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
4/27/2017
5:00 PM
Informal Monthly Happy Hour
Townhouse Restaurant & Wine Bar

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


4/28/2017
10:00 AM
Investor Bill of Rights

All investors have the right to have financial professionals that make decisions serving in the best interest of their client. This program will teach you what to expect from a financial professional.

Speakers: Bradley P. Summers, CFA, CPWA, CRPC - Financial Advisor, Wells Fargo Advisors, LLC; Sunitha Thomas, CFA, CPWA - Senior Vice President, Regional Portfolio Advisor, Northern Trust


5/8/2017
7:30 AM
From Main Street to Wall Street: Economic Growth, Monetary Policy, and the Federal Reserve
Presented By: The Chicago Council on Global Affairs and CFA Society Chicago

The Federal Reserve raised interest rates for the third time in a decade this March-and may do so again at the next rate-setting meetings. What is the US economic outlook given the potential shifts in economic policy signaled by the new administration?

Speakers: Loretta J. Mester - President and CEO, Federal Reserve Bank of Cleveland


5/9/2017
3:30 PM
Building Investor Trust Through GIPS

The Global Investment Performance Standards are an ethical framework for the calculation and presentation of the performance history of an investment management firm. This program will discuss the benefits to firms claiming compliance.

Speakers: Daniel Brinks, CPA, CFA - Compliance Examiner, SEC Chicago office; Richard Kemmling, CPA, CIPM, CGMA - Partner & President, Ashland Partners & Company LLP; Matthew Lyberg, CFA, CIPM - Senior Vice President, Director of Performance Attribution, Acadian Asset Management
Moderator: Anju Grover, CIPM - Senior GIPS Analyst, Investment Performance Standards Policy Group, CFA Institute



5/10/2017
3:30 PM
May 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: Matt Clarkin, CFA – US Bank; Nick Redmond; Oculus Asset Management



5/11/2017
9:00 AM
Professional Headshot Photo Session (Members Only) (Sold Out)

Professional headshots are a great way to make your profile stand out, and are a visual representation of your personal brand. Register for a time slot, and get a new professional portrait.


5/12/2017
12:00 PM
May 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.


5/15/2017
9:00 AM
The Basics of a Highly Effective Job Search (Members Only)
Five-Session Workshop

Thinking about or searching for your next great job? Looking to make a career change or wanting to manage your career better? No matter what your job status is, everyone should have a persuasive, audience-focused resume.

Speakers: Keith Owens - Current Instructor & Former Program Director, CareerPlaceTM


5/15/2017
5:30 PM
CFA Society Chicago Progressive Networking Dinner - Oakbrook, IL (Members Only, Limited Space)

Tap into the networking power of influential CFA Society Chicago members by joining us for a progressive networking dinner.


5/16/2017
4:00 PM
May Book Club Meeting
Discuss: A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market by Edward O. Thorp

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.


5/17/2017
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


5/20/2017
8:30 AM
Schweser Live Mock Exam, All Levels (June 2017)

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.


5/22/2017
5:30 PM
May 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


5/24/2017
11:30 AM
Distinguished Speaker Series: Gary Brinson, CFA
Investment Market Conundrums

Exploring where we are now in the pricing of financial markets and their relative relationships.

Speakers: Gary Brinson, CFA - President, GP Brinson Investments


5/25/2017
5:00 PM
Informal Monthly Happy Hour

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


6/7/2017
5:00 PM
CFA Candidates' Post-Exam Party (Private Invitation Only)

Take time to unwind and relax with fellow June 2017 exam candidates at our post-exam party.


6/8/2017
11:30 AM
Distinguished Speaker Series: Joseph Scoby
Alternative Risk Premia

Evolution and Development of Alternative Risk Premia Strategies

Speakers: Joseph Scoby, Head of Magnetar's Quantitative Investments Group


6/9/2017
12:00 PM
June 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.


6/13/2017
3:30 PM
The Active vs. Passive Debate: Trends, Insights, and Case Studies

The active vs. passive debate continues to be one of the contentious topics in the investment management industry. Come hear from a collection of the foremost experts on this topic as they discuss the future of alpha, beta, and all things in-between.

Speakers: Joel M. Dickson, Ph.D., Vanguard Investment Strategy Group; Eugene F. Fama, Booth School of Business, University of Chicago; Lisa Wilhelm Haag, CFA, The Boeing Company; Brett Hammond, Ph.D., Capital Group; Jason Laurie, CFA, CFP, Altair; Marc Levine, Illinois State Board of Investment (ISBI); Aye M. Soe, CFA, S&P Dow Jones Indices
Moderators: Nat Kellogg, CFA, Marquette Associates; Bob Litterman, Kepos Capital; Jason Stoneberg, CFA, PowerShares



6/14/2017
9:00 AM
Wall Street Training: M&A Deal Structuring & Merger Modeling Basics (Limited Space)

Learn about mergers and acquisitions and how deals are structured. This course focuses on the mergers and acquisitions process and the basics of deal structures. The second half covers different ways to model out financial combinations.

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


6/14/2017
3:30 PM
June 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: Matt Clarkin, CFA – US Bank; Nick Redmond; Oculus Asset Management


6/20/2017
4:00 PM
June Book Club Meeting

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.


6/21/2017
6:00 PM
CFA Society Chicago Summer Co-Ed Kickball Team (Only 6 spot(s) available)

Are you ready to round the bases and head for home? If so, then get ready to play and have the best time in the largest kickball league in Chicago!


6/22/2017
5:00 PM
Informal Monthly Happy Hour

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


6/26/2017
5:30 PM
June 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


Past Events

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

Non-CFA Chicago Investment/Finance Events