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.

2/19/2019
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.
2/20/2019
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
Josh Lohmeir, CFA - Head of Investment Grade Credit and AIA Investment Officer, Aviva Investors
Kevin Zagortz - Partner, US Head of Portfolio Management (OCIO), Aon

2/22/2019
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

2/22/2019
12:00 PM

Distinguished Speaker Series: Howard Marks, CFA (Webcast)

Speakers: Howard Marks, CFA - Co-Chairman, Oaktree Capital
Hosted by: Distinguished Speaker Series Advisory Group

2/25/2019
4:00 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.
2/26/2019
4:30 PM

Industry Roundtables (Members Only, Limited Space)

Join us for our Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance.
2/28/2019
5:00 PM

February Informal Monthly Happy Hour

Join your colleagues and unwind from your work day for a networking happy hour.
3/1/2019
9:30 AM

CFA Institute Research Challenge: Chicago Competition

Cheer on teams of students from area universities as they compete in the local level of the CFA Institute Research Challenge hosted by CFA Society Chicago! The competition kicked off November and is now down to the final teams.
3/5/2019
5:30 PM

Curling at Kaiser Tiger

Join CFA Society Chicago and your colleagues for our first curling event at Kaiser Tiger!
3/6/2019
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.
3/8/2019
11:00 AM

CFA Society Chicago Career Fair (Members Only)

Looking for a new opportunity? Meet with representatives from Chicago's top investment firms at one of our most popular professional development events of the year. Don't miss this exclusive members-only event.
3/12/2019
3:30 PM

Vault Series: Aegon

Can understanding demographic changes reveal the likelihood of returning to a 3% trend growth? Join us as Frank Rybinski, CFA, answers this question and others, and discusses what happens when structural changes collide with cyclical swings.

Speakers: Frank Rybinski, CFA - Chief Macro Strategist, Aegon

3/13/2019
11:30 AM

Distinguished Speaker Series: John Streur

John Streur, president and chief executive officer for Calvert Research and Management, will discuss identifying and managing ESG risks to drive long-term shareowner value at the March Distinguished Speaker Series luncheon.

Speakers: John Streur - President and CEO, Calvert Research and Management

3/15/2019
11:30 AM

The Alan Meder Empowerment Series: Karyl Innis

Who Do You Think You Are? The CFA Women's Network welcomes Karyl Innis who will teach attendees how to build a stronger more distinguished career by utilizing brand marketing principles and the best of personal messaging techniques.

Speakers: Karyl Innis - CEO and Founder of The Innis Company

3/19/2019
4:00 PM

March 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.
3/22/2019
12:00 PM

March 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.
3/25/2019
5:30 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.
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.
4/22/2019
5:30 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.
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.