Non-CFA Chicago Investment/Financial Events

Note: CFA Chicago does not endorse any of these events. CFA Chicago is providing this information as a professional courtesy to other organizations.

DATE DESCRIPTION
May 30, 2013 Career Intentionality and Using Data to Make Career Decisions
Time: 4:00 - 5:00 p.m. GMT
Speaker: James Clawson
Register here

You know the value objective data plays in managing your portfolios; doesn't it make sense that objective data can play as significant a role in managing your career? Explore the role of living inside-out versus outside-in with regard to career development and the value of objective data in making career decisions. Do you "know" yourself? What about benign self-deception? How can you gather data that will help you make better life and career decisions?

James G. S. Clawson is Johnson and Higgins Professor of Business Administration at the Darden Graduate School of Business Administration at the University of Virginia. Professor Clawson has consulted with corporations around the globe on issues of leadership and career management.

This program qualifies for 1 CE credit hour. CFA Institute members can easily record credits for their participation in this webinar by clicking "Record Credits" on the webinar description page (log in required).

Please note that individuals who are unable to join in the live presentation may access the archived version on our website shortly after the program concludes using the same link as above.

 

June 5, 2013 9th Annual Women's Initiative Luncheon
This year's honorees are Terry Savage, syndicated columnist for the Chicago Sun-Times, and Deborah Brown, Director of Community Relations for NBC5. The luncheon benefits our Educational Enhancement Program for Girls at Risk.
Time: 11:30a Networking / 12:00p-1:30p Luncheon
Location: Union League Club, 65 W. Jackson Blvd., Chicago, IL 60604

Hosted by: Child Link, Inc.
Fees/Registration: $65 ticket/$80 at the door or $500 table sponsorship
www.childlnk.org

 

June 6, 2013 2013 Madison Investment Conference
Time: 7:30 a.m. - 6:30 p.m.
Location: Fluno Center, 601 University Avenue, Madison, WI 53715

This year's conference will focus on the investment challenges related to finding growth opportunities in a world where growth is increasingly scarce, and income opportunities where yields are at record lows. Our speakers will focus on identifying the best places to look for both growth and income across geographies, asset classes, and sectors. We have also lined up nationally respected speakers to talk about their outlook for growth and yield, and to identify the key variables that investors should be watching.

A new feature at this year's conference is a break-out session opportunity that will feature one of two important topics:
  • Pension Fund governance structure and its importance in controlling risk and insuring success
  • New ways to define and discuss portfolio risks with clients to increase understanding and satisfaction
Additional information can be found on our website - http://www.cfasociety.org/madison/Pages/default.aspx

Hosted by: CFA Society of Madison
cfa@cfamadison.org

Fees: General Conference: $250 (Early Bird before May 1st - $200)
CFA Society Members: $175 (Early Bird before May 1st - $125)
Registration: https://events.r20.constantcontact.com/register/eventReg?oeidk=a07e7arrho8d6d1cecb&oseq=&c=&ch=

 

June 12-14, 2013 Morningstar Investment Conference
Location: McCormick Place, 2301 S Lake Shore Dr, Chicago, IL 60616

This June marks the 25th anniversary of the Morningstar Investment Conference, which features a first-rate lineup of presentations, panelist debates, and thought-provoking conversations. Advisors in attendance will find an agenda filled with prominent keynote speakers, captivating general sessions, and valuable breakout discussions on such topics as investing for income, dealing with risk, global investing, and asset management solutions. Keynote speakers include John Bogle, founder and former CEO, The Vanguard Group; Michael Mauboussin, investment strategist and author, The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing; Ron O'Hanley, president of asset management and corporate services, Fidelity Investments; Erik Wahl, artist, author, and entrepreneur; and Carl Richards, director of investor education, The BAM Alliance.

Contact: Morningstar (866) 839-9729
Fees: $795 Includes preconference workshop, two breakfasts, two lunches, and two receptions; and an opportunity to earn continuing-education credits.
Registration: http://www.global.morningstar.com/MIC2013

 

Oct. 2-4, 2013 Morningstar ETF Invest Conference
Location: Radisson Blu Aqua Hotel Chicago

The Morningstar ETF Invest Conference is an annual event that brings together financial professionals interested in using ETFs as part of their strategy. Whether you are an independent planner looking for insights to implement yourself, or a more hands-off advisor searching for portfolio managers to work with, the Morningstar ETF Invest Conference will provide you with the knowledge and perspectives you need to achieve greater investing success. The event will feature keynote presentations, general sessions, and breakout sessions focusing on three key areas: strategic, tactical, and managed portfolio solutions. The conference will also give you the opportunity to meet with other attendees, including advisors, fund managers, analysts, providers, and other financial industry experts.

Hosted by: Morningstar, (866) 839-9729
Fees: $495
Includes preconference workshop, two breakfasts, two lunches, and two receptions; and an opportunity to earn continuing-education credits.

Registration: http://www.morningstar.com/ETFInvest

 

 

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