Conversation Topics: 

1. The Intersection of Public Policy, Real Estate Markets, and Economic Development
2. Innovations and Challenges in Modern Property Assessment
   
3. Fritz Kaegi’s Unique Career Journey and Leadership Philosophy

Fritz Kaegi, CFA
Cook County Assessor

Fritz Kaegi is the Cook County Assessor.

Prior to beginning his career in Cook County government, Fritz spent more than 20 years valuing assets as a mutual fund portfolio manager and analyst. In his 13 years at Columbia Wanger Asset Management, Fritz served as a financial steward, helping average families save for retirement and focusing on small companies operating around the world. He holds the Chartered Financial Analyst and Certified Illinois Assessment Officer designations. He is also a member of the IAAO, the International Association of Assessing Officers.

Since assuming office in 2018, Fritz has brought fairness, ethics and transparency to the Cook County Assessor’s Office with a vision focused on operational changes, technological upgrades, and the elimination of favoritism. These changes have increased predictability in the assessment system and spurred investment in Chicago and Cook County.

Fritz was born and raised in the Hyde Park neighborhood in Chicago and still maintains close ties to the community. He attended Hyde Park’s Kenwood Academy for high school, completed his undergraduate studies at Haverford College, and received his MBA from Stanford University.

In 2020 Fritz received the A. Philip Randolph Change Agent Award from the National A. Philip Randolph Pullman Porter Museum and in 2021 the Adlai Stevenson Award for Public Service from the Chicago chapter of the American Society for Public Administration.

Fritz’s wife Rebecca is a teacher; they live in Oak Park, with their three children, where Fritz is a member of First United Methodist Church of Oak Park.

About the Moderator: 

Jim Mohan, CFA
Investment Consultant with Mercer

Jim Mohan is an Investment Consultant with Mercer based in the Chicago Office. His primary focus is on providing direct support to clients and consultants, specifically not-for-profit relationships in the U.S.  Jim joined Mercer in 2021 and has fifteen years of investment experience.

Prior to joining Mercer, Jim founded the ESG advisory and implementation firm DuPage Investment consultants in 2020. Prior to DuPage, Jim spent two years as a relationship manager at Christian Brothers Investment Services. He earned his Bachelor of Science degree in Finance from DePaul University.  He is a CFA charterholder and holds his CIPM. Jim is an active member of the CFA Society – Chicago, contributing as a Co-Chair of the Distinguished Speakers Series advisory group and member of the Annual Dinner advisory group. Jim also volunteers his time teaching financial literacy to underserved youth with Cents Ability.

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Agenda: 
11:30 a.m. - Registration and Networking
11:45 a.m. - Lunch Buffet Opens
12:00 (Noon) - Welcoming and Begin Conversation
1:00 p.m. - Conclusion

Fee: 
Members - $70
Non-Members - $90
Student Members - $30
Please note: No Webcast Available

*Function Tickets can be used

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Buffet style
 
Lunch will be served Buffet style.