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
5/4/2016
11:45 AM
CFA Chicago Progressive Networking Luncheon (Members Only, Limited Space) (Sold Out)

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


5/11/2016
3:30 PM
May Investment Exchange Forum (Members Only, Limited Space)
Big Data: Internet of things, data centers/storage, software, etc.

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


5/13/2016
12:00 PM
May Job Seeker's Forum, 10 and over (Members Only, Limited Space) (Only 6 spot(s) available)

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.


5/14/2016
8:15 AM
Schweser Live Mock Exam, All Levels

The Schweser Live Mock Exam is a proctored 6-hour classroom exam designed to match the format, topic weightings, and level of difficulty of the actual CFA® exam. It helps develop your test-taking skills and identify your weak areas.


5/17/2016
4:00 PM
May Book Club Meeting
Discuss: The Green and the Black: The Complete Story of the Shale Revolution, the Fight over Fracking, and the Future of Energy by Gary Sernovit

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.


5/18/2016
3:30 PM
Putting Investors First
A Discussion on the Current Investment Regulatory and Ethical Environment

As part of this year's "Putting Investors First" initiative, CFA Society Chicago invites you to join us for a panel discussion focusing on regulatory issues and ethical mandates.

Speakers: Jonathan A. Boersma, CFA - Head Professional Standards, CFA Institute; David A. Hershey, CFA - U.S. Securities and Exchange Commission; Brian A. Thompson - Founder, Black & Essington Ventures, LLC and Black & Essington Solutions, LLC
Moderator: Darin Goodwiler - Chief Compliance, Risk and Ethics Officer, CFA Institute



5/20/2016
8:30 AM
Professional Headshot Photo Session (Members Only) (Sold Out)

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


5/23/2016
5:30 PM
May Special Situations Research Forum (Members Only, Limited Space)
Interval Leisure Group, Inc. (IILG)

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


5/24/2016
4:00 PM
Building My Brand: Soft Skills for Success (Members Only, Limited Space)
Thrive Personally, Professionally and Financially

Hard skills, soft skills - what are they? Be a part of an interactive discussion around this subject and more.

Speakers: Melissa Ford, Business and Life Coach


5/26/2016
5:00 PM
CFA Chicago Monthly Networking Happy Hour

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


6/6/2016
11:30 AM
Company Presentation: AstraZeneca
What Science Can Do

AstraZeneca is a global, innovation-driven biopharmaceutical business that focuses on the discovery, development and commercialization of prescription medicines.

Speakers: Paul Hudson, President, AstraZeneca US and Executive Vice President, North America


6/7/2016
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 two free drinks.


6/8/2016
3:30 PM
June Investment Exchange Forum (Members Only, Limited Space)
Financials: Banks, asset managers, payment processing

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


6/8/2016
5:00 PM
Managing Volatility - The New Normal

CFA Chicago in conjunction with the Options Industry Council (OIC) will be hosting two panel discussions at the Chicago Board Options Exchange.

Speakers: Moderators: Joe Burgoyne III - Director, Institutional and Retail Education, Options Industry Council; Russell Rhoads, CFA - Director of Program Development, Options Institute, Chicago Board Options Exchange


6/9/2016
9:00 AM
Wall Street Training: Distressed Investing Overview & Distressed Financial Modeling

Learn how to model and value distressed companies and securities undergoing restructuring or bankruptcy process.

Speakers: Hamilton Lin, CFA - Founder & CEO, Wall St. Training


6/10/2016
12:00 PM
June 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.


6/14/2016
11:30 AM
Distinguished Speaker Series: Charlie Dreifus, CFA
The State Of Disciplined Value Investing

Charlie Dreifus, CFA, will discuss the current challenges and opportunities facing investors in this asset class.

Speakers: Charlie Dreifus, CFA - Portfolio Manager and Principal, Royce & Associates, LLC


6/15/2016
4:00 PM
Risk Management
Elements of best practice on risk management

Can you afford not to manage risk? As central bank of Japan and ECB continue to ease monetary policy, while the FED normalizes monetary policy - the global market volatility has been on the rise.

Speakers: Mike Edleson, CFA - Chief Risk Officer, The University of Chicago Endowment Fund; David Kuenzi, CFA - Partner and Managing Director, Aurora Investment Management; Jennifer N. Stacks, Ph.D. - Head of Risk Management, Managing Director, Grosvenor Capital Management
Moderator: Michelle McCarthy - Managing Director, Nuveen Investments



6/16/2016
4:30 PM
Industry Roundtables (Members Only)

Join us for our 10th Annual Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance.

Speakers: Doug Baker, Nuveen Investments; Scott Clancy, Northwestern Endowment; Larry Cook, UBS; Benjamin Johnson, Summit Trail Advisors; Travis Miller, Morningstar; Saidal Mohmand, Grizzly Rock Capital; David Ortiz, BMO; Kevin Ross, Advisory Research; Dave Sahota, 7 Eagle Trading; Marie Winters, Northern Trust


6/21/2016
4:00 PM
June Book Club Meeting
Discuss: Age of Ambition: Chasing Fortune, Truth, and Faith in the New China by Evan Osnos

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.


6/22/2016
6:00 PM
CFA Chicago Summer Co-Ed Kickball Team, Reg. Closes June 8
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 league in Chicago!


6/23/2016
5:00 PM
Informal Happy Hour

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


6/27/2016
5:30 PM
June Special Situations (Members Only, Limited Space)
Topic: TBD

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


7/8/2016
12:00 PM
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.


7/13/2016
11:30 AM
Distinguished Speaker Series: Liz Ann Sonders
Economic and Market Outlook

As markets digest the beginning of a Fed rate hike cycle, negative rates globally and an unprecedented political uncertainty, we're likely to see continued bouts of volatility.

Speakers: Liz Ann Sonders - Chair, Investment Committee, Windhaven Investment Management, Inc.


7/13/2016
3:30 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: Doug Nguyen, Alpha Capital Partners; Nick Redmond; Oculus Asset Management


7/19/2016
4:00 PM
July Book Club Meeting
Discuss: TBD

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.


7/25/2016
5:30 PM
July Special Situations (Members Only, Limited Space)

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


7/28/2016
5:00 PM
Informal Happy Hour

Join your colleagues and unwind from your work day 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