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
1/24/2017
11:30 AM
Distinguished Speaker Series: Will McLean, CFA (Sold Out)
The Endowment Model in a Low Return World

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.

Speakers: William H. McLean, CFA - Vice President and Chief Investment Officer, Northwestern University


1/26/2017
5:00 PM
2017 Annual Celebration (Members Only, Private Invitation Only)

Thank you volunteers and welcome new members! CFA Society Chicago invites you to join us at our 2017 Annual Celebration at the Civic Opera House.


1/31/2017
4:30 PM
Starting Your Own RIA Firm (Members Only)

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.

Speakers: 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



2/3/2017
1:00 PM
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 October 28th and is now down to the final teams.


2/8/2017
3:30 PM
February Investment Exchange Forum (Members Only, Limited Space)
Consumer Discretionary

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


2/9/2017
11:30 AM
Distinguished Speaker Series: Charles Evans
Economic Outlook

The Federal Reserve Bank of Chicago is one of 12 regional Reserve Banks across the country. As head of the Chicago Fed, Evans oversees the work of roughly 1,400 employees in Chicago and Detroit.

Speakers: Charles L. Evans - President and CEO, Federal Reserve Bank of Chicago


2/10/2017
12:00 PM
February Job Seeker's Forum 10 and under (Members Only, Limited Space) (Only 8 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.


2/21/2017
4:00 PM
February Book Club Meeting
Discuss: The Gray Rhino: How to Recognize and Act on the Obvious Dangers We Ignore Michelle Wucker

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.

Speakers: Michelle Wucker - Author of The Gray Rhino: How to Recognize and Act on the Obvious Dangers We Ignore


2/22/2017
11:45 AM
CFA Society Chicago Progressive Networking Luncheon (Members Only, Limited Space)

Tap into the networking power of influential CFA Chicago members by joining us for a progressive networking luncheon.


2/27/2017
5:30 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.

Speakers: Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management


3/1/2017
11:30 AM
Distinguished Speaker Series: Richard Driehaus
Evolution of the Financial Markets

As chairman and architect of the firm's equity investment philosophy, Richard Driehaus has overall responsibility for ensuring the integrity of the philosophy and reviewing absolute and relative investment performance of various strategies.

Speakers: Richard H. Driehaus, Founder - Driehaus Capital Management LLC


3/2/2017
4:30 PM
Industry Roundtables (Members Only)

Join us for our 11th Annual Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance.

Speakers: Basili Alukos, Assistant Vice President, Morningstar Credit Ratings, LLC; Bradley Bass, Private Wealth Advisor & Executive Director, Morgan Stanley; Daniel Busiel, Head of Allstate Investment's Portfolio Management Group; Matt Dmytryszyn, Principal & Senior Research Analyst, LaSalle Street Capital Management; Dan Jarema, Senior RIA Consultant, OppenheimerFunds; Patrick Konicki, Fundamental Credit Analyst, Magnetar Capital; Paul Newsome, Managing Director & Senior Insurance Analyst, Sandler O'Neill + Partners, L.P.
Christian Reel, Analyst, Albourne; Kevin Ross, Portfolio Manager & Research Analyst, Advisory Research; Saumin Shah, Trader, Global Quantitative Strategy, Citadel LLC; David Smith, Managing Partner, Marquette Associates; Dave Worniak, Second Vice President & Senior Research Analyst, Northern Trust Asset Management



3/15/2017
3:30 PM
Vault Series: David Ranson

David Ranson, is the president and director of research at HCWE & Co. (formerly Wainwright Economics), an independent investment research firm now located in Cambria, California.

Speakers: David Ranson - President and Director of Research, HCWE & Co.


5/17/2017
3:30 PM
Vault Series: Doug Ramsey, CFA

In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Ramsey maintains the firm's proprietary Major Trend Index

Speakers: Doug Ramsey, CFA, CMT - Chief Investment Officer, The Leuthold Group, LLC; Co-Portfolio Manager, Leuthold Core Investment Fund and Leuthold Global Fund


Past Events

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

Non-CFA Chicago Investment/Finance Events