312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speakers Series: Rick H. Waddell (Ended)


Financial Services: Still a High Growth, High Reward Industry?

Date, Time, and Location:
Tuesday, February 08, 2011 (add this event to your Outlook Calendar)
12:00 pm
The Standard Club, 320 S Plymouth Ct, Chicago, IL  60604   (Driving Directions)

Rick Waddell

Date, Time, and Location:
Tuesday, February 8, 2011
12:00 - 1:00 p.m.
The Standard Club - 320 S. Plymouth Ct., Chicago, IL

Program Description:
Increased regulatory demands and higher capital requirements will force banks to reassess growth strategies in this new environment. Mr. Waddell will address these issues and how Northern Trust is positioned.

Fee:
Members - $45
Non-Members - $55
Student-Members - $10
(payable by cash, check, credit card or function ticket)*

CFA Institute Qualified Activity:
Eligible for 1 credit hour

Attire:
Business Casual

Menu:
Chef's Choice (Vegetarian meal available upon request)

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

Rick H. Waddell
Chairman & CEO - Northern Trust

Introduction by Gordon Scott, CFA

Presenter Background Information:
Mr. Waddell is Chairman and Chief Executive Officer of Northern Trust, one of the world's leading asset management, asset servicing, fund administration, fiduciary and banking services firms. Serving successful individuals, families and institutions worldwide, the Chicago-based, 121-year-old financial institution had $3.9 trillion in assets under custody and $657 billion in assets under management as of September 30, 2010. Since joining Northern Trust in 1975, Mr. Waddell has held leadership positions in Commercial Banking, Strategic Planning and Personal Financial Services. In March 2003, he became head of the Corporate & Institutional Services business unit and, in February 2006, was named President and Chief Operating Officer of Northern Trust. Mr. Waddell was appointed Chief Executive Officer on January 1, 2008, and named Chairman in November 2009.

Agenda:
11:30 a.m. - 12:00 p.m. - Registration & Networking
12:00 p.m. - 1:00 p.m. - Luncheon & Presentation

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2010-2011. Regular and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card is required to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS. No day-of-event pre-registrations accepted (on-site only, if applicable and space available). There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, February 3rd.

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.

This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

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.