312-251-1301 info@cfachicago.org

Event Detail

Navigating Chicago's Changing Employment Landscape (Ended)

Date, Time, and Location:
Thursday, February 28, 2008 (add this event to your Outlook Calendar)
5:00 pm
Union League Club, 65 W. Jackson Blvd., Chicago, IL  60604   (Driving Directions)

The CFA Society of Chicago's Career Management Advisory Group presents: Navigating Chicago's Changing Employment Landscape

Please join the CFA Chicago Career Management Advisory Group for an exciting panel discussion with top-rate industry experts as they address the following topics:

What are the Newest Investment Products and Strategies?
David Walsh, CFA, Portfolio Manager - Allstate Investments, LLC

Managing Change through Transition
Gail Schoenbeck, Vice President & Consultant - Lee Hecht Harrison

What is the Employment Outlook in 2008?
Kathleen Graham, Principal - HQ Search, Inc.

Moderated by:
James K. Daley, CFA, Vice President, Head of Asset Allocation - Diversified Investments Advisors, Inc.

Time, Date, and Location:
Thursday, February 28, 2008
Union League Club
65 W. Jackson
5:00 pm - 7:00 pm

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

Fee
Members - $25 (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 - $35 (cash, check, credit card or function ticket)*

A Passport Event This is a "Passport Program." Members of any local 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.

*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, Discover and Diners Club are accepted)

For Reservations
Register by phone: 312-251-1301

Cancellations accepted until 3:00 pm, February 27. There is a $5 surcharge for walk-ins.

Attire is business casual.

Panelists:

David Walsh, CFA, Portfolio Manager - Allstate Investments, LLC
Mr. Walsh is the Portfolio Manager for the Allstate Pension Plans and Allstate Financial Capital Partners portfolios. In addition, he directs the development of quantitative research to support tactical asset allocation decisions within Allstate's Portfolio Management Group. Mr. Walsh began his investment career at Allstate Investments in 1986 as a quantitative analyst in equities. Prior to assuming his current role in 2001, he held a number of leadership roles at Allstate, including investment strategy, derivatives, and quantitative investments and risk management. Before starting his investment career at Allstate, Mr. Walsh was an Assistant Professor of Preventive Medicine (Biostatistics). Mr. Walsh is a member of the CFA Society of Chicago.

Gail Schoenbeck, Vice President & Consultant - Lee Hecht Harrison
As Vice President and Consultant for Lee Hecht Harrison's Chicago office, Ms. Schoenbeck actively coaches senior executives across all industries and functions. She provides strategic direction and thought leadership to clients on a wide variety of career management issues, and she also facilitates numerous internal and external seminars. Ms. Schoenbeck's industry breadth includes advertising, banking, consumer goods, consulting, insurance, investment, and manufacturing, and her consulting experience includes working with individuals at all levels of the organization. With over 30 years experience in the human services arena, Ms. Schoenbeck's expertise includes career management consulting, community relations and executive search.

Kathleen Graham, Principal - HQ Search, Inc. Ms. Graham is a Principal and Co-Founder of HQ Search, Inc., a retained executive search firm specializing solely in financial services positions globally, whose clients include asset/money management companies, domestic money centers, international and suburban banks, investment/merchant banks, consulting firms, corporations, credit rating services, pension funds, real estate developers, trading institutions/hedge funds, and private equity/venture capital firms. For the last 5 years, Ms. Graham has issued an annual job outlook for investment professionals, a forecast that, for the past 5 years, has been 100% accurate. She has also started 3 new companies in 2006: HQ Seminars, Inc. (custom designed financial niche and in-house seminars); HQ Scripts, Inc. (editing and creation of financial articles, books and newsletters); and HQ Services (financial services compensation studies, brainstorming/focus groups). Ms. Graham is a member of the CFA Society of Chicago and the Chair of the Career Management Advisory Group.

Moderator: James K. Daley, CFA, Vice President, Head of Asset Allocation - Diversified Investments Advisors, Inc.
As Vice President - Head of Asset Allocation at Diversified Investment Advisors, Mr. Daley oversees the asset allocation services for defined benefit plans, working closely with the client investment services group. He also oversees the investment strategies for Diversified's participant investment solutions in the Defined Contribution arena. Mr. Daley is a member of the CFA Society of Chicago.

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.