On February 24th, the CFA Society of Chicago Education Advisory Group welcomed two experts in the field of direct indexing. Joining in the panel discussion was Natalie Miller, CFA, Director of Investment Strategy at Parametric Portfolio Association. Secondly, Chris Meredith, CFA, Director of Research and Chief...
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CFA Society Chicago Blog
Direct Indexing: Neither Direct Nor Indexing
Introduction to Personal Branding
Dozens of CFA Society Chicago members gathered at The Vault on February 22nd, 2023, to learn about personal branding from Megan Walls, CPC, PCC, ELI-MP. Walls is a nationally renowned job coach and author. She is the founder Walls Career Coaching and co-founder of Jump-Start the Job Search. Walls led the group...
Poker Power – Learn How to Bet on Yourself
The CFA Women Advisory Group hosted a sold-out Poker Power workshop to over 60 women (and men) at The Vault on March 15, 2023. The workshop taught the basics and strategy of poker, followed by open play and networking. The Poker Power program was born after co-founder Jenny Just and her husband (co-founders of PEAK6...
Distinguished Speaker Series: Howard Marks, CFA
On January 26th, 2023, the Distinguished Speaker Series Advisory Group hosted a conversation with Howard Marks, CFA, a legendary American value investor, writer, and co-founder and co-chairman of Oaktree Capital Management. He is well known for writing periodic “memos” with his thoughts and observations on...
Distinguished Speaker Series: John Rogers, CFA
The Distinguished Speaker Series Advisory Group welcomed John Rodgers, CFA, at the University Club of Chicago on February 21, 2023, in a special event to celebrate Black History Month and John’s lifelong contributions to the investment profession. John is the Chairman and Co-CEO of Ariel Investments, which he...
CFA Society Chicago News
CFA Society Chicago Member and Hortense Award Winner Larry Alan Lonis, CFA, Passes Away
It is with great sadness that we share the news of the passing of Larry Lonis, CFA. Not only was Larry a longtime member of CFA Society Chicago, but he was also an active volunteer who spent years working with university students on our local level of CFA Institute’s...
Northern Illinois University Crowned Global Champion of CFA Institute Research Challenge
A team of students from Northern Illinois University (NIU) was named Global Champion of the 16th Annual CFA Institute Research Challenge. NIU team members Nolan O'Rear, Nicholas Stone, and Paula Veyhle worked with Gina Nicolosi, Ph.D., NIU faculty advisor, and Ian...
CFA Society Chicago Member and Hortense Award Winner Michael S. Falk, CFA, CRC Passes Away at the Age of 54
It is with a heavy heart that CFA Society Chicago shares the sad news of the passing of Michael S. Falk, CFA, CRC. A longtime member of CFA Society Chicago, Michael continuously was involved with Chicago’s investment industry frequently speaking and presenting at...