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

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.

4:00 PM
November Book Club Meeting
Discuss: The Visible Hand: The Managerial Revolution in American Business by Alfred D. Chandler Jr.

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.

3:30 PM
Vault Series: CoreCommodity Management
Commodity Investing Overview

Bob Greer dubbed by the Chicago Mercantile Exchange, "the godfather of commodity investing," will present a high level discussion of why commodities are a necessary component of portfolio construction; diversification; liquidity and valuation.

Speakers: Robert J. Greer - Senior Advisor, CoreCommodity Management

3:30 PM
Corporate Governance in an era of Clawbacks, ESG, Mega-Managers, and Zombie Investors

Since the dawn of the joint-stock corporation firms have struggled with boards and their proper role. Join CFA Society Chicago and assembled experts for a night of learning and discussion about corporate governance and what it means for you.

Speakers: Thames Fulton - Managing Director, RSR Partners; James Hamilton, CFA - Director, BlackRock; Frank Jaehnert - Member of the Board of Directors, Briggs & Stratton, Itron, Inc., and Nordson Corporation; Todd Henderson - Michael J. Marks Professor of Law and Mark Claster Mamolen Research Scholar, University of Chicago Law School; Lars Meuller, PhD - Senior Portfolio Manager, Canada Pension Plan Investment Board; Kevin Ranney - Director of Product Strategy and Development, Sustainalytics
Moderator: Eileen Kamerick - Board Member, CFO, & Trusted Advisor

3:30 PM
Wall Street Training - Big Data: Outlook & Trends + Intro to Python (Sold Out)

By now, you've almost certainly heard of "big data." But what exactly is big data, and how are businesses on both Wall Street and Main Street using it? This presentation breaks down big data into small, digestible chunks.

Speakers: Hamilton Lin, CFA, - Founder & CEO of Wall Street Training & Advisory, Inc.

6:00 PM
December Special Situations (Members Only, Limited Space)
Topic: BBX Capital Corporation (BBX)

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

9:00 AM
Wall Street Training: Advanced Financial Modeling Core Model (Limited Space)

Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule.

Speakers: Instructor: Hamilton Lin, CFA, Founder & CEO, Wall Street Training

12:00 PM
December Job Seeker's Forum 10 and Under (Members Only, Limited Space) (Sold Out)

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 Professional Development Advisory Group as a host.

5:00 PM
CFA Exam Information Session
June 2018 Exams

The June 2018 CFA exams will be here before you know it! You are invited to join leaders from CFA Society Chicago and members from Kaplan Schweser to find out how to best prepare for the CFA exam.

11:30 AM
Distinguished Speaker Series: James Donald, CFA
Emerging Markets - Risks and Opportunities

CFA Society Chicago presents James Donald, CFA. Donald is a board member of EMpower, a charity of investment professionals focused on adolescents, health care, and women's issues in emerging markets countries.

Speakers: Distinguished Speaker Series: James Donald, CFA

5:00 PM
December Investment Exchange Forum (Members Only, Limited Space)
Topic: Conglomerates - Firms that derive more than 25% of their earnings from seemingly unrelated business(es) than their primary operation.

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

Speakers: Moderators: Matt Clarkin, CFA - US Bank; Nick Redmond - Oculus Asset Management

4:00 PM
December Book Club Meeting
Discuss: Undoing Project by Michael Lewis

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.

3:30 PM
Vault Series: RiverNorth
History of MPL and the investment characteristics of the asset class

Please join RiverNorth's Philip Bartow (lead-PM, Marketplace lending strategies) as he presents a brief history of MPL, the investment characteristics of the asset class, and his thoughts on risks & future opportunities.

Speakers: Philip Bartow - Portfolio Manager, RiverNorth

3:30 PM
Vault Series: Chickasaw Capital Management, LLC

Join us for a presentation by Charles P. E. Jumet, Jr.

Speakers: Charles P. E. Jumet, Jr., CIMA® - Vice President, Chickasaw Capital Management, LLC

3:30 PM
Vault Series: CHANGE Global Investment
Emerging and Frontier Markets: How the Historical Perspective ties in with the Current Investment Opportunities

Join us for a presentation by Thea Jamison, CFA, who will discuss the evolution of the asset class and how it explains current investment opportunities.

Speakers: Thea Jamison, CFA - Founder and Managing Director, CHANGE Global Investment

Past Events

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

Non-CFA Chicago Investment/Finance Events