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Distinguished Speaker Series: Josef Lakonishok

Distinguished Speaker Series: Josef Lakonishok

Approximately 60 members of CFA Society Chicago and their guests gathered at the University Club on August 18, 2021, for the latest event in the Distinguished Speaker Series. An additional 190 people participated virtually, by live streaming. This was the first event...
Distinguished Speaker Series: Dan Draper, CFA

Distinguished Speaker Series: Dan Draper, CFA

The S&P 500 Index and the Dow Jones Industrial Average (DJIA) have a long and proud history with the DJIA celebrating its 125th anniversary late this spring. At the time, this was a ground break innovation and today, investors all over the world still rely on this...
Distinguished Speaker Series: Jan Hatzius

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...
Distinguished Speaker Series: David Coolidge

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...
Distinguished Speaker Series: Marc Lasry

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...
Distinguished Speaker Series: Jean Hynes, CFA

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

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,...
Distinguished Speaker Series: Sir Angus Deaton

Distinguished Speaker Series: Sir Angus Deaton

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...
Distinguished Speaker Series: Ben Inker, CFA, GMO

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...
Distinguished Speaker Series: Ted Merz, CFA, Bloomberg

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...
Distinguished Speaker Series: Ed Wehmer, Wintrust

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...
Distinguished Speaker Series: Anthony Scaramucci, Skybridge Capital

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...
Distinguished Speaker Series: Liz Ann Sonders, Charles Schwab

Distinguished Speaker Series: Liz Ann Sonders, Charles Schwab

A crowd of over 200 signed in for a “virtual fireside conversation” with Liz Ann Sonders on September 22, 2020. Sonders, chief investment strategist at Charles Schwab, covered a range of topics within the context of the environment caused by the COVID-19 pandemic...
Distinguished Speaker Series: Suni Harford, UBS Asset Management

Distinguished Speaker Series: Suni Harford, UBS Asset Management

On August 19, 2020, members of CFA Society Chicago, among others, gathered on Zoom to listen on a discussion about the Future of the Asset Management Business between Suni Harford, President of UBS Asset Management, and CFA Society Chicago’s own Thomas Digenan, CFA,...
Distinguished Speaker Series: Roy Swan, Ford Foundation

Distinguished Speaker Series: Roy Swan, Ford Foundation

On July 16, 2020, members of CFA Society Chicago, among others, gathered on Zoom to hear Roy Swan, director of Mission Investments at the Ford Foundation, speak about the Ford Foundation’s Mission Investments strategy as well as Mission Investments broadly. Swan...
Distinguished Speaker Series: Cathie Wood, ARK Invest

Distinguished Speaker Series: Cathie Wood, ARK Invest

On June 8th CFA Society Chicago’s Distinguished Speaker Series Advisory Group welcomed Cathie Wood, CIO/CEO of ARK Investment Management, to provide her thoughts and insights on the impact of rapidly changing market dynamics, breakthrough innovations, and the...
Distinguished Speaker Series: Kristina Hooper, Invesco

Distinguished Speaker Series: Kristina Hooper, Invesco

Kristina Hooper, CFP®, CAIA®, CIMA, CHFC®, chief global market strategist at Invesco, joined CFA Society Chicago on June 2, 2020, for a webinar on the economic outlook for the coming months, including various scenarios given fiscal, monetary and public health policy...
Distinguished Speaker Series: Alec Litowitz, Magnetar Capital

Distinguished Speaker Series: Alec Litowitz, Magnetar Capital

Dude, Where’s My Alpha? CFA Society Chicago’s Distinguished Speaker Series hosted Alec Litowitz at the W City Center for a discussion of the history of asset management and its evolution with respect to the hedge fund industry. Litowitz has been managing assets for...
Distinguished Speaker Series: Nancy Lazar, Cornerstone Macro

Distinguished Speaker Series: Nancy Lazar, Cornerstone Macro

A full house was in attendance at the University Club on Tuesday, January 27, 2020, to hear Nancy Lazar, founder and CEO of Cornerstone Macro, share what could go right in 2020. Lazar started by stating that low global growth expectations, low inflation, and strong...
Distinguished Speaker Series: Bob Browne, CFA, Northern Trust

Distinguished Speaker Series: Bob Browne, CFA, Northern Trust

“Let my hindsight, be your foresight” Bob Browne, CFA Over 110 members of CFA Society Chicago gathered at the JW Marriott on December 10, 2019, to hear Robert (Bob) Browne, CFA, EVP and CIO of Northern Trust, prognosticate on his firm’s capital market assumptions...
Distinguished Speaker Series: Curt Bailey, Related Midwest

Distinguished Speaker Series: Curt Bailey, Related Midwest

Curt Bailey, president for Related Midwest, was the presenter at CFA Society Chicago’s last Distinguished Speaker Series luncheon on November 20th. Related is one of the nation’s largest property development firms and Bailey’s talk introduced the firm and gave an...
Distinguished Speaker Series: David Herro, CFA, Harris Associates

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...
Distinguished Speaker Series: Vivien Azer, Cowen & Co.

