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.

9:00 AM
Professional Headshot Photo Session (Members Only) (Only 6 spot(s) available)

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.

5:00 PM
Informal Monthly Happy Hour
Location: Revival Food Hall

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

5:30 PM
August Special Situations (Members Only, Limited Space)
AMC Entertainment Holdings, Inc. (AMC)

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

5:00 PM
Bocce Ball Night

Join your fellow colleagues for an evening of bocce ball while enjoying snacks and refreshments.

3:30 PM
Vault Series: High Pointe Capital Management, LLC
The Challenge of Incorporating Intangible Assets into Stock Selection

Intangible assets such as a monopolistic position, patents, brands, network effect, first-mover advantage, etc. make up an ever increasing portion of companies' values. Dr. Gautam Dhingra, CFA, presents a framework to respond to this challenge.

Speakers: Gautam Dhingra, Ph.D., CFA - CEO and a Portfolio Manager, High Pointe Capital Management, LLC

12:00 PM
September Job Seekers Forum 10 and over (Members Only, Limited Space)

The CFA Society Chicago Job Seeker's Forum 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 who serves as a host.

4:30 PM
Industry Roundtables (Members Only)

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

Speakers: RJ Bukovac, CFA, CPA, Partner & Equity Research Analyst, William Blair; Jim Daley, CEBS, CFA, CFP®, Project Manager, Morningstar; Bill Fitzpatrick, CFA, Investment Analyst, Manulife; Jimmy Georgantas, CFA, CPA, Assistant Vice President, Boyd Watterson Asset Management, LLC; Daniel Harris, CFA, Principal, Borealis Strategic Capital Partners, LLC; Shaheen Iqubal, CFA, Senior Quantitative Analyst, UBS Asset Management; Brenda Langenfeld, CFA, Portfolio Manager, Nuveen Asset Management, LLC; David Smith, CFA, Managing Partner, Marquette Associates; Brad Summers, CFA, CPWA, CRPC, Financial Advisor, Wells Fargo; Rick Tauber, CFA, CPA, Senior Vice President, Morningstar

5:00 PM
September 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.

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

11:30 AM
Distinguished Speaker Series: Mario J. Gabelli, CFA

Mario J. Gabelli, CFA, is chairman and chief executive officer of GAMCO Investors, Inc. and LICT Corp. He is executive chairman of Associated Capital Group, Inc.

Speakers: Mario J. Gabelli, CFA - Chairman and Chief Executive Officer, GAMCO Investors, Inc.

4:00 PM
September Book Club Meeting
Discuss: Financier: The Biography of André Meyer: A Story of Money, Power, and the Reshaping of American Business by Cary Reich

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.

5:30 PM
September 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: Moderators: Matt Clarkin, CFA, US Bank; Nick Redmond, Oculus Asset Management

4:00 PM
Water's Impact on Investing

From the financial analyst's standpoint, how should water be assessed as a risk factor and what steps can be taken to hedge against supply shortages?

Speakers: Bruce Gockerman - President, Standard Deviation Econometrics, Ltd; Dr. Dinah Koehler - Executive Director, Sustainability Research, UBS Asset Management; Lauren Smart - Managing Director, Global Head Financial Services, Trucos
Moderator: Michele Wucker - Policy Analyst, Author

11:45 AM
CFA Society Chicago Progressive Networking Luncheon (Members Only, Limited Space)

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

5:00 PM
Networking with Leadership (Members Only, Limited Space)

Gain important contacts, build relationships and interact with members at this networking reception. Meet and network with new and returning CFA Society Chicago board members.

9:00 AM
Wall Street Training: Technical Applications - Excel and More: Visual Basic for Application in Excel (Limited Space)

Excel is well-known as a powerful application, but its full potential can arguably only be unlocked using VBA, or the hidden code running behind the scenes. Learn fundamentals, including the object model, data structures, methods, and properties.

Speakers: Alan Anderson, Ph.D., FRM

5:00 PM
Informal Monthly Happy Hour
Location: TBD

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

11:30 AM
Distinguished Speaker Series: Ronan Ryan
President of IEX Group, Inc.

Ronan Ryan has over 12 years of experience in the financial services industry and over 20 years of experience in networking infrastructure. He previously was the Head of Electronic Trading Strategy at RBC Capital Markets.

Speakers: Ronan Ryan - President, IEX Group, Inc.

5:00 PM
CFA Society Chicago 31st Annual Dinner (Limited Space)
Save the Date

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

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
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