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CFA Society Chicago Events

2020 Annual Celebration

2020 Annual Celebration

CFA Society Chicago welcomed volunteers and new members to enjoy cocktails and hors d’oeuvres at Boleo in downtown Chicago on February 12, 2020. This event was an opportunity to celebrate the hard work of members who helped build the society to get to know each other....

SOFR: Life after LIBOR

What will life after LIBOR look like? On January 15, 2020, CFA Society Chicago held its event SOFR: Life After LIBOR, where a distinguished panel gathered to explain why the interest rate was going away and how potential alternatives are being developed. LIBOR has...

Transition Techniques

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...

EQ vs IQ

EQ vs IQ

Ask yourself – Am I intelligent? Yes. No. When I get enough sleep. All of these? Ask yourself again, am I emotionally intelligent? In general people respond in the positive to both of these questions – ‘of course I am intelligent’ (think about overconfidence). While...

Vault Series: CFRA

Vault Series: CFRA

On July 17th CFA Society Chicago gathered in the Vault Room at 33 North LaSalle to hear Sam Stovall of CFRA give his assessment of the current equity market and what can be expected for the second half of 2019. Stovall is chief investment strategist of US Equity...

Big Data, Machine Learning & AI

Big Data, Machine Learning & AI

Cathy O’Neil: Founder of ORCAA and Author of Weapons of Math Destruction: How Big Data Increases Inequality and Threatens Democracy Big Data, artificial intelligence (AI) and machine learning are becoming some of the hottest topics in finance. A packed room of CFA...

Present Like a Pro

In the third installment of a continuing series on communication, Scott Wentworth addressed members of CFA Society Chicago on how to make good business presentations on April 4th.  The capacity crowd of 90 in the Vault at 33 North LaSalle Street spoke to the...

Curling at Kaiser Tiger

On a frosty evening where temperatures hovered just above ten degrees, CFA Society Chicago hosted an evening of curling and drinks at Kaiser Tiger, a bar with a large beer garden on Randolph Street. Curling, with origins dating back to 16th century Scotland, involves...

Economic Outlook and Policies

On January 16, 2019, a profound reflection on economic policy, politics’ influence on it, and the US economic outlook took place at the Standard Club in Chicago. The discussion was moderated by CFA Society Chicago’s very own Lotta Moberg, CFA,—with William Blair’s...

2019 Annual Celebration

CFA Society Chicago held its annual celebration for new members and volunteers on Thursday, January 17, 2019. The venue was a new one the Society, hosting the event at River Roast on LaSalle Street just north of the river. Attendees enjoyed a spacious, private setting...

The New Networking

How should one define networking? It could be described as simply an exchange of information and services. But, according to Sameer Somal, a better definition that could lead to a very successful career could be “finding ways to give to others”.  “You have one of...

Launch Your Search

The CFA Society Chicago Professional Development Advisory Group hosted the Launch Your Search program over the course of 4 weekly sessions in September and October. Over thirty participants gathered to develop or enhance the skills necessary to successfully navigate a...

QE Postmortem

A review of the Quantitative Easing (QE) programs conducted by central banks around the world since the financial crisis of 2008-09 was the topic of a panel discussion before a full house at the Hotel Allegro on September 13th. Dr. Dejanir Silva, professor of Business...

Transition Techniques

Eric Schweitzer, vice president, global outplacement and executive coaching consultancy at Challenger, Gray & Christmas, Inc. lead a panel discussion about employment transition on Tuesday, August 7 for members of the CFA Society Chicago. In addition to leading...

Taking Control of Your Career

The CFA Women’s Network at CFA Society Chicago kicked off their series Taking it to the Next Level: Empowering Tools for Women in Finance aimed at events that optimize career development and advancement for women in the financial services area. The first event in the...

Charterholder Jobs of the Future

Where can CFA charterholders look for career opportunities outside of traditional roles like research analyst or portfolio manager? That was the focus of the Jobs of the Future event sponsored by CFA Society Chicago’s Professional Development Advisory Group on April...

A Taste of Latin America

CFA Society Chicago held its latest social event on Marth 13th at the Mexican restaurant Pueblo. Pueblo specializes in traditional Mexican fare with a “contemporary twist”, and is located inside of Latinicity on the third floor of Block 37 (northwest corner of State...

Industry Roundtables

On February 28th, CFA Society Chicago hosted its Industry Roundtables event at the Standard Club. This event was an opportunity for members to join in-depth discussions with leading investment professionals and colleagues in a small group setting. Tables hosts covered...

Industry Roundtables

On September 12th, CFA Society Chicago hosted its Industry Roundtables event at The Chicago Club. There were ten tables that focused on different sectors of the investment industry and participants chose three topics they wanted to learn more about. Each round lasted...

Networking with Leadership

CFA Society Chicago gathered on September 27 for the annual Networking with Leadership reception at the Hard Rock Hotel on Michigan Avenue. With no formal presentation or agenda, the members-only event provided a full two hours for networking, making new...

CFA Society Chicago Book Club: Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business, and the World by Don Tapscott and Alex Tapscott

Blockchains are simultaneously feared as a disruptive threat and lauded as a technological panacea, often with little understanding of how they actually work and often with little practical consideration of how they might be implemented. Don Tapscott and Alex Tapscott...

Starting Your Own RIA Firm

Many talented professionals some day dream of having their own business. In the financial industry this usually means being the trusted advisor and investor on behalf of individuals and small businesses. The CFA Society Chicago and its Professional Development...

Investing in Innovation

  If you compare the list of Fortune 1000 companies from ten years ago to today, over 70% of its members have been replaced due to disruptive market forces and mergers and acquisitions. In the next ten years another large batch of less-innovative firms will...

29TH ANNUAL DINNER

Financial speakers don’t come with a higher profile than billionaire Mohamed El-Erian, whose resume lists a staggering body of achievement: Chair of President Obama's Global Development Council, Chief Economic Advisor at Allianz, former Co-CIO and CEO at PIMCO and...

Becoming a Values-Based Leader

CFA Chicago’s Distinguished Speaker Series recently hosted Harry Kraemer, an executive partner with Madison Dearborn Partners and Clinical Professor of Strategy at Northwestern University. Former Chairman and CEO of Baxter International Inc., Mr. Kraemer is author of...

Don’t Be Surprised!

On June 25, CFA Chicago welcomed Steve Romick, CFA at The University Club. Romick’s presentation included lessons learned after four decades of value investing, focusing on absolute rates of return. He emphasized the following concepts he employs: Accept uncertainty...

Next-Level LinkedIn Strategies

Is the resume becoming extinct?  JD Gershbein thinks it’s possible.  Every professional knows that it’s a good idea to have a LinkedIn profile, but how best to build it and find new opportunities?  Gershbein encourages professionals to continuously improve their...