Event Detail

The New Networking: Building Relationship Capital On & Offline (Members Only, Limited Space) (Ended)

Hosted by: Professional Development Advisory Group

Date, Time, and Location:
Wednesday, January 09, 2019 (add this event to your Outlook Calendar)
4:00 pm - 6:30 pm
Northern Trust, 50 S. LaSalle Street (Global Conference Center, main floor), Chicago, IL   (Driving Directions)

Program Description:
The Digital Revolution is accelerating our access to knowledge and revolutionizing how we communicate. Finance is grounded on quantifiable metrics and knowledge gained through the rigors of the CFA program. While a technical framework is required and fundamental to a successful career in finance, we overlook the importance of what we can only measure qualitatively, including networking. Success in life is a function of our interpersonal relationships.

Networking is a learned skill and does not require the personality of an extrovert. A memorable introductory conversation and exchange of business cards will increase relationship capital after applying a process for patient and purposeful follow-up. Creating a network of trusted friends and colleagues, who will provide information, introductions, mentoring and partnership, will expand your personal and professional opportunity set. Results follow planning, practice, and commitment.

An acute understanding of the intangibles or ‘soft skills’ is often required for nurturing new contact and developing a life-long friendship. While these intangible skills are taught and studied, their practice underpins the success of our most revered business, political, and humanitarian leaders in recent history. How does one quantify trust, communication, and emotional intelligence? The interdependence of our global economy places a premium on authenticity and relationships.  

Learner Objectives:

  • Recognize the process for networking effectively.
  • Develop proven strategies for building relationship capital.
  • Ensure a memorable introduction with your first impression. 
  • Implement techniques for using social media to support and grow your network.
  • Provide a framework for memorable follow-up. 

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

CFA Institute Qualified Activity: Eligible for 1.5 credit hours

Attire: Business Casual

Menu: Light Snacks & Refreshments

Registration: Register online below

4:00 - 4:30 pm - Registration and Networking
4:30 - 6:00 pm - Program and Q&A
6:00 - 6:30 pm - Informal Networking

Speaker Bios:

Sameer Somal is the co-founder & chief financial officer at Blue Ocean Global Technology and Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Technology, he was a senior investment analyst at The Bank of Nova Scotia and a financial advisor and intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group at The Bank of Nova Scotia, Somal authored white papers and delivered keynote presentations on the Case for Canada and Active Share. Somal is a frequent speaker on the reputation management, digital expungement, succession planning, technology, diversity, entrepreneurship, and leadership and is also an Internet Defamation subject matter expert witness. In collaboration with the Philadelphia Bar Foundation, he authors and delivers CLE programs on reputation management, search engine optimization, and ethics across legal communities nationally. Fundamental to his work at Blue Ocean Global Technology, Somal helps clients build, monitor and repair their digital presence.

Somal currently serves on CFP Board’s Council on Education and the CFA Institute FAS Board of Regents, as well as hosts the CFAI talk show, The Topic @ Hand. He proudly serves on the board of the R.J. Leonard Foundation, an organization dedicated to educating, initiating careers and personally mentoring young adults who are aging out of the foster care system. In May of 2017, he was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum. Somal is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. 


*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,  January 7th. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

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.

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

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.