Dave Coolidge, vice chairman of William Blair, began his career with the organization more than 50 years ago when Chicago’s financial scene was vastly different. How did Chicago’s banking industry get to where it is? Coolidge joined CFA Society Chicago on May 4, 2021, to provide a historical view into the Chicago banking, brokerage, and private equity scene along with insight into the sustained success of companies. Hear about William Blair’s role within Chicago’s investment industry along with when and why the company changed business lines to get it to where it is today. Coolidge also disussed his views on the outlook for the investment business.
