Event Detail

CFA Society Chicago 32nd Annual Dinner - Registration Closed (Ended)

Registration is Closed

Date, Time, and Location:
Thursday, October 25, 2018 (add this event to your Outlook Calendar)
5:00 pm - 9:00 pm
Hyatt Regency Chicago, 151 E. Wacker Drive, Chicago, IL  60601   (Driving Directions)

The 2018 Annual Dinner is our premier networking event of the year, bringing together over 1,000 investment professionals and key decision-makers. The Officers and Directors of CFA Society Chicago invite you to attend this year's event where you will have the opportunity to socialize with individual members, celebrate with the new class of CFA charterholders, and show support for the CFA designation and for the Society.

Richard H. Thaler
2017 Recipient of the Nobel Memorial Prize in Economic Sciences and the Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics 

The Hortense Friedman, CFA, Award for Excellence Recipient 2018: 
Brian D. Singer, CFA 
Head of Dynamic Allocation Strategies (DAS) Team, William Blair 

Registration: Online Only

Attire: Business Attire

Registration Deadline October 4
$125 per person through September 21
$175 per person after September 21
*New Charterholders - FREE

*Attention New Charterholders:
You are invited to attend the Annual Dinner at no charge courtesy of CFA Society Chicago. In order to take advantage of this special offer, you must be approved as a new Charterholder member and join CFA Institute and CFA Society Chicago by October 1, 2018. Please contact CFA Institute directly with any questions about your status at 800-247-8132.


Keynote Speaker: Richard H. Thaler

Richard H. Thaler is the 2017 recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics. Thaler studies behavioral economics and finance as well as the psychology of decision-making which lies in the gap between economics and psychology. He investigates the implications of relaxing the standard economic assumption that everyone in the economy is rational and selfish, instead entertaining the possibility that some of the agents in the economy are sometimes human. Thaler is the director of the Center for Decision Research, and is the co-director (with Robert Shiller) of the Behavioral Economics Project at the National Bureau of Economic Research.

Thaler is the co-author (with Cass R. Sunstein) of the global best seller Nudge (2008) in which the concepts of behavioral economics are used to tackle many of society’s major problems. In 2015 he published Misbehaving: The Making of Behavioral Economics. He has authored or edited four other books: Quasi-Rational Economics, The Winner's Curse: Paradoxes and Anomalies of Economic Life, and Advances in Behavioral Finance (editor) Volumes I and II. He has published numerous articles in prominent journals such as the American Economics Review, the Journal of Finance and the Journal of Political Economy.

Thaler is a member of the American Academy of Arts and Sciences, a Fellow of the American Finance Association and the Econometrics Society, and in 2015 served as the President of the American Economic Association.

Before joining the University of Chicago faculty in 1995 Thaler taught at the University of Rochester and Cornell as well as visiting stints at The University of British Columbia, the Sloan School of Management at MIT, the Russell Sage Foundation and the Center for Advanced Study in Behavioral Sciences at Stanford.

Originally from New Jersey, Thaler attended Case Western Reserve University where he received a bachelor's degree in 1967. Soon after, he attended the University of Rochester where he received a master's degree in 1970 and a PhD in 1974. He joined the Chicago Booth faculty in 1995.


The Hortense Friedman, CFA, Award for Excellence Recipient 2018: Brian D. Singer, CFA   

Brian Singer, CFA, is the head of William Blair’s Dynamic Allocation Strategies (DAS) team, on which he also serves as portfolio manager. Before joining William Blair in 2011, Singer was the head of investment strategies at Singer Partners, LLC. Before that, Singer was the head of global investment solutions and the Americas chief investment officer for UBS Global Asset Management, where he was a member of the UBS Group’s managing board and global asset management executive committee. Singer is extensively involved with the CFA Institute. He formerly served as a board member and chair of the CFA Institute board of governors. He is a member of CFA Society Chicago and a former chair and member of the CFA Institute Research Foundation Board of Regents, and in 2015, he received the CFA Institute’s Distinguished Service Award, which recognizes CFA members who have made a significant contribution to the CFA Institute through their leadership, exceptional stewardship, and outstanding service.

Singer has written extensively on global portfolio, currency, and performance issues, and co-wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson and Gilbert Beebower. In 2009 Singer was the lead author of Investment Leadership and Portfolio Management from Wiley Publishing. In 2015, Singer was inducted into the Performance and Risk Management Hall of Fame by The Spaulding Group. Singer serves on the endowment investment committee for Exeter College at Oxford University; he is chairman of the “Free to Choose Network,” which is inspired by the ideas of economist Milton Friedman; and he serves as a member of the Rehabilitation Institute of Chicago Keystone board. Singer received a B.A. in economics from Northwestern University and an M.B.A. from the University of Chicago’s Booth School of Business.


5:00 pm - 6:00 pm: General Cocktail Reception, Columbus Hall
6:00 pm - 8:00 pm: Dinner, Grand Ballroom
6:45 pm - 8:00 pm: Program, Grand Ballroom
8:00 pm - 9:00 pm: Post Dinner Networking Reception (cash bar), Columbus Hall

Menu: Vegetarian available upon request (must be made through registration process)

Hotel Accommodations:
A small block of rooms have been reserved for the evening of Thursday, Oct. 25, 2018 at a $229 rate (single/double occupancy). Reservations may be made, modified or canceled by individuals by calling central reservations at 1.888.421.1442 and refer to the CFA Society Chicago Dinner or book online at  https://book.passkey.com/go/CFASocietyChicago to receive the special rate. Reservations must be made on or before Sept. 25, 2018.

Transportation: $32 valet parking available at the hotel (mention CFA Society Chicago). Self-park is also available at garages within two blocks of the hotel (rates will vary).

Sponsorship - Showcase Your Firm:
Limited sponsorship opportunities available - For more information, view the 2018 Annual Dinner sponsorship brochure or contact Kim Augustyn at sponsorship@cfachicago.org.


Thank you to our 32nd Annual Dinner Sponsors! (Through September 28):

PREMIER (Sold Out)
Northern Trust
UBS Asset Management
William Blair

PLATINUM (2 Spots Left)
First Trust Portfolios, L.P.    
Mesirow Financial

GOLD (Sold Out)
Brookfield Asset Management
Calamos Investments 
Fitch Ratings
GCM Grosvenor
Harbor Capital Advisors
J.P. Morgan 
Janus Henderson Investors
Legal & General Investment Management America
Lord Abbett
Segall Bryant & Hamill
T. Rowe Price

SILVER (Sold Out)
BMO Global Asset Management
First State Investments
Glenmede Investment Management

Our appreciation is also extended to the Bronze Level Sponsors for their support of the 32nd Annual Dinner!

*Special Notes Regarding Fees:
Credit card required to guarantee ALL reservations. No day-of-event registrations accepted. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, Oct. 4,  No Walk-ins.   

New charterholders: If you do not cancel before the deadline and/or you do not attend, your credit card will be charged a $125 no-show fee.

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.