Know Your Index
The CFA Society Chicago event “Know Your Index” brought together experts from S&P, Morningstar, Northern Trust, and LaSalle Street to explore how indexing has transformed the investment industry. Over the past five to six years, indexing has become a central...
Celebrating a Century: Highlights from CFA Society Chicago’s Annual Business Meeting
CFA Society Chicago recently held its Annual Business Meeting, marking a milestone year—the beginning of its 100th anniversary celebration. Outgoing Chair Jeremy Heer reflected on a standout year filled with dynamic programming, robust member engagement, and milestone...
CFA Women’s Power Breakfast Series Welcomes: Julie Winkler
On November 13, 2025, CFA Society Chicago’s Women’s Power Breakfast Series hosted an event led by Emily Hahn, Senior Investment Consultant at Aon. Julie Winkler has served as the Chief Commercial Officer of CME Group since 2016. Julie mentioned that the...
The Vault Series: Private Wealth Management
From Institutions to Individuals: Why CFA Charterholders Are Embracing Private Wealth Management The private wealth industry has seen steady growth in recent years — and with it, increased interest from CFA charterholders. Once seen as an unconventional route, wealth...