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
3/5/2015
5:00 PM
A Conversation with Michelle Seitz, CFA (Limited Space) (Only 7 spot(s) available)
Charting the Way

We are delighted to have Michelle Seitz, CFA, Head of Investment Management, William Blair & Company as our speaker. Structured as an intimate and conversational chat, Seitz will discuss strategies for women to achieve success in their careers.

Speakers: Michelle Seitz, CFA - Head of Investment Management, William Blair & Co.
Moderator: Krista McLeod, CFA - Partner & COO, Silverpath Capital Management



3/11/2015
12:00 PM
March Investment Exchange Forum (Members Only, Limited Space)
Non-bank Financials

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


3/13/2015
12:00 PM
March Job Seeker's Forum, 10 + (Members Only, Limited Space) (Only 6 spot(s) available)

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.


3/17/2015
4:00 PM
March 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.


3/20/2015
11:00 AM
Career Management: CFA Chicago Career Fair (Members Only)
Career Crossroads: A Showcase of Opportunities

Meet with representatives from Chicago's top investment firms at one of our most popular career development events. Representatives from Kaplan Schweser will also be present to provide candidates with information on their CFA courses and services.


3/20/2015
3:00 PM
NCAA Basketball March Madness Networking

Escape your office, cheer on your favorite team, and watch the second round of the NCAA March Madness tournament on big screen TVs at Blackfinn Ameripub. Support your favorite team by wearing their colors.


3/26/2015
5:00 PM
CFA Chicago Monthly Networking Happy Hour

Join your colleagues and unwind from your workday for a networking happy hour at Townhouse Restaurant & Wine Bar.


4/8/2015
12:00 PM
April 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


4/10/2015
12:00 PM
April 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.


4/15/2015
9:00 AM
Insurance Industry Primer and Basic Insurance Modeling with Wall Street Training

The first part of this course, we will present a primer on analyzing insurance companies and their financial statements. In the second part, we will build a basic insurance company financial model that builds upon the Insurance Industry Primer section.

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


4/15/2015
12:00 PM
Distinguished Speaker Series: Jan Hatzius - Chief Economist, Goldman Sachs
Outlook on U.S. Economy

Jan Hatzius Chief Economist at Goldman Sachs will discuss the outlook on U.S. economy.

Speakers: Jan Hatzius - Chief Economist, Goldman Sachs


4/16/2015
5:00 PM
Pizza Tossing Class @ Bar Toma

Bar Toma restaurant is offering a unique interactive experience. This two-hour event is hosted by their expert executive chef, Erik Freeberg. During the class he will guide you through the basics of making and tossing pizza dough.


4/21/2015
4:00 PM
April 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.


4/23/2015
12:00 PM
Distinguished Speaker Series: Don Yacktman
Viewing Stocks as Bonds

Don Yacktman is the president of Yacktman Asset Management and the co-manager of the Yacktman Fund and the Yacktman Focused Fund. Yacktman started the firm in 1992 after nearly 10 years as portfolio manager of the Selected American Shares Mutual Fund.

Speakers: Don Yacktman - President, Yacktman Asset Management


4/23/2015
5:00 PM
CFA Chicago Monthly Networking Happy Hour

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


5/7/2015
12:00 AM
CFA Chicago Annual Conference 2015: Emerging Opportunities in Latin America

Latin America represents an increasingly important economic region in the world. By 2020, the IMF predicts that Brazil and Mexico will rank among the top ten GDP countries globally.

Speakers: Ernesto Zedillo - President of Mexico (1994-2000), Director of the Yale Center for the Study of Globalization


5/14/2015
11:45 AM
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.


5/18/2015
12:00 PM
May Job Seeker's Forum, 10 + (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.


5/19/2015
4:00 PM
May 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.


5/21/2015
12:00 PM
Distinguished Speaker Series: Tad Rivelle - Chief Investment Officer, Fixed Income, TWC

Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing over $100 billion in fixed income assets, including nearly $60 billion of mutual fund assets under the TCW and MetWest Funds brand.

Speakers: Tad Rivelle - Chief Investment Officer, Fixed Income, TWC


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.


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.


6/16/2015
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.


6/24/2015
12:00 PM
Distinguished Speaker Series: Steve Romick, CFA

Steve Romick is Co-Managing partner of First Pacific Advisors, LLC, a Los Angeles-based investment manager with approximately $33 Billion under management in equity, fixed income, and alternative strategies.

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.


Past Events

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

Non-CFA Chicago Investment/Finance Events