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
7/8/2016
12:00 PM
July Job Seeker's Forum 10 and over (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.


7/12/2016
4:30 PM
Study Group Kick-off Party and Open House

The December 2016 CFA exams will be here before you know it! You are invited to join leaders from CFA Society Chicago and members from Kaplan Schweser to find out how to best prepare for the CFA exam.


7/13/2016
11:30 AM
Distinguished Speaker Series: Liz Ann Sonders
Economic and Market Outlook

As markets digest the beginning of a Fed rate hike cycle, negative rates globally and an unprecedented political uncertainty, we're likely to see continued bouts of volatility.

Speakers: Liz Ann Sonders - Chair, Investment Committee, Windhaven Investment Management, Inc.


7/13/2016
3:30 PM
July Investment Exchange Forum (Members Only, Limited Space)
Short ideas: Overvalued companies

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


7/18/2016
7:30 AM
CFA Institute: 2016 Annual Financial Analysts Seminar
Hosted with CFA Society Chicago

Join us for the 2016 Financial Analysts Seminar (FAS) on July 18 - 21, 2016 at the University of Chicago's Gleacher Center.

Speakers: George (Yiorgos) Allayannis; Edward I. Altman; Alain Bergeron, CFA; Andrew Brady, CFA; Stephen J. Brown; Thomas K. Brown; Ashvin B. Chhabra; Damien Conover, CFA; Marc Faber; Michael Falk, CFA; Adrian Helfert; Morgan Housel; David M. Jones; Lawrence E. Kochard, CFA; Fred Martin, CFA; Matthew R. McBrady; Marcelo Michaluá; Gina Marie N. Moore, CFA, Catherine Piez, CFA; Douglas R. Ramsey, CFA; Geoffrey Rubin; Laurence B. Siegel; Molly Simmons; Brian D. Singer, CFA; Jennifer Stevenson; Greg Valliere; M. Barton Waring; Leah Joy Zell, CFA.


7/19/2016
4:00 PM
July Book Club Meeting
Discuss: The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse by Dr. Mohamed A. El-Erian

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.


7/25/2016
5:30 PM
July 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


7/28/2016
5:00 PM
Informal Happy Hour
Sidebar Grille

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


8/3/2016
4:00 PM
CFA Society Chicago Open House
We're Moving!

CFA Society Chicago Board of Directors and staff invite you to our Open House on August 3rd from 4:00 pm - 6:00 pm at our new headquarters. Please join us for appetizers, drinks and a tour of our new home!


8/8/2016
11:00 AM
Golf Outing: Midlothian Country Club

Please join CFA Society Chicago for our 12th Annual Golf Outing at Midlothian Country Club. Built in 1898, Midlothian is one of the oldest 18-hole courses in the U.S. and has hosted tournaments including the U.S. Open and Western Open.


8/10/2016
3:30 PM
August Investment Exchange Forum (Members Only, Limited Space)
Industrials: manufacturing, heavy machinery, autos, aerospace/defense

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


8/12/2016
11:30 AM
Distinguished Speaker Series: David Kelly, CFA

Dr. David Kelly, CFA, is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Funds. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets.

Speakers: Dr. David Kelly, CFA - J.P. Morgan Funds


8/12/2016
12:00 PM
August 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.


8/16/2016
4:00 PM
August Book Club Meeting
Discuss: All the Devils Are Here: The Hidden History of the Financial Crisis by Bethany McLean and Joe Nocera

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.


8/22/2016
5:30 PM
August 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


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


Past Events

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

Non-CFA Chicago Investment/Finance Events