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...
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ESG and the Evolution of Corporate Engagement

Distinguished Speaker Series: Jan Hatzius
On May 26, 2021, CFA Society Chicago’s Distinguished Speaker Series held a webinar entitled “Economic Outlook – Passing the Peak.” Drew Speight, CFA, moderated the conversation with Jan Hatzius, chief economist and head of the Global Investment Research Division at...

Capital Markets Series: Cryptocurrency – Institutionalization or just another fad?
Cryptocurrency represents the most volatile asset that comprises the capital markets in 2021. Price swings of greater than 10% in one week are common. At times it seems as though price action is driven primarily by the tweets of Elon Musk, CEO of Tesla who has added...

Investment Impacts of the Pandemic
On April 27, 2021, CFA Society Chicago’s Women’s Network hosted a virtual event entitled Investment Impacts of the Pandemic. Katharine Wyatt, CFA, chief investment officer at Loyola University Chicago served as moderator for the discussion. She as joined by panelists...

Distinguished Speaker Series: David Coolidge
On May 4, 2021, CFA Society Chicago members gathered by video conference for a wide-ranging survey of the history of the banking and brokerage business in Chicago from the perspective of David Coolidge of William Blair & Company. Coolidge, currently vice chairman...

Capital Markets Series: Market Microstructure
On April 21, 2021, a full house gathered on Zoom to listen in on a panel discussion about ETFs and their effect on market microstructure, hosted by CFA Society Chicago’s Education Advisory Group. The discussion was moderated by Ben Johnson, CFA, director of global ETF...

Distinguished Speaker Series: Marc Lasry
One of the few charms of the COVID era has been virtual events with a wide variety of the industry’s leaders. Distressed debt investor Marc Lasry, co-founder and CEO of Avenue Capital Group and co- owner of the NBA’s Milwaukee Bucks, fits that description. On April...

Speaking in a Virtual World
Virtual meetings have been synonymous with the pandemic and given that they are convenient, cost effective and allow unique opportunities to connect, it is likely they will have a role in our post-pandemic world. As professionals, we need to continue to master new...

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...

Distinguished Speaker Series: President Charles Evans
A sold-out crowd gathered on Zoom on March 3, 2021, to hear the President and CEO of the Federal Reserve Bank of Chicago, Charles Evans, speak about the state of, and outlook for, the U.S. economy. The event was moderated by CFA Society Chicago’s own Nick Vassilios,...