PDAG Presents: Mastering Modern Resumes November 4, 2025 On November 4, 2025, CFA Society Chicago’s PDAG hosted an event led by Rosie Zilinskas, Founder of No Woman Left Behind. Rosie Zilinskas is a keynote speaker, Certified High-Performance Coach, Kolbe™ Certified...
CFA Society Chicago Blog: Event Recaps
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PDAG Presents: Mastering Modern Resumes
38th Annual Dinner
CFA Society Chicago convened on October 30 in the Grand Ballroom of the Hyatt Regency Hotel. October 30, 2025, is a special day for this group, falling 100 years to the day from the founding of the Chicago Society. Chris Vincent, CFA, CEO of the Chicago Society,...
Growth of Evergreen Alternative Products in Private Wealth
On October 2nd, 2025, at the Chicago Club, the Women’s Network Advisory Group of the CFA Society Chicago hosted an event on “Growth of Evergreen Alternative Products in Private Wealth”. The event was moderated by Deborah (Debby) Eades, CFA, Co-Chair of the Women’s...
CFA Society Chicago Lunch and Learn Featuring Cresset
Lunch and Learn Events are hosted by CFA Society Chicago’s Professional Development Advisory Group. The intent of these events is to provide career and networking information for CFA Society Chicago Members. These events provide an overview of the participating...
The Vault Series Presents: Listed Infrastructure Investing
On July 21st, 2025, the CFA Society Chicago hosted a Vault Series event on Listed Infrastructure Investing. The event was moderated by Sarah Hillegas, CFA, Manager of Investments at DePaul University, with speakers Thomas Miller, CFA, Managing Director and Portfolio...
EAG Presents: Standards, Ethics, and Regulations
On March 28, 2025 CFA Society Chicago Education Advisory Group hosted “Standards Ethics and Regulations Road Map” which included two panel discussions, each an hour in length and moderated by Michelle McCarthy Beck, senior advisor at Iron Road Partners, where she...
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...
Vault Series Presents: Introducing the Family Office
On May 8, 2025, the CFA Society Chicago welcomed Stacy Devine, CFA, Gil Calderon, CFA, and Lauren Bugay, CFA as a part of The Vault Series to discuss Family Office investing. Stacy, Gil, and Lauren shared insights into their career paths and the unique nature of...
DSS Welcomes Orlando Bravo, Founder of Thoma Bravo
On April 9, 2025, CFA Society Chicago welcomed Orlando Bravo as part of the Distinguished Speaker Series (DSS). Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the...
AI in Commercial Real Estate
On April 23, 2025, Charles Fisher and Blake Shaffer, CFA both from JLL, visited the Vault to discuss AI in Real Estate. Fisher leads Risk Analytics for America’s Risk Advisory business. In this role, he engages with global lenders and institutional owners to assess...