CFA 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. If you are not a member of CFA Chicago but you would like to receive e-mail notices about our events, please contact firstname.lastname@example.org.
Event Function Tickets: In order to view your event ticket tally you must be logged onto the website. You can click on the "Preferences" tab upon member log in or you can click on an individual event, scroll to the bottom of the page and click on "Register Online." After you arrive on the registration page scroll down to the payment section and you will see a blue box on the right side of the screen with your event ticket total.
Passport Program: CFA Society Chicago is pleased to offer members of any CFA society the ability attend many CFA Chicago events at our member rate. The "Passport Program" logo and text will appear on the event detail page if that event is offered under this program. Note: If you are only a member of CFA Institute, you do not qualify for the society member rate.
Event Cancellation Policy: Unless otherwise stated in the event description, you may cancel your event registration for a full refund up until 5pm three business days prior to the event by contacting our office: 312-251-1301. No exceptions will be made.
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.
Melissa Brown generates unique insights into risk trends by consolidating and analyzing data on market and portfolio risk. Brown's perspectives help both clients and prospects to better understand and adapt to the constantly changing risk environment.
Melissa Brown, CFA - Senior Director of Applied Research, Axioma
William H. McLean, CFA was appointed Vice President and Chief Investment Officer for Northwestern University in January 2002. He is responsible for managing the University's $9.7 billion diversified portfolio.
William H. McLean, CFA - Vice President and Chief Investment Officer, Northwestern University
This event will provide an introduction to the logistics and process of starting an RIA. Panelists will share their general insights and discuss the considerations, challenges and benefits from their specific experiences.
Chris Abraham - Founder, CVA Investment Management; Gautam Dhingra, CFA - Founder, High Pointe Capital Management; Bob Finely, CFA, CFP - Principal, Virtue Asset Management; GJ King, President - RIA in a Box
Moderator: Jenifer Aronson, CFA - Managing Partner, Mosaic Fi, LLC
CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by the CFA Society Chicago or verify or endorse the pass rates claimed by the CFA Society Chicago. CFA, Chartered Financial Analyst, and the CFA Institute Logo, are just a few of the trademarks owned by CFA Institute.
CFA Society Chicago | 33 N. LaSalle Street, Suite 910 | Chicago, IL 60602 | email@example.com