The CFA Women’s Network arranged a breakfast presentation on July 12, 2022, featuring Jenny Just, CFA, co-founder of financial services and technology firm PEAK6 Investments. Due to unforeseen circumstances, Just was not available the day of the event. Stepping in for Just remotely was her professional partner and...
With the impact of the Coronavirus, the CFA Society Chicago office is open by appointment only. We will continue to monitor the situation and follow the guidance of local government officials. Please visit the events calendar for additional information and registration. Staff will continue to take calls and respond to emails during normal business hours of 8:30 am – 5:00 pm. Please contact the CFA Society Chicago with any questions at info@cfachicago.org or 312-251-1301.
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CFA Society Chicago Blog
POWER Breakfast: Matt Hulsizer
Distinguished Speaker Series: Thomas Lee, CFA
The Distinguished Speaker Series Advisory Group hosted Thomas Lee, CFA, at the Chicago Club on May 10, 2022. Lee, co-founder, managing partner and head of research at Fundstrat Global Advisors and FSInsight.com, has received the top rank in the Institutional Investor survey in every year since 1998. Summary Points...
The Latest and Greatest of Blockchain
On April 12, 2022, Will Cong, Founding Director of Fintech Initiative at Cornell University, moderated a panel to discuss “The Latest and Greatest of Blockchain.” The panelists included: Bobby Henebry, CFA, Founder and CEO, Henebry Blockchain & Cyrptocurrency Consulting, LLC; Ben McMillan, Founder and Chief...
Distinguished Speaker Series: Orlando Bravo
On March 10, 2022, CFA Society Chicago’s Distinguished Speaker Series Advisory Group welcomed Orlando Bravo at the University Club, and via livestream, for a discussion of the role of private equity in the software industry. Bravo is Founder and Managing Partner of Thoma Bravo, one of Wall Street’s largest private...
Distinguished Speaker Series: Phil Snow, CFA
On February 16, 2022, CFA Society Chicago’s Distinguished Speaker Series Advisory Group hosted Phil Snow, CFA, CEO of FactSet, to discuss the delivery of data to clients, ESG, private markets, and alternative data. Chris Vincent, CFA, President and CEO of CFA Society Chicago, moderated the fireside chat with Snow....
CFA Society Chicago News
CFA Society Chicago Member and Hortense Award Winner Larry Alan Lonis, CFA, Passes Away
It is with great sadness that we share the news of the passing of Larry Lonis, CFA. Not only was Larry a longtime member of CFA Society Chicago, but he was also an active volunteer who spent years working with university students on our local level of CFA Institute’s...
Northern Illinois University Crowned Global Champion of CFA Institute Research Challenge
A team of students from Northern Illinois University (NIU) was named Global Champion of the 16th Annual CFA Institute Research Challenge. NIU team members Nolan O'Rear, Nicholas Stone, and Paula Veyhle worked with Gina Nicolosi, Ph.D., NIU faculty advisor, and Ian...
CFA Society Chicago Member and Hortense Award Winner Michael S. Falk, CFA, CRC Passes Away at the Age of 54
It is with a heavy heart that CFA Society Chicago shares the sad news of the passing of Michael S. Falk, CFA, CRC. A longtime member of CFA Society Chicago, Michael continuously was involved with Chicago’s investment industry frequently speaking and presenting at...