On February 23, 2021, CFA Society Chicago’s Distinguished Speaker Series Advisory Group held a webinar entitled American Exceptionalism—The Erosion of US Working Class Life. Cosmin Lucaci, CFA, served as moderator and the keynote speaker was Sir Angus Deaton, Nobel...
CFA Society Chicago Blog
Click Here
If you would like to write for CFA Society Chicago’s blog please complete the Blog Submission Form.
Distinguished Speaker Series: Sir Angus Deaton
POWER Series: Tricia Rothschild, CFA
A group of 150 gathered virtually on February 10, 2021, to engage on the topic of Trading vs. Investing and the Influence of Fintech. Hosted by the CFA Women’s Network, this POWER Series event featuring speaker Tricia Rothschild, CFA, president of Apex Clearing,...
Distinguished Speaker Series: Ben Inker, CFA, GMO
On January 26, 2021, CFA Society Chicago’s Distinguished Speaker Series held a webinar entitled “Value: If Not Now, When?” Jeremy Heer, CFA, served as moderator and the keynote speaker was Ben Inker, CFA, head of asset allocation at GMO. The conversation initiated...
LIBOR Cessation: Updates, potential market impacts and preparing for the end of LIBOR
A distinguished panel of experts met via video conference on February 2, 2021, to provide the CFA Society Chicago with an update on the transition away from the use of LIBOR as a reference rate in global capital markets. The event was hosted by the Society’s...
SPAC Investing – A Deeper Look at Blank Check Companies
On December 15, 2020, CFA Society Chicago’s Education Advisory Group hosted a Zoom event exploring SPAC investing. What is SPAC investing? Investopedia provides a nice summation; A SPAC (Special Purpose Acquisition Company) is a company with no commercial operations...
The State of the Illinois Budget
There was little joy in this Holiday Season discussion of the fiscal outlook for the state of Illinois. The state’s expenses have exceeded revenues since 2001 and ratings on Illinois debt have been falling for thirty years, driven by a growing pension debt (Note:...
Distinguished Speaker Series: Ted Merz, CFA, Bloomberg
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...
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...