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

Economic Outlook and Policies

Join us as our speakers each discuss the economic outlook and markets in the wake of changes in tax, regulatory, trade and monetary policies during the first two years of Trump administration.

Speakers: Moderator: Lotta Moberg, CFA - Analyst, Dynamic Allocation Strategies Team, William Blair
David Lafferty, CFA - Senior Vice President and Chief Market Strategist, Natixis Investment Managers
Nicholas P. Sargen - International Economist
Jas Thandi, CFA - Associate Partner, Global Asset Allocation Team, Aon Hewitt

5:00 PM

2019 Annual Celebration (Members Only, Private Invitation Only)

Thank you volunteers and welcome new members! CFA Society Chicago invites you to join us at our 2019 Annual Celebration at River Roast.
12:00 PM

DePaul MBA Program Information Session Webinar (Members Only)

Webinar: Learn about DePaul's MBA Program for CFA Society Chicago members scheduled to start the first week of January 2019!
5:00 PM

January Informal Monthly Happy Hour

Join your colleagues and unwind from your work day for a networking happy hour.
11:45 AM

Progressive Networking Luncheon (Members Only, Limited Space)

Build relationships with influential CFA Society Chicago members by joining us for a progressive networking luncheon. Featuring a three-course meal, attendees will switch tables after each course.
8:00 AM

POWER Breakfast: Mellody Hobson

CFA Society Chicago’s invites you to join us for breakfast and a fireside chat with Mellody Hobson, president of Ariel Investments. Hobson will provide her perspective on current risks and opportunities in the financial markets.

Speakers: Mellody Hobson - President, Ariel Investments

12:00 PM

February 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

February 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.
4:00 PM

Portfolio Construction

Come join the discussion on how to position portfolios in rising volatile markets from Asset Owners and Asset Managers.

Speakers: Opening Speaker: Timothy R. Barron, CAIA - CIO, Segal Marco Consulting

Moderator: Chris Caparelli, CFA - Vice President, Marquette Associates

Panelists (Fund Managers and Intermediaries):
Ellen J. Ellison, CFA - Chief Investment Officer, University of Illinois Foundation
Patricia Halper, CFA - CIO, Chicago Equity Partners
David Kelly, CFA - CIO North America, Aon
Josh Lohmeir, CFA - Head of Investment Grade Credit and AIA Investment Officer, Aviva Investors

11:30 AM

Distinguished Speaker Series: Howard Marks, CFA

CFA Society Chicago welcomes co-chairman of Oaktree Capital, Howard Marks, CFA, for the February Distinguished Speaker Series luncheon.

Speakers: Howard Marks, CFA - Co-Chairman, Oaktree Capital

5:30 PM

February 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.
5:00 PM

February Informal Monthly Happy Hour

Join your colleagues and unwind from your work day for a networking happy hour.