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. 23, 2017 Gender Diversity as a Profitable Corporate Strategy
Time: 5:30-8:00 (Program starts at 6pm, Networking at end up program)
Location: Physical location: 1540 Broadway (between 45 and 46 in Manhattan) 10th floor
Livestreaming also available

A number of researchers suggest that diversity of gender in a company's workforce can actually boost profitability. In this conference, we will feature leading practitioners in using factor models to invest based on gender diversity. This event is a must for anyone interested in factor based investing, quantitative analysis, and the impact of gender diversity on corporate performance and investing returns.

Hosted by: New York Society of Security Analysts
Harumi Urata-Thompson, CFA

Fees: Members - $30
CFA Society Chicago members - $30 using code DIVERSITY
Nonmembers - $70

Members - Free
CFA Society Chicago - Free (Please email NYSSA - Harumi Urata-Thompson, CFA



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 Peter Mackey, CFA, Head, Examination Development, 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


Apr. 25, 2017 Rules versus Principles - Andrew Fastow, former CFO of Enron
Location: Wisconsin Club, 900 West Wisconsin Avenue, Milwaukee, WI 53233
Time: 5:00 - 8:00 pm

When is it acceptable to engage in a transaction that technically complies with the rules, but that may be misleading? Can a transaction that technically complies with the rules be considered unethical or illegal? Is it ever appropriate to depart from GAAP or IFRS? Andrew Fastow will cite examples of such transactions at major companies, he will discuss the rationalizations made by executives to justify their decisions, and he will discuss examples of how these decisions can cause great harm to stakeholders. Mr. Fastow will make suggestions of questions that Regulators, Auditors, Fraud Examiners, and Underwriters might ask in order to ensure that their companies not only follow the rules, but also uphold the principles behind them.

Finally, the former Chief Financial Officer of Enron Corp. will discuss his own story, and he will describe how he made such profound mistakes.

For additional information and register, visit the Society website.

Hosted by: CFA Society Milwaukee
Contact - Brenda Matthias (414) 301-1299 or
Fees: CFA Milwaukee Members - $20; Non-members - $30



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