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
9/9/2015
2:00 PM
CFA Chicago Claritas Prep Program (Sold Out)
Fundamentals of Investing

CFA Chicago's popular Fundamentals of Investing course was updated and used as a guide for developing the new CFA Chicago Claritas Prep Program. This new program will still deliver a solid foundation of investment and financial industry information.

Speakers: Tom Digenan, CFA - Head of the US Equities at UBS; Michael Falk, CFA, CRC - Partner, Focus Consulting Group; Michele Gambera, Ph.D., CFA - Executive Director and Head of Quantitative Analysis, UBS Global Investment Solutions; Andrew Kominik, CFA - Quantitative Portfolio Analyst, William Blair; Ann Logue, CFA - Lecturer in finance, University of Illinois at Chicago; Chris Mier, CFA - Chief Strategist and Managing Director, Loop Capital Markets' Analytical Services Division (ASD); Joseph Vu, Ph.D., CFA - Associate Professor of Finance, DePaul University


9/9/2015
3:30 PM
September Investment Exchange Forum (Members Only, Limited Space)
Technology/Media

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


9/9/2015
5:30 PM
State Of The Unions: The EU and the US in the 21st Century (Sold Out)
Presented By: The Chicago Council on Global Affairs and CFA Society Chicago

Belgian Finance Minister Van Overtveldt argues that America's unique blend of historical, institutional, and sociological elements will allow it to dominate globally in the 21st century.

Speakers: Johan Van Overtveldt - Minister of Finance, Belgium, and Author


9/10/2015
11:30 AM
Distinguished Speaker Series: Dmitry Balyasny

Dmitry Balyasny will be discussing the stock picking environment as we head into 2016. He will discuss the difference between taking market risk (Beta) and taking stock specific risk (Alpha).

Speakers: Dmitry Balyasny, Managing Partner and Chief Investment Officer - Balyasny Asset Management


9/11/2015
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.


9/15/2015
4:00 PM
September Book Club Meeting

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.


9/16/2015
4:00 PM
Uncovering Value and Risk in Stressed Municipal Credits

Multiple states and cities are facing significant funding issues putting their ratings and ultimately their solvency at risk.

Speakers: Richard Ciccarone, President and CEO of Merritt Research Services, LLC; Bill Grady - Senior Portfolio Manager, Allstate Investments; Shawn P. O'Leary - Senior Vice President, Senior Research Analyst at Nuveen Investments
Moderator: Arlene Bohner - Senior Director, Fitch Ratings



9/24/2015
5:00 PM
Industry Networking Happy Hour (Members and Partner Orgs Only)

Join your colleagues and industry contacts for a networking happy hour at Boston Blackies.


9/29/2015
3:30 PM
September Special Situations Research Forum (Members Only, Limited Space)
Topic: American Capital Ltd (ACAS)

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


10/1/2015
11:30 AM
Distinguished Speaker Series: Kurt Summers

Kurt Summers, Chicago's newest City Treasurer, is the steward of the city's $7 billion dollar investment portfolio and is responsible for maintaining records and accounts of the city's finances.

Speakers: Kurt Summers, Chicago City Treasurer


10/6/2015
8:00 AM
Professional Headshot Photo Session (Members Only)

Register for a time slot, and get a new professional portrait.


10/9/2015
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.


10/14/2015
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


10/20/2015
4:00 PM
October 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.


11/10/2015
5:00 PM
CFA Society Chicago 29th Annual Dinner (Limited Space)

The 2015 Annual Dinner is our premier networking event of the year, bringing together over 1,000 investment professionals and key decision-makers.

Speakers: Mohamed El-Erian


11/11/2015
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


11/13/2015
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.


11/17/2015
4:00 PM
November 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.


12/8/2015
9:00 AM
Advanced Financial Modeling - Core Model with Wall Street Training

Learn to build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule.

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


12/11/2015
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.


Past Events

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

Non-CFA Chicago Investment/Finance Events