On October 26, 2023, the CFA Society Chicago hosted their 36th Annual Dinner at the AON Grand Ballroom at Navy Pier. The guest speaker was Ian Bremmer, a noted political scientist, and President and Founder of Eurasia Group and GZERO Media. Prior to the keynote...
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CFA Society Chicago 36th Annual Dinner
AI and Machine Learning in Investment
The Education Advisory Group hosted a virtual panel discussion on October 5, 2023, discussing Artificial Intelligence (AI) and Machine Learning in Investment. The panel featured three distinguished leaders in this emerging field: Peeyush Shukla, CFA, Chief...
Distinguished Speaker Series: Lawrence Golub, CEO
On September 20, 2023, the Distinguished Speaker Series (DSS) Advisory Group of the CFA Society of Chicago welcomed Lawrence Golub for a lunchtime discussion at the Union League Club. Jim Mohan, an Investment Consultant at Mercer, interviewed Golub. Lawrence Golub is...
CFA Women POWER Breakfast Series: Carol Brown
On September 12, 2023, the CFA Women POWER Breakfast Series welcomed Carole Brown for a discussion at the Chicago Club. Deborah Bielicke Eades, a shareholder in the Investment Services Group of Vedder Price, interviewed Brown. Carole Brown is the head of the...
Distinguished Speaker Series: Cliff Asness, CFA
On June 27, 2023, the Distinguished Speaker Series (DSS) Advisory Group of the CFA Society of Chicago welcomed Cliff Asness for a lunchtime discussion at the University Club. Nick Vassilos, CFA, Managing Director and Head of Risk and Performance Analytics for...
Distinguished Speaker Series: George Walker, CFA
On May 9, 2023, the Distinguished Speaker Series (DSS) Advisory Group hosted George Walker, Chairman and CEO of Neuberger Berman, at the University Club of Chicago. Our meeting venue played an important role in Mr. Walker’s personal story. His father lived...
Direct Indexing: Neither Direct Nor Indexing
On February 24th, the CFA Society of Chicago Education Advisory Group welcomed two experts in the field of direct indexing. Joining in the panel discussion was Natalie Miller, CFA, Director of Investment Strategy at Parametric Portfolio Association. Secondly, Chris...
Introduction to Personal Branding
Dozens of CFA Society Chicago members gathered at The Vault on February 22nd, 2023, to learn about personal branding from Megan Walls, CPC, PCC, ELI-MP. Walls is a nationally renowned job coach and author. She is the founder Walls Career Coaching and co-founder of...
Poker Power – Learn How to Bet on Yourself
The CFA Women Advisory Group hosted a sold-out Poker Power workshop to over 60 women (and men) at The Vault on March 15, 2023. The workshop taught the basics and strategy of poker, followed by open play and networking. The Poker Power program was born after co-founder...
Distinguished Speaker Series: Howard Marks, CFA
On January 26th, 2023, the Distinguished Speaker Series Advisory Group hosted a conversation with Howard Marks, CFA, a legendary American value investor, writer, and co-founder and co-chairman of Oaktree Capital Management. He is well known for writing periodic...