Non-CFA Chicago Investment/Financial Events

Note: CFA Chicago does not endorse any of these events. CFA Chicago is providing this information as a professional courtesy to other organizations.

Mar. 9-10, 2017 Investment Symposium
Time: 03/09 (8:00-5:00) and 03/10 (8:00-12:00)
Location: The Renaissance Chicago Downtown, 1 Upper Wacker Dr., Chicago, IL 60601

The Investment Symposium is a day-and-a-half long seminar that will focus on the issues and questions faced by investors and risk managers, especially related to insurance companies and retirement plans.

Hosted by: Society of Actuaries
Fees: By 2/17: Non-Member, $1,665; After 2/17: $1,965
Retired/Government/Academic/Unemployed: $682


Mar. 13, 2017 2017 Wealth Management Conference
Demography, Technology, and Other Disrupters: Negotiating the Winds of Change in Wealth Management

Time: 3:30pm - Registration; 4:00pm - Panel; 5:30pm - Reception; 6:00pm - Dinner; 6:45pm - Keynote address, Todd Buchholz, former White House Director of Economic Policy
Location: Michigan Room, University Club of Chicago, 76 E Monroe Street

Wealth managers and their clients can be forgiven for feeling buffeted by the crosswinds that are bearing down on their industry. Digital innovation, demographic shifts, new regulations and evolution of the traditional service model are converging to fundamentally alter the client experience. Our speakers will address how the industry is adjusting to ensure that it makes that experience responsive to the expectations of both their traditional and emerging constituencies.

Hosted by: DePaul's Center for Financial Services
Fees: Free, but please respond no later than February 27 by contacting the Office of Advancement at (312) 362-8455 or


March 28, 2017 Annual Series on the Future of Business Education
Professional Business Education: Lessons from External Certification Programs

Location: Loyola University Chicago, Quinlan School of Business, Schreiber Center, Wintrust Hall, Floor 9, 16 E. Pearson, Chicago IL 60611
Time: 5:30 pm - 8:30 pm

Join CFA Institute's Stephen Horan and CAIA's CEO Bill Kelly to discuss the future of business education and to celebrate the CFA's new partnership with Loyola's Quinlan School of Business. Light refreshments will be served in the business school's new home near Chicago's Water Tower.

Hosted by: Loyola's Quinlan School of Business, CFA Society Chicago, and CAIA
Contact: Jennifer Fernandes (312) 915-6119
Fees: None



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