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
4/24/2014
3:00 - 6:00 pm
Strategic Corporate Governance: A New Model for Capitalism & Long Term Value Creation
Blackrock, McKinsey, UAW - Executive Compensation: Is the Board the Problem with Performance and Pay?

Seventy-five percent of the 1,000 largest USA companies do not have the management structure, metrics and long-term incentives for growth, innovation and long-term value creation. The short-term focus of many boards is a barrier to creating future value.

Speakers: Michelle Edkins - Global Managing Director, Corporate Governance, Blackrock; Meredith Miller - Chief Governance Officer, UAW Benefits Trust; Glen Welling - CEO, Engaged Capital, former Relational Investors Moderator: Mark Van Clieaf - Partner, Organizational Capital Partners
Keynote: Tim Koller - Partner, McKinsey & Company



4/25/2014
12:00 pm
April Investment Exchange Forum (Members Only, Limited Space)
Growth Investing

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: Nick Detchev - Fixed Income Analyst, Segall Bryant & Hamill; Adam Fleck, CFA - Associate Director of Research for the industrials team, Morningstar


4/29/2014
12:00 pm
Distinguished Speakers Series: David Rosenberg, Chief Economist and Strategist, Gluskin Sheff and Associates
The Year of the Horse... Breaking out of the gates

CFA Society Chicago presents a Distinguished Speaker Series Luncheon with David Rosenberg.

Speakers: David Rosenberg - Chief Economist and Strategist, Gluskin Sheff and Associates


5/1/2014
11:30am - 6:30pm
CFA Chicago Annual Conference 2014
Adapting Investment Strategies to a Changing World

This new macro-driven investment climate has increased scrutiny of traditional portfolio management practices. Discover post global financial crisis investment opportunities and strategies.

Speakers: Ian Bremmer - President and Founder, Eurasia Group; Brian Singer, CFA - Partner and Head of the Dynamic Allocation Strategies, William Blair and Company


5/9/2014
12:00 pm
May Job Seeker's Forum, 10 + (Members Only, Limited Space)

Looking for a new job? Want to gather insight on search strategies, techniques and skills necessary to land the job you're looking for? The CFA Society Chicago Job Seeker's Forum provides members with potential new opportunities and employment resources.


5/13/2014
4:30 - 6:30 pm
Senior Leaders Cocktail Reception (Invitation Only, Members Only)

Join us at Roka Akor Chicago for a cocktail reception and the rare opportunity to taste some of the finest and rarest sakes.


5/14/2014
11:45 am - 1:30 pm
Progressive Networking Luncheon (Members Only, Limited Space)

Tap into the networking power of influential CFA Chicago members by joining us for a progressive networking luncheon.


5/16/2014
12:00 pm
May Investment Exchange Forum (Members Only, Limited Space)
Agricultural Investing for Lower Farm Income

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: Nick Detchev - Fixed Income Analyst, Segall Bryant & Hamill; Adam Fleck, CFA - Associate Director of Research for the industrials team, Morningstar


5/17/2014
9:00am - 4:00pm
Schweser Live Mock Exam - Level I, II, III

The Schweser Live Mock Exam is designed to test your knowledge and identify your weak areas by simulating the exam day experience. It is as close to the actual CFA exam in format, content, difficulty, and length as we can make it.


5/22/2014
4:00 - 5:30 pm
May Book Club Meeting
Clash of Cultures: Investment vs. Speculation by John Bogle

The CFA Society Chicago Book Club is an excellent way to discuss financial literature. Meet at the CFA Society Chicago Office or join the group by conference call.


5/22/2014
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


5/28/2014
5:00 - 7:15 pm
Geithner and Paulson: Reflections on Financial Crises

Join Paulson as he interviews Geithner about his book, Stress Test: Reflections on Financial Crises, including the key players, political battles, and events that continue to shape the US and global financial system today.

