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Event Detail

Distinguished Speaker Series: Fritz Kaegi, CFA


Creating A Fair, Ethical and Transparent Assessor’s Office

Date, Time, and Location:
Wednesday, May 01, 2019 (add this event to your Outlook Calendar)
11:30 am - 1:00 pm
Hotel Allegro, 171 W. Randolph, Chicago, IL  60601   (Driving Directions)

Program Description:
Assessor Fritz Kaegi took office this past December on a platform of reform. Promising to bring fairness, ethics and transparency to the Cook County Assessor’s Office, he and his team launched a 100 Day Plan focused on operational changes, technological upgrades and eliminating favoritism.

With property taxes never far from the minds of Cook County residents and industrial/commercial properties in an increasingly challenged environment, Assessor Kaegi believes the changes he’s making to the office will increase predictability, with benefits for both the business community and the average taxpayer.

Fee:
Members - $45 or FREE with function ticket
Student Members - $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: Online

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

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

Speaker Bio:

Fritz Kaegi, CFA, is the Cook County Assessor. Prior to beginning his career in Cook County government, Fritz spent his career valuing assets as a financial manager at Columbia Wanger Asset Management. In 13 years at Columbia Wanger, Fritz served as a financial steward, helping average families save for retirement as well as focusing on global small companies. In addition to being a Chartered Financial Analyst, Fritz also received the Certified Illinois Assessment Officer (CIAO) designation to deepen his understanding of the property tax assessment system.

Fritz has long been a supporter of grassroots causes and campaigns, including the 2014 minimum wage ballot measure and supporting local organizations such as Planned Parenthood, the ACLU and Reconciling Ministries.

Fritz was born and raised in the Hyde Park neighborhood in Chicago, where his parents have lived for 40 years. He attended Kenwood Academy, did his undergraduate studies at Haverford College (just outside of Philadelphia), and received his MBA from Stanford University. Fritz’s wife Rebecca is a teacher, and has fought to create the Union of Noble Educators, a union of charter school educators in Chicago. Fritz and his wife live in Oak Park with their three children, William (10), Rose (8), and Anna (6). Fritz is a member of First United Methodist Church of Oak Park, and is an assistant coach in Oak Park Youth Baseball and Softball.

 

*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 24th.

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.