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.

3/25/2019
5:00 PM

March 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.
3/28/2019
5:00 PM

March Informal Monthly Happy Hour

Join your colleagues and unwind from your work day for a networking happy hour at Townhouse Restaurant and Wine Bar.
4/2/2019
4:00 PM

The Equity Risk Premium: Applications for Investment Decision-Making

The equity risk premium has been called "the key to investing and valuation." Equity risk premiums are at the center of asset return modeling and are a key input in estimating costs of capital in both corporate finance and valuation.

Speakers: Aswath Damodaran - Kerschner Family Chair Professor of Finance, Stern School of Business at New York University
Michele Gambera, PhD, CFA - Co-Head of Strategic Asset Allocation Modeling, UBS Asset Management
Patricia Halper, CFA - CIO, Chicago Equity Partners
Bryant Matthews - Global Director of Research, HOLT

4/3/2019
4:30 PM

Final Countdown to the June Exams! (Limited Space)

Wondering if you’re on track with studying? Any last minute questions? CFA Society Chicago is hosting a CFA Exam roundtable session for candidates registered to take the June 2019 exam.
4/4/2019
4:00 PM

Present Like a Pro (Members Only, Limited Space)

This interactive session will show investment professionals how they can be more persuasive communicators when making live presentations.

Speakers: Scott Wentworth - Founder and Head Financial Writer, Wentworth Financial Communications

4/9/2019
11:30 AM

Distinguished Speaker Series: Sheila Penrose

Sheila Penrose will draw on her two decades of serving on public company boards, including as chairman of JLL and director of McDonald's, to share some lessons learned.

Speakers: Sheila Penrose - Chairman of the Board of Jones Lang LaSalle Incorporated

4/12/2019
12:00 PM

April 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.
4/16/2019
4:00 PM

April 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.
4/17/2019
8:30 AM

Wall Street Training: Corporate Valuation Methodologies (Limited Space)

This course takes a practical, tangible, and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used.

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

4/22/2019
5:00 PM

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.
4/25/2019
5:00 PM

April Informal Monthly Happy Hour

Join your colleagues and unwind from your work day for a networking happy hour at Boleo.
4/26/2019
12:00 PM

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.
4/30/2019
5:00 PM

Uncork & Unwine

Join us for an evening of networking, snacks and exclusive wines selected by Derrick Westbrook, a certified sommelier who was recently honored by Wine Enthusiast Magazine as Top 40 Under 40 Tastemaker.

Speakers: Derrick Westbrook - Certified Sommelier

5/1/2019
11:30 AM

Distinguished Speaker Series: Fritz Kaegi, CFA

Promising to bring fairness, ethics and transparency to the Cook County Assessor’s Office, Kaegi and his team launched a 100 Day Plan focused on operational changes, technological upgrades and eliminating favoritism.

Speakers: Fritz Kaegi, CFA - Cook County Assessor

5/10/2019
12:00 PM

May 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.
5/14/2019
4:00 PM

Storytelling: A Critical Brand-building Skill for Leaders

Learn why storytelling is so important in the context of building your personal brand, work on techniques to create the framework for your leadership story, and understand how to tell a good story and retain authenticity.

Speakers: Daniella Levitt - Executive Director of Leading Women Executives and President of Ovation Global Strategies

5/17/2019
12:00 PM

May 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.
5/21/2019
4:00 PM

May 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.