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.

12:00 PM

June 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.
8:30 AM

Schweser Live Mock Exam, All Levels (June 2018)

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.
7:00 AM

2018 Golf Outing (Members Only)

CFA Societies Chicago, Madison and Milwaukee invite you to join us for the 2018 Golf Outing being held on June 11th at The Straits at Whistling Straits.
9:00 AM

Wall Street Training: Advanced Excel for Data Analysis (Limited Space)

This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. Learn how to minimize as much manual labor as possible, thereby saving time and performing more detailed analysis quickly.

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

5:00 PM

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

11:30 AM

Distinguished Speaker Series: Dean Harrison

CFA Society Chicago welcomes Dean Harrison with Northwestern Memorial HealthCare for the June Distinguished Speaker Series luncheon.

Speakers: Dean M. Harrison - President and Chief Executive Officer Northwestern Memorial HealthCare

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: 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.