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


CFA Society New York 2nd Annual Blockchain Conference

With this year’s conference, we bring together innovators, academics, investors and investment practitioners to address the current blockchain and cryptocurrency landscape, and most importantly, the impact on investment practitioners.

Date: Monday, September 17, 2018

Time: 1:00 PM – 9:00 PM

Location: CFA Society New York, 1540 Broadway #1010, New York, NY 10036

Hosted By: CFA Society New York

Contact: CFA Society New York (212) 541-4530

Fees: Members $30 / Nonmembers $70, Complimentary Livestream – Members Only


Talking Factors: Finding the Right Approach for Institutional Investors

As interest in factor investing grows, so does the range of possible implementation methods. With so many active and passive approaches on the table, how can investors cut through the clutter and determine which approach is best suited to their needs?

Date: Wednesday, September 19, 2018

Time: 8:00 AM – 10:30 AM

Location: Northern Trust Global Conference Center, 50 S LaSalle Street, Chicago, IL 60603

Hosted By: S&P Dow Jones Indices and Northern Trust Asset Management

Contact: S&P Dow Jones Indices or Northern Trust Asset Management

Fees: Free 


Chicago Chapter Meeting featuring Gina Martin Adams, CMT, CFA

Gina Martin Adams CMT, CFA ,Chief U.S. Equity Strategist, Bloomberg Intelligence will be presenting her perspective on the current environment utilizing a fusion of technical, quantitative, and fundamental analysis.

Date: Wednesday, September 19, 2018

Time: 4:30 PM – 6:00 PM

Location: Chicago Board of Trade, Conference Room Alpha, 141 W. Jackson Blvd., Chicago, IL 60604-2992

Hosted By: Chicago Chapter of the CMT Association

Contact: Matt Nygaard, CMT and Sam Borrelli, CMT

Fees: Free to members and non-members


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


Strategic IR for Transformational Times

The NIRI-Chicago Investor Relations Workshop

This year’s IR Workshop delves into the need for IR officers to expand their understanding of the changing business media and investor landscape, as well as the growing need to be involved in governance, environmental and social issues.

Date: Friday, September 28, 2018

Time: 8:00 AM – 5:30 PM

Location: The Metropolitan, Willis Tower, 233 S. Wacker Drive, 66th Floor, Chicago, IL 60606 

Hosted By: NIRI-Chicago

Contact: Kathy Short – info@niri-chicago.org 


NIRI-Chicago Members: $150 before September 1 ($200 afterward)
Others: $225 before September 1 ($275 afterward)


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/


Geopolitics and Liquidity Shocks vs Low-gear Goldilocks 

Geopolitics and dollar-liquidity shocks are pitted strongly against a low-gear version of Goldilocks, fueling risk aversion and defensive positioning. Valuations in parts of the global investment universe look compelling, but positive catalysts are missing. Are we headed for a protracted slump or is this just a mid-cycle hiccup?

We think it’s the latter. Patient investors seeking value propositions in both advanced and emerging markets are likely to be rewarded. A near-term US Treasuries’ rally and peak dollar are among the required catalysts. But will they come about? Join Oxford Economics’ Director of Global Macro Strategy, Gaurav Saroliya as we discuss these topics and more. The presentation will be followed by an open-forum peer-level discussion.

Date: Wednesday, October 3, 2018

Time: 8:00 AM – 9:30 AM

Location: The University Club of Chicago – 76 East Monroe Street, Chicago, IL 60603

Hosted By: Dr. Gaurav Saroliya, Director of Global Macro Strategy, Oxford Economics and Nick Stavropoulos, Director of Strategy & Finance

Contact: Nick Stavropoulos – nickstavropoulos@oxfordeconomics.com, Office: (773) 867-8140, Mobile: (773) 372-5762

Fees: Complimentary Breakfast & Presentation with Q&A Session


Booth Women Connect Conference 

In 1929, Chicago Booth became the first institution to grant a PhD in business to a woman. Nearly 100 years later, our commitment to supporting women in business remains stronger than ever.  

Join us October 12 in Chicago for Booth Women Connect Conference 2018, where Booth’s world-class faculty and other thought leaders will share their bold ideas and practical insights about the issues most important to women in business today.

Date: Friday, October 12, 2018

Time: 8:30 AM – 5:00 PM

Location: Hilton Downtown Chicago, 720 S Michigan Ave, Chicago, IL 60605

Hosted By: The University of Chicago Booth School of Business

Contact: Kara.Sheaffer@chicagobooth.edu

Fees: $200


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 20, 2018

Time: 9:00 AM – 1:00 PM

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

Hosted By: Financial Modeling Institute, 56 Temperance Street, Suite 200, Toronto, ON  M5H 3V5 

Contact: info@fminstitute.com


US$360 – Register by August 4, 2018
US$450 – Register by September 15, 2018