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Transition Techniques

Transition Techniques

How to make a transition from a back-office, support role to a decision-making role in investment management was the topic of discussion on November 18th for a panel with real experiences in making just such a career move. Moderated by Eric Schweitzer, vice president...
Vault Series: Counting Cards in Biotech

Vault Series: Counting Cards in Biotech

No EBITDA, no revenue, no product. What’s not to like? Despite being fraught with risk, investing in biotech stocks can be highly lucrative. Michael Caldwell, a portfolio manager at Driehaus Capital Management led a highly interactive discussion with a roomful of...
Opportunities in Hedge Funds in 2019

Opportunities in Hedge Funds in 2019

A distinguished panel gathered on October 10, 2019 at the Standard Club to discuss the current environment for hedge fund investments. Kenneth Heinz, president of Hedge Fund Research, Inc. served as the moderator. The panelists included: Kevin Doonan, Executive...
Distinguished Speaker Series: David Herro, CFA, Harris Associates

Distinguished Speaker Series: David Herro, CFA, Harris Associates

Trust and effective communication provide investment teams with the ability to stick with a sound investment philosophy and process during periods when the approach is out of favor with the market. Oakmark’s focus on developing an intrinsic value for companies...
Volunteer of the Month: October 2019

Volunteer of the Month: October 2019

Since joining CFA Society Chicago in May 2019, Marina Viergutz, CFA, CAIA has been actively involved on three advisory groups (CFA Women’s Network, Education and Professional Development). She has been vocal in sharing new ideas and suggestions to enhance Society...
Investing in the New Space Race

Investing in the New Space Race

The Educational Advisory group hosted an event on September 12 at the Palmer House Hilton to educate financial professionals, investors, and space enthusiasts on the technologies of space exploration, the geopolitical landscape, and potential winners and losers in the...

2019 Annual Celebration

CFA Society Chicago held its annual celebration for new members and volunteers on Thursday, January 17, 2019. The venue was a new one the Society, hosting the event at River Roast on LaSalle Street just north of the river. Attendees enjoyed a spacious, private setting...

Volunteer of the Month: August 2018

  Kevin Ross, CFA, has been a CFA Society Chicago member since 2009 and served on several advisory groups including Education, Distinguished Speaker Series and Professional Development. This month Kevin is being recognized for his efforts with the Professional...

Volunteer of the Month: May 2018

  Thank you to all the dedicated CFA Society Chicago volunteers who give selflessly of their time and talents! This month the Communications Advisory Group is recognizing Richard Schiller, CFA, CPA. Dick has been a member of the Society for two years and joined...

Volunteer of the Month: April 2018

  This month’s Volunteer of the Month is Garrett Glawe, CFA, Director of Asset Owners Channel for the Central Region at S&P Dow Jones Indices. Garrett has volunteered with CFA Society Chicago for many years in several capacities, including as co-chair...

Volunteer of the Month: February 2018

This month’s Volunteer of the Month is recognized for her efforts on both the Communications and Education Seminars Advisory Groups. Rida Iqbal is a Level III Candidate in the CFA Program. She holds a bachelor’s degree in applied accounting from Oxford...

Volunteer of the Month: December 2017

CFA Society Chicago would like to recognize Amir Moaiery, CFA, for his contributions with the Society’s Industry Roundtables event and the Job Seekers Forum. Today, Amir Moaiery is the Professional Development Advisory Group’s Volunteer of the Month. Amir...

Volunteer of the Month: November 2017

Erik Baaske, CFA, is 2nd Vice President, Team Lead HFS Poseidon FX at Northern Trust. Erik joined the Membership Engagement Advisory Group in 2016. Shortly after joining the group, Erik presented an idea of expanding its outreach initiatives by conducting information...

Volunteer of the Month: June 2017

The Social Events Advisory Group is tasked with organizing relaxing, entertaining, and networking-oriented events that will appeal to the Society’s diverse membership. Andrew has been actively involved on the advisory group since 2016 and is part of a core group...

Volunteer of the Month: May 2017

Longtime member (22 years to be exact!), Brad Adams, CFA, has served on five advisory groups since 2012. In 2014 he also chaired what was previously the Finance Advisory Group. Currently, he is a member of both the Communications and Professional Development Advisory...

Volunteer of the Month: April 2017

Since joining CFA Society Chicago in 2012, Andy Feltovich, CFA, didn’t hesitate when it came to answer the call for volunteers. Andy has generously given his time and talents by serving on the Education and Professional Development Advisory Groups. Andy is...

Volunteer of the Month: March 2017

Thank you to all the dedicated CFA Society Chicago volunteers who give selflessly of their time and talents! This month the Professional Development Advisory Group is recognizing Spencer Kelly. New Candidate member Spencer Kelly joined the Society in November 2016 and...

Annual Celebration 2016: New Member and Volunteer Recognition

CFA Society Chicago held its annual celebration for new members and volunteers on Thursday, January 26, 2017. The site was a unique one–the dress circle lounge at the Chicago Opera House, which was filled to near capacity. The event provided a wonderful...

Volunteer of the Month: February 2017

CFA Society Chicago would like to send a heartfelt thanks to all of its volunteers who share their time and talents with the Society.  Today, we’re extending a very special “thank you” to Sitaram (Ram) Gundapaneni.  He’s the Membership...