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

The Morningstar Investment Conference is the in-person deep-dive you need to build financial success in 2023 and beyond. Register today and join investment outliers, experts, and trailblazers for 3 days of frank dialogue, analysis, and perspective.

Why attend the Morningstar Investment Conference?

Accelerating technologies. Emerging asset classes. New investing paradigms. Collectively, they challenge assumptions about who an investor can, should, or will be. You’ll join sessions, experiences and networking that will deliver sharpened focus, deeper insights, and the data you need to prepare for what’s next in the investor’s journey.

Date: April 25-27, 2023

Location: McCormick Place Lakeside Center

The event will kick off with a keynote address followed by an exploration of the four topics in sustainable finance and their implications for fixed income investing via moderated panel discussions with time for Q&A.  The conference will also feature a presentation on the current state of EU sustainable investing rules and regulations as well as an announcement of the FIASI/Fordham University Third Annual Corporate Social Responsibility and ESG Investing in Fixed Income Research Competition winners.  The winners will be invited back to present their research papers at a later date.

Date: April 20, 2023

Location  In-Person: McNally Amphitheater | Fordham University | Lincoln Center Campus | 140 West 62nd Street, NYC

Virtual attendance is also available.

Join us to discuss the state of the Puerto Rico economy. economic development efforts, the tax incentives intended to attract new businesses to the island, and other efforts to improve the competitive position of Puerto Rico.

Manuel Cidre Miranda is a Puerto Rican businessman and politician. He ran as in independent candidate for Governor of Puerto Rico in 2016, an election won by Ricardo Rosselló. In 2020, he was appointed by Governor Pedro R. Pierluisi Secretary of the Puerto Rico Department of Economic Development and Commerce.

Secretary Cidre arrived in Puerto Rico from his native Cuba at a young age. In 1978 he and his brother started a company in Bayamon named “Los Cidrines”, which sells bakery goods and bread in Puerto Rico. The company also sells in the US market, with this operation managed by his sister.

Date: September 20, 2022

Time: 5:00 PM – 7:00 PM AST

Location: Base Cowork, 1666 Avenida Juan Ponce de Leon, San Juan (Webcast Available)

Hosted By: Financial Analysts’ Society of Puerto Rico

Contact: Financial Analysts’ Society of Puerto Rico

Fees: Webcast and in-person members $10 / In-person nonmembers – $20 / Students – Free

Behavioral Finance Exchange Podcast

The Behavioral Finance Exchange podcast features leading experts in the field of behavioral finance. Hosted by James Valentine, executive director of the Driehaus Center for Behavioral Finance, the podcast series helps investment professionals identify and take steps to minimize the most prevalent psychological biases and aversions that hinder investment decision-making.

Platforms: Google, Spotify, Apple, Breaker

Hosted By: DePaul’s Driehaus Center for Behavioral Finance

Contact: James Valentine

CFA Society Chicago Partnership with the Greenwood Project

The Greenwood Project is a Chicago-based non-profit whose mission is to introduce minority students to careers in the finance industry. They support scholars from high school into their early career, serving as an educational resource and opportunity generator. The Greenwood Project’s programs include summer courses for high school students that focus on finance topics, specifically financial technology. Their flagship program is a 6-week college internship program where students are matched with prestigious internship opportunities and provided with support to help them achieve at the highest levels in their roles.

Volunteer Opportunities:

  • • With the continued impact of COVID-19 lingering in our industry,their most pressing need is for companies to take on virtual volunteers for our summer 2020 internships. This year, they are two-week long virtual internships where a team of 5 scholars tackles a project submitted by an employee or team.

    • Volunteer to lead Virtual Career Talks, where volunteers discuss their career pathway and answer questions from our students.

    • Volunteer to lead workshops for our high school institutes coming up in July and August. These workshops range from soft-skills (like Verbal and Written Communication) to industry-specific sills (like Company Valuation).

Date: Ongoing

Time: Contact Greenwood Project

Location: Virtual

Hosted By: Greenwood Project and CFA Society Chicago

Contact: Charles Turner, program coordinator, at charles.turner@greenwoodproject.org or submit a form on the Greenwood Project website. If you sign up using the online form, please make sure to mark “Other” under the “How did you hear about this volunteer opportunity?” question and note CFA Society Chicago in the comments section. 

Fees: Volunteer Opportunity