312-251-1301 info@cfachicago.org

Event Detail

Annual Business Meeting (Members Only) (Ended)

Date, Time, and Location:
Thursday, June 27, 2013 (add this event to your Outlook Calendar)
5:00 pm
Metropolitan Club, 233 S Wacker Drive, Chicago, IL  60606   (Driving Directions)

Date, Time and Location:
Thurs., June 27, 2013
5:00 pm - 7:00 pm
Metropolitan Club, 66th Floor, 233 S Wacker Drive, Chicago, IL 60606 (Picture ID required)

All members are invited to attend the Annual Business Meeting for CFA Society Chicago, where society leaders will present the nominated slate of Directors and Officers and provide a strategic overview of the organization. Regular members will vote on the nominated slate of Directors and Officers. The short business meeting will be followed by a complimentary cocktail reception where members can recognize outgoing leaders and welcome the newly elected leaders.

CFA Society Chicago is pleased to announce the candidates nominated for officer and director positions on the 2013-2014 CFA Society Chicago Board of Directors. "The board includes executives and leaders from organizations across Chicagoland, representing the wide diversity of our membership that forms Chicago's financial and business community," said Angela McKay, CAE, CEO and President, CFA Society Chicago. "This year's Board nominees have been selected to ensure that CFA Chicago will continue to grow and evolve to the benefit of all our members by leading the investment profession in the promotion of the highest standards of ethics, education and professional excellence in the investment community."

The CFA Society Chicago Governance and Nominating Committee has submitted the following candidates for consideration:

OFFICERS: (new term)
New one-year term ending June 30:
Chairman:Gautam Dhingra, CFA2014
Vice Chairman:Chris Vincent, CFA2014
Secretary/Treasurer:Kerry Jordan, CFA2014

DIRECTORS: (new term)
New three-year terms ending June 30:
Class B:Patricia Halper, CFA2016
Class B:Carmen Heredia-Lopez, CFA2016
Class B:Robert Taylor, CFA2016
New one-year term ending June 30:
Class E:Doug Brown (non-member)2014
Class E:Roxanne Martino (Affiliate Member)2014
Class E:Gail Meneley (non-member)2014
Class E:Steve Potter (Affiliate Member)2014
Class D:Keith Cardoza, CFA2014
Immediate Past Chair

DIRECTORS: (information only)
Continuing in their respective terms ending June 30:
Class A:Brian Collins, CFA2015
Class A:Wendell Mackey, CFA2015
Class A:Terry Mullen, CFA2015
Class C:Wally Fikri, CFA2014
Class C:Theresa Mozzocci, CFA2014
Class C:Branimir Petranovic, CFA2014

View the proposed slate of 2013-2014 Officers and Directors with full bios

Thank you for your membership and your participation in this election. While we hope you will join us in person, we will accept directed proxies online, as well as via mail or fax from regular members. You will need your CFA Institute number and your password to login to see the slate and to submit a proxy. If you have problems logging in, please contact the CFA Chicago office at (312) 251-1301.

View the online proxy form

View the mail/fax proxy form

Members - $35 Free
(Event underwritten by CFA Chicago)

Note: A picture ID is required by building security for entry.

Attire: Business Casual

Menu: Light appetizers and cocktails

For Reservations: Register online below

5:00 - 5:30pm: Networking & Registration
5:30 - 6:00pm: Annual Business Meeting
6:00 - 7:00pm: Networking Cocktail Reception

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event 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, June 24. If you fail to cancel before the deadline and/or fail to attend the event you will be charged an additional $10 fee.

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.