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

Fiera Capital Spotlights Women: Risk, Recession, and Opportunity

Panel of six portfolio managers and analysts – specialists in private infrastructure, direct lending, municipal credit, risk factors, and the global economic environment – to lead a discussion around risk and opportunity at the end of the current economic cycle, from a female perspective. Followed by cocktails, hors d’oeuvres and networking.

For more information: https://us.fieracapital.com/fiera-capitals-4th-annual-spotlight-on-women-event/

Date: Thursday, October 17, 2019

Time: 3:30 PM – 6:30 PM 

Location: Cité Chicago, 505 N Lake Short Dr., Chicago, IL 60611

Hosted By: Fiera Capital

Contact: awhite@fieracapital.com and rchapman@fieracapital.com

Fees: Free (RSVP Required – Limited Capacity)

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, October 19, 2019

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: 20% discount on the pricing below. Use promo code CFACHICAGO2019  
US$450 – Register by September 15, 2019
US$600 – Register by October 5, 2019

S&P Dow Jones Financial Advisor Forum entitled “Is There More to Core?”

Educational event geared toward Financial Advisors and RIAs that will explore trends in the ETF industry and ways to tailor the core of a portfolio to client’s needs.  The event will feature presentations and panel discussions on ESG, Factor-based indices, and Risk Management.

Date: Thursday, October 24, 2019

Time: 12:00 PM – 6:00 PM

Location: CBOE, 400 S. LaSalle Street, Chicago, IL 60605

Hosted By: S&P Dow Jones Indices

Contact: Brent Kopp – brent.kopp@spglobal.com or (314) 365-9848 

Fees: Free Event with CE Credits Available

11th Annual Invest For Kids Conference

The 11th Annual Invest For Kids Conference will feature presentations from successful investment managers across multiple asset classes.  This year’s conference features Former US Secretary of Treasury, Hank Paulson, and legendary investor, Sam Zell, in two separate fireside chats. The Conference draws over 1,000 attendees and includes a wide cross-section of investment professionals, family offices, and private investors. Importantly, proceeds from the event will be donated to seven high-performing organizations that support Chicago’s underserved youth.

Date: Wednesday, October 30, 2019

Time: 1:00 PM – 5:00 PM

Location: Harris Theater, 205 E Randolph St, Chicago, IL 60601

Hosted By: Invest For Kids

Contact: Online – https://investforkidschicago.org/contact/

Fees: Individual & Group Tickets Available

Booth Women Connect Conference

The 11Join us for a day of learning and dialogue within the engaged, supportive community of Booth Women Connect. Network with business leaders and accelerate your personal and professional growth at the 9th annual Booth Women Connect Conference.

Ann Curry, executive producer and reporter of We’ll Meet Again on PBS, will be the keynote speaker. Chicago Booth’s world-renowned faculty as well as authors and thought leaders will present their insights. Don’t miss a day packed with amazing content! 

Date: Friday, November 1, 2019

Time: 8:00 AM – 5:15 PM

Location: Hyatt Regency Chicago, 151 E Wacker Dr, Chicago, IL 60601

Hosted By: The University of Chicago Booth School of Business 

Contact: boothwomenconnect@chicagobooth.edu

Fees: $250

MMI/Morningstar Sustainable Investing Financial Advisor Forum

Get ready for conversations with clients and prospects about sustainable investing with practical advice and roundtable discussions of best practices around client discovery and implementation of sustainable investment strategies. ent their insights. Don’t miss a day packed with amazing content! 

Date: Monday November 4, 2019

Time: 10:30 AM – 4:45 PM

Location: Morningstar HQ, 22 W Washington Street 7th Floor, Chicago, IL

Hosted By: Money Management Institute

Contact: 646-868-8500

Fees: $225 – Use code CFA50 to save 50%

5th Annual Private Wealth Midwest Forum 

The 5th Annual Private Wealth Midwest Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.

Date: Wednesday, December 12, 2019

Time: 8:00 AM – 5:30 PM

Location: University Club of Chicago, 76 E. Monroe Street, Chicago, IL 60603

Hosted By: Markets Group

Contact: Brian Intemann  – brian.intemann@marketsgroup.org or (347) 352-8168

Fees: CFA20PWMW – 20% discount code

8/27 – 9/12 = $1300 ($1040)
9/13 – 10/31 = $1500 ($1200)
11/1 – 12/12 = $1850 ($1480)