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
5/20/2013
12:00 pm CT
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


5/21/2013
4:00 pm
May Book Club Meeting

Participants will discuss Why Nations Fail: The Origins of Power, Prosperity, and Poverty by Daron Acemoglu and James Robinson


5/23/2013
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


6/5/2013
5:00 pm
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.


6/6/2013
5:00 pm
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.



6/11/2013
4:00 pm
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



6/14/2013
12:00 pm
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.


6/18/2013
4:00 pm
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.


6/19/2013
5:30 pm
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.


6/20/2013
9:00 am
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


6/21/2013
12:00 pm
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


6/25/2013
12:00 pm
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


6/27/2013
5:00 pm
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.


6/27/2013
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


7/11/2013
5:00 pm
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.


7/12/2013
12:00 pm
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.


7/19/2013
12:00 pm
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


7/22/2013
7:00 am
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


7/24/2013
12:00 pm
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


8/8/2013
12:00 pm
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.


8/19/2013
11:00 am
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.


8/22/2013
12:00 pm
Distinguished Speakers Series: Gary Black

Details to be announced.

Speakers: Gary Black - Global Co-Chief Investment Officer, Calamos Investments


9/4/2013
TBA
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


9/10/2013
12:00 pm
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


9/13/2013
12:00 pm
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.


10/8/2013
12:00 pm
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


10/11/2013
12:00 pm
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.


11/6/2013
5:00 pm
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.


11/8/2013
12:00 pm
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.


11/19/2013
12:00 pm
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


12/5/2013
12:00 pm
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


12/10/2013
9:00 am
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


12/13/2013
12:00 pm
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.


Past Events

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

Non-CFA Chicago Investment/Finance Events