312-251-1301 info@cfachicago.org

Event Detail

Industry Roundtables for Investment Professionals (Members-Only) (Ended)

Date, Time, and Location:
Thursday, February 18, 2010 (add this event to your Outlook Calendar)
5:00 pm - 7:30 pm
UBS Tower, 1 North Wacker Drive, Chicago, IL  60606   (Driving Directions)

CFA Society of Chicago Career Management Advisory Group presents:

"3rd Annual Industry Roundtables for Investment Professionals"
CFA Chicago Members-Only

Learn industry insights from leading professionals in ten areas of finance!

Engage in face-to-face interaction with top investment professionals in a small group setting. Learn how various sectors operate in a casual yet structured setting during three 30 minute rounds at pre-selected tables.

Time, Date, and Location:
Thursday, February 18, 2010
UBS Tower
1 North Wacker Drive
5:00 pm - 7:20 pm

Fee includes Appetizers and Refreshments

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.

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

We require a credit card 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

Please note that you must register for your top six (6) choices in order of preference. Space is limited at each table. There are only three 30 minute rounds, and you will be pre-assigned to 3 different tables on a first-come, first-served basis. See agenda below for details.

Cancellations accepted until 5:00 pm, February 17th. There is a $5 surcharge for walk-ins, and you are not guaranteed space at your preferred tables.

Attire is business casual.


Note: Each networking round (3 in total) will last 30 minutes, followed by a 5 minute break in between sessions. Each individual will have an opportunity to pose their question(s) to the table's host(s). Topics could include: skills necessary to succeed, daily responsibilities, obstacles encountered in career, changes in the industry, etc.

4:30-5:00 pm: Registration
5:00-5:10 pm: Introductions
5:10-5:40 pm: First Roundtable Session
5:40-5:45 pm: Break
5:45-6:15 pm: Second Roundtable Session
6:15-6:20 pm: Break
6:20-6:50 pm: Third Roundtable Session
6:50-7:20 pm: General Social Networking (optional)

Featured table topics and hosts include:
(Alphabetical by Sector)

Derivative Products
Paul B. Stephens, Director & Department Head, Institutional & Int'l Marketing - CBOE

Distressed Debt
Chris T. Brown, CFA - Pangaea Asset Management

Equity: Buy-side
Andy T. Janes, CFA - Partner & Senior Portfolio Manager - Harris Investment Management, Inc.

Exchange Traded Funds
Jeffrey W. Kernagis, CFA, Vice President & Portfolio Manager - Invesco PowerShares

Fixed Income Investing
Christopher T. Vincent, CFA, Principal, Head, Fixed Income Investment Management - William Blair & Co.

Investment Consulting
Daniel R. George, CFA, Chief Investment Officer & Senior Consultant - Ellwood Associates

Private Equity
Jason S. Gull, CFA, Partner - Adams Street Partners

Proprietary Trading
Joan Rockey, CFA, Chief Executive Officer - Hadelrock Capital Management LLC

Wealth Management (Banks)
William J. Gleason, CFA - Managing Director and Regional Investment Executive, US Trust, Bank of America Private Wealth Management

Wealth Management (Financial Planners)
Keith Cardoza, CFA, Partner, Principal & Chief Investment Officer - Brownson, Rehmus & Foxworth, Inc.

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.