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 info@cfachicago.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.

DATE/TIME DESCRIPTION
8/24/2016
5:00 PM
Networking with TMA

Mix n' mingle with members from the Turn Around Management Association (TMA). The Chicago/Midwest Chapter's NOW Group and CFA Society Chicago invite members and guests to enjoy networking at The Dawson.


8/25/2016
5:00 PM
Informal Happy Hour
Sidebar Grille

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


9/7/2016
2:00 PM
CFA Society Chicago Claritas Prep Program
Fundamentals of Investing

CFA Society Chicago has worked with CFA Institute to develop a "live" prep program for the Claritas Investment Certificate. Our "live" classroom experience is taught by local industry professionals and PhDs.

Speakers: Michael Falk, CFA, CRC; Andrew Kominik, CFA; Annie Logue, CFA; John Nyhoff, Ph.D.; Russell Rhoads, CFA; Brian A. Thompson; Joseph Vu, Ph.D., CFA


9/9/2016
12:00 PM
September Job Seeker's Forum 10 and over (Members Only, Limited Space) (Only 3 spot(s) available)

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 Career Management Advisory Group who serves as a host.


9/14/2016
3:30 PM
September Investment Exchange Forum (Members Only, Limited Space)
Real Estate: property managers, REITs, realtors, mortgage lenders/processors/servicers

The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.

Speakers: Moderators: Doug Nguyen, Alpha Capital Partners; Nick Redmond; Oculus Asset Management


9/20/2016
4:00 PM
September Book Club Meeting
Discuss: The Rise and Fall of Nations: Forces of Change in the Post-Crisis World by Ruchir Sharma

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.


9/21/2016
11:30 AM
Distinguished Speaker Series: Jeff Ubben
Keeping Public Markets Vibrant

Mr. Ubben Ubben is a founder, chief executive officer and chief investment officer of ValueAct Capital. Mr. Ubben is also a director of Twenty-First Century Fox, Inc. and Willis Group Holdings plc.

Speakers: Jeffrey W. Ubben - Founder, Chief Executive Officer and Chief Investment Officer of ValueAct Capital


9/22/2016
5:00 PM
Informal Happy Hour

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


9/26/2016
5:30 PM
September 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: Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management


9/28/2016
3:00 PM
Investing in Innovation

Across various sectors leading firms are capitalizing on intellectual property rights (IPRs) and transforming global markets through innovation. From venture capital to IPO and beyond, learn about how to uncover value through innovative investing.

Speakers: Bruno Bertocci, CFA - Managing Director and Senior Portfolio Manager, UBS; Janine Guillot - Director of Capital Markets Policy and Outreach, Sustainability Accounting Standards Board (SASB); Terry Howerton - CEO, TechNexus; Matt Litfin, CFA - Sr. Portfolio Manager & Director of Domestic Research, Columbia Wanger; James E. Malackowski - Chairman & CEO, Ocean Tomo, LLC; John Morris - General Manager, IBM Cloud Object Storage; Daniel Nielsen - Managing Director, Great Lakes Advisors; Tricia Rothschild, CFA Head of Global Advisor Solutions, Morningstar, Inc.
Moderators:
Dr. James Conley - Clinical Professor of Technology, Northwestern University, Kellogg School of Management and the McCormick School of Engineering
John Pletz - Senior Reporter, Crain's Chicago Business



10/4/2016
11:30 AM
Distinguished Speaker Series: Jimmy Levin
Credit Market Update Finding Value In The Current Investment Environment

Jimmy Levin is an executive managing director and head of global credit, including corporate and structured credit, with Och-Ziff Capital Management Group LLC and is a member of the Partner Management Committee.

Speakers: Jimmy Levin - Executive Managing Director, Head of Global Credit and member of the Partner Management Committee, Och-Ziff Capital Management Group LLC


10/12/2016
3:30 PM
October Investment Exchange Forum (Members Only, Limited Space)
Alternative Energy: solar, wind, hydro, biofuels

The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.

Speakers: Moderators: Doug Nguyen, Alpha Capital Partners; Nick Redmond; Oculus Asset Management


10/14/2016
12:00 PM
October 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 Career Management Advisory Group who serves as a host.


10/18/2016
4:00 PM
October Book Club Meeting
Discuss: Ubiquity: Why Catastrophes Happen by Mark Buchanan

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.


10/24/2016
5:30 PM
October 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: Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management


10/27/2016
5:00 PM
Informal Happy Hour

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


11/2/2016
5:00 PM
CFA Society Chicago 30th Annual Dinner (Limited Space)

The 2016 Annual Dinner is our premier networking event of the year, bringing together over 1,100 investment professionals and key decision-makers.

Speakers: Cliff Asness - Founder, Managing Principal and Chief Investment Officer, AQR Capital Management


Past Events

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

Non-CFA Chicago Investment/Finance Events