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Distinguished Speaker Series: Liz Ann Sonders, Charles Schwab

Distinguished Speaker Series: Liz Ann Sonders, Charles Schwab

A crowd of over 200 signed in for a “virtual fireside conversation” with Liz Ann Sonders on September 22, 2020. Sonders, chief investment strategist at Charles Schwab, covered a range of topics within the context of the environment caused by the COVID-19 pandemic...
CFA Societies Chicago & Boston Trivia Night

CFA Societies Chicago & Boston Trivia Night

Fifteen members of the CFA Societies in Boston and Chicago gathered in virtual form on September 17, 2020, for the first ever joint trivia night. Hosted by the Social Events Advisory Group of CFA Society Chicago, the event was planned jointly by the staffs of the two...
Chicago Investment Professionals Job Outlook

Chicago Investment Professionals Job Outlook

CFA Society Chicago members gathered in virtual form on September 10th to hear insights on the job market for charterholders across the country as well as specifically in Chicago. The event took the form of a panel discussion featuring retained recruiters from two...
Investment Trends Through A Diverse Lens

Investment Trends Through A Diverse Lens

How to create a more equitable, inclusive environment for employees and clients was the topic of a recent virtual panel discussion hosted by CFA Society Chicago’s CFA Women’s Network on July 14, 2020. Originally planned to help celebrate Women’s History Month in...
Time Management: Locking Down Goals

Time Management: Locking Down Goals

How to use our time most efficiently was the subject of a presentation to the CFA Society Chicago on May 14, 2020, by Tom Lemanski of Chicago Executive Coaching. The subject matter was especially “timely”, coming while many people are confined to home by the Covid-19...
Modern Monetary Theory

Modern Monetary Theory

Historic Monetary and Fiscal Stimulus: Savior or Destroyer? The very current topic of Modern Monetary Theory–and especially it’s application to the present economic environment related to the COVID-19 pandemic–was the topic of discussion on April 22, 2020,...
Progressive Networking Luncheon at Petterino’s

Progressive Networking Luncheon at Petterino’s

On May 22nd, thirty-six members of CFA Society Chicago gathered at Petterino’s to enjoy a progressive networking luncheon.  Participants mingled casually prior to taking their seats for the salad course and first round of networking. The sound level rose as...
Transition Techniques

Transition Techniques

How to make a transition from a back-office, support role to a decision-making role in investment management was the topic of discussion on November 18th for a panel with real experiences in making just such a career move. Moderated by Eric Schweitzer, vice president...
Mental Skills: Get Your Head in the Game

Mental Skills: Get Your Head in the Game

How to control and increase one’s mental skills was the topic that drew a capacity crowd for the latest installment of CFA Society Chicago’s Vault Series on August 20. The featured speaker was Jim Gary, a Licensed Clinical Professional Counselor with 52 years’...
Distinguished Speaker Series: Michael O’Grady, Northern Trust

Distinguished Speaker Series: Michael O’Grady, Northern Trust

On June 13th local investment professionals gathered at the Chicago Club to hear a “fireside chat” with Michael O’Grady, chairman and CEO of Northern Trust. Marie Winters CFA, past chair of the CFA Society Chicago served as host and interviewer. To begin, O’Grady...
Impact Investing: A New Investing Paradigm

Impact Investing: A New Investing Paradigm

A large group of CFA charterholders and other interested investment professionals gathered at the Palmer House Hotel to hear the latest thoughts and techniques in Impact Investing from a distinguished panel on June 5. The moderator, Priya Parrish, is a leading...

Vault Series: Aegon Asset Management

On Demographics, Growth, and Investing: When the structural collides with the cyclical Francis Rybinski CFA, treated CFA Society Chicago to his analysis of the current global demographic situation and its implications at the latest Vault Series lecture on March...

2019 Annual Celebration

CFA Society Chicago held its annual celebration for new members and volunteers on Thursday, January 17, 2019. The venue was a new one the Society, hosting the event at River Roast on LaSalle Street just north of the river. Attendees enjoyed a spacious, private setting...

QE Postmortem

A review of the Quantitative Easing (QE) programs conducted by central banks around the world since the financial crisis of 2008-09 was the topic of a panel discussion before a full house at the Hotel Allegro on September 13th. Dr. Dejanir Silva, professor of Business...

Distinguished Speaker Series: Kunal Kapoor, CFA, Morningstar

Kunal Kapoor, CFA, chief executive officer of Morningstar, addressed a full house at the University Club on May 16. His address reviewing the current business lines at Morningstar can be summed up in his title–Serving Investors of the Future: Ratings, ESG, and...

Charterholder Jobs of the Future

Where can CFA charterholders look for career opportunities outside of traditional roles like research analyst or portfolio manager? That was the focus of the Jobs of the Future event sponsored by CFA Society Chicago’s Professional Development Advisory Group on April...

Vault Series: Philip Bartow, RiverNorth Capital Management

  The new asset class of marketplace lending (MPL) was the topic of discussion at CFA Society Chicago’s Vault Series presentation on January 11, 2018. Presenting was Philip Bartow, lead portfolio manager for MPL at RiverNorth Capital Management. What was once a...

Vault Series: Bob Greer, CoreCommodity Management LLC

The why and how of commodity investing–especially when considered as a core position in a well-balanced portfolio–was the topic of the latest CFA Society Chicago Vault Series event held on November 28th, 2017. The presenter was Bob Greer, Senior Advisor at...

Networking with Leadership

CFA Society Chicago gathered on September 27 for the annual Networking with Leadership reception at the Hard Rock Hotel on Michigan Avenue. With no formal presentation or agenda, the members-only event provided a full two hours for networking, making new...

Annual Business Meeting and Networking Reception

Members gathered for the annual business meeting of the CFA Society Chicago on June 15th at the Wyndham Grand Riverfront Chicago. Held in the hotel’s 39th floor penthouse lounge, the event offered grand views of the intersection of the Chicago River and Michigan...

Building Investor Trust Through GIPS

On May 9th, CFA Society Chicago members gathered to hear a panel of experts address the merits of adopting the Global Investment Performance Standards (GIPS) in the Vault Room at 33 N. LaSalle. The eminent panel comprised a service provider, a regulator, and an asset...

Vault Series: David Ranson, HCWE & Co.

David Ranson provided an enlightening presentation during the second part of CFA Society Chicago’s new Vault Series held on March 15 in the Vault Room of 33 N. LaSalle. Ranson is President and Director of Research at HCWE & Co., an independent investment research...

Annual Celebration 2016: New Member and Volunteer Recognition

CFA Society Chicago held its annual celebration for new members and volunteers on Thursday, January 26, 2017. The site was a unique one–the dress circle lounge at the Chicago Opera House, which was filled to near capacity. The event provided a wonderful...

Vault Series: Melissa Brown, CFA, Axioma

Managing risk, specifically equity market risk, was the topic of CFA Society Chicago’s new Vault Series on January 11. The series brings noted investment experts to Chicago on a bi-monthly basis to share their thoughts and insights on the investment scene. The name...