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Distinguished Speaker Series: Thomas Lee, CFA

Distinguished Speaker Series: Thomas Lee, CFA

The Distinguished Speaker Series Advisory Group hosted Thomas Lee, CFA, at the Chicago Club on May 10, 2022.  Lee, co-founder, managing partner and head of research at Fundstrat Global Advisors and FSInsight.com, has received the top rank in the Institutional Investor...
The Latest and Greatest of Blockchain

The Latest and Greatest of Blockchain

On April 12, 2022, Will Cong, Founding Director of Fintech Initiative at Cornell University, moderated a panel to discuss “The Latest and Greatest of Blockchain.” The panelists included: Bobby Henebry, CFA, Founder and CEO, Henebry Blockchain & Cyrptocurrency...
Distinguished Speaker Series: Phil Snow, CFA

Distinguished Speaker Series: Phil Snow, CFA

On February 16, 2022, CFA Society Chicago’s Distinguished Speaker Series Advisory Group hosted Phil Snow, CFA, CEO of FactSet, to discuss the delivery of data to clients, ESG, private markets, and alternative data. Chris Vincent, CFA, President and CEO of CFA Society...
Environmental, Social and Governance (ESG) Integration Frameworks

Environmental, Social and Governance (ESG) Integration Frameworks

On February 1, 2022, the CFA Women’s Network hosted ESG event, moderated by Swasti Gupta-Mukherjee, Associate Professor of Finance at Loyola University Chicago’s Quinlan School of Business. The esteemed panel included: Emily Lawrence, North American Director of...
Distinguished Speaker Series: T. Bondurant (Bon) French, CFA

Distinguished Speaker Series: T. Bondurant (Bon) French, CFA

On October 5, 2021, The Distinguished Speaker Series (DSS) Advisory Group hosted T. Bondurant (Bon) French, CFA, for lunch and a webcast on Private Equity.  French, Chairman of Adams Street Partners, covered not only the state of the industry, but provided a whirlwind...
ESG and the Evolution of Corporate Engagement

ESG and the Evolution of Corporate Engagement

On June 16, 2021, David Sekera, chief US market strategist at Morningstar Research Services LLC, moderated the webcast “Evolution of Corporate Engagement,” which addressed two topics. First, how has the shift from in-person meetings to virtual interactions affected...
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...