CFA Society Chicago

CFA Society Chicago was excited to kick off our Centennial celebration with everyone last night at our 37th Annual Dinner. We can't wait to see everyone at our upcoming special Centennial events. See below for some comments from our Centennial press release! "CFA Society Chicago, the world’s first community of CFA charterholders, students and finance professionals, will celebrate its 100th anniversary in October 2025. As one of the largest societies of investment professionals in the world, the organization will mark 100 years of professional excellence in investment management with a year of education, social and professional learning programs." Check out our full Centennial Press Release: https://lnkd.in/gmwzNTQW Thank you to all the amazing members who took the time to help CFA Society Chicago create our Centennial Video! Christopher T. Vincent, CFA, Laura Stern, James Boudreault, CFA, Stephanie Braming, CFA, Partner, Leo Harmon, CFA, CAIA, Heather Brilliant, CFA, Stewart Foley, CFA, Gary Brinson, Daniel Gamba, CFA, Douglas Jackman, Jeff Diermeier, Kunal Kapoor, Jeremy J. Heer, CFA, CAIA, Carla Norfleet Taylor, CFA, Alan Meder, Bon French, and Cosmin Lucaci, CFA

Here is a sneak peek of what CFA Society Chicago has been up to 👀 Get ready to find out what these behind-the-scenes pictures of Bon French, Cosmin Lucaci, CFA, and Carla Norfleet Taylor, CFA are from TOMORROW at our 37th Annual Dinner!

Check out our November events! We have a great line up this month which includes networking, professional development, and education. Check out these events and more on our website. https://ow.ly/Wngk50TXCE6

Mark your calendars for CFA Society Chicago's November Happy Hour hosted by the Social Advisory Group at City Social! This is the perfect opportunity to kick back and elevate your networking game. Don't miss this chance to relax and engage with fellow finance professionals! Register: https://ow.ly/nrOq50TXBx9

Looking to make your next career move? Our November Job Seeker Virtual Event is designed for professionals like you! This month we are switching it up! Talent acquisition expert Ellen Weiss, SPHR from Morningstar is going to join CFA Society Chicago and give insights into the application process and tips that job seekers can use to better their chances. Join us to connect, learn, and strategize with industry peers and experts to uncover new job opportunities. Register: https://ow.ly/XRS250TWJtu

The agenda for CFA Institute LIVE 2025 is officially live! Dive into a lineup packed with insights on sustainable investing, the evolving role of investment professionals, cutting edge technology, and more. Whether you're looking to stay ahead of market trends or network with fellow finance leaders, it’s all here. Hear from CFA Society Chicago's Chair, Jeremy J. Heer, CFA, CAIA on how excited he is for LIVE 2025 to be back in his hometown! Join Jeremy and many other of your fellow CFA charterholders and investment professionals May 4-7, 2025. Register: https://ow.ly/S0oa50TrTi2

Dr. Mark Shore will be speaking to CFA Society Chicago members as a part of the Vault Series on November 13! Dr. Shore will be discussing "Protecting Your Tail from Correlation Risk". This conversation will examine the concept that hedge funds generally offer diversification. The results from 26 years of monthly data on equity and hedge fund indices find that hedge fund strategies are heterogeneous as they offer varying benefits to investors. Register: https://ow.ly/fMuT50TTuRb

CFA Society Chicago has just wrapped up our 22nd Lunch and Learn program. This month Morningstar representatives Ellen Weiss, SPHR and Erin Lash, CFA spoke with our members on the history of Morningstar and career opportunities at the firm. This virtual series has featured 19 companies over the last 4 years since our launch during the Covid pandemic. We look forward to Nuveen, a TIAA company’s Lunch & Learn on Friday, December 13. Register: https://ow.ly/2G9550TRTyK

Check out our new Macro Matters Podcast! In this podcast Rich Excell CFA, CMT and Tony Zhang, Ph.D., GMP, MBA, CFA are back to discuss a range of issues. Is China stimulus enough? Will it lead to China finally outperforming the US? What about the US? How is the housing market doing? What does this mean for the US economy? Have a listen to hear their thoughts! https://ow.ly/ymMw50TQiwe

Meet our Advisory Groups! Next up is SEAG: Social Events Advisory Group. SEAG's focus is to organize relaxing, entertaining, and networking-oriented events in a variety of different environments that will appeal to our diverse group of members. Co-Chairs Peter Karalekas, CFA and Neil Zhang share the reasons why they got involved with SEAG. Do you want to learn more about SEAG? Join us for their next event: "October Happy Hour at Ceres Cafe". Register: https://ow.ly/L9NL50TxhWw