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Event Detail

CFA Women Advisory Group presents Meredith Jones (Ended)

Date, Time, and Location:
Tuesday, June 23, 2015 (add this event to your Outlook Calendar)
11:30am - 1:00pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Program Description:
In today's investment industry, putting your head down, working hard, and expecting to move forward is not always sufficient. To succeed, you must put the same level of energy into strategically mapping your career as you do into daily investment research. CFA Chicago is delighted to host Meredith Jones, author of the recently published book Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too). Meredith will discuss her book as well as strategies for women to achieve fulfillment and success in their careers.

Joining Meredith will be five of the women investment managers featured in her book: Kelly Chesney, Connie Teska, Fran Tuite, Leah Zell, and Thyra Zerhusen. Please join us for a lively discussion between these intelligent and experienced women.

Learning Outcomes:

  • Behaviors that matter in achieving superior investment performance: Approaches to trading, risk management, and portfolio management
  • Ways women create cognitive and behavioral alpha in their investment portfolios
  • Leadership principles and entrepreneurship in investment management
  • Ways that diversity in decision making is good for employees, clients, and the firm and how investors benefit from diversity

Members - $55 $45 or FREE with Function Ticket
Student-Members - $55 $20
Non-Members - $55
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal and ice tea available upon request)

Registration: Online

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

Hosted by: CFA Women Advisory Group

Speakers:

Meredith Jones Meredith A. Jones is an internationally-recognized researcher, writer, speaker and expert in the alternative investment industry and the author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too). Over the past 16 years, she has presented her original research and insights to industry participants around the world. She is a frequent speaker on the international conference circuit and has had her findings published in books and major media outlets, including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, the Journal of Investing, and others. Jones began her alternative investment career at Van Hedge Fund Advisors International where she was Director of Research. She continued her research at PerTrac Financial Solutions and Barclays Capital, Inc., producing groundbreaking reports on emerging managers and diversity investing, before becoming Director of the Rothstein Kass Institute, an alternative investment think tank. As founder of MJ Alternative Investment Research, Jones continues to provide timely research, education and actionable insights to the alternative investment community.

Kelly Chesney Kelly Chesney is a co-founder and the Chief Operating Officer of Pluscios Management LLC. She and her co-founder launched Pluscios in 2006 having previously run JPMorgan's (formerly Bank One's) Chicago Hedge Fund Group. In her current role she oversees business operations, heads the firm's operational due diligence efforts and is a voting member of the investment committee. Prior to co-founding Pluscios, Chesney was a Managing Director at JPMorgan Capital Management which invested both proprietary and client assets in portfolios of hedge funds. Chesney received an M.B.A. from the Kellogg Graduate School of Management at Northwestern University, a J.D. from IIT Chicago-Kent College of Law, and has over 25 years of legal and capital markets investment experience. Chesney is a member of 100 Women in Hedge Funds, the Chicago Finance Exchange, the National Association of Securities Professionals, and is on the Illinois Board of Gift Adoption.

Connie Teska Connie Teska is a co-founder and the Chief Investment Officer of Pluscios Management LLC, a women-owned, SEC registered investment manager that advises institutional investors on hedge fund investing and runs a family of funds of hedge funds. Pluscios is consistently recognized for creating top ranking portfolios. She and her co-founder launched Pluscios in 2006 having previously run JPMorgan's (formerly Bank One's) Chicago Hedge Fund Group. Her career spans 35 years, 25 of which were at JPMorgan and its predecessor banks with a dedicated focus in capital markets and alternatives investing. In 2011, Teska was named Distinguished Women Investment Professional of the year by the Chicago Women Investment Professionals. Teska received her M.B.A. from the Kellogg Graduate School of Management at Northwestern University and her B.S. degree from the Medill School of Journalism at Northwestern University. Teska is a member of 100 Women in Hedge Funds and Women Investment Professionals, Chicago Chapter. Teska serves on the Leadership Circle of the American Cancer Society and the Eliminate Project for the US Fund for UNICEF.

