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Distinguished Speaker Series: Jean Hynes, CFA

Distinguished Speaker Series: Jean Hynes, CFA

On March 23, Jeremy Heer, CFA, remotely interviewed Jean Hynes, CFA, Wellington Management Company’s incoming CEO, who will retain her role as the firm’s leading Healthcare investor. The conversation covered Hynes’ unique career path, her view of the issues facing the...
The State of the Illinois Budget

The State of the Illinois Budget

There was little joy in this Holiday Season discussion of the fiscal outlook for the state of Illinois. The state’s expenses have exceeded revenues since 2001 and ratings on Illinois debt have been falling for thirty years, driven by a growing pension debt (Note:...
The Future of Oil & Gas

The Future of Oil & Gas

On November 24, 2020, CFA Society Chicago hosted a virtual event addressing the road ahead for the energy commodities, the firms involved, and how that translates into future opportunities. Tim Flannery, CFA, CPA, managing partner at Copia Capital, moderated the panel...
Distinguished Speaker Series: Ed Wehmer, Wintrust

Distinguished Speaker Series: Ed Wehmer, Wintrust

On the day after Election Day, Nick Vassilos, CFA, from Charles Schwab remotely interviewed Ed Wehmer, founder and CEO of Wintrust Financial. Thirty years ago, Wehmer recognized a market opportunity in a mostly commoditized banking industry. He designed a culture and...