CFA Society Chicago luncheon conversation with Bob Michele, Managing Director and Chief Investment Officer, and Head of Global Fixed Income, Currency & Commodities group (GFICC) of J.P. Morgan Asset Management. The conversation will be moderated by CFA Society of Chicago Distinguished Speaker Series Co-Chair, James Mohan, CFA.

Fee*: 
Members – $55 
Non-Members - $75
Student Members - $20
Please note: No Webcast Available

Location: 
The LaSalle Chicago
208 South LaSalle Street
Chicago, IL 60604
TheLaSalleChicago.com
*Located next to the Federal Reserve Bank Building or the Money Museum on LaSalle. 

Parking:
Hotel parking fees are as follows and are subject to change without notice.
Valet Parking Rates
0 – 3 hours: $32.00
3 – 6 hours: $45.00
6 – 24 hours: $80.00
Event Parking: $39.00
Self Parking at 211 W Adams



CFA Institute Qualified Activity: Eligible for 1.5 credit hour

Attire: Business Casual

Menu: Luncheon Served 
 
Registration: Online

Agenda:
11:30 a.m.: Registration/Networking
11:45 a.m.: 12:50 p.m.:  Conversation
12:50 p.m.: Audience Q & A
1:00 p.m.: Conculsion/Networking 

Lunch will be served before the conversation begins. 

Speaker: Bob Michele, CIO 

Bob Michele, Managing Director and the Chief Investment Officer in addition, Bob is the Head of the Global Fixed Income, Currency & Commodities group (GFICC). Bob is co-chair of the Asset Management Investment Committee, and a member of the Asset & Wealth Management Operating Committee. He also chairs the GFICC Investment Strategy Committee and the GFICC Operating Committee. In addition, Bob is the co-chair of the initiative “Inclusion Starts with You” to increase the representation of women in senior investor roles. In September 2023, Bob was inducted into the Fixed Income Analysts Society Inc. (FIASI) Fixed Income Hall of Fame.

Prior to joining the firm in 2008, Bob was at Schroder Investment Management for ten years, most recently serving as the global head of fixed income in London. Previously, Bob was at BlackRock from 1995 to 1998, most recently as a Managing Director responsible for managing core bond portfolios and developing credit strategies across all client mandates. Prior to that, he was at FirstBoston Asset Management as head of their U.S. fixed income business. Bob began his career at Bankers Trust Company and Brown Brothers Harriman.

Moderator: James Mohan, CFA

James Mohan, CFA, 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.