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...
CFA Society Chicago Blog: Event Recaps
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DSS Welcomes Fritz Kaegi
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...
Celebrating a Century: Highlights from CFA Society Chicago’s Annual Business Meeting
CFA Society Chicago recently held its Annual Business Meeting, marking a milestone year—the beginning of its 100th anniversary celebration. Outgoing Chair Jeremy Heer reflected on a standout year filled with dynamic programming, robust member engagement, and milestone...
CFA Women’s Power Breakfast Series Welcomes: Julie Winkler
On November 13, 2025, CFA Society Chicago’s Women's Power Breakfast Series hosted an event led by Emily Hahn, Senior Investment Consultant at Aon. Julie Winkler has served as the Chief Commercial Officer of CME Group since 2016. Julie mentioned that the mountains of...
PDAG Presents: Optimizing Your Job Search with AI
On November 6, 2025, CFA Society Chicago’s PDAG hosted an event led by Rosie Zilinskas, Founder of No Woman Left Behind. Rosie Zilinskas is a keynote speaker, Certified High-Performance Coach, Kolbe™ Certified Consultant, and former Fortune 500 Executive Vice...