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.

8:30 AM

Schweser Live Mock Exam, Level 1

Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it.
4:00 PM

Moving Beyond LinkedIn 101

This program is designed to move beyond LinkedIn’s basic functions to help users utilize all of the site’s features.

Speakers: Kim Stapleton - Founder, The Network Effect LLC
Hosted by: Professional Development Advisory Group

5:30 PM

November 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.
4:30 PM

Tips and Tools for Negotiating for Yourself

Do you frequently wish you had answers to how to effectively negotiate in your workplace and in everyday life? Join us for a high energy interactive negotiating primer followed by a networking reception after the event.

Speakers: Laurel Bellows - Founding Principal, The Bellows Law Group, P.C.
Hosted by: CFA Women's Network

3:30 PM

Private Equity: Should you invest and how?

Few investment topics stoke as much interest and controversy as private equity.Join CFA Society Chicago for its first dedicated private equity event.

Speakers: Moderator: Bill Obenshain - Chairman, Advisory Board for The Center for Financial Services at DePaul
Panelists: Brad Beatty, CFA – CIO, Sirius Partners; Michael Belsley – Attorney, Kirkland & Ellis; Harisha Haigh, CFA – Managing Director, Private Investments and Real Assets, Northwestern University; Tobias True – Partner, Adams Street; Josh Westerholm – Partner, Investment Funds Group, Kirkland & Ellis
Hosted by: Education Advisory Group

12:00 PM

November 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.

Speakers: Moderators: Richard Excell, CFA, Wolverine Asset Management; Nick Redmond, CFA, Oculus Asset Management

5:00 PM

CFA Exam Information Session

The June 2019 CFA exams will be here soon! You are invited to join leaders from CFA Society Chicago and members from Kaplan Schweser to find out how to best prepare for the CFA exam.
11:30 AM

Distinguished Speaker Series: Joel Greenblatt

The shift to passive management is a powerful trend dominating the investment industry. The liquidity, lack of tracking error, and low costs associated with passive investing are clearly attractive.

Speakers: Joel Greenblatt - Managing Principal and Co-Chief Investment Officer of Gotham Asset Management
Hosted by: Distinguished Speaker Series Advisory Group

8:30 AM

Wall Street Training: Advanced Financial Modeling - Core Model (Limited Space)

Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule.

Speakers: Instructor: Ted Michaels, Vice President, Wall Street Training

12:00 PM

December Job Seekers Forum 10 and Under (Members Only, Limited Space)

The CFA Society Chicago Job Seekers Forum series provides members with potential new opportunities and resources to find employment. The forum encourages open dialogue and will have a member of the Professional Development Advisory Group as a host.
4:00 PM

December Book Club Meeting

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in an informal environment.