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 firstname.lastname@example.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.
William H. McLean, CFA was appointed Vice President and Chief Investment Officer for Northwestern University in January 2002. He is responsible for managing the University's $9.7 billion diversified portfolio.
William H. McLean, CFA - Vice President and Chief Investment Officer, Northwestern University
This event will provide an introduction to the logistics and process of starting an RIA. Panelists will share their general insights and discuss the considerations, challenges and benefits from their specific experiences.
Chris Abraham - Founder, CVA Investment Management; Gautam Dhingra, CFA - Founder, High Pointe Capital Management; Bob Finely, CFA, CFP - Principal, Virtue Asset Management; GJ King, President - RIA in a Box
Moderator: Jenifer Aronson, CFA - Managing Partner, Mosaic Fi, LLC
Cheer on teams of student from area universities as they compete in the local level of the CFA Institute Research Challenge hosted by CFA Society Chicago! The competition kicked off October 28th and is now down to the final teams.
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.
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.
Michelle Wucker - Author of The Gray Rhino: How to Recognize and Act on the Obvious Dangers We Ignore
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.
Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management
As chairman and architect of the firm's equity investment philosophy, Richard Driehaus has overall responsibility for ensuring the integrity of the philosophy and reviewing absolute and relative investment performance of various strategies.
Richard H. Driehaus, Founder - Driehaus Capital Management LLC
Join us for our 11th Annual Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance.
Basili Alukos, Assistant Vice President, Morningstar Credit Ratings, LLC; Bradley Bass, Private Wealth Advisor & Executive Director, Morgan Stanley; Daniel Busiel, Head of Allstate Investment's Portfolio Management Group; Matt Dmytryszyn, Principal & Senior Research Analyst, LaSalle Street Capital Management; Dan Jarema, Senior RIA Consultant, OppenheimerFunds; Patrick Konicki, Fundamental Credit Analyst, Magnetar Capital; Paul Newsome, Managing Director & Senior Insurance Analyst, Sandler O'Neill + Partners, L.P.
Christian Reel, Analyst, Albourne; Kevin Ross, Portfolio Manager & Research Analyst, Advisory Research; Saumin Shah, Trader, Global Quantitative Strategy, Citadel LLC; David Smith, Managing Partner, Marquette Associates; Dave Worniak, Second Vice President & Senior Research Analyst, Northern Trust Asset Management
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