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

Cognitive Diversity & Its Positive Impact on the Bottom Line

Our moderated conversation with RTSWS Founder and CEO Maura Cunningham and RTSWS BOD member Reginald G. Sanders, CFA, CAIA, Director of Investments at W.K. Kellogg Foundation, offers a thought-provoking exchange in which they will discuss why we are losing girls and other underserved youth in math, how RTSWS is stemming this tide, and how you and others can be part of the solution. You don’t want to miss it!

Date: Wednesday, January 26, 2022

Time: 2:00 PM – 2:45 PM PT

Location: Virtual

Hosted By: CFA Society San Francisco

Contact: Tanya Suba-Tang tanya@cfa-sf.org

Fees: Free

Mastering the Market Cycle with Howard Marks

2022 is poised to be a pivotal year for financial markets. Already off to a volatile start, investors find themselves wrestling with a cacophony of inputs — from inflation to interest rates to labor to housing. How can market participants parse meaningful signals from the noise? Where do attractive investment opportunities remain, and where may they emerge as the cycle evolves? What are investment professionals to make of the latest trends in their industry, from cryptocurrency to ESG to automation?

Join us as we tackle these questions and more with a luminary of the industry, Oaktree Capital Co-Chairman Howard Marks, in conversation with journalist Devin Banerjee, CFA.

Date:Thursday, February 17, 2022

Time: 11:00 AM – 11:45 AM PT

Location: Virtual

Hosted By: CFA Society San Francisco

Contact: Tanya Suba-Tang tanya@cfa-sf.org

Fees: Members: $10 (Passport Program – Please contact CFA Society San Francisco to register) / $25 Non-Members

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