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
5/27/2015
8:30 AM
Professional Headshot Photo Session (Members Only)

Professional headshots are a great way to make your profile stand out, and are a visual representation of your personal brand. Register for a time slot, and get a new professional portrait.


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

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

Speakers: 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 at The Marq.


6/10/2015
3:30 PM
June Investment Exchange Forum (Members Only, Limited Space)
Topic: Consumer Staples

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


6/10/2015
5:00 PM
CFA Candidates' Post-Exam Party (Private Invitation Only)

Your hard work is finally done! Take time to unwind and relax with fellow candidates at our post-exam party. There will be networking and appetizers, along with a free drink.


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.


6/22/2015
5:00 PM
Annual Business Meeting & Networking Reception (Members Only)

All members are invited to attend the Annual Business Meeting for CFA Society Chicago, where we will present the nominated slate of Directors and Officers, recommended bylaws changes and provide a strategic overview of the organization.


6/23/2015
11:30 AM
CFA Women present Meredith Jones

Meredith Jones will discuss her book, Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too). Meredith will also discuss strategies for women to achieve fulfillment and success in their careers.

Speakers: Meredith Jones, MJ Alternative Investment Research; Kelly Chesney, Founders, Pluscios Capital Management; Connie Teska, Founder, Pluscios Capital Management; Fran Tuite, Portfolio Manager, RMB Capital Management LLC; Leah Zell, Founder and Principal, Lizard Investors; Thyra Zerhusen, Founder, Fairpointe Capital
Moderator: Kerry Jordan, CFA



6/24/2015
6:00 PM
CFA Chicago Summer Co-Ed Kickball Team, Reg. Closes June 11
The Chicago Sport and Social Club League

Are you ready to round the bases and head for home? If so then be prepared to have the best time in the largest kickball leagues in Chicago!


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.


7/7/2015
5:00 PM
Study Group Kick-off Party and Open House

The Level 1 December 2015 CFA exams will be here before you know it! You are invited to join leaders from CFA Chicago and members from Kaplan Schweser to find out how to best prepare for the CFA exam.


7/8/2015
3:30 PM
July Investment Exchange Forum (Members Only, Limited Space)
Topic: Leisure, Gaming, and Travel

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


7/14/2015
12:00 PM
Distinguished Speaker Series: Harry M. Jansen Kraemer, Jr.
Becoming a Values-Based Leader

Harry M. Jansen Kraemer, Jr. was named the 2008 Kellogg School Professor of the Year. Kraemer is the author of two bestselling leadership books.

Speakers: Harry M. Jansen Kraemer, Jr. - Executive Partner, Madison Dearborn Partners, and Clinical Professor of Management and Strategy at Northwestern University's Kellogg School of Management


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


7/21/2015
4:00 PM
July 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.


8/12/2015
3:30 PM
August Investment Exchange Forum (Members Only, Limited Space)
Topic: Transports

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


8/18/2015
4:00 PM
August 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.


Past Events

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

Non-CFA Chicago Investment/Finance Events