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Event Detail

Distinguished Speaker Series: Michael O’Grady (Ended)


Hosted by: Distinguished Speaker Series Advisory Group

Date, Time, and Location:
Thursday, June 13, 2019 (add this event to your Outlook Calendar)
11:30 am - 1:00 pm
The Chicago Club, 81 E. Van Buren Street, Chicago, IL  60605   (Driving Directions)

Program Description:
Northern Trust is one of the world’s leading providers of Wealth Management, Asset Servicing, and Asset Management. Hear from the new chairman and CEO, Mike O’Grady, on his views on the key themes that are shaping our industry and Northern Trust strategy. 

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 Attire

*Please note the Chicago Club requests both members and nonmembers to abide by their dress code policy and has the right to turn away anyone that does not follow it. Business attire for men includes suits, sport coats, and collared dress shirts. Ties are optional. Business attire for ladies includes suits, jackets, tailored pants or skirts, blouses, and dresses. All footwear must be dress shoes. Casual or athletic footwear, such as flip-flops and sneakers, are not permitted. Denims, shorts, tee shirts, tube tops, flip flops, and athletic shoes are not permitted at any time.

Menu: Chef's Choice (vegetarian meal and iced tea 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:

Michael O’Grady is chairman, president and chief executive officer of Northern Trust, a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals.

O’Grady joined Northern Trust in 2011 from Bank of America Merrill Lynch, where he served as a managing director in the firm's Investment Banking Group. He joined Merrill Lynch in 1992. Prior to Merrill Lynch, O’Grady worked for Price Waterhouse.

O’Grady is a member of the boards of the Field Museum, Museum of Contemporary Art Chicago, Catholic Extension and the Northwestern Medical Group Board of Directors. He also serves on the Finance Council of the Archdiocese of Chicago, the Board of Advisors of Catholic Charities, and the Civic Committee Commercial Club of Chicago. O’Grady earned a bachelor’s degree in business administration from the University of Notre Dame and an MBA from Harvard Graduate School of Business.

 

Moderator Bio:

Marie Winters, CFA, CAIA is a senior vice president for Northern Trust Asset Management, overseeing a team covering high yield and investment grade corporate bonds. She is a member of the Employee Benefits Investment Committee and has received the Chairman’s Absolute Quality Award, Northern Trust’s highest honor. Winters began her career at JPMorgan Chase (f/k/a First Chicago Corporation). As a Board of Directors direct report she headed one of three global teams assessing commercial loan portfolio management across six continents. She was an active participant and leader in new departments and initiatives, including distressed investing, high yield securities, and M&A due diligence.

Winters is Immediate Past Chair of CFA Society Chicago, President Elect of Chicago Finance Exchange, and a board director for The University of Chicago’s Comer Children’s Hospital’s Development Board. Marie earned her MBA in Finance and Economics at Washington University and her BA in mathematics at Knox College.

 

*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, June 7th.

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.