
The light at the end of the tunnel... Your hard work is finally done! Take time to unwind and relax with fellow candidates at our post-exam party. There will be networking and appetizers, along with a free drink.
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6/6/2013
5:00 pm
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The Hunt for Yield
Income seeking investors face a challenging investment environment as central banks around the world have driven interest rates down to record low levels. Join us on our hunt for yield opportunities.
Speakers:
Sam Arnold, CFA – Director and Portfolio Manager, Brookfield Investment Management; Josh Peters, CFA – Director, Equity-Income Strategy, Morningstar and Editor, Morningstar DividendInvestor; C. Allan Swaringen, Managing Director, LaSalle Investment Management; and Chief Executive Officer, Jones Lang LaSalle Income Property Trust; Christopher Vincent, CFA - Principal, William Blair
Moderator: Kerry Jordan, CFA - Director of Marketing and Chief Compliance Officer, Chicago Capital Management L.P.
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6/11/2013
4:00 pm
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ETF Investing: The Good, the Bad, and the Ugly
Our panelists will discuss the risks of investing with ETFs, including tracking error, capital gains taxes, passive index ETFs versus active ETFs and more.
Speakers:
Sam Eddins - Director of Research, IronBridge; Paul Nolte, CFA - Managing Director, Dearborn Partners
Moderator:
Michelle McCarthy - Head of Risk Management at Nuveen
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6/14/2013
12:00 pm
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June Job Seeker's Forum, 10 and under (Members Only, Limited Space)
(Sold Out)
Looking for a new job? Want to gather insight on job search strategies? The CFA Society Chicago Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources to find employment.
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6/18/2013
4:00 pm
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June Book Club Meeting
The CFA Society Chicago Book Club is an excellent way for members to discuss financial literature with others in the society.
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6/19/2013
5:30 pm
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Progressive Networking Dinner @ Oakbrook (Members Only, Limited Space)
Tap into the networking power of influential CFA Chicago members by joining us for a progressive networking dinner in Oakbrook.
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6/20/2013
9:00 am
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Corporate Valuation Methodologies - Fundamental & Relative Valuation Modeling with Wall Street Training
This course takes a practical approach to examining how corporations are valued and the major analytical tools that are used. Go beyond the academic theory of financial ratios and apply real-world methods of evaluating a company's intrinsic value.
Speakers:
Hamilton Lin, CFA - President and Founder, Wall Street Training
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6/21/2013
12:00 pm
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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: Nick Detchev - Segall Bryant & Hamill, Fixed Income Analyst; Adam Fleck, CFA - Morningstar, Associate Director of Research for the industrials team
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6/25/2013
12:00 pm
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Distinguished Speakers Series: Andre Perold
Andre Perold is the retired George Gund Professor of Finance and Banking at the Harvard Business School. He is also co-founder, managing partner and chief investment officer of HighVista Strategies.
Speakers:
Andre Perold - Co-Founder, Managing Partner, and Chief Investment Officer of HighVista Strategies
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6/27/2013
5:00 pm
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Annual Business Meeting (Members Only)
All members are invited to attend the Annual Business Meeting for CFA Society Chicago, where society leaders will present the nominated slate of Directors and Officers and provide a strategic overview of the organization.
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6/27/2013
5:00 pm
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CFA Chicago Monthly Networking Happy Hour
Join your colleagues and unwind from your work day for a networking happy hour. Location TBA.
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7/11/2013
5:00 pm
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CFA Exam Study Group Kick-off Party and Open House
The Level 1 December 2013 CFA exams will be here before you know it! You are invited to join leaders from CFA Chicago and members from Kaplan Schweser to find out how to best prepare for the CFA exam.
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7/12/2013
12:00 pm
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July Job Seeker's Forum, 10 + (Members Only, Limited Space)
Looking for a new job? The CFA Society Chicago Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources to find employment.
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7/19/2013
12:00 pm
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July 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: Nick Detchev - Segall Bryant & Hamill, Fixed Income Analyst; Adam Fleck, CFA - Morningstar, Associate Director of Research for the industrials team
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7/22/2013
7:00 am
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CFA Institute: Financial Analysts Seminar, Improving Investment Decisions
Hosted with CFA Society Chicago
With a powerful assembly of speakers and experts covering a comprehensive range of investment analysis and portfolio management topics, there is no better chance to enhance your practical skills than the 2013 Financial Analysts Seminar.
