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.

3:00 PM

CFA Institute Diversity & Inclusion 2018 Conference

This conference is a great opportunity to get access to meaningful new content and learn from diverse industry leaders about their own experiences to advance their careers.
12:00 PM

September 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

September Informal Monthly Happy Hour

Join your colleagues and unwind from your work day for a networking happy hour.
5:00 PM

Networking with Leadership (Members Only, Limited Space)

This is your opportunity to meet and network with both new and returning CFA Society Chicago board members!
11:30 AM

Distinguished Speaker Series: Rick Waddell

Frederick H. Waddell is chairman of the Board of Northern Trust, one of the world's leading asset management, asset servicing, fund administration, fiduciary and banking services firms.

Speakers: Frederick H. Waddell - Chairman of the Board, Northern Trust

12:00 PM

October 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

October 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.
5:30 PM

October 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

CFA Society Chicago 32nd Annual Dinner (Limited Space)

The Officers and Directors of CFA Society Chicago invite you to attend the 32nd Annual Dinner, our premier networking event of the year, bringing together over 1,000 investment professionals and key decision-makers.

Speakers: Richard H. Thaler - 2017 Recipient of the Nobel Memorial Prize in Economic Sciences and Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School of Business