Speakers: The Honorable Timothy F. Geithner - former Secretary, United States Department of the Treasury; The Honorable Henry M. Paulson, Jr., - Chairman, The Paulson Institute; former Secretary, United States Department of the Treasury


6/3/2014
5:00 - 7:00 pm
10 Leadership Lessons from Women MAKERS

What does it take to be a groundbreaker? Award-winning executive producer Betsy West shares behind-the-scenes stories and surprising insights from interviews with the most influential women in America.

Speakers: Betsy West - Associate Professor of Professional Practice, Columbia University Graduate School of Journalism


6/11/2014
5:00 - 6:30 pm
CFA Candidates' Post-Exam Party (Private Invitation Only)

Take time to unwind and relax with fellow June 2014 exam candidates at our post-exam party.


6/13/2014
12:00 pm
June Job Seeker's Forum, 10 and under (Members Only, Limited Space)

Looking for a new job? Want to gather insight on search strategies, techniques and skills necessary to land the job you're looking for? The CFA Society Chicago Job Seeker's Forum provides members with potential new opportunities and employment resources.


6/19/2014
12:00 - 1:00 pm
Distinguished Speakers Series: Rob Arnott, Chairman & CEO, Research Affiliates

Over his 30-year career, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success has resulted in a reputation as one of the world's most provocative practitioners and respected financial analysts.

Speakers: Rob Arnott - Chairman & CEO, Research Affiliates


6/20/2014
12:00 pm
June 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: Nick Detchev - Fixed Income Analyst, Segall Bryant & Hamill; Adam Fleck, CFA - Associate Director of Research for the industrials team, Morningstar


6/25/2014
9:00 am
Integrated Oil & Gas Industry: Financial Modeling with Wall Street Training

In this abridged version of our full blown oil & gas integrated analysis, we explain the various sectors and subsectors of an E&P company with our short introductory primer to familiarize the concepts and terminology.

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


6/25/2014
6:00 - 8:30 pm
CFA Chicago Summer Co-Ed Kickball Team, Reg. Closes June 11 (Only 7 spot(s) available)

Get a real kick out of Chicago's best kickball league in the city! Register and enjoy the weather in this outdoor recreational kickball league at Skinner Park.


6/26/2014
4:00 - 5:30pm
June Book Club Meeting
Markets Never Forget (But People Do) by Ken Fisher

The CFA Society Chicago Book Club is an excellent way to discuss financial literature. Meet at the CFA Society Chicago Office or join the group by conference call.


6/26/2014
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


6/27/2014
12:00 - 1:00 pm
Distinguished Speakers Series: Axel A. Weber, Chairman, UBS

Axel Weber was elected to the Board of Directors at the 2012 AGM and was thereafter appointed Chairman of the BoD. He has chaired the Governance and Nominating Committee since 2012 and became chair of the Corporate Responsibility Committee in 2013.

Speakers: Axel Weber - Chairman, UBS


7/11/2014
Noon - 1:30 pm
July Job Seeker's Forum, 10 + (Members Only, Limited Space)

Want to gather insight on job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum is a supportive environment to provide members with potential new opportunities and resources to find employment.


7/18/2014
Noon - 1:30 pm
July 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: Nick Detchev - Segall Bryant & Hamill; Adam Fleck, CFA - Morningstar



7/21/2014
July 21 - 24, 2014 7:30 am
CFA Institute: Financial Analysts Seminar
Hosted with CFA Society Chicago

With a powerful assembly of speakers and experts, there is no better chance to sharpen your practical skills and focus on current market conditions than the 2014 Financial Analysts Seminar.

Speakers: George (Yiorgos) Allayannis, Charles S. Bath, CFA, David R. Beatty, CFA, Jerome Booth, Charles B. Burkhart, Jr., Leo de Bever, Stuart M. Essig, Marc Faber, Deborah A. Fuhr, David M. Jones, Jan G. Loeys, Richard A. Marin, Bethany McLean, Bruce Richards, Richard L. Sandor, Thomas R. Schneeweis, Marc P. Seidner, CFA, Jason Stevens, Amir Sufi, Justin Wolfers, Sam Zell


7/24/2014
4:00 -5:30pm
July Book Club Meeting
Red Ink: Inside the High-Stakes Politics of the Federal Budget by David Wessell

The CFA Society Chicago Book Club is an excellent way to discuss financial literature. Meet at the CFA Society Chicago Office or join the group by conference call.


