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Outside Investment & Financial Events
(Not sponsored by CFA Society Chicago)

19th Annual Private Equity Conference

The 19th Annual Private Equity Conference, hosted by the Private Equity Group at Chicago Booth and the Polsky Center, will be held on Friday, March 6, 2020. The theme of this year’s conference is “Investment Thesis Evolution: Growth to Buyout” and will feature a distinguished lineup of speakers and panelists.

The Private Equity Conference (PEC) brings together financiers, students, and entrepreneurs to network and share insights into the dynamics of investing in a constantly changing economy. The conference builds on Booth’s tradition of bold and thoughtful conversation to provide private equity practitioners with knowledge, from both industry and academia, that would be hard to find in any other setting.

Date: Friday, March 6, 2020

Time: 8:00 AM – 5:00 PM

Location: Chicago Marriott Magnificent Mile, 540 N. Michigan Ave., Chicago, IL 60611

Hosted By: Private Equity Group

Contact: Erika Mercer – erika.mercer@chicagobooth.edu or 773.834.1521

Fees: $50 – $110 (View Online)

Fundamentals of Sustainable and Impact Investment

Fundamentals of Sustainable and Impact Investment is an introductory resource for investment advisors, financial planners and other financial professionals who want to learn the basics of sustainable and impact investment.

Date: Monday, March 9, 2020

1:30 PM – 5:00 PM: Training
5:00 PM – 6:30 PM: Networking Reception

Location: Morningstar Global Headquarters

Hosted By: US SIF: The Forum for Sustainable and Responsible Investment

Contact: Michael Young @ myoung@ussif.org, US SIF Education Manager (202) 872-5304

Fees: $200 for US|SIF members, $250 for non-members, $125 for full-time students.
The code CFAchicago20 will give CFA Society Chicago members and friends 20% off (matching the US SIF member rate).

Financial Modeling Institute – AFM Level 1 and CFM Level 2 Exams

Financial Modeling Institute’s accreditation program provides a unique opportunity to demonstrate your modeling proficiency and leads to the AFM, CFM and MFM designations. After successful completion of Level 1, candidates can elect to progress to Level 2 and Level 3. For more info, visit our website at www.fminstitute.com.

Date: Saturday, May 2, 2020

Time: 9:00 AM – 1:00 PM

Location: New Horizons Computer Learning Center, 525 W Van Buren Street, Suite 300, Chicago IL 60607

Hosted By: Financial Modeling Institute, 56 Temperance Street, Suite 801, Toronto, ON  M5H 3V5 

Contact: info@fminstitute.com

Fees: CFA Members Receive: 40% discount on the pricing below. Use promo code CFACHICAGO2020
US$480 – Register by March 29, 2020
US$600 – Register by April 18, 2020