News & Updates

CFA Chicago Annual Conference 2014, feat. Ian Bremmer and Brian Singer, CFA

Registration is now open for the CFA Chicago Annual Conference on May 1. The half-day conference will focus on Adapting Investment Strategies to a Changing World with keynote speakers Ian Bremmer and Brain Singer, CFA. The conference will also feature two panel discussions:

  • CIO Perspective - Anticipating and Managing New Risks
  • What Lies Beneath: Seismic Shifts in Market Structure - Equity, Fixed Income and Regulatory Perspectives

Hear directly from thought leaders from: Eurasia Group, William Blair, Exelon, Ariel, Federal Reserve Bank of Chicago, CPS Teachers' Pension and Retirement Fund, Northwestern University Endowment Fund and BlackRock.

CFA Chicago Annual Conference Details


CFA Chicago Announces Spring/Summer Reading List

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 the informal environment provided by the book club. From tried and true classics to cutting-edge industry ideas, well-known leaders and niche topics in between, we have something for everyone.

Meetings are Thursdays at 4pm, join us in person or on the phone:

April 17 - Lean In by Sheryl Sandberg
May 22 - Clash of Cultures: Investment vs. Speculation by John Bogle
June 26 - Markets Never Forget (But People Do) by Ken Fisher
July 24 - Red Ink: Inside the High-Stakes Politics of the Federal Budget by David Wessell
Aug. 28 - Lords of Finance: The Men Who Broke the World by Liaquat Ahamed

Register at

Note: CFA Chicago's Informal Happy Hours are typically held on Thursdays at 5pm. Now you can attend the book club and continue your discussion at the Informal Happy Hours.


CFA Society Chicago Names Illinois Institute of Technology Champion in the CFA Institute Research Challenge Local Level Competition

The Illinois Institute of Technology Stuart School of Business team was selected as the winner of the CFA Institute Research Challenge, hosted by CFA Society Chicago on Feb. 7. The Illinois Institute of Technology team had the highest overall score, defeating teams from Benedictine University, DePaul University, Loyola University Chicago, Northern Illinois University, Northwestern University, Saint Xavier University, and University of Illinois at Urbana-Champaign. More.


Registration Open for 67th CFA Institute Annual Conference: Shaping the Future of Finance in Seattle

Hosted with CFA Society Seattle
May 4-7

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it's the CFA Institute Annual Conference.

The flagship CFA Institute Annual Conference rotates continents each year and is one of the investment industry's largest and longest-running educational gatherings of investment professionals, attracting as many as 1,800 delegates from 70 countries in prior years. Speakers include top economists, legendary investors, bestselling investment authors, and governmental and regulatory leaders who share insights on today's most critical investment issues, examine market trends, uncover new investment opportunities, and deliver practical investment advice. Featured Speakers Include:

  • Tomas Sedlacek - Chief Macroeconomic Strategist, CSOB
  • William F. Sharpe - 1990 Nobel Laureate in Economic Sciences, STANCO 25 Professor of Finance, Emeritus, Graduate School of Business, Stanford University
  • Nate Silver - Founder, Author, The Signal and The Noise

Groups of five or more delegates from the same firm who register by 1 April 2014 receive a discounted rate of US$700. Register a group now and save (PDF).

Read pre-conference highlights on the Annual Conference blog and register now to join us in May.

If you haven't been to a CFA Institute Annual Conference before, experience the excitement now by watching this video.


CFA Chicago Board Member Carmen Heredia-Lopez, CFA, Appointed Chief Investment Officer for Chicago Teachers' Pension Fund

The Chicago Teachers' Pension Fund (CTPF) named Carmen Heredia-Lopez as its new chief investment officer. As CIO, Glen Ellyn resident, Heredia-Lopez, 43, oversees the globally diversified multi-billion dollar portfolio of cash, equities, fixed-income, real estate and alternative investments - and ensures the plan's growth and long-term prosperity through the continued prudent management of its nearly $10 billion investment portfolio. She previously served for three years as CTPF's director of investments. More

Final Five Teams Competing in the CFA Institute Research Challenge Local Level Competition Announced

Cheer on five teams of students from area universities on Feb. 7, as they compete in the CFA Institute Research Challenge hosted by CFA Society Chicago. The competition kicked off Nov. 22 with eight universities participating; and is now down to the final five teams. Listen as the teams present their research on Littelfuse, Inc. (NASDAQ: LFUS) to a panel of judges who are CFA Charterholders and experts in equity research. More

The final five teams:

  • DePaul University
  • Illinois Institute of Technology
  • Loyola University
  • Northern Illinois University
  • University of Illinois at Urbana-Champaign


CFA Chicago Member Cory Fulton Named to Emanuel's Affirmative Action Advisory Board

Cory Fulton, (30), a key staff member of the Mesirow Financial Wealth Management group, was appointed by Mayor Rahm Emanuel to the City of Chicago's Affirmative Action Advisory Board. The board oversees the city's procurement decisions as they relate to minority and women-owned businesses in public contracting. More


CFA Chicago Event with Richard Fisher, Dallas Fed, Covered in WSJ

Fed's Fisher: Time To Taper Fed's Bond Buys Is Now
Source: The Wall Street Journal

Mr. Fisher also spoke to the CFA Society Chicago at the University Club of Chicago. During that talk he said the Fed's asset purchases are essentially "subsidies for the big boys," namely the largest banks and biggest hedge funds and investors. More


Annual Dinner Photos Available

View photos from the 27th CFA Chicago Annual Dinner, featuring Nate Silver


CFA Society Chicago CEO and President, Angela McKay Named Forty Under 40 Award Honoree

CFA Society Chicago CEO and President, Angela McKay, CAE, has been named as one of the recipients of the USAE and Association Forum inaugural Forty Under 40® Awards. The inaugural class of honorees was selected from nearly 150 applicants who work for associations and nonprofits across the country who are 39 years of age or younger and demonstrate strong leadership skills and potential along with a solid commitment to the association industry.

