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
9/25/2017
5:30 PM
September Special Situations (Members Only, Limited Space)
Topic: LSC Communications, Inc. (LKSD)

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


9/26/2017
4:00 PM
Water's Impact on Investing (Sold Out)

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, Trucost, part of S&P Dow Jones Indices
Moderator: Michele Wucker - Policy Analyst, Author



9/27/2017
11:45 AM
CFA Society Chicago Progressive Networking Luncheon (Members Only, Limited Space) (Sold Out)

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


9/27/2017
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.


9/28/2017
5:00 PM
September Informal Monthly Happy Hour
Location: City Social

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


10/3/2017
11:30 AM
Distinguished Speaker Series: Ronan Ryan
President of IEX Group, Inc.

Ronan Ryan, president & co-founder of the Investors Exchange (IEX) tells the story of how he and his co-founders uncovered flaws in the stock market, and decided to build a stock exchange to level the playing field.

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


10/4/2017
4:00 PM
Starting Your Own RIA Firm (Part 2): Tips for Marketing and Business Development (Members Only)

Join CFA Society Chicago for the second installment of the Starting Your Own RIA series which will focus on the sales and marketing side of starting and operating an investment management, advisory and/or consulting business.

Speakers: Scott Bosworth, CFA - Vice President, Dimensional Fund Advisors; Andy Kindler - Managing Partner, Xcellero Leadership, Inc.; Laura Sage - Director, Castle Creek Arbitrage LLC; Mark Toledo, CFA - Partner, Chicago Partners Wealth Advisors
Moderator: Jenifer Aronson, CFA - Managing Partner, Mosaic Fi, LLC



10/11/2017
3:30 PM
October 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


10/12/2017
5:30 PM
SuperCONNECT (Members Only)

Join Illinois CPA Society, Turnaround Management Association (Chicago/Midwest Chapter) and 13 other professional organizations at this exclusive networking event encouraging connections among professionals and organizations in key industries


10/13/2017
12:00 PM
October Job Seekers Forum 10 and under (Members Only, Limited Space) (Only 9 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.


10/17/2017
4:00 PM
October Book Club Meeting
Discuss: Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America by Danielle DiMartino Booth

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.


10/23/2017
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


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.


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

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
3:30 PM
November 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


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
3:00 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!


11/21/2017
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


12/8/2017
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.


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