Distinguished Speaker Series: Dave Coolidge

William Blair and the History of Chicago's Banking, Brokerage, and Private Equity Scene  
Please note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event
Hosted by: Distinguished Speaker Series Advisory Group

Dave Coolidge, vice chairman of William Blair, began his career with the organization more than 50 years ago when Chicago’s financial scene was vastly different. How did Chicago’s banking industry get to where it is? Coolidge joins us for our May Distinguished Speaker Series event to provide a historical view into the Chicago banking, brokerage, and private equity scene along with insight into the sustained success of companies. Hear about William Blair's role within Chicago’s investment industry, then and now, along with when and why the company changed business lines to get it to where it is today. Coolidge will also discuss his views on the outlook for the investment business. This event will cover it all, past, present, and future!


Members - FREE 
Nonmembers - $20
(Member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Registration: Online 
Zoom login information will be provided in the reminder email closer to the event. 
Registration closes at 5:00 PM on May 3, 2021.

12:00 PM - 1:00 PM CDT: Program
Please log in a few minutes early to test your video and internet connections.

*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event

Speaker Bio:

E. David Coolidge, III, vice chairman of William Blair & Company, joined the firm in 1969. Coolidge, who was CEO from 1995 until January 2004 and also manager of the firm’s Corporate Finance department from 1977-1994, formerly was a director of the Securities Industry Association and served as governor of the National Association of Securities Dealers. 
After earning a B.A. from Williams College and an M.B.A. from the Harvard Graduate Business School of Administration, he served in the Peace Corps in Colombia, South America, from 19671969. He serves on the boards of Shields Meneley Partners and Duluth Trading Co. Coolidge is a trustee of Rush University Medical Center and the Calvin Coolidge Presidential Foundation. He is also trustee emeritus of the University of Chicago and Williams College. Over the years Mr. Coolidge has served on many for profit and nonprofit boards including Kmart Corporation, United Stationers, the Better Government Association and Youth Guidance. 


*Special Notes Regarding Fees
This event is complimentary for members only.  Credit card required to guarantee all nonmember reservations. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Registration online is required and closes at 5:00 PM on May 3, 2021. Cancellations for refunds accepted until 5:00 PM, April 29, 2021.

Passport 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.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

5/4/2021 12:00 PM - 1:00 PM

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