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

To be held on the day after the Rise + Remember Commemorative Program, the goal of the Economic Empowerment Day is to create a collective focal point for the national conversation on the Racial Wealth Gap and the Inequality in Access to Capital.

Date: Tuesday, June 1, 2021

Time: 10:00 AM – 2:30 PM CT

Location: In person and Virtual

Hosted By: 1921 Tulsa Race Massacre Centennial Commission

Contact: Phil Armstrong p.armstrong@tulsa2021.org or Calah McQuarters c.mcquarters@tulsa2021.org

Fees: Free

A Look Beyond ESG Ratings: Quantitative Investment and Climate Risk

The prominence of environmental, social, and governance (ESG) factors in both risk management and investment management has generated a lot of excitement. As investor demand for ESG products continues to build, there is a growing need for the public to better understand its impact and sophistication.

Date: Tuesday, June 15, 2021

Time: 11:00 AM – 12:00 PM CDT

Location: Virtual

Hosted By: Global Association of Risk Professionals (GARP)

Contact: chapters@garp.com

Fees: Free

Financial Modeling Institute Certification Exams

Ready to take the next step in proving your ability as a financial modeler? Participate in the Financial Modeling Institute’s 2021 virtual exams with our CFA Society Chicago partner discount codes. The Financial Modeling Institute is the leading accreditation institution in the world of financial modeling

Date: Saturday, July 31, 2021 and Saturday, October 23, 2021

Time: Varies

Location: Virtual

Hosted By: Financial Modeling Institute

Contact: info@fminstitute.com


40% off the July 31, 2021 exam: JULY21CFACHICAGO40
40% off the October 23, 2021 exam: OCT21CFACHICAGO40

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