312-251-1301 info@cfachicago.org

Event Detail

Switching Tracks: Successful Career Transitions

Date, Time, and Location:
Thursday, January 19, 2006 (add this event to your Outlook Calendar)
5pm
UBS Tower, 1 N. Wacker - 2nd Floor, Chicago, IL  60606   (Driving Directions)

Please join the CFA Society of Chicago - Career Management Advisory Group for an informative panel discussion about successful career shifts in the investment industry. Panelists will share insights about their accomplishments and impediments when they shifted tracks: (See below for panelists' bios.)
  • Entered the investment industry from an unrelated field - Anthony Wilkens, CFA, Northern Trust Global Investments
  • Switched between traditional money management and alternative investments - Gerald Laurain, CFA, LaSalle Bank - Wealth Management Group
  • Switched between asset classes - Amy Barrett, CFA, Savant Capital Management
  • Shifted between investment managing styles - Russell Campbell, CFA, ABN AMRO Asset Management, Inc.
Time:
Thursday, January 19, 2006
5-7pm

Location:
UBS Tower
1 N. Wacker - 2nd Floor

Fee:
Members: $25 (cash, check, credit card, or function ticket)
Non-Members: $35 (cash, check, credit card, or function ticket)

Snacks and soft drinks are included in the price.

Register online below, or call 312-251-1301

Panelists' Bios (in order of appearance):

Anthony E. Wilkins, CFA: Entering the Investment Industry from an Unrelated Field

Tony Wilkins had no intention of pursuing any kind of additional education beyond an electrical engineering degree from Northwestern University. Unfortunately, curiosity got the best of him. Seven years into a successful engineering career, he heard about the T. Boone Pickens' greenmailing of Marathon Oil and was hooked. Though, at the time, he barely understood the difference between the Dow Jones and the S&P, he headed off to business school to learn more about the investment industry. Working full time while attending U of C's MBA program he decided on investment banking but wound up in asset management.

After spending 3 years as a portfolio manager, he found a home in institutional asset management sales. Today, Tony runs the North American consultant relations effort for Northern Trust Global Investments selling everything from cash management to private equity fund of funds. He has been married for 17 years and nine months, has three children, sits on four nonprofit boards and coaches his son's soccer team. Motto: Do the best you can with what you've got.

Gerald W. Laurain, CFA: Switching between Traditional Management and Alternative Investments

With more than 20 years experience in the capital markets, Gerald serves as a Senior Vice President with LaSalle Bank's Wealth Management Group. In his current role, Gerald is responsible for developing and marketing nontraditional investments and strategies to assist clients in diversifying their portfolios.

Gerald was a founding member of LaSalle Bank Corporate Finance in May 2000. Prior to his tenure with LaSalle, he served in a variety of positions at ABN AMRO Inc., a sister firm, including the Private Equity, Investment Banking, and Future

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.