Investment Exchange Forum

The Investment Exchange Forum (IEF) is a quarterly stock-picking meeting of 15-20 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. All stock picks are tracked individually and as a portfolio.

The IEF is...

  • A discussion of timely topics and actionable investment ideas
  • An opportunity to learn how others present investment ideas concisely
  • An opportunity to practice how to present investment ideas concisely

In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.

To see information about upcoming Investment Exchange Forums, please visit:

To make the IEF more relevant to CFA Chicago members, we encourage comments regarding the content and structure of IEF. Please send your comments to