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


Investment Management Institute 13th  – Annual Alternative Investment Consultant Summit

The Alternative Investment Consultant Summit is one of the several unique conferences IMI hosts that can potentially expand your network of consultants. 

This event features panel discussions that provide valuable education on managing risk, recent trends and improving marketing strategies – directly from consultants and other allocators. Please register by sending an email to msullivan@imi-ct.com.  

Date: July 25, 2018

Time: 8:00 AM – 5:30 PM

Location: Stamford Hilton – 1 First Stamford Place, Stamford CT 06902

Hosted By: Investment Management Institute, 165 W Putnam Avenue, Greenwich, CT 06830

Contact: msullivan@imi-ct.com

Fees: $1,995 ($200 discount for early bird registrations still available, 10% off all additional registrations)  


2018 Society Annual Charity Golf Outing

Join CFA Society Milwaukee as we host the Annual Charity Golf Outing at The Legend at Bristlecone Golf Course.  It promises to be a great afternoon of golf, networking, and camaraderie.  Share the experience with a client…or potential client. Do some business, hit a few balls, and meet fellow like-minded professionals.  This event is also an opportunity to raise awareness and support financial literacy.  

Date: August 13, 2018

Time: 10:00 AM – 6:30 PM

Location: The Legend at Bristlecone, 1500 E. Arlene Drive, Hartland, WI 53029

Hosted By: CFA Society Milwaukee Foundation

Contact: info@cfamilwaukee.org

Fees: CFA Society Milwaukee Members $95 / Non-Society Members & Additional Guests $170


2018 NIRI-Chicago Golf Outing

Annual golf outing for NIRI members, guests and friends. Scramble format. Sign up as individual or group. Sponsored by Q4.

Date: August 23, 2018

12:15 PM – 1:30 PM: Registration (Tee times begin at 1:00 PM)
  6:00 PM – 8:00 PM: Reception / Dinner / Awards

Location: The Glen Club, 2901 West Lake Avenue, Glenview, IL 60026

Hosted By: NIRI-Chicago

Contact: Lisa Gregory – Lisa.gregory@anixter.com, Kathy Short – info@niri-chicago.org

Fees: NIRI-Chicago Member $200 / Non-member $250 / Reception – Dinner only, Non-member $60


Fitch Ratings – CreditPath Return to Work Program

As we enter a new era of market complexity and fast-paced innovation, hiring and retaining the best talent is critical to our continued success. The CreditPath Program is one of the programs we have launched to help us achieve this objective. CreditPath is a 10-week, full-time paid internship for financial services professionals who are ready to re-enter the workforce after taking an extended break from their careers.

Date: September 24, 2018 – November 30th, 2018

Time: Weekdays: Monday – Friday, 9:00 AM – 5:00 PM

Location: 70 W. Madison Street, Chicago, IL 60602

Hosted By: Fitch Ratings and Fitch Solutions

Contact: creditpath@fitchratings.com

Fees: Free


JOIM FinTech Conference

We will focus on areas such as cybercurrencies, blockchain technology and robo investing.  We are pleased to enlist speakers who will share not only educational content but insights on the practical significance of these emerging technologies.

Date: September 30 – October 2, 2018

Time: Varies

Location: Boston Marriott Cambridge, Cambridge, MA 06902

Hosted By: Journal Of Investment Management (JOIM) publication

Contact: Christine Proctor – editor@joim.com

Fees: https://www.joim.com/conference-membership/