CFA Society Chicago invites you to join us for breakfast with Stephanie Braming, CFA, head of William Blair Investment Management. In this fireside chat moderated by Patricia Halper, CFA, Braming will provide her perspective on the financial markets and role for active management going forward. She will also discuss her career path, advice she wish she had along the way, and what she believes is going to be key for asset managers to remain relevant going forward. This is an event you won’t want to miss!
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
Reserved VIP table - $450 (10 guests, company name on table, contact office directly)
WIP Members - $45 (Please call the office at 312-251-1301 to register)
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Attire
Menu: Breakfast Buffet (vegetarian options available)
8:00 am - 8:30 am: Registration & Networking
8:30 am - 9:30 am: Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Stephanie Braming, CFA, is partner and the global head of William Blair Investment Management. She is also chairman of the board of trustees and president of the William Blair Funds, chairman of the William Blair SICAV, and serves on the firm’s executive committee. She is responsible for leading and setting the strategic direction for Investment Management, including broadening, deepening, and evolving the firm’s investment capabilities. Braming also chairs the leadership team for Investment Management and serves on the firm’s global inclusion council. Before assuming leadership of William Blair Investment Management in 2017, Braming was a portfolio manager for the International Growth and International Small Cap Growth strategies. Joining the firm in 2004, she was instrumental in portfolio construction and portfolio design and had a leadership role in the enhancement of the firm’s systematic research tools. Braming also served as portfolio manager for the Japan strategy from inception in 2013 to close in 2015. Before joining the firm, she was a principal at Mercer Investment Consulting, where she was responsible for the strategic investment direction of her institutional clients. She also previously worked at the Federal Reserve Bank of Chicago. She is a member of CFA Institute and CFA Society Chicago, where she served on the Society’s Board of Directors, the Economic Club of Chicago, and The Chicago Network. She also serves on the board of Working in the Schools (WITS), the largest literacy organization serving Chicago Public School students. Braming received a B.A. from DePauw University and an M.B.A. from the University of Chicago’s Booth School of Business.
Moderator: Patricia Halper, CFA formerly the Chief Investment Officer of Equities at Chicago Equity Partners where she oversaw all equity products as well as the equity portfolio management and quantitative research groups. Previously, she was a member of the quantitative research team. Prior to joining the firm, she worked at the institutional futures sales desk at Paine Webber. Ms. Halper was named one of Crain’s Notable Women in Finance in 2019. She holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, CFA Society Chicago, the Chicago Quantitative Alliance, the Economic Club of Chicago, and the Chicago Network. Additionally, she is on the Board of Trustees for La Rabida Children's Hospital. Ms. Halper previously served on CFA Society Chicago's Board of Directors. She holds a bachelor's degree in mathematics from Loyola University Chicago and a master's degree in financial mathematics from the University of Chicago.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember 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, January 30th.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.