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Event Detail

POWER Breakfast: Mellody Hobson


Hosted by: CFA Women's Network

Date, Time, and Location:
Wednesday, February 06, 2019 (add this event to your Outlook Calendar)
8:00 am - 9:30 am
The Standard Club, 320 S. Plymouth Court, Chicago, IL United States   (Driving Directions)

Program Description:
CFA Society Chicago invites you to join us for breakfast and a fireside chat with Mellody Hobson, president of Ariel Investments. Hobson will provide her perspective on current risks and opportunities in the financial markets. She will also discuss Ariel’s investment story, her own career path, the value that diversity can play, and the impact of financial literacy and community involvement. This is an event you won’t want to miss!

Fee:
Members - $45 or FREE with function ticket
Student Members - $20
Non-Members - $65
Reserved VIP table - $450 (10 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: Buffet Breakfast (vegetarian options available)

Registration: Online

Agenda:
8:00 am - 8:30 am: Registration & Networking
8:30 am - 9:30 am: Program

*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event

Speaker Bio: 

Mellody Hobson is president of Ariel Investments. In this role, she is responsible for managing the firm’s business operations, development and strategic initiatives. In addition, Hobson serves as Chair of the Board of Trustees of Ariel Investment Trust. Ariel Investments is headquartered in Chicago, Illinois, and has offices in New York City and Sydney, Australia. The firm manages assets of retirement plans, college saving accounts, and personal investment accounts. With strong ties to the community, Ariel is focused on making investing accessible for everyone. Individuals are able to invest $1000 in the firm’s mutual funds. 

Hobson’s work outside Ariel is rooted in her passion for financial literacy and investor education. She is a regular contributor for CBS News, provides weekly money tips on the Tom Joyner Morning Show, and authors a column for Black Enterprise Magazine.

In addition to serving as a financial expert in the media, Hobson channels her expertise in many boardrooms. She is vice chair of the board of Starbucks Corporation, and also serves as a director of JPMorgan Chase.  Hobson is former chair of the board of DreamWorks Animation.  As a Chicago-native, Hobson is involved in numerous organizations that focus on improving the city.  She serves as chair of After School Matters, a non-profit that provides Chicago teens with high-quality, out-of-school time programs. In addition, she is a board member of The Chicago Public Education Fund. In 2017, Hobson became the first African-American woman to become chair of the Economic Club of Chicago in its 90-year history. 

Beyond her philanthropic work in her hometown, Hobson is a board member of the Rockefeller Foundation, George Lucas Education Foundation, and Lucas Museum of Narrative Art. In 2015, Time Magazine named Hobson as one of the 100 Most Influential People in the World. She has been awarded honorary degrees from Howard University, Johns Hopkins University, and St. Mary’s College.  Hobson earned her AB from Princeton University’s Woodrow Wilson School of International Relations and Public Policy.

 

Moderator Bio:

Linda Ruegsegger, CFA, a veteran asset management professional, is a senior relationship manager for Northern Trust Asset Management. She previously worked at Chicago Equity Partners, LLC, where she also managed institutional client and consultant relationships for over a decade; prior to that, she held a similar position at Strong Capital Management. Ruegsegger began her career at Northern Trust, where she served as a portfolio manager in Wealth Management and also worked in the Internal Audit Department.  She is actively involved with St. Alphonsus Parish as chair of the Finance Council and member of the Campus Planning Committee. Ruegsegger is also involved with volunteer opportunities with Big Shoulders Fund, After School Matters, Evans Scholars Foundation, and Girl Scouts of Greater Chicago. Ruegsegger received a BS degree in finance from Northern Illinois University and an MBA degree from the J.L. Kellogg Graduate School of Management at Northwestern University. She is a CFA charterholder, a member of CFA Institute, and was previously chair of the Society’s CFA Women’s Network.

*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 31.

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.