312-251-1301 info@cfachicago.org

Event Detail

Compensation Negotiations: Tips for Those Moving Up or Moving Out (Ended)

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

As we enter the season for annual reviews and bonus determinations, the CFA Society of Chicago's Career Management Advisory Group is pleased to present an exciting and experienced panel to advise mid-level and senior investment management professionals on Salary Negotiations, Compensation Discussions, Multiple Offers & Counteroffers and other important negotiation "How To's."

Time and Date:
Thursday, October 19
UBS Tower - 2nd Floor
One North Wacker Drive
5:00 - 7:00 pm

Schedule:
5:00 - 5:30 Networking & Registration
5:30 - 6:30 Panel Discussion and Q&A
6:30 - 7:00 Networking with Appetizers & Refreshments

Fee:
Members (CFA Chicago and CFA Milwaukee) - $25 (cash, check, credit card or function ticket)
Student-Members - $10 (cash, check or credit card)
Non-Members - $35 (cash, check, credit card or function ticket)

Register online below, or call CFA Chicago at 312-251-1301.

Cancellations accepted until 5pm, October 18.

There is a $5 surcharge for walk-ins.

Panelists:

William J. Bettman, Partner, Executive Compensation, Finance and Transactions - Vedder, Price, Kaufman & Kammholz, P.C.

William J. Bettman is a partner for Vedder, Price, Kaufman & Kammholz, P.C. in their Executive Compensation, Finance & Transactions areas. Bill Bettman gives the majority of his attention to executive compensation issues that impact investment management professionals as their Chicago office has a sizeable mutual fund and money management emphasis. He works with senior professionals in helping them negotiate compensation and employment contracts with their existing and potential new employers in addition to assisting management with renegotiating their compensation and employment contracts when their firm is sold. Other areas of expertise that Bill covers are in mergers and acquisitions, venture capital/private equity, financing and other corporate transactions.

Anita R. Brick, Director, MBA Career Advancement Programs - University of Chicago Graduate School of Business

In a career of nearly two decades and spanning corporate, entrepreneurial, and academic sectors, Anita R. Brick, Director, MBA Career Advancement Programs at the University of Chicago Graduate School of Business and Founder of The Encouragement Institute, Inc., has demonstrated accomplishments in consulting, executive coaching, public speaking, writing, and video production to audiences worldwide. Prior to her current position she served as Product Manager at a global bank; Vice-President of Marketing for a start-up financial network; equity stakeholder in an organizational development and career management firm; and creative communications director of a motivation and media development firm.

Lyndon Taylor, Executive Director - Russell Reynolds Associates

Lyndon Taylor is a member of Russell Reynolds' Corporate Officers and Financial Services Sectors. Lyndon conducts retained searches for finance professionals, including chief financial officers and finance function leaders, with compensation packages $250,000.00 or higher. His search work focuses heavily on recruiting professionals in alternative investment management (i.e., hedge funds and exchanges) in addition to commercial finance, and global and investment banking. Prior to his executive search career, Lyndon worked in both the financial services and energy industries, previously holding investment banking positions with UBS Warburg LLC and Merrill Lynch.

Moderator:
Treasa Moran, Associate Consultant Relationship Manager - UBS Global Asset Management

Treasa Moran is an Associate Consultant Relationship Manager for UBS Global Asset Management where she is responsible for servicing investment consultants, concentrating on the Firm's capabilities in equities, fixed income, alternatives, asset allocation, risk management, and structured products in the context of a global framework. Prior to joining UBS, she has over ten years experience working in the investment management industry, most recently as an Institutional Client Service Representative for Deutsche Asset Management working with corporate, foundation and endowment clients and originally with Vanguard Group as a project manager in operations and client services.

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.