


Distinguished Speaker Series: Josef Lakonishok
Approximately 60 members of CFA Society Chicago and their guests gathered at the University Club on August 18, 2021, for the latest event in the Distinguished Speaker Series. An additional 190 people participated virtually, by live streaming. This was the first event...
Distinguished Speaker Series: David Coolidge
On May 4, 2021, CFA Society Chicago members gathered by video conference for a wide-ranging survey of the history of the banking and brokerage business in Chicago from the perspective of David Coolidge of William Blair & Company. Coolidge, currently vice chairman...
LIBOR Cessation: Updates, potential market impacts and preparing for the end of LIBOR
A distinguished panel of experts met via video conference on February 2, 2021, to provide the CFA Society Chicago with an update on the transition away from the use of LIBOR as a reference rate in global capital markets. The event was hosted by the Society’s...
Capital Markets Series: Private Debt
The development of the market for private debt (or private credit) was the subject of the third installment in the four-part series on capital markets hosted by CFA Society Chicago’s Education Advisory Group on November 18, 2020. The private credit market has grown...
Distinguished Speaker Series: Anthony Scaramucci, Skybridge Capital
Over 300 CFA Society Chicago members and investment professionals gathered virtually on October 15, 2020, for the latest event in the Distinguished Speaker Series. The featured “Distinguished Speaker” was hedge fund manager Anthony Scaramucci. Perhaps best known to a...
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
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
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
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...
Job Search Strategies: Your 2020 Career – Becoming a VictOR rather than a VictIM
Up-to-date advice and tips on conducting a job search were the subject of the CFA Society Chicago’s recent virtual presentation for members. Hosted by the Society’s Professional Development Advisory Group, this was the latest event specifically targeted at members in...
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
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
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
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
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
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...