Speakers:
Yiorgos Allayannis, Sian L. Beilock, Christopher R. Cole, CFA, Donald G.M. Coxe, Marc Faber, Kenneth J. Frier, CFA, Adam H. Goff, CFA, David G. Herro, CFA, David M. Jones, Mark R. Kiesel, Anne Korin, Vikram Mansharamani, Simon Nocera, Maureen O'Hara, Kent Osband, David Zervos
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7/24/2013
12:00 pm
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Distinguished Speakers Series: Ned Davis
Stock Market and Economic Outlook
While arguing that forecasting reliably ("Being Right") is impossibly difficult, Ned Davis espouses a philosophy that he feels can consistently win ("Make Money") through a disciplined strategy of following the weight of objective indicator evidence.
Speakers:
Ned Davis - Founder and Senior Investment Strategist, Ned Davis Research Group
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8/8/2013
12:00 pm
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August Job Seeker's Forum, 10 and under (Members Only, Limited Space)
Looking for a new job? The CFA Society Chicago Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources to find employment.
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8/19/2013
11:00 am
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CFA Society Chicago 9th Annual Golf Outing
Networking on the Green
Please join CFA Chicago for the 9th Annual Golf Outing at historic Beverly Country Club. Established in 1908, Beverly Country Club is a mainstay in the Chicagoland golf community.
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8/22/2013
12:00 pm
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Distinguished Speakers Series: Gary Black
Details to be announced.
Speakers:
Gary Black - Global Co-Chief Investment Officer, Calamos Investments
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9/4/2013
TBA
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CFA Chicago Claritas Prep Program
CFA Society Chicago has worked with CFA Institute to develop a "live" prep program for the Claritas Investment Certificate. Our "live" classroom experience is taught by local industry professionals and PhDs.
Speakers:
Edwin Denson PH.D. - Member, Dynamic Allocation Strategies Team; Ann Logue, CFA - Instructor, University of Illinois at Chicago; Christopher Vincent, CFA - Manager, William Blair Income Fund
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9/10/2013
12:00 pm
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Distinguished Speakers Series: Jim Paulsen
Jim Paulsen is the chief investment strategist at Wells Capital Management. An investment management industry professional since 1983, he develops strategies for managing of institutional account assets as well as mutual and collective investment funds.
Speakers:
Jim Paulsen - Chief Investment Strategist, Wells Capital Management
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9/13/2013
12:00 pm
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September Job Seeker's Forum, 10 + (Members Only, Limited Space)
Looking for a new job? The CFA Society Chicago Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources to find employment.
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10/8/2013
12:00 pm
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Distinguished Speakers Series: Jean-Marie Eveillard
Value Investing: It Makes Sense and it Works - Over Time
Born in France in 1940, Eveillard is a graduate of Ecole des Hautes Etudes Commerciales, an esteemed French graduate school for business studies. He started his career in 1962 with Societe Generale until relocating to the United States in 1968.
Speakers:
Jean-Marie Eveillard - Senior Adviser, First Eagle Investment Management
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10/11/2013
12:00 pm
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October Job Seeker's Forum, 10 and under (Members Only, Limited Space)
Looking for a new job? The CFA Society Chicago Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources to find employment.
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11/6/2013
5:00 pm
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CFA Society Chicago 27th Annual Dinner
The 2013 Annual Dinner is our premier networking event of the year, bringing together nearly 800 investment professionals and key decision-makers. The Officers and Directors of CFA Society Chicago invite you to attend this year's event.
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11/8/2013
12:00 pm
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November Job Seeker's Forum, 10 + (Members Only, Limited Space)
Looking for a new job? The CFA Society Chicago Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources to find employment.
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11/19/2013
12:00 pm
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Distinguished Speakers Series: Miles D. White, Chairman and Chief Executive Officer, Abbott
Miles D. White is Chairman and Chief Executive Officer of Abbott, a pharmaceutical and medical products company. White joined Abbott in 1984, was named chief executive officer in 1998 and became chairman of the board in 1999.
Speakers:
Miles D. White - Chairman and Chief Executive Officer, Abbott
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12/5/2013
12:00 pm
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Distinguished Speakers Series: J.B. Pritzker
Throughout his business, philanthropic and political involvement, Jay Robert (J.B.) Pritzker, has built a reputation as a strong leader, an innovative entrepreneur and a champion of charitable causes.
Speakers:
J.B. Pritzker - Managing Partner, The Pritzker Group
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12/10/2013
9:00 am
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Advanced Financial Modeling - Core Model with Wall Street Training
Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule.
Speakers:
Hamilton Lin - President and Founder, Wall Street Training
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12/13/2013
12:00 pm
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December Job Seeker's Forum, 10 and under (Members Only, Limited Space)
Looking for a new job? The CFA Society Chicago Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources to find employment.
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