Event Detail

Leadership Luncheon: Creating a More Educated Investment Industry (Invitation Only) (Ended)

Hosted by CFA Society Chicago and CFA Institute

Date, Time, and Location:
Tuesday, March 25, 2014 (add this event to your Outlook Calendar)
11:30 am - 1 pm
JW Marriott Chicago, 151 W Adams St, Chicago, IL  60603   (Driving Directions)

Program Description:
Building, maintaining and restoring trust in the investment profession are key components in our mission at CFA Institute. This is a tall order, but we believe that better education for all participants in the industry is at the core of the solution. It is our collective responsibility to ensure that all working in our profession have a clear understanding of the financial system, ethical behavior and their responsibilities within it.

To this end, CFA Institute and CFA Society Chicago are hosting an invitation-only lunch focused on current CFA Institute and local member society efforts to create a more sustainable and educated investment industry.

John Rogers, CFA, President and CEO, CFA Institute, along with other leaders will highlight some of the challenges in our industry and also discuss our Claritas™ Investment Certificate - a new education program specifically designed to give everyone working in the finance and investment business a clear understanding of the industry essentials.

Attendees' presence and partnerships are desired, as we advance this important initiative and pursue our broader goal to lead the investment profession for the ultimate benefit of society. Your involvement underscores that many companies support fair, transparent markets and the highest standards of professionalism.

John Rogers, CFA - President and CEO, CFA Institute

Free - Invitation Only

NOTE: If you are interested in attending or would like to invite your senior staff or colleagues in Human Resources and/or professional development, please contact: Tom Sours at tom.sours@cfainstitute.org

Attire: Business Casual

Registration: Via CFA Institute. Respond before March 20.

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.