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Event Detail

Distinguished Speaker Series: Tom Ricketts, CFA (Ended)

Date, Time, and Location:
Tuesday, April 12, 2016 (add this event to your Outlook Calendar)
11:30 - 1:00 pm
Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Program Description:
Tom Ricketts, CFA is the Chairman of the Chicago Cubs and a lifelong fan of the team. In 2009, he led his family's acquisition of the team from the Tribune Co. Ricketts is also the Chairman of Incapital LLC, which he co-founded in 1999. Incapital is an investment bank with underwriting and distribution expertise in a wide range of securities.

Fee:
Members - $55 $45 or FREE with function ticket
Student Members - $55 $10
Non-Members - $55
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal and iced tea available upon request)

Registration: Register Online

Agenda:
11:30 am - 12:00 pm - Registration & Networking
12:00 pm - 1:00 pm - Program

Hosted by: Distinguished Speaker Series Advisory Group

Tom Ricketts Tom Ricketts, CFA is the Chairman of the Chicago Cubs and a lifelong fan of the team. In 2009, he led his family's acquisition of the team from the Tribune Co. When Ricketts and his family were introduced as the new owners of the Chicago Cubs, he outlined three goals for the organization: win the World Series; preserve and improve Wrigley Field for future generations; and to be good neighbors, giving back to the city and neighborhood. Together with his sister Laura and brother Todd, the Ricketts siblings serve as the board of directors for the Cubs.

Ricketts is also the Chairman of Incapital LLC, which he co-founded in 1999. Incapital is an investment bank with underwriting and distribution expertise in a wide range of securities. Beginning with Incapital's corporate notes platform, Ricketts led Incapital's diversification initiatives in U.S. Agencies, certificates of deposit, mortgage-backed securities, municipal bonds and structured notes. Incapital's platform has more recently been expanded to include preferred stock offerings, unit investment trusts and annuities.

Ricketts is a board member of the Chicago Convention and Tourism Bureau, the Field Museum, the Chicagoland Chamber of Commerce, the Executive Club of Chicago and the Wood Family Foundation. Ricketts has a bachelor's degree in economics and an MBA in finance from the University of Chicago.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, April 6.

Passport Program
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.