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
7/28/2016
5:00 PM
Informal Happy Hour
Chicago, IL and Naperville, IL

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 (Members Only)
We've Moved!

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) (Only 6 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.


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.


8/16/2016
6:00 PM
Networking on the Water

Need some fresh air? Set sail with CFA Society Chicago as we cruise along Chicago's lakefront for Networking on the Water. Enjoy a great summer evening while taking in the views and networking with local financial professionals.


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


8/24/2016
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)

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)

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: 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.


9/21/2016
11:30 AM
Distinguished Speaker Series: Jeff Ubben

Mr. Ubben is a director of Twenty-First Century Fox, Inc. and Willis Group Holdings plc, a former chairman and director of Martha Stewart Living Omnimedia, Inc.

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


10/4/2016
11:30 AM
Distinguished Speaker Series: Jimmy Levin

Jimmy Levin is an executive managing director and head of global credit, including corporate and structured credit, based in New York and is a member of the Partner Management Committee.

Speakers: Jimmy Levin - Member, Partner Management Committee


10/12/2016
3:30 PM
October 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


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: 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.


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