CFA Society of Chicago DSS offered a window into how sophisticated single-family platforms are thinking about capital allocation, governance, and competitive edge. The conversation—moderated by Katie Wyatt—featured Paul Carbone (President/Chair of the Investment Committee at Pritzker Alternative Strategies) and David...
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CFA Society Chicago Blog
DSS Welcomes David Jallits and Paul Carbone
CFA Society Chicago Lunch and Learn Featuring BlackRock
April 10, 2026 Lunch and Learn Events are hosted by CFA Society Chicago’s Professional Development Advisory Group. The intent of these events is to provide career and networking information for CFA Society Chicago Members. These events provide an overview of the participating firm(s) as well as related career advice....
The Rise of OCIO and Outsourced Family Office Services
December 3, 2025 On December 3rd, 2025, the CFA Society Chicago hosted a panel discussion on the Rise of the Outsourced Chief Investment Officer (OCIO) and Outsourced Family Office (OFO) Services. For this event, the CFA Society Chicago brought together three leading practitioners to explore the scope of OFO...
DSS Welcomes Fritz Kaegi
On March 10, 2026, the Distinguished Speaker Advisory Group welcomed Fritz Kaegi, CFA, Cook County Assessor to a fireside discussion moderated by Jim Mohan, CFA at the University Club in Chicago. Following a brief introduction, Jim explored some of Fritz’s personal interests, including his...
Know Your Index
The CFA Society Chicago event “Know Your Index” brought together experts from S&P, Morningstar, Northern Trust, and LaSalle Street to explore how indexing has transformed the investment industry. Over the past five to six years, indexing has become a central pillar of discussions around data, analytics, risk, and...
CFA Society Chicago News
2026 Invest For Kids Conference: Exclusive Member Offer
CFA Society Chicago is pleased to invite our members to attend the 2026 Invest For Kids Conference on Wednesday, October 28th, at the Harris Theater. Recognized as Chicago's premier Investable Ideas Conference, the annual event brings together more than 1,000...
CFA Society Chicago Announces Leadership for Fiscal Year 2027
As CFA Society Chicago continues to drive professional excellence, foster community connections, and advocate for the highest professional standards, we are proud to introduce the dedicated leaders who will steer us forward. We congratulate and welcome our new...
Illinois State Senate Recognizes CFA Society Chicago
In conjunction with our Centennial celebration, the State of Illinois Senate recently recognized 100 years of CFA Society Chicago with a Senate resolution. The resolution, offered by Senator Robert Peters, acknowledges the society for leading the Chicago investment...