312-251-1301 info@cfachicago.org

Events

CFA Society Chicago offers diverse programming content, including local luncheon programs that attract top industry speakers, educational and career management seminars on specialized, timely topics presented by outstanding specialists in the field, as well as panel discussions addressing the unique challenges facing women in the industry and their contributions to the field, and social group outings such as happy hours and sporting events. If you are not a member of CFA Society Chicago but you would like to receive e-mail notices about our events, please contact info@cfachicago.org.

Event Function Tickets: In order to view your event ticket tally you must be logged onto the website. You can click on the "Preferences" tab upon member log in or you can click on an individual event, scroll to the bottom of the page and click on "Register Online." After you arrive on the registration page scroll down to the payment section and you will see a blue box on the right side of the screen with your event ticket total.

Passport Program: CFA Society Chicago is pleased to offer members of any CFA society the ability attend many CFA Society Chicago events at our member rate. The "Passport Program" logo and text will appear on the event detail page if that event is offered under this program. Note: If you are only a member of CFA Institute, you do not qualify for the society member rate.

Event Cancellation Policy: Unless otherwise stated in the event description, you may cancel your event registration for a full refund by the date and time listed on the event page under "Special Notes Regarding Fees" by contacting our office at 312-251-1301 or info@cfachicago.org. Dates and times will vary by event. No exceptions will be made.

DATE/TIME DESCRIPTION
12/11/2018
8:30 AM
Wall Street Training: Advanced Financial Modeling - Core Model (Limited Space) (Only 6 spot(s) available)

Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule.

Speakers: Instructor: Ted Michaels, Vice President, Wall Street Training
12/14/2018
12:00 PM
December Job Seekers Forum 10 and Under (Members Only, Limited Space) (Only 9 spot(s) available)

The CFA Society Chicago Job Seekers Forum series provides members with potential new opportunities and resources to find employment. The forum encourages open dialogue and will have a member of the Professional Development Advisory Group as a host.

12/18/2018
4:00 PM
December Book Club Meeting
Title: Skin in the Game: Hidden Asymmetries in Daily Life by Nassim Nicholas Taleb

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in an informal environment.

12/20/2018
5:00 PM
December Informal Monthly Happy Hour
Location: Boleo

Join your colleagues and unwind from your work day for a networking happy hour.

12/21/2018
12:00 PM
December Investment Exchange Forum (Members Only, Limited Space)
Topic:Sports Betting

The Investment Exchange Forum is a stock-picking meeting of held by CFA Society Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.

1/9/2019
4:00 PM
The New Networking: Building Relationship Capital On & Offline

Networking is a learned skill and does not require the personality of an extrovert. A memorable introductory conversation and exchange of business cards will increase relationship capital after applying a process for patient and purposeful follow-up.

Speakers: Sameer Somal - Co-founder & Chief Financial Officer at Blue Ocean Global Technology and Blue Ocean Global Wealth
1/10/2019
3:30 PM
Vault Series: Cambridge Associates
Female Financial Firsts: A talk about financial firsts thru history initiated by women.

A talk about financial firsts thru history initiated by women.

Speakers: Deirdre Nectow - Managing Director at Cambridge Associates
1/11/2019
12:00 PM
January Job Seekers Forum 10 and Over (Members Only, Limited Space)

The CFA Society Chicago Job Seekers Forum series provides members with potential new opportunities and resources to find employment. The forum encourages open dialogue and will have a member of the Professional Development Advisory Group as a host.

1/15/2019
4:00 PM
January Book Club Meeting
Title: TBD

Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in an informal environment.

1/16/2019
4:00 PM
Economic Outlook and Policies

Join us as our speakers each discuss the economic outlook and markets in the wake of changes in tax, regulatory, trade and monetary policies during the first two years of Trump administration.

Speakers: David Lafferty, CFA - Senior Vice President and Chief Market Strategist, Natixis Investment Managers
Nicholas P. Sargen - International Economist
Jas Thandi, CFA - Associate Partner, Global Asset Allocation Team, Aon Hewitt
1/24/2019
5:00 PM
January Informal Monthly Happy Hour
Location: TBD

Join your colleagues and unwind from your work day for a networking happy hour.

1/28/2019
5:30 PM
January Special Situations (Members Only, Limited Space)
Topic: TBD

Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance.

1/30/2019
11:45 AM
Progressive Networking Luncheon (Members Only, Limited Space)

Build relationships with influential CFA Society Chicago members by joining us for a progressive networking luncheon. Featuring a three-course meal, attendees will switch tables after each course.

Past Events

Click here to see some of the exciting events from previous years!

Non-CFA Society Chicago Investment/Finance Events