Event Detail

Investing In Your Career: Practical Insights and Valuable Contacts

Date, Time, and Location:
Thursday, June 22, 2006 (add this event to your Outlook Calendar)
Mid-America Club, 200 E. Randolph Street - 80th Floor, Chicago, IL  60601   (Driving Directions)

CFA Society of Chicago and CFA Institute present...
Investing In Your Career: Practical Insights and Valuable Contacts

This three-part seminar provides valuable insights about interviewing with hiring managers, various career paths an individual can take in the investment field as well as the current job market. During intermissions, network with fellow CFA charterholders as well as with representatives from the following companies who want to discuss their investment management career opportunities: (as of May 23)

Fitch Ratings, Harris Bank, Michael Page International, Morningstar, Northern Trust, Nuveen Investments, Robert W. Baird & Company, Spot Trading & William Blair

$45 - CFA Chicago, CFA Institute & Current CFA Candidates
$55 - Non-Members & Guests

Function tickets not accepted as payment for this event.


1:00 pm: Registration / Networking
Meet with our wonderful exhibitors... Let them know what a great person you are!

1:30 pm: Welcome
Chip Deale, Head - Society Services, CFA Institute

1:30 pm: Hiring Managers: Uncensored
It is your turn to ask the tough questions. Three seasoned hiring managers will discuss their interviewing experiences and insights as well as answer your questions about the recruiting process.
  • Patrick Dorsey, CFA - Director, Equity Research, Morningstar

  • David Hershey, CFA - Director of Research, Lotsoff Capital Management

  • John Skjervem, CFA - Senior Vice President, Personal Financial Services, Northern Trust

2:30 pm: Networking / Refreshments
A second chance to wow the exhibitors!

2:50 pm: A Day in the Life
Thinking of a career shift? Not sure what career path to take? Listen to our four speakers discuss their current jobs, career paths, and what it took for them to get where they are now.
  • INVESTMENT CONSULTING: Steve Clear, CFA - Investment Consultant, Watson Wyatt

  • WEALTH MANAGEMENT: Stacy Devine, CFA - Portfolio Advisor, Goldman Sachs

  • EQUITY ANALYSIS: Steve Sherman, CFA - Equity Analyst, ABN AMRO

  • FIXED INCOME ANALYSIS: Paul Brennan, CFA - Portfolio Manager, John Nuveen Investments

3:50 pm: Networking / Refreshments
Last chance to interact with our exhibitors!

4:10 pm: 2006 Mid-Year Job Outlook
Find out what areas of the investment field are in high demand from a recruiting firm that knows your market.
  • Hugh Everard - Regional Managing Director, Michael Page International

  • Matthew Wu - Manager, Financial Services, Michael Page International

5:00 pm: Closing Remarks
Chip Deale, Head - Society Services, CFA Institute

Registration is closed, but walk-ins are welcome. Please direct any registration inquiries to the CFA Institue, 800-247-8132.

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.