A sell-out crowd of 1,100 attended the 33rd Annual CFA Society Chicago Dinner on November 7th at the Sheraton Grand Chicago Hotel. In his after-dinner remarks, Daniel Kastholm, CFA, chair of CFA Society Chicago, welcomed and thanked all for coming to the event...
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CFA Society Chicago 33rd Annual Dinner
Transition Techniques
How to make a transition from a back-office, support role to a decision-making role in investment management was the topic of discussion on November 18th for a panel with real experiences in making just such a career move. Moderated by Eric Schweitzer, vice president...
Vault Series: Counting Cards in Biotech
No EBITDA, no revenue, no product. What’s not to like? Despite being fraught with risk, investing in biotech stocks can be highly lucrative. Michael Caldwell, a portfolio manager at Driehaus Capital Management led a highly interactive discussion with a roomful of...
POWER Breakfast: Sallie Krawcheck, Ellevest
On September 17, 2019, a sold out crowd gathered at the University Club to hear Sallie Krawcheck speak about her experiences in the investment industry, how the industry landscape is changing, and her journey with Ellevest—a digital investing platform that she...
Opportunities in Hedge Funds in 2019
A distinguished panel gathered on October 10, 2019 at the Standard Club to discuss the current environment for hedge fund investments. Kenneth Heinz, president of Hedge Fund Research, Inc. served as the moderator. The panelists included: Kevin Doonan, Executive...
Distinguished Speaker Series: David Herro, CFA, Harris Associates
Trust and effective communication provide investment teams with the ability to stick with a sound investment philosophy and process during periods when the approach is out of favor with the market. Oakmark’s focus on developing an intrinsic value for companies...
Volunteer of the Month: October 2019
Since joining CFA Society Chicago in May 2019, Marina Viergutz, CFA, CAIA has been actively involved on three advisory groups (CFA Women’s Network, Education and Professional Development). She has been vocal in sharing new ideas and suggestions to enhance Society...
Distinguished Speaker Series: Rob Brown, CEO, Lincoln International
Current drivers of the global M&A market and perspectives on how it may evolve going forward On September 10th the Distinguished Speaker Series Advisory Group hosted Rob Brown to provide his insight on the M&A market over lunch at the Metropolitan Club. Brown...
Investing in the New Space Race
The Educational Advisory group hosted an event on September 12 at the Palmer House Hilton to educate financial professionals, investors, and space enthusiasts on the technologies of space exploration, the geopolitical landscape, and potential winners and losers in the...
Distinguished Speaker Series: Vivien Azer, Cowen & Co.
On July 9, Vivien Azer, the analyst responsible for covering cannabis at Cowen & Co., presented her views…