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

CPA CE Free from Kaplan Financial Education series
End of LIBOR: What You Don’t Know May Hurt You

Financial institutions and other industries globally are working to replace the London Interbank Offered Rate (LIBOR). By the end of 2021, LIBOR is expected to be phased out, which necessitates adopting a new interest reference rate, not just for new loan agreements but also for existing loans. This course will discuss the change from LIBOR to a new interest rate reference and the potential impacts of making that change.

Speaker / Author:
Mark D. Mishler CPA CMA currently provides fractional CFO services to small companies and project finance to large companies. His professional career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer roles with publicly traded and private equity companies. Mark is an Adjunct Professor of Management, Finance, and Accounting. He has an MBA from the University of Michigan.

Date: Wednesday, October 21, 2020

Time: 12:00 PM – 1:00 PM CDT

Location: Virtual

Hosted By: Kaplan Financial Education

Contact: Paul Kovarsky – paul.kovarsky@kaplan.com

Fees: Free

How are transparent, liquid alternative strategies helping institutional investors mitigate risks and prepare portfolios for the unknown?

Join S&P DJI and industry experts to learn:

How index-based liquid alternatives can be used to protect against near-term volatility while keeping long-term goals within reach

How liquid alternative strategies such as risk parity, alternative risk premia, and managed futures have performed over various time horizons and market cycles

Why industry-informed index construction leads to more precise benchmarks and sharper risk management tools

Date: Tuesday, October 27, 2020

Time: 10:00 AM CDT

Location: Virtual

Hosted By: S&P Dow Jones Indices

Contact: Garrett Glawe, CFA – Senior Director, Asset Owner Channel at garrett.glawe@spglobal.com

Fees: Free

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