Distinguished Speaker Series: Vivien Azer, Cowen & Co.

Cowen’s Views on Cannabis On July 9, Vivien Azer, the analyst responsible for covering cannabis at Cowen & Co., presented her views at CFA Society Chicago’s Distinguished Speaker Series luncheon at the University Club. Cannabis/Hemp/CBD is an “emerging” sector...
Distinguished Speaker Series: Michael O’Grady, Northern Trust

Distinguished Speaker Series: Michael O’Grady, Northern Trust

On June 13th local investment professionals gathered at the Chicago Club to hear a “fireside chat” with Michael O’Grady, chairman and CEO of Northern Trust. Marie Winters CFA, past chair of the CFA Society Chicago served as host and interviewer. To begin, O’Grady...

Distinguished Speaker Series: Sheila Penrose, Jones Lang LaSalle

On April 9th, CFA Society Chicago’s Distinguished Speaker Series Advisory Group welcomed Sheila Penrose at The Metropolitan. Penrose is Non-Executive Lead Independent Chairman of the Board at Jones Lang LaSalle, a global real estate services company, and also serves...

Distinguished Speaker Series: Howard Marks, CFA, Oaktree Capital

Howard Marks, CFA, is co-chairman of Oaktree Capital, where he contributes his experience to big-picture decisions relating to investments and corporate direction. He shared his insights on investing and managing the business cycle for the CFA Society Chicago...

Distinguished Speaker Series: Ari Paul, CFA, BlockTower Capital

It was an inauspicious day for a cryptocurrency discussion. With many cryptocurrencies down by over 10% on August 8th, Ari Paul, CFA, CIO of BlockTower Capital, gave CFA charterholders a crash course in blockchain technology and the various cryptocurrencies available...

Distinguished Speaker Series: Kunal Kapoor, CFA, Morningstar

Kunal Kapoor, CFA, chief executive officer of Morningstar, addressed a full house at the University Club on May 16. His address reviewing the current business lines at Morningstar can be summed up in his title–Serving Investors of the Future: Ratings, ESG, and...

Distinguished Speaker Series: Jane Buchan, PAAMCO

The hedge fund industry has been assailed by the media as a costly, underperforming asset class, yet according to PAAMCO CEO Jane Buchan, that rhetoric simply isn’t true. On April 18th, the founder of the Irvine, CA-based hedge fund-of-funds presented to CFA Society...

Distinguished Speaker Series: Rupal Bhansali, Ariel Investments

Rupal Bhansali was the featured guest speaker at CFA Society Chicago’s March Distinguished Speaker Series luncheon held at the Chicago Club. Bhansali is chief investment officer and portfolio manager of Ariel Capital Management’s international and global equity...

Don Wilson, DRW Founder, on Why Cryptocurrencies Will Change

Over 200 professionals joined CFA Society Chicago for the February Distinguished Speaker Series luncheon at the W in Downtown Chicago to hear Don Wilson opine on one of the most popular topics in the financial industry today—the $450 billion cryptocurrency...

Distinguished Speaker Series: Jeremy Grantham, GMO

Few encapsulate the time-honored principles of value investing as Jeremy Grantham, co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (GMO). On January 23, close to 400 attendees gathered at the Standard Club for CFA Society Chicago’s...

Distinguished Speaker Series: Brian Singer, CFA, William Blair

CFA Society Chicago hosted Brain Singer, CFA, on July 19, 2017 at The Standard Club to present on the topic – Riding the Waves: Dynamic Asset Allocation (DAA) and Evolution of Top-Down Investing. Singer is the head of the Dynamic Allocation Strategies team and a...

Distinguished Speaker Series: Joseph Scoby, Magnetar

CFA Society of Chicago hosted Joseph Scoby on Thursday, June 8th at the University Club to discuss how markets may be in the early days of a third disruption. Scoby is the Head of Magnetar’s Quantitative Investments Group which includes Alternative Risk Premia and...