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Distinguished Speaker Series:
Suni Harford

July 19, 2020

Suni Harford, president of UBS Asset Management, and Thomas Digenan, CFA, head of US Intrinsic Value Equities for UBS Asset Management, discuss the future of the asset management business, how UBS is adapting to current industry trends, the broader impact of COVID-19, where they see opportunities for growth and UBS’s commitment to sustainability and how clients/investors are already adapting to an ESG world.

Distinguished Speaker Series:
Roy Swan

July 15, 2020

The Ford Foundation is carving out $1 billion of its endowment and committing resources over a ten-year period into investment opportunities that generate positive social returns and commercially appropriate risk-adjusted returns on capital. Hear what Roy Swan, director of Missions Investments for the Ford Foundation, had to say about investment strategy, rationale, impact, and measurements of success.

Distinguished Speaker Series:
Cathie Wood

June 8, 2020

Cathie Wood, founder, CEO and CIO of ARK Invest, joined the Society for an interactive discussion on the impact of rapidly changing market dynamics, breakthrough innovations and the opportunities investors can create. Hear her insights on the current environment, market volatility, and the role innovation plays during market extremes.

Distinguished Speaker Series:
Kristina Hooper

June 2, 2020

Kristina Hooper, chief global market strategist at Invesco, joined CFA Society Chicago for a webinar on the economic outlook in coming months, including various scenarios given fiscal, monetary and public health policy decisions. Hooper also discussed coverage of the inflation/deflation debate, as well as market implications.

The Impact of the Fed on the Corporate Bond ETF Market

May 27, 2020

In historic fashion the Fed has expanded the list of tools in its toolbox. This list includes many corporate bond ETFs as well. Portfolio managers from two of the biggest ETF providers – Invesco and State Street Global Advisors – joined us to discuss the positive, and potentially negative unintended impacts, the Fed’s presence is having on the ETF market, and the corporate bond market overall.

Gina Martin Adams, CFA, CMT

Equity Market Outlook: Virus Muddies Outlook, But Stocks Already Priced for Recession 

May 20, 2020

Gina Martin Adams, CFA, CMT, chief equity strategist with Bloomberg Intelligence, joined us to discuss why the equity market appears to be detached from economic reality and how long it may last, her fair value model for stocks, factor and sector strategy, and a customized equity market playbook for Covid-19 recession and recovery.

POWER Series:
President Loretta J. Mester

May 12, 2020

Loretta J. Mester, president of the Federal Reserve Bank of Cleveland, discusses the tools and policies of the U.S. central bank and how they can help the economy get back on a sustainable growth path. What additional measures can be taken to support financial markets and protect jobs? When will the economy start growing again and what will the recovery look like?

Managing Wealth Through a Pandemic

May 7, 2020

Jenifer Aronson, CFA (Mosaic Fi, LLC), Elizabeth Martinez, CFA (Bank of America Private Bank), and Sunitha Thomas, CFA (Northern Trust), discuss managing wealth during Covid-19 and provide their insights into what investors should be doing now to minimize risks, manage consumer confidence, and leverage the resources introduced in the government stimulus package.

Modern Monetary Theory

April 22, 2020

Historic Monetary and Fiscal Stimulus: Savior or Destroyer?
Lotta Moberg, CFA, moderates a discussion on the implications of the stimulus measures put in place by the U.S. government and Federal Reserve. She’s joined by Stephen Moore, visiting senior fellow in economics at the Heritage Foundation, and Randall Wray, professor of economics and scholar of Modern Monetary Theory.

Distinguished Speaker Series:
Howard Marks, CFA

February 22, 2019

Since the formation of Oaktree in 1995, Howard Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.

Distinguished Speaker Series:
Joel Greenblatt

December 5, 2018

The shift to passive management is a powerful trend dominating the investment industry. However, active management is the only way to truly outperform the market as a whole over time. Gotham Asset Management founder and co-CIO Joel Greenblatt shares his thoughts on the debate and provide insights on ways to navigate the changing landscape.

Distinguished Speaker Series Breakfast: James Bullard

September 12, 2018

James Bullard, president and CEO of the Federal Reserve Bank of St. Louis, speaks about the U.S. Economy and Monetary Policy.