312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speaker Series: Peter D. Stein, CFA (Ended)


University Endowments: The Advantages of Fewer Constraints

Date, Time, and Location:
Monday, September 24, 2007 (add this event to your Outlook Calendar)
12:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Peter Stein Peter D. Stein, CFA
Vice President & Chief Investment Officer
University of Chicago Office of Investments

Introduction by James P. Stirling, CFA

Biography: In his role, Mr. Stein has responsibility for the investment of the University of Chicago's endowment (valued at approximately $5.1 billion) and other financial assets, as well as for the day-to-day management of the investment office and its staff of fourteen professionals. In addition, he works closely with the Chief Financial Officer and the Vice President for Development in support of the University's financial goals and the development and planned giving programs, and he assists the Chair and other members of the Investment Committee of the Board of Trustees in support of the University's investment goals. Before this, Mr. Stein worked for five years as a Managing Director at Princeton University Investment Company, where he focused on investments in hedge funds, domestic equities and fixed income, as well as broader portfolio functions. He has more than 20 years of fund management, analyst and trading experience.

Eligible for 1 credit hour

This Luncheon Program qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see http://www.cfainstitute.org/memresources/pdprogram/ for more information.

Location:
The Standard Club
320 S. Plymouth Court

Date and Time:
Monday, September 24, 2007
12 - 1:00 pm

Schedule:
11:30 am - Registration
12:00 pm - Luncheon begins followed by the presentation

Menu:
Chef's Choice (Fruit Plate available upon request)

Fee:
Members - $45 (cash, check, credit card or function ticket)*

Student-Members - $10 (cash, check, credit card or function ticket)*
Note: This rate is only available to students who have been approved as a Student-Member 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)

A Passport Event This is a "Passport Program." Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

Register online below, or by phone: 312-251-1301

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

Attire is business casual.

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.