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The Vault Series – International Investment Experts

The Vault Series – International Investment Experts

CFA Society Chicago members convened at the University Club of Chicago on June 4,2024 to listen to a panel discussion on international investing.  Chris Vincent, CEO of the Society, welcomed the members and introduced the moderator and the two panelists, both of...
DSS Welcomes Bob Michele, CIO of J.P. Morgan

DSS Welcomes Bob Michele, CIO of J.P. Morgan

On a day when inflation surprised to the upside, it was timely for the CFA Society of Chicago to host Bob Michele, Chief Investment Officer, and Head of Global Fixed Income, Currency & Commodities group (GFICC) of J.P. Morgan Asset Management.  James Mohan,...
Distinguished Speaker Series: Cliff Asness, CFA

Distinguished Speaker Series: Cliff Asness, CFA

On May 9, 2023, the Distinguished Speaker Series (DSS) Advisory Group hosted George Walker, Chairman and CEO of Neuberger Berman, at the University Club of Chicago.  Our meeting venue played an important role in Mr. Walker’s personal story.  His father lived...
Distinguished Speaker Series: George Walker, CFA

Distinguished Speaker Series: George Walker, CFA

On May 9, 2023, the Distinguished Speaker Series (DSS) Advisory Group hosted George Walker, Chairman and CEO of Neuberger Berman, at the University Club of Chicago.  Our meeting venue played an important role in Mr. Walker’s personal story.  His father lived...
35th Annual Dinner: Zanny Minton Beddoes

35th Annual Dinner: Zanny Minton Beddoes

Over 500 charterholders, including 64 newly minted ones, and friends of the CFA Society Chicago gathered in the Aon Grand Ballroom on Navy Pier for the Society’s Annual Dinner on October 26.  Society CEO Chris Vincent welcomed the attendees and reminded the group of...
Investing In Space

Investing In Space

On July 20, 2022, the Education Advisory Group hosted a webcast titled “Investing in the Space Industry Upswing.”  Moderating the event was Chris Quilty, Founder of Quilty Analytics.  The expert panel consisted of: Ellen M. Chang, Vice President Ventures, BMNT; Dave...
POWER Breakfast: Matt Hulsizer

POWER Breakfast: Matt Hulsizer

The CFA Women’s Network arranged a breakfast presentation on July 12, 2022, featuring Jenny Just, CFA, co-founder of financial services and technology firm PEAK6 Investments. Due to unforeseen circumstances, Just was not available the day of the event. Stepping in for...
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...