312-251-1301 info@cfachicago.org

Event Detail

Sold Out - A Day in the Life... (Ended)

Date, Time, and Location:
Friday, June 22, 2007 (add this event to your Outlook Calendar)
10:00 am
UBS Tower, 1 N. Wacker Dr., Chicago, IL  60606   (Driving Directions)

CFA Society of Chicago Career Management Advisory Group presents:

"A Day in the Life..."

Starting a Career in Investment Management? Exploring a Different Career Path? Interested in Ideas on How to Further Your Existing Career? Then please join us at this exciting career forum!

  • Hear professionals from the following investment management practice areas describe job duties, career path possibilities, opportunities and industry trends:
    • Consulting
    • Corporate/endowment management
    • Equity analysis/portfolio management: buy-side/sell-side
    • Fixed income analysis/portfolio management
    • High net worth/family office/wealth management
    • Marketing/client services
    • Private equity/venture capital
  • Gain valuable insight into which career path is best suited to your strengths and interests
  • Participate one-on-one with the individual speakers in small group break-out sessions
  • Learn about areas where the CFA designation is gaining more leverage

Location:
UBS Tower
1 N. Wacker Drive

Time and Date:
June 22, 2007
10 am - 2 pm

Lunch will be provided

Fee:
CFA Society of Chicago Members
$45 (cash, check, credit card or function ticket)*
CFA Society of Chicago Student-Members
$10 (cash, check, credit card or function ticket)*
Note: This rate is only available to students who have been approved as members of CFA Chicago.
Non-Members
$55 (cash, check, credit card or function ticket)*

*Regular and Affiliate Members may apply function tickets as payment for a Non-Member or a Student-Member.

We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express and Diners Club are accepted)

For Reservations
Sorry, this event is sold out.

Cancellations accepted until 5:00 pm, June 21. There is a $5 surcharge for walk-ins.

Agenda

Note: Each speaker will host a Q+A session in a break-out room immediately following his/her presentation

Moderator: Leo Harmon, Jr., CFA, Senior Director - Fiduciary Management Associates

9:30 - 10:00 am:
Registration

10:00 - 10:05 am:
Welcome Remarks
Leo Harmon, CFA - Fiduciary Management Associates

10:05 - 10:20 am:
Fixed Income Analysis: Not Just Grandma's T-Bills Anymore
Lloyd J. Spicer, CFA, Managing Director, Fixed Income Team Leader and Large Cap Research Analyst -
Fiduciary Management Associates

10:20 - 10:50 am:
Corporate and Endowment Plan Management: Planning for the Future, Today
Prakhar Bansal, CFA, Manager of Quantitative Research - University of Chicago
Bradley Leak, CFA, Senior Manager, Investment Strategy and Asset Allocation - The Boeing Company

10:50 - 11:05 am:
Product Specialist: The Brand Managers of the Investment World
Stephanie G. Braming, CFA, Principal - William Blair & Company

11:05 - 11:35 am:
Equity Analysis: ToMAYto, Tomato
Jason J. Tyler, Senior Vice President, Investment Committee; Director of Research Operations - Ariel Capital Management
Peter Lisnic, CFA, Senior Research Analyst - Robert W. Baird & Co.

11:35am - 12:20pm:
LUNCH BUFFET

12:20 - 12:35 pm:
Pension Plan Consulting: Making it All Fit Together
Bryan R. Ward, CFA, Senior Investment Consultant; Unit Manager - Hewitt

12:35 - 1:05 pm:
Marketing and Client Services: Small Firm Hustle and Big Firm Muscle
Catherine A. Kelly, Director of Sales and Marketing - Great Lakes Advisors, Inc.
Jennifer M. Pedigo, CFA, Principal - Harris Investment Management, Inc.

1:05 - 1:20 pm:
High Net Worth: Lifestyles of the Rich and Almost Famous
Joseph R. Knecht, CFA, Senior Portfolio Manager - Harris myCFO

1:20 - 1:35 pm:
Private Equity/Venture Capital: Looking for Love in All the Right Places
Elias P. Boufis, CFA, Director, Private Equity - Driehaus Capital Management, LLC

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.