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 – email@example.com 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 @ firstname.lastname@example.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
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