Outside Investment & Financial Events
(Not sponsored by CFA Society Chicago)
Midwest IDEAS Investor Conference
Our conferences include a three track presentation schedule with thirty minute presentations per company and scheduled one-on-one meetings for qualified investors. A keynote lunch presentation is also scheduled for each day with a distinguished financial leader. Our conferences host approximately 50 to 70 presenting companies ranging from ~$100M to ~$5B market cap with an average of ~$800M at each event. In 2018, we had 180 companies present, 900+ investors attend, and over 1,300 one-on-one meetings scheduled. For more information visit: About IDEAS Investor Conferences.
Unlike traditional investment bank-sponsored conferences, our events are sponsored by money management firms (see link to list below). We generate our list of presenting companies largely based on the suggestions of our sponsors and other buyside relationships, focusing on under-followed and under-appreciated companies.
Date: August 28 – 29, 2019
Time: 7:30 AM – 5:30 PM each day (able to come and go)
Location: The Gwen Hotel (discounted rates available HERE) – 521 N Rush St, Chicago, IL 60611, (312) 645-1500
Hosted By: IDEAS Investor Conferences
Schedule: Anticipating ~60 companies; Presenting Schedule (this is a live link and will reflect future changes including the schedule once available)
Sponsored BY the Buyside FOR the Buyside: To learn more about our sponsors, please click here.
Contact: Lacey Wesley, Vice President & Managing Director of IDEAS Conferences, Phone: 817.769.2373, Email: lWesley@threepa.com
Fees: CFA Society Members – Registration Fee Waived (Email Lacey Wesley at lwesley@threepa.com; must include you are a Chicago CFA Society Chicago member)
Chicago Finance Exchange September Dinner with City of Chicago Mayor Lori Lightfoot, Treasurer Melissa Conyears-Ervin and Clerk Anna Valencia
Everyone will appreciate hearing from a powerful panel of women about their perspectives, leadership, and the City of Chicago. Each will share their thoughts on plans to make government more accountable and accessible, their passion for creating opportunity, and maintaining Chicago’s world-class status.
Date: September 16, 2019
Time: 5:30 PM – 8:00 PM
Location: The Standard Club, 320 S Plymouth Ct., Chicago, IL 60604
Hosted By: Chicago Finance Exchange
Contact: Deb Hypke – admin@chicagofinanceexchange.org
Fees: $175
Vision 20/20: The Future of IR
Luncheon Keynote: Economic Innovation: Keeping Corporations Competitive in the 21st Century
Austan Goolsbee, Chairman, President’s Council of Economic Advisers (2010-2011) and Professor of Economics, University of Chicago Booth School of Business
Date: September 20, 2019
Time: 8:00 AM – 5:00 PM
Location: The Metropolitan, Willis Tower, 233 S. Wacker Drive, Chicago, IL 60606
Hosted By: NIRI-Chicago
Contact: info@niri-chicago.org
Fees: Nonmembers: $250 before August 23 and $300 after
Voice of Blockchain
Two Days & Three stages of high-quality, curated content designed to maximize networking opportunities and give participants real ROI through valuable connections and information.
- Corporate & Enterprise: Business and technical considerations for enterprise implementation.
- Digital Assets & Markets: Regulation, risk transfer, and technology for institutional investment in crypto.
- Innovation & Impact: Thought leadership on socially relevant topics including privacy, identity & mechanism design
Date: September 30 – October 1, 2019
Time: View Agenda
Location: VENUE SIX10, 610 S. Michigan Ave., Chicago, IL 60605
Contact: Online
Fees: General Admission – $399.99 +$25.98 Fee
American Economic Challenges Symposium
Symposium speakers include:
- Jan Hatzius (Chief Economist, Goldman Sachs) on the Economic Outlook
- Stephen Roach (Former Chairman of Morgan Stanley Asia) on Trade Policy and China
- Eric Rosengren (President & CEO, Boston Federal Reserve) on Monetary Policy and Interest Rates
Date: Friday, October 11, 2019
Time: 8:30 AM – 4:15 PM
Location: 770 W. Dayton St, Madison, WI
Hosted By: Economics Department at the University of Wisconsin-Madison
Contact: econsymposium@ssc.wisc.edu
Fees: $100
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