Commit to Excellence

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

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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.

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

CFA Society Chicago Blog

Distinguished Speaker Series: Michael O’Grady, Chairman and CEO, Northern Trust
Jul 22, 2019
On June 13th local investment professionals gathered at the Chicago Club to hear a “fireside chat” with Michael O’Grady, chairman and CEO of Northern Trust. Marie Winters CFA, past chair of the CFA Society Chicago served as host and interviewer. To begin, O’Grady outlined Northern Trust’s core values that he said were the prime reasons […]
Impact Investing: A New Investing Paradigm
Jul 10, 2019
A large group of CFA charterholders and other interested investment professionals gathered at the Palmer House Hotel to hear the latest thoughts and techniques in Impact Investing from a distinguished panel on June 5. The moderator, Priya Parrish, is a leading proponent of impact investing in the Chicago community of investment managers and managing partner […]
Big Data, Machine Learning & AI
Jul 03, 2019
Big Data, artificial intelligence (AI) and machine learning are becoming some of the hottest topics in finance. A packed room of CFA charterholders gathered to hear a presentation by Weapons of Math Destruction author Cathy O’Neil and a panel discussion on that topic in early May. O’Neil began her discussion with Google’s autocomplete predictive search […]

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.