7/24/2014
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


8/8/2014
Noon - 1:30 pm
August Job Seeker's Forum, 10 and under (Members Only, Limited Space)

Want to gather insight on job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum is a supportive environment to provide members with potential new opportunities and resources to find employment.


8/15/2014
Noon - 1:30pm
August 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: Nick Detchev - Segall Bryant & Hamill; Adam Fleck, CFA - Morningstar


8/28/2014
4:00 - 5:30pm
August Book Club Meeting
Why Moats Matter: The Morningstar Approach to Stock Investing

The CFA Society Chicago Book Club is an excellent way to discuss financial literature. Meet at the CFA Society Chicago Office or join the group by conference call.


8/28/2014
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


9/12/2014
Noon - 1:30 pm
September Job Seeker's Forum, 10 + (Members Only, Limited Space)

Want to gather insight on job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum is a supportive environment to provide members with potential new opportunities and resources to find employment.


9/19/2014
Noon - 1:30pm
September 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: Nick Detchev - Segall Bryant & Hamill; Adam Fleck, CFA - Morningstar


9/24/2014
12:00 - 1:00 pm
Distinguished Speakers Series: David Herro, CFA, Partner, Portfolio Manager & CIO, International Equity, Harris Associates

David Herro has been managing international portfolios since 1986, previously managing international portfolios for The State of Wisconsin Investment Board and The Principal Financial Group.

Speakers: David Herro, CFA - Partner, Portfolio Manager & CIO, International Equity, Harris Associates


9/25/2014
4:00 - 5:30 pm
September Book Club Meeting
Lords of Finance: The Men Who Broke the World by Liaquat Ahamed

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts.


9/25/2014
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


10/10/2014
Noon - 1:30 pm
October Job Seeker's Forum, 10 and under (Members Only, Limited Space)

Want to gather insight on job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum is a supportive environment to provide members with potential new opportunities and resources to find employment.


10/17/2014
Noon - 1:30pm
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: Nick Detchev - Segall Bryant & Hamill; Adam Fleck, CFA - Morningstar


10/23/2014
4:00 - 5:30 pm
October Book Club Meeting
Economics of Good and Evil: The Quest for Economic Meaning from Gilgamesh to Wall Street

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts.


10/23/2014
5:00 pm
CFA Chicago Monthly Networking Happy Hour

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


11/14/2014
Noon - 1:30 pm
November Job Seeker's Forum, 10 + (Members Only, Limited Space)

Want to gather insight on job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum is a supportive environment to provide members with potential new opportunities and resources to find employment.


11/20/2014
4:00 - 5:30 pm
November Book Club Meeting

Meet local authors, explore 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 the informal environment provided by the book club.


11/21/2014
Noon - 1:30pm
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: Nick Detchev - Segall Bryant & Hamill; Adam Fleck, CFA - Morningstar


12/4/2014
9:00 am
Advanced Financial Modeling - Core Model with Wall Street Training

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 St. Training


12/12/2014
Noon - 1:30 pm
December Job Seeker's Forum, 10 and under (Members Only, Limited Space)

Want to gather insight on job search strategies, techniques and skills necessary to land the job you are looking for? The Job Seeker's Forum is a supportive environment to provide members with potential new opportunities and resources to find employment.


12/18/2014
4:00 pm - 5:30 pm
December Book Club Meeting

Meet local authors, explore 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 the informal environment provided by the book club.


12/19/2014
Noon - 1:30pm
December 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: Nick Detchev - Segall Bryant & Hamill; Adam Fleck, CFA - Morningstar


Past Events

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

Non-CFA Chicago Investment/Finance Events