Annual Business Meeting & Networking Reception (Members Only)
We are pleased to invite you to join your fellow members on June 20, 2019 for the CFA Society Chicago Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization. As stakeholders in the Society, learn more about the future plans and goals of CFA Society Chicago. Regular members will vote on the nominated slate of Directors before formally recognizing outgoing society leaders. The business meeting will be followed by a complimentary cocktail reception.
CFA Society Chicago Board of Directors
CFA Society Chicago is pleased to announce the following candidates nominated for the 2019-2020 CFA Society Chicago Officers and Board of Directors. View the proposed slate of 2019-2020 Officers and Directors with full bios.
|New one-year term ending August 31:|
|Chair:||Dan Kastholm, CFA||2020|
|Vice Chair:||Kristan Rowland, CFA||2020|
|Secretary/Treasurer:||Garrett Glawe, CFA||2020|
|New three-year terms ending August 31:|
|Class C||Michael Miranda, CFA||2022|
|Class C||Alan Papier, CFA||2022|
|Class C||Sunitha Thomas, CFA||2022|
|New one-year term ending August 31:|
|Class E||William Fitzpatrick, CFA||2020|
|Class E||Linda Ruegsegger, CFA||2020|
|Class E||Mark Toledo, CFA||2020|
|Class E||James Schroeder||2020|
||Thomas Digenan, CFA (Immediate Past Chair)
|Directors continuing in their respective terms ending August 31:|
|Class A:||Jenifer Aronson, CFA||2020|
|Class A:||Cosmin Lucaci, CFA||2020|
|Class A:||Tanya Williams, CFA||2020|
|Class B:||Michael Holt, CFA||2021|
|Class B:||Dhvani Shah, CFA||2021|
|Class B:||David Smith, CFA||2021|
|Chief Executive Officer: Shannon Curley, CFA|
Note that the Executive Committee is comprised of the following positions; Chair, Vice Chair, Secretary/Treasurer, Immediate Past Chair, and Executive Director.
The 2018-2019 Governance and Nominating Committee: Note that the Executive Committee is comprised of the following positions; Chair, Vice Chair, Secretary/Treasurer, Immediate Past Chair, and Executive Director.
Marie Winters, CFA – Chair, Immediate Past Chair
Terrence Mullen, CFA
Levoyd Robinson, CFA
Justin Sheperd, CFA
Tom Digenan, CFA (Chair) (ex-officio)
Daniel Kastholm, CFA (Vice Chair) (ex-officio)
Kristan Rowland, CFA – (Secretary/Treasurer) (ex-officio)
While we hope you will join us in person, we will accept directed proxies online, as well as via mail or fax from regular members. You will need your CFA Institute number and your password to login to see the slate once it is posted and to submit a proxy. If you have problems logging in, please contact the CFA Society Chicago office at (312) 251-1301. Thank you for your membership and your participation in this election.
Members - Complimentary
(pricing underwritten by CFA Society Chicago)
Attire: Business Casual
Menu: Light hors d'oeuvres, complimentary bar
5:00 pm - 5:30 pm - Networking & Registration
5:30 pm - 6:00 pm - Annual Business Meeting
6:00 pm - 7:00 pm - Networking Cocktail Reception
*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, June 14th. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.
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.