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

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.

3:30 PM
December Investment Exchange Forum (Members Only, Limited Space)
Latin America

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

4:00 PM
December Book Club Meeting
Discuss: Devil Take the Hindmost: a History of Financial Speculation by Edward Chancellor

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.

7:00 PM
CFA Society Chicago Winter Indoor Co-Ed Soccer Team *Only female spots left (Only 1 spot(s) available)

Join your colleagues and Player Sports & Social Group on Thursday nights for game time! Take your talent indoors at Mercy Soccer Center located in the West Loop.

3:30 PM
Vault Series: Melissa Brown, CFA

Melissa Brown generates unique insights into risk trends by consolidating and analyzing data on market and portfolio risk. Brown's perspectives help both clients and prospects to better understand and adapt to the constantly changing risk environment.

Speakers: Melissa Brown, CFA - Senior Director of Applied Research, Axioma

4:00 PM
Diversity Improves Your Bottom Line and How You Can Achieve More of It

Andie and Al offer simple, unique, and highly effective techniques for dealing with the unconscious biases pervade even the best intentioned organizations.

Speakers: Andrea S. Kramer - Partner, McDermott Will & Emery, LLP; Alton B. Harris - Nixon Peabody, LLP

11:30 AM
Distinguished Speaker Series: Will McLean, CFA
The Endowment Model in a Low Return World

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.

Speakers: William H. McLean, CFA - Vice President and Chief Investment Officer, Northwestern University

4:30 PM
Starting Your Own RIA Firm (Members Only)

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.

Speakers: 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

3:30 PM
Vault Series: David Ranson

David Ranson, is the president and director of research at HCWE & Co. (formerly Wainwright Economics), an independent investment research firm now located in Cambria, California.

Speakers: David Ranson - President and Director of Research, HCWE & Co.

3:30 PM
Vault Series: Doug Ramsey, CFA

In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Ramsey maintains the firm's proprietary Major Trend Index

Speakers: Doug Ramsey, CFA, CMT - Chief Investment Officer, The Leuthold Group, LLC; Co-Portfolio Manager, Leuthold Core Investment Fund and Leuthold Global Fund

Past Events

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

Non-CFA Chicago Investment/Finance Events