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
2/9/2016
4:30 PM
Creating a Stronger Career by building your Personal Brand (Members Only, Limited Space) (Sold Out)

This program is designed for all levels, managers and practitioners, who want to understand what personal branding is and how it fits into career development.

Speakers: Curt Wang - Executive Coach and Change Leadership, Branding & Influence Expert


2/10/2016
11:30 AM
Distinguished Speaker Series: John Rogers, Jr.

Headquartered in Chicago, Ariel Investments offers six no-load mutual funds for individual investors and defined contribution plans as well as separately managed accounts for institutions and high net worth individuals.

Speakers: John Rogers, Jr. - Founder, Chairman, Chief Executive Officer and Chief Investment Officer, Ariel Investment


2/10/2016
3:30 PM
February Investment Exchange Forum (Members Only, Limited Space)
Professional services: staffing, advertising, outsourcing, back-office processing

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


2/12/2016
12:00 PM
February Job Seeker's Forum, 10 and under (Members Only, Limited Space) (Only 2 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.


2/16/2016
4:00 PM
February Book Club Meeting
Discuss The Age of Cryptocurrency: How Bitcoin and Digital Money are Challenging the Global Economic Order by Paul Vigna and Michael J. Casey

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.


2/22/2016
5:30 PM
February Special Situations Research Forum (Members Only, Limited Space)
Topic: NexPoint Residential Trust (NXRT)

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


2/23/2016
3:30 PM
Smart Beta: Smoke and Mirrors or the Next Generation of Investing?

Smart beta strategies continue to attract curiosity, headlines, and assets from both institutional and high net worth investors. Come join the smart beta debate and hear from leading asset managers, institutional investors, and investment consultants.

Speakers: Craig Lazzara, CFA - Global Head of Index Investment Strategy for S&P Dow Jones Indices; Eugene Podkaminer, CFA - SVP, Capital Markets Research, Callan Associates; Trey Heiskell, CFA - Managing Director, BlackRock's Factor-Based Strategies Group; Mehmet Bayraktar - Managing Director, Global Head of Multi Asset Class Research, MSCI; Michael Hunstad, Ph.D. - Senior Vice President and Director of Quantitative Research, Northern Trust Asset Management; David Underwood - Assistant Chief Investment Officer, Arizona State Retirement
Moderator: Ben Johnson, CFA - Director of Global ETF Research and Editor of Morningstar ETFInvestorSM



2/25/2016
5:00 PM
CFA Chicago Monthly Networking Happy Hour
Randolph Tavern

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


3/3/2016
5:00 PM
CFA Chicago Euchre Tournament

Here's the deal! This tournament is open to members and nonmembers so feel free to register a friend.


3/9/2016
11:30 AM
Distinguished Speaker Series: John Miller, CFA
State of the State (and City of Chicago)

Nuveen Asset Management's Co-head of Fixed Income and Head of Municipals, John Miller, CFA will address the current fiscal challenges faced by the city of Chicago and state of Illinois.

Speakers: John V. Miller, CFA - Co-Head of Fixed Income, Nuveen Asset Management


3/9/2016
3:30 PM
March Investment Exchange Forum (Members Only, Limited Space)
Consumer goods: food & beverage, household items, confectionary, cigarettes

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


3/11/2016
11:00 AM
Professional Development: CFA Chicago Career Fair (Members Only)
Career Crossroads: A Showcase of Opportunities

Don't miss this opportunity to meet with representatives from Chicago's top investment firms. This exclusive members-only event is one of our most popular career development events of the year and is FREE for all members.


3/15/2016
4:00 PM
March Book Club Meeting
Discuss: My Side of the Street: Why Wolves, Flash Boys, Quants, and Masters of the Universe Don't Represent the Real Wall Street by Jason DeSena Trennert

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.


3/24/2016
5:00 PM
CFA Chicago Monthly Networking Happy Hour
Side Bar Grille

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


3/28/2016
6:00 PM
March Special Situations Research Forum (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


4/6/2016
8:30 AM
CFA Society Chicago 2016 Annual Conference
Saving America's Retirement System

The U.S. retirement system has become increasingly unstable. The program will discuss factors leading to today's dire situation along with public policy and private sector solutions to provide adequate retirement income for millions of Americans.

Speakers: Keynotes: Michael Falk, CFA, CRC; Hon. Joshua Gotbaum; Roger Lowenstein


5/11/2016
11:30 AM
Distinguished Speaker Series: Liz Ann Sonders

Program details to be announced.

Speakers: Liz Ann Sonders - Chief Investment Strategist, Charles Schwab


6/14/2016
11:30 AM
Distinguished Speaker Series: Charlie Dreifus, CFA
The State Of Disciplined Value Investing

Charlie Dreifus, CFA, will discuss the current challenges and opportunities facing investors in this asset class.

Speakers: Charlie Dreifus, CFA - Portfolio Manager and Principal, Royce & Associates, LLC


Past Events

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

Non-CFA Chicago Investment/Finance Events