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
9/26/2016
5:30 PM
September Special Situations (Members Only, Limited Space)
Topic: iStar (STAR)

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; 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) (Sold Out)

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.


10/17/2016
4:00 PM
The Art of Negotiating Compensation: Getting Paid What You Are Worth (Members Only)

In this presentation you will learn how to establish goals, communicate effectively, adopt a persuasive style, reach an agreement which benefits all parties, and confirms the deal that you believe you negotiated.

Speakers: Laurel Bellows, Founding Principal of The Bellows Law Group, P.C.


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.


10/20/2016
5:30 PM
SuperCONNECT (Members Only)

Join Illinois CPA Society, Turnaround Management Association (Chicago/Midwest Chapter) and 12 other professional organizations at this exclusive networking event encouraging connections among professionals and organizations in key industries


10/24/2016
5:30 PM
October Special Situations (Members Only, Limited Space)
Topic: Unlocking Value with Spin-Offs

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, Ph.D. - Founder, Managing Principal and Chief Investment Officer, AQR Capital Management


11/9/2016
3:30 PM
November Investment Exchange Forum (Members Only, Limited Space)

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


11/11/2016
12:00 PM
November 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 Career Management Advisory Group who serves as a host.


11/15/2016
4:00 PM
November Book Club Meeting
Discuss: TBD

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.


11/28/2016
5:30 PM
November 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


12/9/2016
12:00 PM
December 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.


12/14/2016
3:30 PM
December Investment Exchange Forum (Members Only, Limited Space)

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


12/20/2016
4:00 PM
December Book Club Meeting
Discuss: TBD

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.


Past Events

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

Non-CFA Chicago Investment/Finance Events