A group of 150 gathered virtually on February 10, 2021, to engage on the topic of Trading vs. Investing and the Influence of Fintech. Hosted by the CFA Women’s Network, this POWER Series event featuring speaker Tricia Rothschild, CFA, president of Apex Clearing, couldn’t have been timelier given the recent focus on...
With the impact of the Coronavirus, the CFA Society Chicago office will be closed until further notice. 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 Series: Tricia Rothschild, CFA
Distinguished Speaker Series: Ben Inker, CFA, GMO
On January 26, 2021, CFA Society Chicago’s Distinguished Speaker Series held a webinar entitled “Value: If Not Now, When?” Jeremy Heer, CFA, served as moderator and the keynote speaker was Ben Inker, CFA, head of asset allocation at GMO. The conversation initiated with Inker talking about the investment process and...
LIBOR Cessation: Updates, potential market impacts and preparing for the end of LIBOR
A distinguished panel of experts met via video conference on February 2, 2021, to provide the CFA Society Chicago with an update on the transition away from the use of LIBOR as a reference rate in global capital markets. The event was hosted by the Society’s Education Advisory Group. The PanelistsChristina Ochs,...
SPAC Investing – A Deeper Look at Blank Check Companies
On December 15, 2020, CFA Society Chicago’s Education Advisory Group hosted a Zoom event exploring SPAC investing. What is SPAC investing? Investopedia provides a nice summation; A SPAC (Special Purpose Acquisition Company) is a company with no commercial operations that is formed strictly to raise capital through an...
The State of the Illinois Budget
There was little joy in this Holiday Season discussion of the fiscal outlook for the state of Illinois. The state’s expenses have exceeded revenues since 2001 and ratings on Illinois debt have been falling for thirty years, driven by a growing pension debt (Note: contributions to the pension system do not offset the...
CFA Society Chicago News
Former CFA Society Chicago Board Member Lori Holland Passes Away at the Age of 63
Lorraine “Lori" L. Holland first discovered DePaul University when she was an administrative assistant at Harris Bank. She had grown restless in her job, and with the help of a tuition assistance program, she started to take evening classes in finance at DePaul....
Christopher T. Vincent, CFA, Appointed CEO of CFA Society Chicago
CFA Society Chicago's Board of Directors is pleased to announce it has appointed Christopher T. Vincent, CFA, as the new chief executive officer of CFA Society Chicago effective May 4, 2020. Mr. Vincent is a former partner and head of William Blair’s Fixed Income...
CFA Society Chicago extends its deepest condolences to the family and friends of Priscilla Perry
CFA Society Chicago recently received the sad news of the passing of Priscilla Alkire Perry at the age of 84. A well-known member of the Chicago-area investment community, Priscilla was awarded CFA Society Chicago’s Hortense Friedman, CFA, Award for Excellence at the...