CFA Society of Chicago DSS offered a window into how sophisticated single-family platforms are thinking about capital allocation, governance, and competitive edge. The conversation—moderated by Katie Wyatt—featured Paul Carbone (President/Chair of the Investment...
CFA Society Chicago Blog: Event Recaps
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DSS Welcomes David Jallits and Paul Carbone
CFA Society Chicago Lunch and Learn Featuring BlackRock
April 10, 2026 Lunch and Learn Events are hosted by CFA Society Chicago’s Professional Development Advisory Group. The intent of these events is to provide career and networking information for CFA Society Chicago Members. These events provide an overview of the...
The Rise of OCIO and Outsourced Family Office Services
December 3, 2025 On December 3rd, 2025, the CFA Society Chicago hosted a panel discussion on the Rise of the Outsourced Chief Investment Officer (OCIO) and Outsourced Family Office (OFO) Services. For this event, the CFA Society Chicago brought together three leading...
DSS Welcomes Fritz Kaegi
On March 10, 2026, the Distinguished Speaker Advisory Group welcomed Fritz Kaegi, CFA, Cook County Assessor to a fireside discussion moderated by Jim Mohan, CFA at the University Club in Chicago. Following a brief introduction, Jim explored some...
Know Your Index
The CFA Society Chicago event “Know Your Index” brought together experts from S&P, Morningstar, Northern Trust, and LaSalle Street to explore how indexing has transformed the investment industry. Over the past five to six years, indexing has become a central...
Distinguished Speaker Series Featuring Jean Hynes
October 21, 2025 Jean Hynes, CFA, CEO and Managing Partner of Wellington Management Moderated by Jim Mohan, CFA of Mercer Personal Background and Career Start Jean Hynes is one of three managing partners and the CEO of Wellington Management, one of the...
Lunch and Learn Welcomes Grandview Analytics
March 13, 2026 Lunch and Learn Events are hosted by CFA Society Chicago’s Professional Development Advisory Group. The intent of these events is to provide career and networking information for CFA Society Chicago Members. These...
Distinguished Speakers Series Featuring Jason Cummins of Brevan Howard
January 29, 2026 The event was hosted by the CFA Society Chicago – Distinguished Speakers Advisory Group. The format of the event was a fireside chat at the Union League Club of Chicago. Background of the Speakers About the Speaker: Jason Cummins joined Brevan Howard...
The Business of Data: Strategies to Monetize Financial Information
February 23, 2026 Moderator and Panelists James McGeehan of Snowflake was the moderator of this event. McGeehan is based in New York and serves as the Head of Banking, Capital Markets, & Payments for Snowflake. He has held executive roles leading sales and trading...
Lunch & Learn Featuring Invesco
January 9, 2026 Lunch and Learn Events are hosted by CFA Society Chicago’s Professional Development Advisory Group. The intent of these events is to provide career and networking information for CFA Society Chicago Members. These events provide an overview of the...