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...
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CFA Society Chicago Blog
Distinguished Speaker Series: Thomas Lee, CFA
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....
Environmental, Social and Governance (ESG) Integration Frameworks
On February 1, 2022, the CFA Women’s Network hosted ESG event, moderated by Swasti Gupta-Mukherjee, Associate Professor of Finance at Loyola University Chicago’s Quinlan School of Business. The esteemed panel included: Emily Lawrence, North American Director of Sustainable Investing Client Engagement at Northern...
CFA Society Chicago News
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...
Former CFA Society Chicago Board Member and Hortense Award Winner Frank Reilly Passes Away at the Age of 85
CFA Society Chicago recently learned of the sad news of the passing of Frank Reilly, CFA, member and former Director of CFA Society Chicago. In 2009, Frank was the recipient of CFA Society Chicago's Hortense Friedman, CFA, Award for Excellence, an award given to a...