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Event Detail

CFA Society Chicago 26th Annual Dinner - Registration Closes at 10am on Oct. 23 (Ended)

Date, Time, and Location:
Wednesday, November 07, 2012 (add this event to your Outlook Calendar)
5:00 pm
The Fairmont Hotel, 200 N. Columbus Drive, Chicago, IL  60601   (Driving Directions)

The 2012 Annual Dinner is our premier networking event of the year, bringing together nearly 800 investment professionals and key decision-makers. The Officers and Directors of CFA Society Chicago invite you to attend this year's event where you will have the opportunity to socialize with individual members and show support for the new class of CFA Charterholders, the CFA designation and for the society.

The 26th Annual Dinner will take place on Wed., Nov. 7 from 5:00-8:00 p.m. at the Fairmont Hotel.

Erskine Bowles ***CFA Chicago is pleased to announce that Erskine Bowles, former co-chair of the National Commission on Fiscal Responsibility and Reform and former White House Chief of Staff, will be the keynote speaker at the CFA Chicago 26th Annual Dinner.***

Bowles will address the tough choices that Washington must make to avoid an economic crisis and achieve long-term prosperity. He will discuss what leaders on both sides of the aisle must do to bring America's spending and deficit problems under control before the consequences become dire for generations to come.

A successful businessman who leveraged his experience in the private sector to control spending in the public sector, Bowles served as the Co-Chair of the National Commission on Fiscal Responsibility and Reform, a bipartisan group looking to erase the United States' multitrillion-dollar debt. Early in his career, Bowles worked for Morgan Stanley and founded his own financial investment company before joining the Clinton Administration to run the Small Business Administration and eventually become President Clinton's Chief of Staff. As Chief of Staff, he was a pivotal negotiator in getting America's first balanced budget in decades.Bowles also served as President of the University of North Carolina between 2005 and 2010.

(Please note: due to a CNBC schedule conflict, our previously scheduled keynote speaker Rick Santelli will not be presenting.)

The Hortense Friedman, CFA, Award for Excellence Recipient: Jeffrey J. Diermeier, CFA

Date, Time, and Location:
The Fairmont Hotel
200 N. Columbus Drive
Chicago, IL 60601
Wed., Nov. 7, 2012
5:00 - 8:00 pm

Free - New Charterholders

Business Attire

5:00 pm - Cocktail Reception
6:00 pm - Dinner
6:45 pm - Program
8:00 pm - Post Reception (cash bar)
8:00 pm - Complimentary trolleys to Ogilvie and Union Station

Hotel Accommodations: A special group rate at the Fairmont has been arranged. Reservations should be made directly by calling (800) 526-2008. Please refer to the "CFA Society of Chicago group" when making reservation. Reservations should be made by Oct. 7, 2012, in order to take advantage of our discounted rate. The rate at $199 plus tax, subject to availability.

Thank You to Our Annual Dinner Sponsors, as of Oct. 10:

Premier (1 Spot Still Available)
UBS Global Asset Management

Platinum (1 Spot Still Available)
ConvergEx Group
Harbor Capital Advisors
Perkins Investment Management

Gold (Sold Out)
Eastspring Investments
Invesco PowerShares
Northern Trust
Oppenheimer Funds
Segall Bryant & Hamill
S&P Capital IQ
Stairway Partners, LLC
Thomson Reuters

Silver (Sold Out)
Calamos Investments
D3 Financial Counselors LLC
Stifel, Nicolaus & Company

Our appreciation is also extended to the Bronze Level Sponsors for their support of the Annual Dinner.

In 2011, 39 prominent Chicago firms supported their Society member-employees and honored their newly inducted Charterholders by sponsoring the event and purchasing corporate tables.

Limited sponsorship opportunities still available - For more information, access the 2012 Annual Dinner Sponsorship Brochure.

Attention New Charterholders:
You are invited to attend the Annual Dinner at no charge courtesy of CFA Chicago.

In order to take advantage of this special offer, you must be a Regular member before you can be approved to receive your charter as a New Charterholder. CFA Institute must approve you as a New Charterholder before Oct. 22. Contact CFA Institute with any questions about your status: 800-247-8132.

*Special Notes Regarding Fees:
Credit card required to guarantee ALL reservations. No day-of-event registrations accepted. No walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, Oct. 8. New Charterholders: If you do not cancel before the deadline and/or you do not attend, your credit card will be charged a $100 no-show fee.

View photos from the successful 2011 event.

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.