CFA Society Chicago Events

CFA Chicago offers diverse programming content, including local luncheon programs that attract top industry speakers, educational and career management seminars on specialized, timely topics presented by outstanding specialists in the field, as well as panel discussions addressing the unique challenges facing women in the industry and their contributions to the field, and social group outings such as happy hours and sporting events. If you are not a member of CFA Chicago but you would like to receive e-mail notices about our events, please contact info@cfachicago.org.

Event Function Tickets: In order to view your event ticket tally you must be logged onto the website. You can click on the "Preferences" tab upon member log in or you can click on an individual event, scroll to the bottom of the page and click on "Register Online." After you arrive on the registration page scroll down to the payment section and you will see a blue box on the right side of the screen with your event ticket total.

Passport Program: CFA Society Chicago is pleased to offer members of any CFA society the ability attend many CFA Chicago events at our member rate. The "Passport Program" logo and text will appear on the event detail page if that event is offered under this program. Note: If you are only a member of CFA Institute, you do not qualify for the society member rate.

Event Cancellation Policy: Unless otherwise stated in the event description, you may cancel your event registration for a full refund up until 5pm three business days prior to the event by contacting our office: 312-251-1301. No exceptions will be made.

DATE/TIME DESCRIPTION
2/27/2017
5:30 PM
February Special Situations (Members Only, Limited Space)
Topic: Liberty Expedia Holdings, Inc. (LEXEA)

Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance.

Speakers: Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management


3/1/2017
11:30 AM
Distinguished Speaker Series: Richard Driehaus (Sold Out)
Evolution of the Financial Markets

As chairman and architect of the firm's equity investment philosophy, Richard Driehaus has overall responsibility for ensuring the integrity of the philosophy and reviewing absolute and relative investment performance of various strategies.

Speakers: Richard H. Driehaus, Founder - Driehaus Capital Management LLC


3/2/2017
4:30 PM
Industry Roundtables (Members Only)

Join us for our 11th Annual Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance.

Speakers: Basili Alukos, Assistant Vice President, Morningstar Credit Ratings, LLC; Bradley Bass, Private Wealth Advisor & Executive Director, Morgan Stanley; Daniel Busiel, Head of Allstate Investment's Portfolio Management Group; Matt Dmytryszyn, Principal & Senior Research Analyst, LaSalle Street Capital Management; Dan Jarema, Senior RIA Consultant, OppenheimerFunds; Patrick Konicki, Fundamental Credit Analyst, Magnetar Capital; Paul Newsome, Managing Director & Senior Insurance Analyst, Sandler O'Neill + Partners, L.P.
Christian Reel, Analyst, Albourne; Kevin Ross, Portfolio Manager & Research Analyst, Advisory Research; Saumin Shah, Trader, Global Quantitative Strategy, Citadel LLC; David Smith, Managing Partner, Marquette Associates; Dave Worniak, Second Vice President & Senior Research Analyst, Northern Trust Asset Management



3/7/2017
3:00 PM
Investing for the Long-Term: Productivity, Capital Markets Expectations, and Portfolio Management

Economist Robert Gordon enumerates the innovations and corresponding productivity gains from 1870 to 1970, and argues that the feat will never be repeated. In the opposing camp is University of Illinois at Chicago Professor Emerita Deidre McCloskey.

Speakers: Robert Gordon - Economist, Northwestern University; Jim McDonald - Chief Investment Strategist, Northern Trust; Deirdre Nansen McCloskey - Emerita Professor, University of Illinois at Chicago; Rick Rieder - Chief Investment Officer, Global Fixed Income, BlackRock; Francisco Torralba, CFA - Senior Economist, Morningstar Investment Management LLC
Moderator: Michele Gambera, CFA - Head of Quantitative Analysis, UBS



3/8/2017
3:30 PM
March Investment Exchange Forum (Members Only, Limited Space)
Topic: Biotech

The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.