Fran Tuite Fran Tuite, CFA is founder and portfolio manager of 1837 Partners, a long/short equity hedge fund. She has been in the investment business since 1983. Tuite began her career spending six years as an analyst at the Johnson Investment Counsel in Cincinnati, Ohio, followed by two years at William Blair & Company in Chicago, Illinois. In 1990, Tuite joined Harris Associates as an analyst for Hesperus Partners, Ltd, an equity hedge fund. In 1994, she left Harris Associates and joined Sirius Partners, Ltd. Tuite managed the small cap segment of the partnership and was actively involved in the long/short equity portfolio. In 1997, Tuite joined Talon Opportunity Managers L.L.C. ("Talon") and established The Talon Small Cap Fund L.P. (now known as Talon Opportunity Partners L.P.), which she directed from its inception until she left Talon in March 2006 to join the General Partner and RMB Capital Management, LLC. Tuite received her BBA from the University of Cincinnati and her MBA from Miami University in Oxford, Ohio. She holds the Chartered Financial Analyst designation and has passed the Certified Public Accountant examination. She is also a member of the CFA Institute and the CFA Society Chicago. An active volunteer for Chicago-area non-profits, Tuite is a Directors' Circle Member of the Steppenwolf Theatre and Board Chair for Recovery on Water, a rowing team for survivors of breast cancer.

Leah Zell Leah Zell, PhD, CFA is a nationally recognized expert in international investing, and a pioneer in the international small-cap category. From 1992 to 2005, she was a co-founding partner and portfolio manager at Wanger Asset Management, a global small-mid cap equity specialist. During her tenure there, she was Head of the International Equities Team; Lead Portfolio Manager of the Acorn International Fund; and Portfolio Manager of the Wanger European Smaller Companies Fund. Zell earned her Bachelor of Arts degree from Harvard College in 1971, graduating Magna Cum Laude and Phi Beta Kappa. In 1979, Zell received her PhD in Modern Social and Economic History from the Harvard Graduate School of Arts and Sciences where she won Woodrow Wilson, Fulbright (DAAD) and Krupp Foundation fellowships. Zell earned her Chartered Financial Analyst (CFA®) designation in 1987.

T. Zerhusen Thyra Zerhusen is the principal founder of Fairpointe Capital LLC, CEO and Chief Investment Officer of the firm. She is part of the Mid-Cap Investment Team, serving as lead portfolio manager of the mid-cap strategy. Prior to founding Fairpointe Capital, Zerhusen was the Chief Investment Officer for Mid-Cap Equities at a predecessor firm beginning in October of 2003. Zerhusen also spent four years at Talon Asset Management as Senior Vice President and Portfolio Manager, where she began managing the Aston/Fairpointe Mid Cap Fund. Previously, she was employed by The Burridge Group as principal and portfolio manager for a tax-sensitive mid-cap product, and eleven years as Senior Investment Analyst at Sears Investment Management Company. Zerhusen started her career as an Investment Research Analyst at Harris Trust & Savings Bank in Chicago and was responsible for in-depth financial analysis of company fundamentals and industry trends. Zerhusen received a Diplom Ingenieur (M.S.) from the Swiss Federal Institute of Technology and an M.A. in Economics from the University of Illinois.

Moderator:
Kerry Jordan Kerry Jordan, CFA, is the Director of Business Development at RMB Capital Management where she manages client development, marketing, and capital raising for its Iron Road Partners division. Prior to this, Jordan served as Head of Marketing and Chief Compliance Officer for Chicago Capital Management L.P., an absolute return, merger arbitrage strategy hedge fund. In this capacity Jordan managed the fund's capital raising, investor relations, and compliance programs. Prior to joining CCM, Jordan was a managing director at Phalanx Capital Management, LLC, an Asian-focused, multi-strategy hedge fund where she ran the fund's global business development and capital raising efforts. Previously, Jordan was a director in the Global Derivatives Products group at Bank of America where she focused on the structuring and sale of interest rate, commodity, and equity derivatives for the bank's Fortune 1,000 clients. Jordan holds a bachelor of business administration degree from the University of Massachusetts and a master of science in finance degree from the George Washington University. Jordan holds the Chartered Financial Analyst designation, and is an active member of the CFA Society Chicago and the CFA Institute. She currently serves as CFA Chicago's Vice Chair and Board of Directors member. Jordan also is a member of the Board of Governors for Econ Illinois, the state of Illinois' Council on Economic Education and the sponsor of The Stock Market Game. Jordan is a fellow for the International Women's Forum's On the Board: Advancing Women's Corporate Leadership program.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. 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 17.

Passport Program
Members of any 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.

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.