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
10/26/2017
5:00 PM
October Informal Monthly Happy Hour
Location: South Branch Tavern & Grille

Join your colleagues and unwind from your work day for a networking happy hour.


10/30/2017
5:30 PM
October 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


11/1/2017
5:00 PM
CFA Society Chicago 31st Annual Dinner (Limited Space) - Registration is Closed

The 2017 Annual Dinner is our premier networking event of the year, bringing together over 1,100 investment professionals and key decision-makers. The Officers and Directors of CFA Society Chicago invite you to attend this year's event.

Speakers: David M. Rubenstein, Co-Founder and Co-CEO, The Carlyle Group


11/8/2017
5:00 PM
November Investment Exchange Forum (Members Only, Limited Space)
Topic: Deep value balance sheet investing - "Cigar butts", Net-Nets, discounts to NCAV

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


11/10/2017
12:00 PM
November 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.


11/16/2017
3:30 PM
improve it! (Members Only)

Join us for an energetic and unique workshop that will highlight the impact that improvisational techniques can have on your networking skills, and overall professional presentational presence!

Speakers: Erin Diehl - Founder & CEO, improve it!


11/17/2017
11:30 AM
Distinguished Speaker Series: Myron Scholes, Ph.D.
The Evolution of Asset Management: Risk Management

Risk management is far more important than is stock selection or average returns in enhancing terminal wealth. Risk management entails mitigating large draw down or tail losses and participating in upside tail gains.

Speakers: Myron Scholes, Ph.D. - Chief Investment Strategist, Janus Henderson Investors


11/18/2017
8:30 AM
Schweser Live Mock Exam, Level 1

Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it.


11/21/2017
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.


11/27/2017
5:30 PM
November 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


11/28/2017
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


12/4/2017
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.


12/5/2017
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


12/8/2017
12:00 PM
December Job Seeker's 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 Professional Development Advisory Group as a host.


12/12/2017
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


12/13/2017
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


12/19/2017
4:00 PM
December 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.


1/11/2018
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


3/7/2018
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


5/8/2018
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