Michael Campagna, CFA, Author at CFA Society Chicago

SPAC Investing – A Deeper Look at Blank Check Companies

On December 15, 2020, CFA Society Chicago’s Education Advisory Group hosted a Zoom event exploring SPAC investing. What is SPAC investing? Investopedia provides a nice summation; A SPAC (Special Purpose Acquisition Company) is a company with no commercial operations...

Distinguished Speaker Series: Cathie Wood, ARK Invest

On June 8th CFA Society Chicago’s Distinguished Speaker Series Advisory Group welcomed Cathie Wood, CIO/CEO of ARK Investment Management, to provide her thoughts and insights on the impact of rapidly changing market dynamics, breakthrough innovations, and the...

Vault Series: MLPs and Energy Infrastructure

The Past, Present, and Future of MLPs and Energy Infrastructure On January 9, 2020, CFA Society Chicago hosted its Vault Series featuring Brett Jergens, CFA, CFP to give his views on the MLP market. Jergens currently serves as vice president of the Tortoise Energy...

Distinguished Speaker Series: Rob Brown, CEO, Lincoln International

Current drivers of the global M&A market and perspectives on how it may evolve going forward On September 10th the Distinguished Speaker Series Advisory Group hosted Rob Brown to provide his insight on the M&A market over lunch at the Metropolitan Club. Brown...

EQ vs IQ

Ask yourself – Am I intelligent? Yes. No. When I get enough sleep. All of these? Ask yourself again, am I emotionally intelligent? In general people respond in the positive to both of these questions – ‘of course I am intelligent’ (think about overconfidence). While...

POWER Breakfast: Mellody Hobson, Ariel Investments

On February 6, 2019, Mellody Hobson was the featured guest at CFA Society Chicago’s Power Breakfast series held at The Standard Club hosted by the CFA Women’s Network. Hobson, president of Ariel Investments, is responsible for managing Ariel’s...

Distinguished Speaker Series: James Grant, Grant’s Interest Rate Observer

James Grant has a resume. Navy man. Journalist. Founder and editor of Grant’s Interest Rate Observer. Author of books that range from the Great Depression, financial histories, a presidential biography, a forthcoming biography about Walter Bagehot, and appearances on...

Distinguished Speaker Series: James Bullard, President and CEO of the St. Louis Federal Reserve Bank

On September 12th, CFA Society Chicago welcomed James Bullard, president and CEO of the St. Louis Federal Reserve Bank. Members and guests heard Bullard’s remarks over breakfast at The University Club. The focus of the discussion explored a possible strategy to extend...

A Taste of Latin America

CFA Society Chicago held its latest social event on Marth 13th at the Mexican restaurant Pueblo. Pueblo specializes in traditional Mexican fare with a “contemporary twist”, and is located inside of Latinicity on the third floor of Block 37 (northwest corner of State...

Distinguished Speaker Series: Rupal Bhansali, Ariel Investments

Rupal Bhansali was the featured guest speaker at CFA Society Chicago’s March Distinguished Speaker Series luncheon held at the Chicago Club. Bhansali is chief investment officer and portfolio manager of Ariel Capital Management’s international and global equity...

Corporate Governance in an era of Clawbacks, ESG, Mega-Managers, and Zombie Investors

Two expert panels came together at the Conference Center at UBS Tower on November 29th to provide insights to various aspects of board related corporate governance. The first panel, moderated by Eileen Kamerick, focused on Management and Directors. Kamerick is a...

Oak Brook Progressive Networking Dinner

On May 23rd, CFA Society Chicago held a progressive networking dinner at Maggiano’s Little Italy in Oak Brook. A progressive networking dinner allows participants to meet people in a casual environment over good food and drinks. Dinner is split into three...

Distinguished Speaker Series: Will McLean, CFA, Northwestern University

The Endowment Model in a Low Return World On January 24th the Distinguished Speaker Series held its first luncheon of the year welcoming one of our own, Will McLean, CFA. Mr. McLean is Vice President and Chief Investment Officer at Northwestern University, and is...

Distinguished Speaker Series: Dr. David Kelly, CFA, J.P. Morgan Global Investment Management

Dr. David Kelly, CFA, the Chief Global strategist for J.P. Morgan Global Investment Management, provided his thoughts and views on investing in the current low/no rate environment. Starting with a review of the U.S. economy Kelly noted that real GDP has grown just...

CFA Society Chicago Euchre Tournament

On March 3, more than 40 investment professionals joined CFA Society Chicago at Exchequer Restaurant and Pub for its first card tournament. The evening brought out a diverse group including: Over confident card players (after all, over confidence is a trademark of our...

Distinguished Speakers Series: Jason DeSena Trennert

Jason DeSena Trennert provided his thoughts, observations, and market predictions for 2016 to a sold out audience at the Standard Club on January 13th. Trennert first addressed the drop in the market that coincided with the start of the year. He noted that...

Distinguished Speaker Series: Dmitry Balyasny

Dmitry Balyasny, Managing Partner and Chief Investment Officer, provided an outline of his firm, Balyasny Asset Management (BAM), as well as thoughts on how a well-functioning hedge fund should be structured at a luncheon presentation hosted by CFA Society Chicago on...

Hey! They’re Raising the Price of the Free Lunch

On May 21st, Tad Rivelle gave a presentation over lunch at the Chicago Club. The subject “Hey! They’re Raising the Price of the Free Lunch” revolved around on how interest rate increases and deleveraging will affect the economy, capital markets, and the investor...

Distinguished Speakers Series: Barry Sternlicht

Barry Sternlicht was the featured guest at the Distinguished Speakers Series held on Nov. 21 at the Standard Club. Sternlicht is the Chairman & Chief Executive Officer of Starwood Capital Group, a private investment firm he formed in 1991 focusing on global real...

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