USAE has published the digital version of the Forty Under 40® Awards special edition with the Honoree's profiles.


CFA Society Chicago Member and Former Chairman Heather Brilliant, CFA, Earns Crain's Chicago Business 40 Under 40 Title

Heather Brilliant oversees an army of Morningstar Inc. analysts-120, scattered all over the world. When she's not jetting around to visit clients and her team members at outposts in 15 countries, she's working with an 80-employee group at the home office in Chicago, guiding the company's equity and corporate credit analysis and managing six direct reports. More


CFA Chicago member and Past President Joan Rockey, CFA, CAIA, CPA, announced as Chapter Head for CAIA Chicago

CAIA Chapters around the world help members expand their networks, find jobs and keep abreast of alternative industry developments. CAIA Chapters produce more than 100 events per year. More


CFA Society Chicago Announces University Competition featuring Littelfuse, Inc.

Eight Illinois Universities and Business Schools to compete in local level of the CFA Institute Research Challenge

CFA Society Chicago announced today the eight Illinois universities and business school competing in the local level of the CFA Institute Research Challenge. Teams of three to five students representing each school will focus their equity research on Littelfuse, Inc. (NASDAQ: LFUS) the global leader in circuit protection and an emerging player in power control and sensing technologies. More


CFA Chicago Board Member Kerry Jordan, CFA, Profiled by The Glass Hammer

When Kerry Jordan, CFA, Director of Marketing and Chief Compliance Officer, Chicago Capital Management L.P., was first starting out in her career, she wished that she knew how to remind herself that everything would be alright. She explained, “If you make a mistake, you have to acknowledge it, learn from it, and move on from it.” It is also important to recognize early in your career just how vital it is to act with integrity, competence, and respect and to maintain a credible reputation. More


CFA Society Chicago Board Member Carmen Heredia-Lopez, CFA, is Profiled by aiCIO
Switching Up the Status Quo in Chicago

Carmen Heredia-Lopez, CIO of Chicago Teachers', has an unusual set of risks to manage-and an unusual investment team to help her do it. If Chicago's public teacher pension plan were a hedge fund, it would be in the vein of Third Point or Perishing Square. More


CFA Institute Honors CFA Chicago Member Richard Ennis, CFA, for Key Contributions to the Profession

CFA Institute, the global association of investment professionals that sets the standard for professional excellence, honors CFA Chicago member Richard Ennis, CFA with the C. Stewart Sheppard Award for his outstanding contribution to the financial industry.

Richard Ennis, CFA, former principal and chairman of the board of directors at Ennis, Knupp and Associates and expert witness in fiduciary and investment litigation who has been published in such journals as the Financial Analysts Journal and Journal of Portfolio Management, is recognized for his outstanding contribution in fostering the education of professional investors with the C. Stewart Sheppard Award.

The C. Stewart Sheppard Award was established to honor a CFA charterholder in recognition of their outstanding contributions, through dedicated effort and inspiring leadership, in fostering the education of professional investors through advancement of the Body of Knowledge and development of programs, publications, or other learning tools to encourage continuing education in our profession. More


CFA Institute Global Market Sentiment Survey

This week, CFA Institute members will have the opportunity to speak out on market sentiment, performance, and market integrity issues in 2014. Check your email for the survey invitation from CFA Institute and make sure your opinion is a part of the conversation.


More than $56,000 Available in Scholarships to Chicago-area Financial Professionals in 2013-2014
CFA Chicago and CFA Institute Scholarships available for CFA Exam and Prep Materials

CFA Society Chicago is pleased to announce that more than $56,000 in scholarships are available in 2013-2014 for candidates planning to sit for the CFA exam. CFA Chicago and CFA Program scholarships contribute to the vision of serving the interests of investors and society by promoting awareness of CFA Chicago and CFA Institute programs and by providing access to those programs to individuals.

As part of our mission to lead the investment profession by setting the highest standards of ethics, education, and professional excellence, CFA Chicago is pleased to offer educational opportunities to current and future stewards of the world's investment markets.

2013-2014 Scholarships:
Kimberly Paige Memorial Study Scholarship (sponsored by CFA Society Chicago)
Covers the cost of Kaplan Prep Course. Up to four scholarships awarded per year. Application deadline: July 19, 5pm CT. Apply

CFA Exam Registration Scholarships (sponsored by CFA Society Chicago)
Reduces CFA program enrollment fees and/or curriculum expenses. Up to 10 scholarships awarded per year. Application deadline: Aug. 16, 5pm CT. Apply

CFA Institute Access Scholarships
Reduces CFA Program enrollment and exam registration fees. Up to 35 scholarships awarded per year. Apply


'Future of Finance Starts With You' Video Lunched by CFA Institute

The Future of Finance project is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society.

Watch this clip to see the role that finance plays in our lives and how we all need to do more to build a better industry. 'Future of Finance Starts With You' Video


CFA Chicago Member Elizabeth Higashi, CFA, named NIRI-Chicago President for 2013-2014

"NIRI-Chicago offers its Midwest members both topical educational programs and engaging social networking opportunities," said Elizabeth M. Higashi, incoming chapter president. "We host a variety of events on a broad range of IR topics with experts in the fields of IR, communications, finance, capital markets, regulatory issues, corporate governance and career development. Our community benefits from the range and size of companies and individuals who comprise our membership and who willingly share their expertise and experiences at our formal and informal events. More


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