312-251-1301 info@cfachicago.org


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.

12:00 PM
DePaul MBA Program Information Session Webinar (Members Only)

Webinar: Learn about DePaul's MBA Program for CFA Society Chicago members scheduled to start the first week of January 2019!

5:00 PM
January Informal Monthly Happy Hour
Location: Boleo

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

11:45 AM
Progressive Networking Luncheon (Members Only, Limited Space) (Sold Out)

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.

8:00 AM
POWER Breakfast: Mellody Hobson
Hosted by: CFA Women's Network

CFA Society Chicago’s invites you to join us for breakfast and a fireside chat with Mellody Hobson, president of Ariel Investments. Hobson will provide her perspective on current risks and opportunities in the financial markets.

Speakers: Mellody Hobson - President, Ariel Investments
12:00 PM
February Job Seekers Forum 10 and Under (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.

4:00 PM
February Book Club Meeting
Title: Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou

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.

4:00 PM
Portfolio Construction
Hosted by: Education Advisory Group

Come join the discussion on how to position portfolios in rising volatile markets from Asset Owners and Asset Managers.

Speakers: Opening Speaker: Timothy R. Barron, CAIA - CIO, Segal Marco Consulting

Moderator: Chris Caparelli, CFA - Vice President, Marquette Associates

Panelists (Fund Managers and Intermediaries):
Ellen J. Ellison, CFA - Chief Investment Officer, University of Illinois Foundation
Patricia Halper, CFA - CIO, Chicago Equity Partners
David Kelly, CFA - CIO North America, Aon
Josh Lohmeir, CFA - Head of Investment Grade Credit and AIA Investment Officer, Aviva Investors
11:30 AM
Distinguished Speaker Series: Howard Marks, CFA
Hosted by: Distinguished Speaker Series Advisory Group

CFA Society Chicago welcomes co-chairman of Oaktree Capital, Howard Marks, CFA, for the February Distinguished Speaker Series luncheon.

Speakers: Howard Marks, CFA - Co-Chairman, Oaktree Capital
5:30 PM
February 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.

5:00 PM
February Informal Monthly Happy Hour
Location: TBD

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

Past Events

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

Non-CFA Society Chicago Investment/Finance Events