312-251-1301 info@cfachicago.org

Event Detail

Make GREEN from GREEN (Ended)


How to Invest in the Environment

Date, Time, and Location:
Thursday, March 06, 2008 (add this event to your Outlook Calendar)
5:00 pm
The Union League Club, 65 W. Jackson Blvd., Chicago, IL  60604   (Driving Directions)

The CFA Society of Chicago C.F.A. (Cultivating Female Ambition) Advisory Group presents:

"Make GREEN from GREEN:
How to Invest in the Environment"

Alternative energy has become a hot investment topic recently as large numbers of institutional investors, hedge funds, private equity firms, and traditional investment management firms seek to gain exposure to this rapidly growing industry. Please join us for an enlightening discussion with an all-female panel on how alternative energy is changing investment opportunities in traditional energy companies, and gain valuable insights as we take a look at greenhouse gas management and review the regulatory environment.

Note: Male members of the Society are welcome to attend. Please consider this an opportunity to showcase the diversity of the Society to a female client or co-worker.

In keeping with the community service mission of the C.F.A. Advisory Group, we are asking CFA Chicago members to participate in Catalog Choice - a free service that lets you reduce the amount of unwanted catalogs you receive in the mail, while helping to preserve the environment. To learn more, please visit: http://www.catalogchoice.org/

Location:
Union League Club
65 W. Jackson

Time and Date:
Thursday, March 6, 2008
5:00 pm - 7:00 pm

Attire is business casual.

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

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

Panelists

Elizabeth Collins, Senior Stock Analyst, Morningstar
Ms. Collins is a senior stock analyst covering oil and natural gas companies. She joined Morningstar in January 2005 after interning with Navigant Consulting's corporate finance department. Ms. Collins earned her M.B.A. from DePaul University in 2005, and holds a B.A. in psychology from Boston College. Before business school, she worked as a youth program coordinator for a public housing community organization in Boston. Ms. Collins has passed all three levels of the CFA Program and will be eligible for the CFA charter upon completion of the required work experience.

Megan Morgan, Business Development - Chicago Climate Exchange (CCX)
Ms. Morgan is responsible for developing liquidity and increasing trading on the Chicago Climate Exchange and Chicago Climate Futures Exchange Carbon Emissions markets through recruitment of financial services and investor participants. Prior to joining the CCX, Ms. Morgan was a professional golfer for two years on The Futures Tour before moving into financial services, trading on the Chicago Board of Options Exchange and working in Lehman Brothers Private Wealth Management group. She is also on the Board of Directors for Prevent Child Abuse-America and co-heads the Chicago Chapter for 85 Broads. Ms. Morgan has her M.B.A. from the University of Chicago-GSB and a B.S.B.A. from the University of North Carolina at Chapel Hill.

Susan Nickey, CFO - Acciona Energy North America
As CFO of Acciona Energy North America since March 2007, Ms. Nickey is responsible for all of the financing and accounting activities of AENA with a focus on developing and implementing structured financial models and funding for the company's renewable energy projects. Ms. Nickey has 20 years of commercial and investment banking experience with 15 years in the renewable energy sector. Prior to this, she served as a financial advisor to Acciona Solar Power for the development and financing of the company's Nevada Solar One project, the largest solar thermal electric power plant to be built in the last 16 years and the third largest plant of its kind in the world. Ms. Nickey holds a master's degree in Foreign Service from Georgetown University and a bachelor's degree in Business Administration from the University of Notre Dame.

Cathy Stein, Co-Director - Cool Globes
Ms. Stein is Co-Director of CoolGlobes, where she began working with the project in the summer of 2006. Prior to CoolGlobes, Ms. Stein was one of the founding members of Make a Child Smile, an affiliate of Metropolitan Family Services, a group formed to benefit children and families living in poverty. Before that, she served as the Executive Director of the Brain Research Foundation, a non-profit organization dedicated to supporting scientific research of the brain, which is affiliated with the University of Chicago's Neurology Department. Ms. Stein also worked for the City of Chicago under Mayor Richard M. Daley, where she worked on special projects involving economic development, housing and environmental issues.

Moderator

F. Ellen Duff, Partner, Winston & Strawn LLP
Ms. Duff is the knowledge manager for the firm's corporate practice group and a corporate partner with a diverse transactional practice that is concentrated in leveraged leasing, project finance, securities, and other financings. Her practice includes an emphasis on tax-advantaged financing transactions, including wind power and other renewable and alternative energy projects. Ms. Duff regularly represents equity investors, lenders, and developers in lease finance and project finance transactions. She also assists issuers and underwriters in offerings of debt securities. Ms. Duff received an A.B. from the University of Notre Dame in 1977 and a J.D. from the University of Chicago in 1980.

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.