Event Detail

CFA Institute: 2017 Annual Financial Analysts Seminar (Ended)

Hosted with CFA Society Chicago

Date, Time, and Location:
Thursday, July 27, 2017 (add this event to your Outlook Calendar)
7:30 am
Gleacher Center, University of Chicago, 450 N Cityfront Plaza Dr, Chicago, IL  60611   (Driving Directions)

Program Description:
Join us for the renowned 62nd Annual Financial Analysts Seminar (FAS) on 24-27 July 2017 at the University of Chicago's Gleacher Center. Internationally-recognized as one of the most comprehensive continuing professional development programs for global investors, the FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics. FAS is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.


  • Alternative Investments
  • Behavioral Finance
  • Economics
  • Financial Statement Analysis
  • Fixed Income
  • Portfolio Management
  • Private Wealth Management
  • Standards, Ethics, and Regulations (SER)

Christopher J. Ailman; George (Yiorgos) Allayannis; Teresa C. Barger; Craig Bodenstab, CFA; Michael S. Falk, CFA; Martin S. Fridson, CFA; Heidi K. Gardner; William N. Goetzmann, Wesley R. Gray; Joanne M. Hill; David M. Jones; Adrian F. Lee; Russell Napier, ASIP; Katherine Nixon, CFA; Maureen O'Hara; Brian D. Singer, CFA; Amir Sufi; Anne B. Walsh, CFA; Stephen Wendel; Sam Zell

CFA Institute Members/CFA Program Candidates: US$2,995
CIPM Certificants/Candidates: US$2,995
Claritas Certificants/Candidates: US$2,995
Non-Member: US$3,495
Group: US$2,495 (three delegate minimum; additional discounts do not apply)

Register by June 20 and save US$500

CFA Society Chicago members can save $350 (Use code FAS-17).

CFA Institute Qualified Activity: Fulfill all of your CE credits and more for 2017 through this one unique educational event, which qualifies for 27 credit hours, inclusive of 5 hours in the content areas of Standards, Ethics, and Regulations (SER). For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

Attire: Casual attire

Registration: Register Online with CFA Institute
Agenda: View the Full Agenda

Your Registration Fee Includes: Morning coffee, refreshment breaks, lunches, networking receptions, the opportunity to meet with investment colleagues and speakers from around the world, access to presentation materials online, and conference materials

Cancellation Policy: A cancellation fee of US$250 applies for all cancellations made after 17 July 2017. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

For groups, if a cancellation brings a group's delegate count below three and a substitute is not available, regular rates will apply to the remaining delegates and all cancellation fees and deadlines above will be applicable.

Hotel Information: CFA Institute has arranged for a special group rate at the InterContinental Chicago. Reservations should be made directly with the hotel. You must refer to the "CFA Institute group" when contacting the hotel, and reservations should be made by Tuesday, 20 June 2017 to take advantage of the discounted rate. The CFA Institute rate at the InterContinental Chicago is US$242, subject to availability.

InterContinental Chicago
505 North Michigan Avenue
Chicago, Illinois 60611
Tel: +1 (312) 944 4100 or +1 800 628 2112

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Please Note: Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/or copies of sessions at CFA Institute events without the express written permission of CFA Institute.

Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs.

CFA Institute does not assume responsibility or liability for stolen, lost, or damaged personal property.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.