CFA Society Chicago Events

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

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.

5:00 PM
January Informal Monthly Happy Hour
Location: South Branch Tavern and Grille

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

4:00 PM
How to Improve Your Quarterly Investor Letters (Members Only)

For asset managers, writing quarterly (or monthly) letters that update investors on portfolio performance and market trends may seem simply like a cost of doing business.

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

5:00 PM
Paint & Sip with Bottle & Bottega!

We’re trying to get creative! Unleash your inner artist at CFA Society Chicago’s first Bottle & Bottega event.

12:00 PM
February Job Seeker's Forum 10 and Under (Members Only, Limited Space)

The CFA Society Chicago Job Seeker's 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.

5:00 PM
February Investment Exchange Forum (Members Only, Limited Space)
Topic: Short Ideas

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: Matt Clarkin, CFA, US Bank; Nick Redmond, Oculus Asset Management

4:00 PM
February Book Club Meeting
Discuss: Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street by Sheelah Kolhatkar

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.

11:30 AM
Distinguished Speaker Series: Donald Wilson (Sold Out)
The Evolution of the Cryptocurrency Markets

Donald R. Wilson, Jr. started in the industry in 1989 and founded DRW in 1992 while trading in the Eurodollar options pit at the Chicago Mercantile Exchange. DRW has since expanded into real estate investment, venture capital and cryptocurrencies.

Speakers: Donald Wilson - Founder and CEO, DRW

11:00 AM
CFA Institute Research Challenge: Chicago Competition

Cheer on teams of student 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 10th and is now down to the final teams.

5:30 PM
February Special Situations (Members Only, Limited Space)
Topic: TBD

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.

Speakers: Moderators: Matt Clarkin, CFA, US Bank; Nick Redmond, Oculus Asset Management

4:30 PM
Industry Roundtables (Members Only)

Join us for our Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance.

Speakers: Emil E. Barci, CFA - Portfolio Manager, Northern Trust; Jason Brandt, CAIA - Head of North America Consultant Relations, Global Client Group, AB; Tom Digenan, CFA - Head of the US Intrinsic Value Equity Team, UBS Asset Management; Robert Finley, CFA, CFP - Principal, Virtue Asset Management; Samantha T. Grant, CFA, CAIA - Senior Research Analyst, Marquette Associates; Jose Pluto, CFA - Senior Vice President, Aegon Asset Management; Kevin A. Ross, CFA - Senior Vice President and Portfolio Manager, Advisory Research; Michael Sullivan, CFA - Kinzie Capital Partners; Ronit Walny, CFA - Portfolio Manager, Neuberger Berman; Janis Zvingelis, CFA, Senior Vice President, Director of Quantitative Research, Envestnet Asset Management

3:30 PM
Vault Series: Chickasaw Capital Management, LLC

Join us for a presentation by David N. Fleischer and Charles P. E. Jumet, Jr.

Speakers: David N. Fleischer, CFA - Principal; Charles P. E. Jumet, Jr., CIMA® - Vice President, Chickasaw Capital Management, LLC

8:00 AM
POWER Breakfast: Factor-Based Equity Investing

As investors question the worth of active stock-pickers and move to reduce expenses, factor-based equity investing has become more relevant than ever, often in the form of “Smart Beta” strategies.

Speakers: Patricia Halper, CFA - Partner and Co-Chief Investment Officer – Equities, Chicago Equity Partners

12:00 PM
March Job Seeker's Forum 10 and Over (Members Only, Limited Space)

The CFA Society Chicago Job Seeker's 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.

11:30 AM
Distinguished Speaker Series: Rupal Bhansali
The Power of Non-Consensus Thinking

Coming from a long line of bankers and brokers, Rupal Bhansali grew up on stock stories instead of fairy tales. She now oversees Ariel’s New York based global equities research team and manages multi-billion dollar portfolios.

Speakers: Rupal Bhansali - Chief Investment Officer, International & Global Equities & Portfolio Manager, Ariel Investments

11:30 AM
Distinguished Speaker Series: Jane Buchan

Jane Buchan is responsible for overall business strategy and firm direction for PAAMCO. She began her career at J.P. Morgan Investment Management in the Capital Markets Group.

Speakers: Jane Buchan - Chief Executive Officer, PAAMCO

3:30 PM
Vault Series: CHANGE Global Investment
Emerging and Frontier Markets: How the Historical Perspective ties in with the Current Investment Opportunities

Join us for a presentation by Thea Jamison, CFA, who will discuss the evolution of the asset class and how it explains current investment opportunities.

Speakers: Thea Jamison, CFA - Founder and Managing Director, CHANGE Global Investment

Past Events

Click here to see some of the exciting events from previous years!

Non-CFA Chicago Investment/Finance Events