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Speaking in a Virtual World

Speaking in a Virtual World

Virtual meetings have been synonymous with the pandemic and given that they are convenient, cost effective and allow unique opportunities to connect, it is likely they will have a role in our post-pandemic world. As professionals, we need to continue to master new...
Fall Forecast: An evening with Austan Goolsbee

Fall Forecast: An evening with Austan Goolsbee

Everything is different this year but this special Fall Forecast event on November. 12, 2020 attracted over 450 virtual attendees from the Chicago area and further afield, showcasing the strength of CFA Society Chicago. Christopher Vincent, CFA, president and CEO of...
Distinguished Speaker Series: Kristina Hooper, Invesco

Distinguished Speaker Series: Kristina Hooper, Invesco

Kristina Hooper, CFP®, CAIA®, CIMA, CHFC®, chief global market strategist at Invesco, joined CFA Society Chicago on June 2, 2020, for a webinar on the economic outlook for the coming months, including various scenarios given fiscal, monetary and public health policy...
Equity Market Outlook: Gina Martin Adams, CMT, CFA

Equity Market Outlook: Gina Martin Adams, CMT, CFA

As the pandemic rages on, the equity market continues to be turbulent and possibly disconnected from economic reality. On May 20, 2020, the CFA Society Chicago Women’s Network hosted an event featuring Gina Martin Adams, CFA, CMT, chief equity strategist with...

Interactive Empowerment Series Wrap-Up

The CFA Society Chicago Women’s Network Advisory Group gave us tools and tips for taking our careers to the next level during an interactive event that brought together all elements of the Empowerment Series on December 3rd at the Northern Trust Global Conference...
Investing in the New Space Race

Investing in the New Space Race

The Educational Advisory group hosted an event on September 12 at the Palmer House Hilton to educate financial professionals, investors, and space enthusiasts on the technologies of space exploration, the geopolitical landscape, and potential winners and losers in the...

Storytelling: A Critical Brand Building Skill for Leaders

CFA Society Chicago hosted a storytelling event on May 14th at the Global Conference Center. The purpose of this program was to help society members claim their value using stories as a tool to highlight leadership and communication skills. Storytelling is a big...

How to Improve your Quarterly Investor Newsletters

Do you ever feel stressed out when it’s time to work on your investor newsletter or other client communications? Do you wonder if investors understand the key points and theses you want to drive home?  If you answered “yes” to one or both of these questions, you are...

Executive Presence and Leadership Principles

Did you know it takes only four seconds to form an initial impression and 30 seconds to completely form a first impression? More shocking, 70% of workers are actively disengaged or not engaged per a 2012 Gallup survey. These statistics are not encouraging. On March...

CFA Society Chicago 30th Annual Dinner

What a night!  It isn’t every day that we get to hear Cliff Asness speak and watch the Chicago Cubs become the World Series champions.  Who could ask for more?  The annual dinner is a time to celebrate new Charterholders and the vitality and diversity of our industry....

Putting Investors First

Each May, CFA Institute and local societies join together to create awareness around placing investors interest first. This event reminds us of why we work in this industry – to best serve our clients.  Moderator Darin Goodwiler guided panelists Jonathan Boersma, CFA,...

Building My Brand: Soft Skills for Success

What is the difference between our social selves and professional selves and why would it ever be bad to be social? What do we need to be successful financially and professionally? Melissa Ford, a business and life coach helped us develop an outer focus leading to...