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Event Detail

Industry Roundtables for Investment Professionals (Ended)

Date, Time, and Location:
Thursday, February 24, 2011 (add this event to your Outlook Calendar)
4:30 pm
The Standard Club, 320 S. Plymouth Ct., Chicago, IL  60601   (Driving Directions)

Career Management: Industry Roundtables for Investment Professionals (Members Only)

Join us for our 4rd Annual Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance!

Program Description:
Engage in face-to-face interaction with top investment professionals in a small group setting. Learn how 14 different sectors operate in a casual yet structured setting during three 30 minute rounds at pre-selected tables. This members-only program will begin with an overview on the interconnectedness of the industries within financial services, thus, providing insights on identifying your ideal job.

Date, Time, and Location:
Thursday, February 24, 2011
4:30 p.m. - 7:20 p.m.
The Standard Club - 320 S. Plymouth Ct.

Members - $25
Student-Members - $10
(payable by cash, check, credit card or function ticket)*
Fee includes appetizers and refreshments.

Business Casual

Appetizers and Refreshements

For Reservations:
Register online below.

Note: Please note that you must select your roundtable topics for each of the three sessions upon registration for this event. Space is limited at each table and is available on a first-come, first-served basis. In the event that changes to the agenda occur, you will also be asked to supply alternate choices. See agenda below for further details.


4:30-5:00 pm: Registration
5:00-5:10 pm: Introductions and Overview
5:10-5:40 pm: First Roundtable Session (see table topics/hosts below)
5:40-5:45 pm: Break
5:45-6:15 pm: Second Roundtable Session (see table topics/hosts below)
6:15-6:20 pm: Break
6:20-6:50 pm: Third Roundtable Session (see table topics/hosts below)
6:50-7:20 pm: General Social Networking (optional)

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

Featured table topics and hosts include:

(Alphabetical by Sector)

Nick Ronalds, CFA, Executive Director, FIA Asia & President, Asias Markets - Futures Industry Association

Derivative Products
Russell Rhoads, CFA, Instructor - Options Institute at the Chicago Board Options Exchange

Distressed Debt
Eric Baer, CFA, Principal & Portfolio Manager - Chicago Fundamental Investment Partners, LLC

Emerging Markets
Jeffrey T. McCaffrey, CFA, International Research Analyst - William Blair

Entrepreneurship (Global)
Kevin Yu, CFA, Founder & Chief Executive Officer - Yunistone Investment Group

Equity Investment Management
Janna L. Sampson, CFA, Founding Member & Co-Chief Investment Officer - OakBrook Investments, LLC

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.

Hedge Funds (Global)
Chris McGuire, CIO & CEO - Phalanx Capital Management, LLC

Investment Analysis (International)
David E. Parker, Senior Utility Analyst & Director of Equity Research - R.W. Baird

Investment Consulting (Global)
Maura J. Murrihy, CFA , Principal & Global Head of Equity Manager Research - Hewitt EnnisKnupp, an Aon Company

Private Equity
Katherine Wanner, Partner - Adams Street Partners

Product Specialist/Consultant Relations
M. Patrick Quinn, CFA, Principal - William Blair & Co.

Wealth Management (Banks & Financial Planners)
Sean Sebold, CFA, President - Sebold Capital Management

*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 a 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, and you are not guaranteed space at your preferred tables. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, February 21.

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.