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Event Detail

Distinguished Speaker Series: Will McLean, CFA (Ended)


The Endowment Model in a Low Return World

Date, Time, and Location:
Tuesday, January 24, 2017 (add this event to your Outlook Calendar)
11:30 am - 1:00 pm
W City Center, 172 W. Adams Street, Chicago, IL  60603   (Driving Directions)

Program Description: Challenges facing endowments in an environment which offers lower expected returns.

Fee:
Members - $55 $45 or FREE with function ticket
Student Members - $55 $20
Non-Members - $65
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal 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

Will McLean William H. McLean, CFA was appointed Vice President and Chief Investment Officer for Northwestern University in January 2002. He is responsible for managing the University's $9.7 billion diversified portfolio. Prior to joining Northwestern University, he was the Senior Managing Director for Asset and Investment Management at the Chicago-based John D. and Catherine T. MacArthur Foundation, responsible for overseeing all facets of the management of their portfolio. He also served as an Investment Officer at The Duke Endowment in Charlotte, North Carolina.

McLean is a past president of the North Carolina Society of Financial Analysts and past board member of the Investment Analysts Society of Chicago, now known as CFA Society Chicago. He was a director of TIFF Advisory Services, Inc., the overseer of investment vehicles for The Investment Fund for Foundations, and he currently serves as a board member of the TIFF Charitable Foundation (TCF). McLean is a current trustee of the University of Richmond, a board member of The Sherman Fairchild Foundation and a board member of Mather Lifeways. He has served on investment advisory committees of Father Flanagan's Trust Fund, the NCAA, Davidson College and The Mayo Clinic.

A Chartered Financial Analyst, McLean received his BA in economics from Davidson College and his MBA from the University of North Carolina, Chapel Hill.

*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, January 18.

Passport Program
Members of any CFA society may attend at the CFA Society 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.