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
7/27/2017
7:30 AM
CFA Institute: 2017 Annual Financial Analysts Seminar
Hosted with CFA Society Chicago

Join us for the renowned 62nd Annual Financial Analysts Seminar at the University of Chicago's Gleacher Center. The FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.

Speakers: Christopher J. Ailman; George (Yiorgos) Allayannis; Teresa C. Barger; Craig Bodenstab, CFA; Michael S. Falk, CFA; Martin S. Fridson, CFA; Heidi K. Gardner; William N. Goetzmann, Wesley R. Gray; Joanne M. Hill; David M. Jones; Adrian F. Lee; Russell Napier, ASIP; Katherine Nixon, CFA; Maureen O'Hara; Brian D. Singer, CFA; Amir Sufi; Anne B. Walsh, CFA; Stephen Wendel; Sam Zell


7/27/2017
5:00 PM
Informal Monthly Happy Hour
Location: CH Distillery

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


8/9/2017
11:30 AM
Distinguished Speaker Series: Jean-Marie Eveillard
Value investing makes sense; it works over time, so how come there are so few of us?

Jean-Marie Eveillard became a senior advisor to the First Eagle Investment Management Global Value team in March 2009 and now serves as board trustee to First Eagle Funds.

Speakers: Jean-Marie Eveillard - Senior Advisor, First Eagle Investment Management


8/9/2017
5:00 PM
August 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


8/11/2017
12:00 PM
August Job Seekers Forum 10 and under (Members Only, Limited Space) (Only 1 spot(s) available)

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.


8/15/2017
4:00 PM
August Book Club Meeting
Discuss: Adaptive Markets: Financial Evolution at the Speed of Thought by Andrew W. Lo

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.


8/16/2017
4:00 PM
How CFA Charterholders Can Become Investment-Grade Writers (Members Only) (Sold Out)

Learn how portfolio managers, analysts, and other investment professionals can enhance the returns of their writing efforts by following a disciplined, repeatable process.

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


8/28/2017
5:30 PM
August 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


8/29/2017
5:00 PM
Bocce Ball Night

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


9/7/2017
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


9/8/2017
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.


9/14/2017
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.


9/19/2017
4:00 PM
September 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.


9/26/2017
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



9/28/2017
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: Hamilton Lin, CFA - Founder & CEO, Wall St. Training


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


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

Join us for a presentation by Thea Jamison, CFA.

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