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Capital Markets Series: Public Allocations

Capital Markets Series: Public Allocations

On October 7, 2020, a resilient crowd gathered via Zoom to listen in on the first installment of CFA Society Chicago’s four-part Capital Market Series, focusing on public markets. The event was a panel discussion featuring Bob Browne, CFA, executive vice president and...
Distinguished Speaker Series: Suni Harford, UBS Asset Management

Distinguished Speaker Series: Suni Harford, UBS Asset Management

On August 19, 2020, members of CFA Society Chicago, among others, gathered on Zoom to listen on a discussion about the Future of the Asset Management Business between Suni Harford, President of UBS Asset Management, and CFA Society Chicago’s own Thomas Digenan, CFA,...
Distinguished Speaker Series: Roy Swan, Ford Foundation

Distinguished Speaker Series: Roy Swan, Ford Foundation

On July 16, 2020, members of CFA Society Chicago, among others, gathered on Zoom to hear Roy Swan, director of Mission Investments at the Ford Foundation, speak about the Ford Foundation’s Mission Investments strategy as well as Mission Investments broadly. Swan...
Distinguished Speaker Series: Nancy Lazar, Cornerstone Macro

Distinguished Speaker Series: Nancy Lazar, Cornerstone Macro

A full house was in attendance at the University Club on Tuesday, January 27, 2020, to hear Nancy Lazar, founder and CEO of Cornerstone Macro, share what could go right in 2020. Lazar started by stating that low global growth expectations, low inflation, and strong...
POWER Breakfast: Sallie Krawcheck, Ellevest

POWER Breakfast: Sallie Krawcheck, Ellevest

On September 17, 2019, a sold out crowd gathered at the University Club to hear Sallie Krawcheck speak about her experiences in the investment industry, how the industry landscape is changing, and her journey with Ellevest—a digital investing platform that she...

Economic Outlook and Policies

On January 16, 2019, a profound reflection on economic policy, politics’ influence on it, and the US economic outlook took place at the Standard Club in Chicago. The discussion was moderated by CFA Society Chicago’s very own Lotta Moberg, CFA,—with William Blair’s...

Fintech Part 2: Rise of Robo-Advisors

CFA Society Chicago hosted Rise of Robo-Advisors, the second fintech event of a three-part series. The event was held at The Standard Club on April 19, 2018, commanding a crowd of over 120 people. The event started with a keynote address and was followed by a panel...