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
5/7/2015
9:00 AM
CFA Chicago Annual Conference 2015: Emerging Opportunities in Latin America

Latin America represents an increasingly important economic region in the world. By 2020, the IMF predicts that Brazil and Mexico will rank among the top ten GDP countries globally.

Speakers: Ernesto Zedillo - President of Mexico (1994-2000), Director of the Yale Center for the Study of Globalization; Luis Miguel Castilla - Peruvian Ambassador to the United States


5/8/2015
12:00 PM
May Job Seeker's Forum, 10 + (Members Only, Limited Space)

Want to gather insight on various job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources.


5/9/2015
9:00 AM
Schweser Live Mock Exam - Level I, II, III

The Schweser Live Mock Exam is designed to test your knowledge and identify your weak areas by simulating the exam day experience. It is as close to the actual CFA exam in format, content, difficulty, and length as we can make it.


5/13/2015
3:30 PM
May 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


5/14/2015
11:45 AM
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.


5/19/2015
4:00 PM
May Book Club Meeting

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society of Chicago Book Club embraces discussion of a wide range of themes in an informal environment.


5/21/2015
12:00 PM
Distinguished Speaker Series: Tad Rivelle - Chief Investment Officer, Fixed Income, TCW
Hey! They’re Raising the Price of the Free Lunch!

Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing some $130 billion in fixed income assets, including over $80 billion of mutual fund assets under the TCW and MetWest Funds brand.

Speakers: Tad Rivelle - Group Managing Director, Chief Investment Officer-Fixed Income, Co-Director Fixed Income, U.S. Fixed Income, TCW


5/27/2015
4:00 PM
Leadership: Managing Talent and Comp in the New Era (Members Only, Limited Space)

Jim Ware, CFA, and Michael Falk, CFA, of Focus Consulting Group will present on their new white paper, "Investment Challenges: Remaining Relevant through Compelling Value".

Speakers: Michael Falk, CFA - Partner, Focus Consulting Group; Jim Ware, CFA - Founder, Focus Consulting Group


5/28/2015
5:00 PM
CFA Chicago Monthly Networking Happy Hour

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


6/10/2015
3:30 PM
June 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


6/11/2015
5:30 PM
Progressive Networking Dinner @ Lombard (Members Only, Limited Space)

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


6/12/2015
12:00 PM
June Job Seeker's Forum, 10 and under (Members Only, Limited Space)

Want to gather insight on various job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum series is a supportive environment to provide members with potential new opportunities and resources.


6/15/2015
4:00 PM
Next-Level LinkedIn Strategies (Members Only, Limited Space)

LinkedIn presents unprecedented opportunities for developing a strong personal brand, researching companies, and connecting with the right people. How you represent yourself in your LinkedIn profile will drive your real world outcomes.

Speakers: JD Gershbein - CEO, Owlish Communications


6/16/2015
9:00 AM
Bank Industry Primer + Basic Bank Modeling with Wall Street Training

In the first part of this course, we will present a detailed primer on analyzing banks and their financial statements. In the second part, we will build a basic bank financial model that builds upon the terminology in our Bank Industry Primer section.

Speakers: Hamilton Lin, CFA - President and Founder, Wall Street Training


6/16/2015
4:00 PM
June Book Club Meeting

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society of Chicago Book Club embraces discussion of a wide range of themes in an informal environment.


6/25/2015
12:00 PM
Distinguished Speaker Series: Steve Romick, CFA
Don't Be Surprised

Steven will present lessons learned after close to three decades of absolute value investing. He will touch on how he thinks about investing, risk and reflect on some of his more memorable positive and negative investment experiences.

Speakers: Steve Romick, CFA - Co-Managing Partner, First Pacific Advisors


6/25/2015
5:00 PM
CFA Chicago Monthly Networking Happy Hour

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


7/20/2015
7:30 AM
CFA Institute: 60th Annual Financial Analysts Seminar
Hosted with CFA Society Chicago

Join us for the 60th Annual Financial Analysts Seminar (FAS) on 20-23 July 2015 at the University of Chicago's Gleacher Center. Offering engaging lectures, discussions, and case studies, FAS 2015 is your opportunity to connect with top investors.

Speakers: George (Yiorgos) Allayannis; Benjamin S. Appen, CFA; David R. Beatty, C.M., O.B.E., CFA; Milton W. Berg, CFA; James A. Bianco; Paul Bouchey, CFA; Ashvin B. Chhabra; Melissa T. Cook, CFA; Marc Faber; Erika James; David M. Jones; W. Vivian Lau; Robert Litterman; Rebecca H. Patterson; Ronan Ryan; Marc P. Seidner, CFA; Adam Sieminski, CFA; Amir Sufi; Peter Zeihan


Past Events

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

Non-CFA Chicago Investment/Finance Events