On March 10, 2026, the Distinguished Speaker Advisory Group welcomed Fritz Kaegi, CFA, Cook County Assessor to a fireside discussion moderated by Jim Mohan, CFA at the University Club in Chicago. Following a brief introduction, Jim explored some of Fritz’s personal interests, including his...
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CFA Society Chicago Blog
DSS Welcomes Fritz Kaegi
Know Your Index
The CFA Society Chicago event “Know Your Index” brought together experts from S&P, Morningstar, Northern Trust, and LaSalle Street to explore how indexing has transformed the investment industry. Over the past five to six years, indexing has become a central pillar of discussions around data, analytics, risk, and...
Distinguished Speaker Series Featuring Jean Hynes
October 21, 2025 Jean Hynes, CFA, CEO and Managing Partner of Wellington Management Moderated by Jim Mohan, CFA of Mercer Personal Background and Career Start Jean Hynes is one of three managing partners and the CEO of Wellington Management, one of the largest employee-owned asset management firms. She...
Lunch and Learn Welcomes Grandview Analytics
March 13, 2026 Lunch and Learn Events are hosted by CFA Society Chicago’s Professional Development Advisory Group. The intent of these events is to provide career and networking information for CFA Society Chicago Members. These events provide an overview of the participating...
Distinguished Speakers Series Featuring Jason Cummins of Brevan Howard
January 29, 2026 The event was hosted by the CFA Society Chicago – Distinguished Speakers Advisory Group. The format of the event was a fireside chat at the Union League Club of Chicago. Background of the Speakers About the Speaker: Jason Cummins joined Brevan Howard in 2004. He develops the firm’s outlook for the...
CFA Society Chicago News
CFA Society Chicago Announces Leadership for Fiscal Year 2027
As CFA Society Chicago continues to drive professional excellence, foster community connections, and advocate for the highest professional standards, we are proud to introduce the dedicated leaders who will steer us forward. We congratulate and welcome our new...
Illinois State Senate Recognizes CFA Society Chicago
In conjunction with our Centennial celebration, the State of Illinois Senate recently recognized 100 years of CFA Society Chicago with a Senate resolution. The resolution, offered by Senator Robert Peters, acknowledges the society for leading the Chicago investment...
John Calamos Named 2026 Hortense Friedman Award Recipient
CFA Society Chicago has named John P. Calamos, Sr., the recipient of the annual Hortense Friedman, CFA, Award for Excellence. John is chairman and global chief investment officer of Calamos Investments, the firm he founded in 1977. With more than 50 years of industry...