312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speaker Series - Jeffrey J. Diermeier, CFA

Date, Time, and Location:
Wednesday, February 16, 2005 (add this event to your Outlook Calendar)
12 Noon
Union League Club of Chicago, 65 W. Jackson Blvd., Crystal Ballroom - 5th Floor Chicago, IL  60604-3507   (Driving Directions)

Biography: Mr. Diermeier most recently was global chief investment officer at UBS Global Asset Management. In that role, he oversaw the management of more than $400 billion in assets, covering asset allocation, equities, fixed-income, real estate and currencies, and a staff of 435 investment professionals in 10 countries. He had been with UBS and its predecessors since he joined the former First National Bank of Chicago in 1975.

At CFA Institute, Mr. Diermeier will oversee the global management of the Chartered Financial Analyst® (CFA®) Program, a world-renowned study and credentialing program that requires passage of three rigorous examinations over at least two years.

He also will oversee the association’s many other programs and services – including its Code of Ethics and Standards of Professional Conduct, its advocacy and standard-setting initiatives, its conferences and Web-based training seminars, its highly regarded Financial Analysts Journal, and its Global Investment Performance Standards, or GIPS®, and other performance-measurement standards.

Mr. Diermeier has served the non-profit association in various volunteer capacities for 18 years, including six years on the CFA curriculum committee. Currently, he is a member of the Board of Governors, having been elected to the board in 2002. He currently chairs the board’s planning committee, and in that capacity played a leadership role in the development of a five-year strategic vision for the organization. He is a member of the Investment Analysts Society of Chicago (one of four societies that in 1947 co-founded the original forerunner to CFA Institute) and served on the IASC board of directors from 1990 to 1992.

Eligible for 1 credit hour

Doors open at 11:30am.

This Luncheon Program qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see www.cfainstitute.org/pdprogram for more information.

Location:
Union League Club of Chicago
65 W. Jackson Blvd.
Crystal Ballroom - 5th Floor

Time:
11:30 AM Registration
12:00 PM Luncheon begins followed by the presentation

Menu:
Chef's Choice (Fruit Plate available upon request)

Fee:
IASC Members:
$45 (cash, check or credit card*), or one Function Ticket

Non-Members:
$55 (cash, check or credit card*), or one Function Ticket + $10

*We accept Visa, MasterCard, American Express, and Diners Club

Non-Members welcome
Business Casual attire is appropriate

As a courtesy to our Speaker, please turn off your cell phone

For Reservations
Register online below, or contact us via email or phone:
E-mail: info@IASChicago.org
Phone: 312.360.0382


Walk-ins will be accommodated based on availability; a $5.00 late fee will be applied
No shows will be billed for reservations not canceled b

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