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
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.

5:00 PM
January Investment Exchange Forum (Members Only, Limited Space)
Topic: TBD

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.

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

12:00 PM
January Job Seeker's 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 Professional Development Advisory Group as a host.

4:00 PM
January 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.

3:30 PM
Fintech Part 1: Blockchains - Disruptor, Panacea, and Reality

Blockchains are simultaneously feared as a disruptor and lauded as a technological panacea, often with little understanding of how they work and their possible uses.

Speakers: Biju Kulathakal – CEO, Halo Investing Inc.; Zabrina Smith – Vice President, Northern Trust; Colleen Sullivan – Co-Founder and Managing Member, Sullivan Wolf Kailus LLC
Keynote/Moderator: Wulf Kaal - Director of the Private Investment Fund Institute (PIFI)

5:00 PM
2018 Annual Celebration (Members Only, Private Invitation Only)

Thank you volunteers and welcome new members! CFA Society Chicago invites you to join us at our 2018 Annual Celebration at the Mid-America Club. Eat, drink and network with dedicated members who have helped to build the Society and create amazing events.

5:30 PM
January Special Situations (Members Only, Limited Space)

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

11:30 AM
Distinguished Speaker Series: Jeremy Grantham
Ten Most Troublesome Thoughts

CFA Society Chicago welcomes Jeremy Grantham for its first Distinguished Speaker Series luncheon of 2018.

Speakers: Jeremy Grantham - Co-founder and Chief Investment Strategist, GMO

4:00 PM
How to Improve Your Quarterly Investor Letters (Members Only)

For asset managers, writing quarterly (or monthly) letters that update investors on portfolio performance and market trends may seem simply like a cost of doing business.

Speakers: Scott Wentworth - Founder and Head Financial Writer, Wentworth Financial Communications

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

Join us for a presentation by David N. Fleischer and Charles P. E. Jumet, Jr.

Speakers: David N. Fleischer, CFA - Principal; 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