Event Detail

Annual Business Meeting & Networking Reception (Members Only) (Ended)

Date, Time, and Location:
Thursday, June 20, 2019 (add this event to your Outlook Calendar)
5:00 pm - 7:00 pm
Convene, 16 W. Adams Street, 2nd Floor, Chicago, IL  60603   (Driving Directions)

We are pleased to invite you to join your fellow members on June 20, 2019 for the CFA Society Chicago Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization. As stakeholders in the Society, learn more about the future plans and goals of CFA Society Chicago. Regular members will vote on the nominated slate of Directors before formally recognizing outgoing society leaders. The business meeting will be followed by a complimentary cocktail reception. 

CFA Society Chicago Board of Directors

CFA Society Chicago is pleased to announce the following candidates nominated for the 2019-2020 CFA Society Chicago Officers and Board of Directors. View the proposed slate of 2019-2020 Officers and Directors with full bios.

New one-year term ending August 31:
Chair: Dan Kastholm, CFA 2020
Vice Chair: Kristan Rowland, CFA 2020
Secretary/Treasurer: Garrett Glawe, CFA 2020


New three-year terms ending  August 31:
Class C Michael Miranda, CFA 2022
Class C Alan Papier, CFA 2022
Class C Sunitha Thomas, CFA 2022
New one-year term ending August 31:
Class E William Fitzpatrick, CFA 2020
Class E Linda Ruegsegger, CFA 2020
Class E Mark Toledo, CFA 2020
Class E James Schroeder 2020
Class D
Thomas Digenan, CFA (Immediate Past Chair)


Directors continuing in their respective terms ending August 31:
Class A: Jenifer Aronson, CFA 2020
Class A: Cosmin Lucaci, CFA 2020
Class A: Tanya Williams, CFA 2020
Class B: Michael Holt, CFA 2021
Class B: Dhvani Shah, CFA 2021
Class B: David Smith, CFA 2021
Chief Executive Officer:   Shannon Curley, CFA


Note that the Executive Committee is comprised of the following positions; Chair, Vice Chair, Secretary/Treasurer, Immediate Past Chair, and Executive Director.

The 2018-2019 Governance and Nominating Committee: Note that the Executive Committee is comprised of the following positions; Chair, Vice Chair, Secretary/Treasurer, Immediate Past Chair, and Executive Director.

Marie Winters, CFA – Chair, Immediate Past Chair
Michelle Beck
Terrence Mullen, CFA
Levoyd Robinson, CFA
Justin Sheperd, CFA
Tom Digenan, CFA (Chair) (ex-officio)
Daniel Kastholm, CFA (Vice Chair) (ex-officio)
Kristan Rowland, CFA – (Secretary/Treasurer) (ex-officio)

While we hope you will join us in person, we will accept directed proxies online, as well as via mail or fax from regular members. You will need your CFA Institute number and your password to login to see the slate once it is posted and to submit a proxy. If you have problems logging in, please contact the CFA Society Chicago office at (312) 251-1301. Thank you for your membership and your participation in this election.

View the online proxy form 

View the mail/fax proxy form 

CFA Society Chicago Bylaws January 2019 (Marked Changes)

CFA Society Chicago Bylaws January 2019 (Final)

Members - Complimentary
(pricing underwritten by CFA Society Chicago)

Attire: Business Casual

Menu: Light hors d'oeuvres, complimentary bar

Register: Online

5:00 pm - 5:30 pm - Networking & Registration
5:30 pm - 6:00 pm - Annual Business Meeting
6:00 pm - 7:00 pm - Networking Cocktail Reception

*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. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, June 14th. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 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.