312-251-1301 info@cfachicago.org

Event Detail

Running Your Own Business (Ended)


Women Entrepreneurs of Finance

Date, Time, and Location:
Thursday, October 08, 2009 (add this event to your Outlook Calendar)
5:00 pm
CME, 20 S. Wacker Dr., Chicago, IL  60606   (Driving Directions)

Running Your Own Business:
Women Entrepreneurs of Finance

Hosted by CFA Society of Chicago C.F.A. (Cultivating Female Ambition) Advisory Group

What does it take to start and run your own business? Focus, Execution, People, Return on Investment, and more... Listen to Kelley Chesney, Carol Levenson and Lois Scott share their experiences about starting and running their own businesses. Learn the keys to financing today and for successful growth in the future.

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 ask that you please bring an old cell phone (any model or year) and the accompanying charger. We will be donating the phones and chargers to Family Rescue - a group that is dedicated to alleviating domestic violence in the Chicago Community (www.familyrescueinc.org). Since a cell phone with no service can still be used to make 911 calls, the organization distributes cell phones to victims of domestic abuse. (Even non-working phones are accepted; Family Rescue sends them out to be refurbished!)

Time, Date, and Location:
Thursday, October 8, 2009
5:00 - 7:00 p.m.
CME
20 S. Wacker
Chicago, IL 60606

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

Fee:
CFA Society of Chicago Member - $25 (cash, check, credit card or function ticket)*
CFA Society of Chicago Student-Member - $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.
Chicago Finance Exchange Member - $25 (cash, check, or credit card)
Non-Member - $35 (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.

A credit card is required to guarantee all reservations except for ONLINE reservations using FUNCTION TICKETS.
(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, October 7. There is a $5 surcharge for walk-ins.

Attire is business casual.

By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Chicago and give your consent to their use in CFA Chicago's online and print business communications and marketing.

BIOS

Panelists:

Kelly Chesney, Principal - Pluscios Management LLC
Ms. Chesney is a principal of Pluscios Management LLC. Prior to co-founding Pluscios, Ms. Chesney was a Managing Director at JPMorgan Capital Management (formerly Bank One and First Chicago) (the "Bank"), the Bank's hedge fund group which invested both proprietary and client assets in portfolios of hedge funds. Ms. Chesney was on the Investment Committee and the Management Committee. Additionally, she had primary responsibility for product design and development, product launches and lifecycle management, as well as oversight for all aspects of the business operations. Ms. Chesney also spent several years in the mid-nineties working with the Bank's Corporate Investments and Capital Markets Groups where she structured and negotiated complex domestic and international commercial finance transactions including tax-related transactions, derivatives, foreign exchange transactions and hedge fund, venture capital, asset-backed and collateralized debt obligation investments. She participated in the strategy development and directed the creation of offering documents for a hedge fund of funds; structured the first foreign tax credit transaction for the Bank; and participated in the development and launch of new derivatives products.

Carol Levenson, CFA, Co-Founder & Director of Research - Gimme Credit
Carol Levenson, CFA, is the co-founder and Director of Research of Gimme Credit, a leading independent provider of corporate bond research. She has over 25 years of experience as a bond analyst. Ms. Levenson is frequently quoted in the major business financial press as a corporate bond authority, including such publications as The Wall Street Journal, the Financial Times, the New York Times, and Barron's, which has published several interviews with her. She was featured in Crain's Chicago in a special issue, "New Focus in Investing," in which she was cited among a select group of women in business as a pioneer in her field. Forbes awarded Levenson the sobriquet Dr. No for her skeptical reviews of risky investments. Prior to co-founding Gimme Credit 15 years ago, Levenson spent 10 years as a senior bond analyst for Harris Investment Management. Ms. Levenson is a Chartered Financial Analyst (CFA) charterholder and is currently serving a three-year term on the CFA Chicago Board of Directors, where she has been of member since the 1980s.

Lois Scott, President - Scott Balice Strategies
Ms. Scott is President of Scott Balice Strategies, responsible for managing client engagements, assuring the integrity of all analytics and delivering value to leading governments, corporations and nonprofit organizations. She has 25 years of experience at the highest levels of finance, corporate leadership, management, strategic planning and government policy-making. Over her career, Ms. Scott has worked with virtually all of the major Chicago and Illinois government issuers as well as leading issuers in 14 other states. Ms. Scott's national reputation has been formally honored on numerous occasions, including earning "Deal of the Year" recognition by two leading financial and government journals in 1997, and again in both 2005 and 2006. Ms. Scott is a co-founder of the Women in Public Finance Conference that annually brings together hundreds of professionals in the public finance field. She and the other founders of WPFC launched the "Founders' Awards" in 2007, recognizing outstanding women in the industry.

Moderator:

Joan Rockey, CFA, Founder & CEO - Hadelrock Capital Management, LLC
Ms. Rockey is the Founder and Chief Executive Officer of Hadelrock Capital Management, LLC, a Chicago area hedge fund manager. Prior to her current position, Ms. Rockey was the Event-Driven Strategies Trader and Chief Operating Officer at Option Opportunities Company, where she traded and solely managed an event-driven, special situation and relative value portfolio and was responsible for the strategic planning, accounting and financial management, technology, broker-dealer regulatory compliance and human resource aspects of the firm. Prior to joining Option Opportunities Company, Ms. Rockey worked at Ernst & Young LLP as a Consultant in the Financial Advisory Group's Reorganization & Restructuring Practice, providing tax and financial restructuring services to troubled companies, creditor and equity committees. Ms. Rockey is a Chartered Financial Analyst (CFA) charterholder and is currently serving as the Chairman of the Board for 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.