On June 16, 2021, David Sekera, chief US market strategist at Morningstar Research Services LLC, moderated the webcast “Evolution of Corporate Engagement,” which addressed two topics. First, how has the shift from in-person meetings to virtual interactions affected the engagement between the buy-side and company...
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
ESG and the Evolution of Corporate Engagement
Distinguished Speaker Series: Jan Hatzius
On May 26, 2021, CFA Society Chicago’s Distinguished Speaker Series held a webinar entitled “Economic Outlook – Passing the Peak.” Drew Speight, CFA, moderated the conversation with Jan Hatzius, chief economist and head of the Global Investment Research Division at Goldman Sachs. Hatzius is the No. 1 ranked economist...
Capital Markets Series: Cryptocurrency – Institutionalization or just another fad?
Cryptocurrency represents the most volatile asset that comprises the capital markets in 2021. Price swings of greater than 10% in one week are common. At times it seems as though price action is driven primarily by the tweets of Elon Musk, CEO of Tesla who has added bitcoin to its balance sheet. On May 13, 2021, the...
Investment Impacts of the Pandemic
On April 27, 2021, CFA Society Chicago’s Women’s Network hosted a virtual event entitled Investment Impacts of the Pandemic. Katharine Wyatt, CFA, chief investment officer at Loyola University Chicago served as moderator for the discussion. She as joined by panelists Marie Winters, CFA, senior vice president at...
Distinguished Speaker Series: David Coolidge
On May 4, 2021, CFA Society Chicago members gathered by video conference for a wide-ranging survey of the history of the banking and brokerage business in Chicago from the perspective of David Coolidge of William Blair & Company. Coolidge, currently vice chairman at Blair, has spent his career of more than 50...
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...