Upcoming Events

CFA Society Chicago offers diverse programming content, including local luncheon programs that attract top industry speakers, educational and career management seminars on specialized, timely topics presented by outstanding specialists in the field, as well as panel discussions addressing the unique challenges facing women in the industry and their contributions to the field, and social group outings such as happy hours and sporting events.

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Cancellation Policy

Unless otherwise stated in the event description, you may cancel your event registration for a full refund by the date and time listed on the event page under “Special Notes Regarding Fees” by contacting our office at 312-251-1301 or info@cfachicago.org. Dates and times will vary by event. No exceptions will be made.

4:00 PM

Impact of SEC Regulation on Day-to-Day Asset Management Operations

At this event, attendees will get an overview of new SEC regulation coming into effect in 2018-2019 and learn how these new regulations will impact day-to-day operations.

Speakers: Opening Remarks/Moderator: Erik Olsen - Director, ACA Compliance Group

Panelists: Michelle Beck, Chief Risk Officer, Nuveen; Laszlo Hollo, Risk Management Research, MSCI; Nicholas Vagra, Deputy COO, UBS Global Asset Management

6:00 PM

CFA Society Chicago Summer Co-Ed Kickball Team

Are you ready to round the bases and head for home? If so, then get ready to play and have the best time in the largest kickball league in Chicago!
5:00 PM

Annual Business Meeting & Networking Reception (Members Only)

We are pleased to invite you to join your fellow members for CFA Society Chicago's 2018 Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization.
5:30 PM

June 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.

Speakers: Moderators: Matt Clarkin, CFA, US Bank; Nick Redmond, Oculus Asset Management

5:00 PM

CFA Candidates' Post-Exam Party (Private Invitation Only)

Exams are over! Kick back and relax with fellow candidates at our post-exam party.
5:00 PM

June Informal Monthly Happy Hour

Join your colleagues and unwind from your work day for a networking happy hour.
5:00 PM

CFA Exam & Study Group Kickoff (Level 1 Only)

We are halfway through the year and the December 2018 CFA exams will be here soon! CFA Society Chicago invites you to join us along with members from Kaplan Schweser to find out the best way to prepare for the CFA exam.
3:30 PM

Vault Series: Chicago Media Angels

Ted Reilly, (former Goldman Sachs PWM) will deliver insight on topics including: growing an investment group from scratch to 50+ investors- managing a diversified portfolio ranging from Feature Films, Content Based Mobile Apps, and a slate of Web Series

Speakers: Ted Reilly - Executive Director, Chicago Media Angels

7:30 AM

CFA Institute: 2018 Annual Financial Analysts Seminar

Join us for the renowned 63rd Annual Financial Analysts Seminar at the University of Chicago's Gleacher Center. The FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.

Speakers: George (Yiorgos) Allayannis; Keith Black, CFA; Arthur Budaghyan, CFA; Andrew C. Canter, CFA; Nicholas J. Colas; Raphael Douady; Mary C. Gentile; Laura Geritz, CFA; Nili Gilbert, CFA; Sarah Jiang; Sonny Kalsi; Karen McQuiston, CFA; Ashby Monk; Jim O’Shaughnessy; Meredith Sumpter; Melanie Swan; Luis M. Viceira; Anne B. Walsh, CFA; James Ware, CFA; Ed Yardeni; Luigi Zingales

4:30 PM

Succession Planning: Guidelines for Professionals at All Levels (Members Only)

Why is it so difficult to let go, and what questions should charterholders be asking? These questions and more will be addressed by two senior wealth management professionals skilled in succession planning.

Speakers: Kevin Harris, Financial Advisor, Northern Trust; William T. Fitzpatrick, CFA, Director and Senior Investment Analyst, Manulife Asset Management

11:30 AM

Distinguished Speaker Series: Ari Paul, CFA

Ari Paul, CFA, has been involved in the financial services industry since 2006. Paul brings experience as a professional trader, portfolio manager, risk manager and capital allocator to the Digital Asset industry.

Speakers: Ari Paul, CFA - Managing Partner and Chief Investment Officer, BlockTower Capital