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