Speakers: Moderators: Doug Nguyen, Alpha Capital Partners; Nick Redmond; Oculus Asset Management


3/10/2017
12:00 PM
March Job Seekers Forum 10 and over (Members Only, Limited Space)

The CFA Society Chicago Job Seeker's Forum series provides members with potential new opportunities and resources to find employment. The forum encourages open dialogue and will have a member of the Career Management Advisory Group who serves as a host.


3/15/2017
3:30 PM
Vault Series: David Ranson
Tactical Asset Allocation from Financial-Market Signals

Financial markets send signals which motivate and guide the direction in which capital chooses to flow. These market signals could serve as leading indicators for thoughtful investors as they have predictive power for the price performance of assets.

Speakers: David Ranson - President and Director of Research, HCWE & Co.


3/21/2017
4:00 PM
March Book Club Meeting
Discuss: Blockchain Revolution: How the Technology Behind Bitcoin Is Changing Money, Business, and the World by Don Tapscott and Alex Tapscott

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in an informal environment.


3/22/2017
5:00 PM
Annual Whiskey Warm-up

Join us for our 2nd Annual Whiskey Warm-up! This is your chance to taste and learn about four specialty whiskeys at Sidebar Grille.


3/24/2017
11:00 AM
Professional Development: CFA Society Chicago Career Fair (Members Only)
Career Crossroads: A Showcase of Opportunities

Meet with representatives from Chicago's top investment firms at one of our most popular professional development events. Whether you are looking for a new job or just curious to explore options, don't miss this exclusive members-only (and FREE!) event.


3/27/2017
5:30 PM
March Special Situations (Members Only, Limited Space)
Topic: TBD

Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance.

Speakers: Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management


3/28/2017
4:00 PM
Executive Presence and Leadership Principles (Members Only)

Patricia Cook graduated from the University of Michigan's business school and spent 15 years as a relationship manager and vice president in the financial industry before starting her consulting firm 13 years ago.

Speakers: Patricia Cook - Founder, Patricia Cook & Associates


4/5/2017
11:30 AM
Distinguished Speaker Series: T. Bondurant "Bon" French, CFA
Private Equity Industry Update

Private equity returns have been excellent versus other asset classes in recent years. Investors continue to allocate additional money to private equity seeking higher returns for their total portfolio. What will this mean for future expected returns?

Speakers: T. Bondurant "Bon" French, CFA - Executive Chairman, Adams Street Partners


4/6/2017
9:00 AM
Wall Street Training: Corporate Valuation Methodologies Fundamental & Relative Valuation Modeling (Limited Space)

How can you tell if a company is undervalued or overvalued? This course takes a practical, tangible, and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used.

Speakers: Instructor: Richard Taddonio, MBA


4/12/2017
3:30 PM
April Investment Exchange Forum (Members Only, Limited Space)

The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.

Speakers: Moderators: Doug Nguyen, Alpha Capital Partners; Nick Redmond; Oculus Asset Management


4/14/2017
12:00 PM
April Job Seekers Forum 10 and under (Members Only, Limited Space)

The CFA Society Chicago Job Seeker's Forum series provides members with potential new opportunities and resources to find employment. The forum encourages open dialogue and will have a member of the Career Management Advisory Group who serves as a host.


4/18/2017
4:00 PM
April Book Club Meeting
Discuss: TBD

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in an informal environment.


4/24/2017
5:30 PM
April Special Situations (Members Only, Limited Space)
Topic: TBD

Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance.

Speakers: Vishal Mishra, Mishra Capital Partners LLC; Nick Redmond, Oculus Asset Management


5/17/2017
3:30 PM
Vault Series: Doug Ramsey, CFA

In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Ramsey maintains the firm's proprietary Major Trend Index

Speakers: Doug Ramsey, CFA, CMT - Chief Investment Officer, The Leuthold Group, LLC; Co-Portfolio Manager, Leuthold Core Investment Fund and Leuthold Global Fund


Past Events

Click here to see some of the exciting events from previous years!

Non-CFA Chicago Investment/Finance Events