This is your opportunity to join an in-depth discussion with leading investment professionals and engage in face-to-face interaction with colleagues in a small group setting. Learn how 10 different sectors in the investment industry operate in a casual yet structured setting during three, 30 minute rounds at pre-selected tables.
Featured table topics and hosts (subject to change) include:
Private Debt/Direct Lending: Reed Van Gorden, CFA, Deerpath
Rating Agency: Maude Tremblay, CFA, Fitch Ratings
Private Equity: Michael Sullivan, CFA, Kinzie Capital Partners
Fixed Income PM: Jules Naters, CFA, AllState
Equity Research: Nancy Aversa, CFA, William Blair
Equity PM – Emerging Markets: Chad Cleaver, CFA, Driehaus
Wealth Management: Kanchana R. Suresh, CFA, CPWA, Northern Trust
ESG – Equity Research: Benjamin Finser, Kabouter Management
ETFs: Miriam Olson, CFA, Invesco
Risk Management: Allen Xiao, CFA, CPA, FCSI, Aviva
Members - FREE
Student Members - FREE
(member pricing underwritten by CFA Society Chicago)
Attire: Business Casual
Menu: Refreshments and light snacks
CFA Institute Qualified Activity: Eligible for 1.5 credit hours
Note: You must select a roundtable topic for each of the three sessions. Space is limited at each table and is available on a first-come, first-served basis. In the event that changes to the agenda occur, you will also be asked to supply alternate choices. See agenda below for further details.
4:30 - 5:00 pm: Registration/Networking
5:00 - 5:05 pm: Introductions and Overview
5:05 - 5:35 pm: First Roundtable Session
5:35 - 5:40 pm: Break/Switch tables
5:40 - 6:10 pm: Second Roundtable Session
6:10 - 6:15 pm: Break/Switch tables
6:15 - 6:45 pm: Third Roundtable Session
6:45 - 7:15 pm: Informal Networking
Note: Each roundtable session (3 sessions in total) will last 30 minutes, followed by a 5 minute break in between sessions. Each participant will have an opportunity to pose their question(s) to the table's host. Topics could include: skills necessary to succeed, daily responsibilities, obstacles encountered in career, changes in the industry, etc.
*Special Notes Regarding Fees
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member 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. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee. Cancellations accepted until 5:00 pm, February 20th.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
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.