Event Detail

Alternative Careers for CFA Charterholders (Ended)

Date, Time, and Location:
Wednesday, August 08, 2012 (add this event to your Outlook Calendar)
4:00 pm
Chicago Club, 81 East Van Buren Street, Chicago, IL  60605   (Driving Directions)

Tim Greive, CFA

David Baeckelandt - Director Sales & Marketing, Segall Bryant & Hamill
Jon Brorson, CFA - Managing Director, Mesirow Financial Agriculture Management
Russell Campbell, CFA - CEO, Your Second Opinion, LLC
Julie Conner, CFA - Equities Operations Manager, William Blair & Company
Matthew R. Reilly, CFA - Corporate Innovation Team, Walgreens

Date, Time, and Location:
Wed., Aug 8, 2012
4:00 - 6:00 pm
Chicago Club, 81 East Van Buren Street, Chicago, IL 60605

Program Description:
Learn from CFA Charterholders who are applying the skills they used to earn their charter into a career that is out of the mainstream of traditional investment management.

What You'll Learn:

  • Overview of each panelists current position and responsibilities;
  • How panelists leverages their expertise as a CFA Charterholder;
  • How Charterholders can break in to non-traditional roles, with tips for entry-level and mid-career job hunters.

Members - $10
Student-Members - $10
Non-Members - $45
(payable by cash, check or credit card - NO FUNCTION TICKETS)*

Business Casual

Light Refreshments

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

4:00 - 4:45pm: Registration and Networking Reception
4:45 - 6:00pm: Panel Discussion

Hosted by: Career Management Advisory Group

David Baeckelandt David Baeckelandt,
Director, Sales & Marketing - Segall Bryant & Hamill

David Baeckelandt has published more than three dozen articles on the nexus of finance and history (primarily in The Journal of Financial History, Scripophily, Paper Money , etc.). Baeckelandt's current work in progress is called Chicago's Financial Firsts, and is a survey of financial innovations that can be traced to Chicago.

Baeckelandt is responsible for marketing and client contact to plan sponsors and consultants in the U.S. and offshore. He has been in the institutional investment management sales industry since 1988. Prior to joining the firm he was a business leader at Mercer Investment Consulting and set up and ran the Japan office of William Blair & Co. Mr. Baeckelandt is a graduate of the University of Illinois where he earned both his B.A. and M.A. in History.


Jon Brorson Jon Brorson, CFA
Managing Director
Agriculture Management

Jon Brorson is the portfolio manager and head of Agriculture investment team at Mesirow Financial. He has 27 years of institutional investment experience and previously served as the co-founder and portfolio manager of AgraShares, LLC. Previously Brorson also served as managing director and head of growth equity for Lehman Brothers; director of equities at the Northern Trust Co.; and founding principal of Hartline Investment Corp. Brorson has owned and farmed 600 acres since 1998. He is a Chartered Financial Analyst (CFA). He earned his M.B.A. from DePaul University and his B.A. from North Park University. He is a member of CFA Institute and a National Covenant Properties board member.


Russell Campbell Russell Campbell, CFA
CEO, Your Second Opinion, LLC

Russell Campbell is the CEO of Your Second Opinion, LLC, a management consulting firm dedicated to assisting leaders of investment management firms with business strategy. Russell has led the following five investment groups in his career: CEO, Marco Consulting Group (CIO outsourcing and consulting); Executive Vice President, Amcore Bank, responsible for the Investment and Trust Group (wealth management); President and CEO, ABN AMRO Asset Management Holdings Inc. (institutional/mutual fund/private client); CEO, ABN AMRO Asset Management Canada, Inc. (institutional investment); Vice - President and Partner, Beutel Goodman, Inc. (investment counsel); Vice - President, Bank of Nova Scotia (pension fund investments); Assistant Vice - President, James P. Marshall, Inc. (pension consulting); Institutional equity sales, Greenshields Inc. (investment adviser); Portfolio manager, Guardian Trust, Inc. (commodity portfolios).

Russell has an MBA in Investment Finance and Marketing from York University, and he has earned a BA in Industrial Relations from McGill University. He also attended the Advanced Management Program at INSEAD in France.

He has earned the Chartered Financial Analyst designation, and has attended both the Financial Analyst's Seminar and the Investment Management Workshop. Russell has also acquired the Certified Financial Planner certification.

Russell has been a director of several for-profit and not for profit boards and he is a member of numerous non-profit, civic and industry organizations. He is quoted frequently in the media and has been a speaker at many industry conferences.


Tim GreiveTim Greive, CFA

Tim Greive, CFA, is a contract recruiter and advisor to innovative firms in the capital markets. He has worked on-site with some of the largest hedge funds and Forbes 400 family offices in Chicago and New York. Prior to his consulting work, he was a Portfolio Manager at Hartline Investment Corporation and a Merger Arbitrage and Event Driven Analyst with PEAK6 Investments. He has been interviewed by the Wall Street Journal, Investor's Business Daily, Bloomberg and eFinancialCareers. He majored in Finance at The Ohio State University and received his MBA from the Kellogg School of Management. Outside of his client work, he designs systems that are disrupting the archaic customs of recruiting and the job search.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2012-2013. Credit card is required to guarantee ALL reservations. No day-of-event pre-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, Aug. 2. If members fail to cancel before the deadline and/or fail to attend the event they will be charged a $10 fee. Non-members failing to cancel before the deadline will not receive a refund.

Passport Program
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

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.