Event Detail

Money Smart Week: The Best Designation for your Financial Education: MBA, CFA, MSF (Ended)

Date, Time, and Location:
Thursday, April 25, 2013 (add this event to your Outlook Calendar)
6:00 pm
The Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, IL  60611   (Driving Directions)

CFA Chicago and Booth School

Presented By: CFA Society Chicago and The University of Chicago Booth School of Business

Date, Time, and Location:
Thurs., April 25, 2013
6:00 p.m. - 7:30 p.m.
The Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago
Room 600 (6th floor)

Melissa Binder, CFA - Senior Investment Analyst, The Marco Consulting Group
April Heitz, MSF - Options Trader, Peak6
Patty Keegan - Associate Dean, The University of Chicago Booth School of Business
Don Schwartz, PhD

Kerry Jordan, CFA, MSF - Director of Marketing, Chicago Capital Management L.P

Program Description:
How to Choose the Right Program
Additional education after college has become a prerequisite for career advancement in many investment fields. For those considering a career in investments or financial services, the great debate has been whether to obtain a Master of Business Administration (MBA) a Master of Science in Finance (MSF), or The CFA Institute's Chartered Financial Analyst (CFA) designation. All have their advantages but considering the expense of the degree programs and the difficulty of attaining the CFA designation, choosing among the three makes for a rather difficult decision. To attract students, graduate institutions have begun to teach a large portion of the CFA program within the graduate business curriculum and some have gone as far as to create a "CFA track" within their MBA course of study, allowing students to obtain an MBA and a CFA at the same time. For those considering attaining both a graduate degree and the CFA certification, one of these programs may be the most efficient way to get the best of both worlds.

Please join our distinguished panel of speakers from the University of Chicago Booth School of Business, Loyola University Quinlan School of Business, and the CFA Society Chicago for a lively discussion of the pros and cons of each program.

Members - FREE
Non-Members - FREE
Student-Members - FREE

Attire: Business Casual

Registration: Register online, below.

6:00-6:30pm - Registration/Networking
6:30-7:30pm - Panel Discussion

Hosted by: CFA Women Advisory Group

Melissa Binder, CFA, currently serves as Senior Investment Analyst with The Marco Consulting Group (MCG), which she joined in 2006. At MCG, Binder recommends and monitors investment strategies for institutional investment funds, conducts ongoing analysis of individual managers and asset classes, and coordinates all aspects of investment due-diligence processes, including liaising with current and prospective fund managers. Binder is currently pursuing her MBA at the University of Chicago Booth School of Business with concentrations in Economics, Accounting and Finance. She holds a B.S in Finance from the University of Illinois at Chicago and is a Chartered Financial Analyst.

April Heitz April Heitz, MSF, is a Junior Trader at Peak6 Investments, LP. She specializes in volatility arbitrage, trading mid-month equity options. Heitz joined Peak6 in 2011 after completing her master of science in finance from Loyola University Chicago. While studying at Loyola University Chicago she interned at Phalanx Capital Management, LLC, completed an Assistantship under Dr. Tasos Malliaris, and received the Chicago Mercantile Exchange Scholarship. She is currently a member of Women in Listed Derivatives and Beta Gamma Sigma. Heitz also holds a bachelor of science in civil and environmental engineering from the University of Cincinnati and has four years of experience completing structural design for healthcare and high-end laboratories.

Patty Keegan Patty Keegan is responsible for the marketing, admissions, and administration of the The University of Chicago Booth School of Business Executive MBA Program North America located in Chicago. In addition, she works with Chicago Booth's London and Singapore campuses to ensure the consistency of the Booth experience across all three campuses. Keegan joined Chicago Booth in 1995 after serving in a marketing role for another business school. Keegan completed her undergraduate work at the University of Notre Dame and earned her master's degree in adult education from National-Louis University. She served as a trustee of the Executive MBA Council, chairing its communications committee and several of its annual international conferences. She is a recipient of the Bud Fackler Award (the council's highest service award) for her contributions to the industry. The Executive MBA Council is a global association of colleges and universities that offer executive MBA programs.

Donald Schwartz Donald Schwartz, PhD, after earning his Ph.D. from Purdue University, Schwartz joined Cargill. During his time with Cargill he managed an economic research function and a corporate development function for Cargill’s derivative brokerage business. Schwartz later served as the director of development for Cargill Financial Services Corp., where he was involved with new product, new market, and new business development. Upon leaving Cargill, Schwartz became the President and CEO of Manufactures Hanover Futures and Options, a broker dealer and futures commission merchant serving large institutional, corporate, and government clients as well as hedge funds. Schwartz managed this business through a turnaround, international expansion, and mergers with Chemical Bank and Chase Manhattan Bank. After leaving Chase, Schwartz joined the School of Business at Loyola University Chicago as a professor of finance, the director of the Center for Risk Management and Corporate Governance, and the director of the Master of Science in Finance program. In July 2012 Schwartz left Loyola to work with nonprofits. Today Schwartz is assisting a child sponsorship agency, a transitional housing agency, and soon a nonprofit consulting enterprise. One of Schwartz’s current priorities is to advance financial literacy among the underserved in DuPage County.

Kerry Jordan Kerry Jordan, CFA is the Director of Marketing for Chicago Capital Management L.P., an absolute return, merger arbitrage strategy hedge fund. Prior to joining CCM, Jordan was a managing director at Phalanx Capital Management, LLC, an Asian-focused, multi-strategy hedge fund where she managed the fund's business development and capital raising efforts. Previously, she was a director in the Global Derivatives Products group at Bank of America where she focused on the structuring and sales of interest rate, commodity, and equity derivatives. Jordan holds bachelor of business administration degree from the University of Massachusetts and a master of science in finance degree from the George Washington University. She is a Chartered Financial Analyst and is the chair of the CFA Society Chicago's Women Advisory Group.

Money Smart Week®
Money Smart Week is a public awareness campaign designed to help consumers better manage their personal finances. This is achieved through the collaboration and coordinated effort of hundreds of organizations across the country including businesses, financial institutions, schools, libraries, not-for-profits, government agencies and the media. These groups come together once a year to stress the importance of financial literacy, inform consumers about where they can get help and provide free educational seminars and activities throughout the week. Programming is offered to all demographics and income levels and covers all facets of personal finance from establishing a budget to first time home buying to estate planning. The effort was created by the Federal Reserve Bank of Chicago in 2002. Money Smart Week partners will be hosting their events April 20 - 27, 2013.

*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, April 18.

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.