Event Detail

How CFA Charterholders Can Become Investment-Grade Writers (Members Only) (Ended)

Date, Time, and Location:
Wednesday, August 16, 2017 (add this event to your Outlook Calendar)
4:00 pm - 6:00 pm
33 N. LaSalle Street, Lower Level (Vault), Chicago, IL  60602   (Driving Directions)

Program Description:
Learn how portfolio managers, analysts, and other investment professionals can enhance the returns of their writing efforts by following a disciplined, repeatable process.

In an era of information overload, being able to succinctly articulate an investment thesis is a critical skill for portfolio managers, analysts, product specialists, and other CFA charterholders. But for many investment professionals, turning their ideas into white papers, blogs, client letters, or even emails is an inefficient, time-consuming, and frustrating exercise. In this interactive session, veteran financial writer Scott Wentworth will explain how investment professionals can improve their writing skills by doing something that already comes naturally to them: following a process. Scott will explain the steps of the process that he and other professional writers use, and discuss how "non-writers" can adapt these principles to whatever forms of writing they are required to tackle in their jobs.

Attendees will learn how to:

  • Develop an efficient writing process that fits their personal style and job requirements
  • Incorporate elements of journalism and storytelling into their written communications
  • Use "writing hacks" to avoid common pitfalls
  • Develop a compelling story around their investment thesis
  • Eliminate the fear of staring at a blank screen

Scott Wentworth - Founder and Head Financial Writer, Wentworth Financial Communications

Members - FREE
Student Member - FREE
(member pricing underwritten by CFA Chicago)

Attire: Business Casual

Menu: Refreshments & light snacks

Registration: Register online below

CFA Institute Qualified Activity: Eligible for 1 credit hour

4:00 - 4:30 pm - Registration and Networking
4:30 - 6:00 pm - Program

Hosted by: Professional Development Advisory Group

Speaker Bios:

Scott Wentworth Scott Wentworth founded Wentworth Financial Communications in 2015 after serving as the head marketing writer at William Blair & Company, a global asset management and investment banking firm. Wentworth and the team of writers and editors at WFC help companies articulate their expertise through white papers, newsletters, blogs, and other forms of content marketing. Since 2012, he has been an adjunct lecturer at Northwestern University's Medill School of Integrated Marketing Communications, teaching graduate-level courses in communications and finance. Scott has been involved with Tutoring Chicago since 2005, first as a volunteer tutor and now as a member of the board of directors. Wentworth earned his B.S. in economics from the University of Illinois and M.S. in journalism from Northwestern University's Medill School of Journalism. He passed the Certified Financial Planner exam in 2009 and earned his Claritas certificate from the CFA Institute in 2013.

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, Aug. 10. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

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.