Commit to Excellence

CFA Society Chicago is a forum for education, knowledge sharing and career development for investment professionals.

Join CFA Society Chicago

Join our community of professionals, candidates and students who benefit from career-enhancing events, classes and networking opportunities.

The CFA Program

Enroll in our program to begin earning the Chartered Financial Analyst credential, the most respected investment management designation in the world.

Volunteer

Our advisory groups meet on a monthly or bi-monthly basis and are a great way to connect with members while improving your community.

Upcoming Events

5/23/2019
5:00 PM
May Informal Monthly Happy Hour
Join your colleagues and unwind from your work day for a networking happy hour.
6/4/2019
11:45 AM
Progressive Networking Luncheon (Members Only, Limited Space)
Tap into the networking power of influential CFA Society Chicago members by joining us for a progressive networking lunch.
6/5/2019
4:00 PM
Impact Investing: A New Investing Paradigm
Our panel will discuss the evolving nature of the market from SRI to ESG to impact investing along with where impact investing fits on the spectrum of measurably public market investments to less tangible private market grants and donations.

CFA Society Chicago Blog

Karyl Innis: Building a Distinguished Career through Personal Branding
May 10, 2019
The CFA Society Chicago Women’s Network hosted the third event of its four-part Alan Meder Empowerment Series on March 15th at The University Club. The series is intended to support career development and the advancement of women in the investment management profession. This event also attracted a number of men who were interested in the […]
Distinguished Speaker Series: Sheila Penrose, Jones Lang LaSalle
May 07, 2019
On April 9th, CFA Society Chicago’s Distinguished Speaker Series Advisory Group welcomed Sheila Penrose at The Metropolitan. Penrose is Non-Executive Lead Independent Chairman of the Board at Jones Lang LaSalle, a global real estate services company, and also serves on the Board of Directors for McDonald’s. Penrose retired from Northern Trust in 2000. In her […]
The Equity Risk Premium: Applications for Investment Decision-Making
May 06, 2019
Aswath Damodaran, Kerschner Family Chair in Finance Education and a Professor of Finance at New York University Stern School of Business, is well known for his books and articles in the fields of valuation, corporate finance, and investment management, philosophies, and strategies. On April 2, he treated the CFA Society Chicago to a tour de […]

CFA Society Chicago News

CFA Society Chicago Board Member Kunal Kapoor, CFA, to replace Mansueto as Morningstar CEO

Morningstar named Kunal Kapoor as its next CEO, elevating an executive who has made his career at the Chicago investment research company since emigrating from India to attend college in Illinois. As Kapoor, 41, becomes CEO, Morningstar founder Joe Mansueto, 60, will give up that post but add “executive” to his chairman title. Both moves take effect Jan. 1, according to a statement from Morningstar. ( via Crain’s)

Institutional Investor’s 2016 All-America Fixed-Income Research Team includes CFA Society Chicago Board Member Alex Roever, CFA

CFA Society Chicago board member, Alex Roever, CFA, was named to Institutional Investor’s 2016 All-America Fixed-Income Research Team under the Fixed-Income Strategy and Short-Duration Strategy categories. To view the full list of individuals on the team and methodology for selection, please visit Institutional Advisor.