Join CFA Society Chicago
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.
Volunteer
Our advisory groups meet on a monthly or bi-monthly basis and are a great way to connect with members while improving your community.
Upcoming Events
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4/22/2019
5:00 PM
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April Special Situations (Members Only, Limited Space)
Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance.
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4/25/2019
5:00 PM
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April Informal Monthly Happy Hour
Join your colleagues and unwind from your work day for a networking happy hour at Boleo.
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4/26/2019
12:00 PM
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April Investment Exchange Forum (Members Only, Limited Space)
The Investment Exchange Forum is a stock-picking meeting of held by CFA Society Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.
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CFA Society Chicago Blog
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Curling at Kaiser Tiger
Apr 12, 2019
On a frosty evening where temperatures hovered just above ten degrees, CFA Society Chicago hosted an evening of curling and drinks at Kaiser Tiger, a bar with a large beer garden on Randolph Street. Curling, with origins dating back to 16th century Scotland, involves sliding a smooth stone across a sheet of ice, with the […]
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Portfolio Construction and Allocation in this ever changing market
Apr 10, 2019
On Feb 20th at the UBS Tower, CFA Society Chicago’s Education Advisory Group offered a panel discussion highlighting the issues and opportunities of allocating assets for various types of portfolios. A full room of about 100 financial professionals were privileged to hear from an experienced, diverse group of fund managers and advisors. Opening speaker Tim Barron, […]
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CFA Society Chicago Book Club: Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou
Apr 05, 2019
Silicon Valley and venture capital (VC) in the technology sector always offended this Midwesterner’s conservative sensibilities. Having come of age during the dotcom boom, I’m skeptical every time a technological shiny thing catches the public’s attention, which seems to happen with alarming frequency given the regularity of fads and corresponding losses to come out of […]
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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.