Event Detail

Industry Roundtables for Investment Professionals (Ended)

Date, Time, and Location:
Monday, February 23, 2009 (add this event to your Outlook Calendar)
5:00 pm - 7:30 pm
UBS Tower, 1 North Wacker Drive, Chicago, IL  60606   (Driving Directions)

CFA Society of Chicago Career Management Advisory Group presents:

Industry Roundtables for Investment Professionals
CFA Chicago Members-Only

Learn industry insights from professionals in ten areas of finance

Engage in face-to-face interaction with top investment professionals in a small group setting. Learn how various sectors operate in a casual yet structured setting during three 30 minute rounds at pre-assigned tables.

Date, Time, and Location:
Monday, February 23, 2009
UBS Tower
1 North Wacker Drive
5:00 pm - 7:30 pm

Fee includes Wine and Cheese


CFA Society of Chicago Member
$25 (cash, check, credit card or function ticket)*

CFA Society of Chicago Student-Member
$10 (cash, check, credit card or function ticket)*

Note: This rate is only available to students who have been approved as a Student-Member of CFA Chicago.

*Regular and Affiliate Members may apply function tickets as payment for a Student-Member.

We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express, Discover and Diners Club are accepted)

For Reservations:
Register online below, or by phone: 312-251-1301

Please note that you must register for your top six (6) choices in order of preference. Space is limited at each table. There are only three 30 minute rounds, and you will be pre-assigned to 3 different tables on a first-come, first-served basis. See agenda below for details.

Cancellations accepted until 5:00 pm, February 20th. There is a $5 surcharge for walk-ins, and you are not guaranteed space at your preferred tables.

Attire is business casual.


Note: Each networking round (3 in total) will last 30 minutes, followed by a 5 minute break between sessions. Each individual will have approximately 3-5 min. per round to pose their question(s) to the table's host(s).

4:45-5:15 pm: Registration
5:15-5:25 pm: Introductions
5:25-5:55 pm: First Roundtable Session
5:55-6:00 pm: Break
6:00-6:30 pm: Second Roundtable Session
6:30-6:35 pm: Break
6:35-7:05 pm: Third Roundtable Session
7:05-7:30 pm: General Social Networking (optional)

Featured table topics and hosts include:

(Alphabetical by Sector)

Hilary Till, Principal - Premia Capital Management, LLC; and Research Associate - EDHEC Risk and Asset Management Research Centre

Derivative Products
Steven W. Wolf, Co-Chairman of the Board and Managing Director - Tradelink LLC

Distressed Debt
Eric S. Baer, CFA, Principal & Portfolio Manager - Chicago Fundamental Investment Partners

Equity: Buy-side
Michael J. Drucker, CFA, Vice President, Northern Trust Global Investments - Northern Trust - Chicago

Richard H. Redding, CFA - Managing Director, Products & Services
CME Group

Fixed Income
Christopher T. Vincent, CFA, Principal, Head of Fixed Income Investment Management - William Blair & Co.

Investment Advisors and Consultants
Maura J. Murrihy, CFA, Principal - Ennis Knupp & Associates

Private Equity
Raymond W. Chan, CFA, Partner & Head of Advanced Analytics and Performance Reporting (Chicago)
Adams Street Partners

Venture Capital
Laura Pearl, Managing Partner - Ceres Venture Fund

Wealth Management
Jose L. Santillan, CFA, Senior Vice President and Head of Investments - Harris Private Bank Group

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.