On December 1, 2020, CFA Society Chicago hosted another virtual meeting of its Distinguished Speaker Series featuring Ted Merz, CFA, Bloomberg’s Global Head of News Products. Merz oversees search and display for news and social media content on the Bloomberg...
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Distinguished Speaker Series: Ted Merz, CFA, Bloomberg
Enhancing Board Diversity
On December 1, 2020, the Nasdaq Stock Market filed a proposal with the Securities and Exchange Commission (SEC) to revise listing requirements pursuant to Rule 19b-4 of the Securities Exchange Act of 1934, which would advance board diversity and enhance transparency...
The Future of Oil & Gas
On November 24, 2020, CFA Society Chicago hosted a virtual event addressing the road ahead for the energy commodities, the firms involved, and how that translates into future opportunities. Tim Flannery, CFA, CPA, managing partner at Copia Capital, moderated the panel...
Capital Markets Series: Private Debt
The development of the market for private debt (or private credit) was the subject of the third installment in the four-part series on capital markets hosted by CFA Society Chicago’s Education Advisory Group on November 18, 2020. The private credit market has grown...
Fall Forecast: An evening with Austan Goolsbee
Everything is different this year but this special Fall Forecast event on November. 12, 2020 attracted over 450 virtual attendees from the Chicago area and further afield, showcasing the strength of CFA Society Chicago. Christopher Vincent, CFA, president and CEO of...
Distinguished Speaker Series: Ed Wehmer, Wintrust
On the day after Election Day, Nick Vassilos, CFA, from Charles Schwab remotely interviewed Ed Wehmer, founder and CEO of Wintrust Financial. Thirty years ago, Wehmer recognized a market opportunity in a mostly commoditized banking industry. He designed a culture and...
Capital Markets Series: Private Market
Another large crowd assembled over Zoom for the second installment of CFA Society Chicago’s Capital Market Series on October 20, 2020, covering Private Allocations. The panel discussion featured Harisha Koneru Haigh, CFA, managing director of Private Investments and...
Distinguished Speaker Series: Anthony Scaramucci, Skybridge Capital
Over 300 CFA Society Chicago members and investment professionals gathered virtually on October 15, 2020, for the latest event in the Distinguished Speaker Series. The featured “Distinguished Speaker” was hedge fund manager Anthony Scaramucci. Perhaps best known to a...
Capital Markets Series: Public Allocations
On October 7, 2020, a resilient crowd gathered via Zoom to listen in on the first installment of CFA Society Chicago’s four-part Capital Market Series, focusing on public markets. The event was a panel discussion featuring Bob Browne, CFA, executive vice president and...
LinkedIn Strategies
On Tuesday, October 13, 2020, CFA Society Chicago hosted a webinar entitled LinkedIn Strategies. Jeff Feeney, CFA, moderated the discussion with guest speaker Kathleen O’Holleran, vice president and consultant at Lee Hecht Harrison, Inc. O’Holleran started the webinar...