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CFA Society Chicago Local Level Research Challenge 2019-2020

CFA Society Chicago Local Level Research Challenge 2019-2020

Conclusion to a fierce competition hosted by CFA Society Chicago was held Feb 28, 2020, as one of over 100 local competitions comprising the 2020 CFA Institute Research Challenge (the “Challenge”). This Local Level Challenge was waged at Morningstar with nine teams...

Portfolio Construction and Allocation in this ever changing market

On Feb 20th at the UBS Tower, CFA Society Chicago’s Education Advisory Group offered a panel discussion highlighting the issues and opportunities of allocating assets for various types of portfolios. A full room of about 100 financial professionals were privileged to...

Leadership: Managing Talent and Comp in the New Era

Exhibiting investment leadership, establishing a winning culture, building high performing investment teams – are all intertwined. On Wed., May 27th at the Hotel Allegro, Jim Ware, CFA presented from the new white paper from Focus Group Consulting “”Investment...

CFA Exam Study Group Kick-Off Party & Open House

For the 11th consecutive year, signaling the start of another exam preparation season, CFA Chicago and the Candidate Services Advisory Group, along with Kaplan Schweser hosted a Study Group & Exam Preparation Party at the Standard Club on Dec. 11. The reception...