Annual Business Meeting (Members Only)

Please note this year's Annual Business Meeting will take place through Zoom. Login information will be provided in the reminder email closer to the event
Hosted by: CFA Society Chicago

We are pleased to invite you to join your fellow members on August 12, 2020 for the CFA Society Chicago Annual Business Meeting. As stakeholders in the Society, learn more about CFA Society Chicago's future plans and goals. Leadership will provide a year-end review in addition to a strategic overview of the organization. Regular members will vote on the nominated slate of directors before formally recognizing outgoing society leaders.

If you cannot attend the meeting please fill out and submit the Online Proxy that was sent to all members via email (must be submitted by 11:00 PM on August 11, 2020).

Fee*: Complimentary

Registration: Online 
Zoom login information will be provided in the reminder email closer to the event. 
Registration closes at 5:00 PM on  August 11, 2020.

5:00 PM - 6:00 PM CDT: Annual Business Meeting 
Please log in a few minutes early to test your video and internet connections.

CFA Society Chicago Board of Directors

CFA Society Chicago is pleased to announce the candidates nominated for the 2020-2021 CFA Society Chicago Officers and Board of Directors. While we hope you will join us for our virtual meeting, we will accept directed proxies online. You will need your CFA Institute number and your password to submit a proxy. If you have problems logging in, please contact the CFA Society Chicago office at (312) 251-1301. 

View the proposed slate of 2019-2020 Officers and Directors with full bios

New one-year term ending August 31:
Chair: Kristan Rowland, CFA – William Blair (2021)
Vice Chair: Garrett Glawe, CFA – S&P Dow Jones Indices (2021)
Secretary/Treasurer: William Fitzpatrick, CFA – Logan Capital (2021)

New three-year terms ending August 31:
Class A: Rich Excell, CFA – University of Illinois, Gies College of Business (2023)
Class A: Jeremy Heer, CFA – University of Chicago Office of Investments (2023)
Class A: Katharine Wyatt, CFA – Loyola University (2023)

New two-year term ending August 31: 
Class C: Catherine Drake, CFA – PPM America (2022)
(Completing remaining two years on Alan Papier, CFA, term)

New one-year term ending August 31: 
Class E: William Harding, CFA – Jackson National Asset Management (2021)
Class E: Zach Hillard, CFA – Busey Wealth Management (2021)
Class E: Brady O'Connell, CFA – Callan Associates (2021)
Class E: James Schroeder – DHR International (2021)

Class D: Daniel Kastholm, CFA – Fitch Ratings (2021)
Immediate Past Chair

Information Only:
Directors continuing in their respective terms ending August 31:
Class B: Michael Holt, CFA – Morningstar (2021)
Class B: Dhvani Shah, CFA – Illinois Municipal Retirement Fund (2021)
Class B: David Smith, CFA – Marquette Associates (2021)
Class C: Michael Miranda, CFA – BMO Family Office (2022)
Class C: Sunitha Thomas, CFA – Northern Trust (2022)

President & Chief Executive Officer: 
Christopher T. Vincent, CFA

Additional Documents for Review
Bylaws - Marked Changes

Bylaws - Final for Approval
Proposed Mission and Vision Statements

The 2019-2020 Governance and Nominating Committee:

Tom Digenan, CFA
Chair, Immediate Past Chair

Patrick Lynch, CFA
(Non-Board Member)

Wally Fikri, CFA
(Non-Board Member)
William Blair

Linda Ruegsegger, CFA
Northern Trust Asset Management

Jim Schroeder
DHR International

Dan Kastholm, CFA
(Chair) (ex-officio)
Fitch Ratings

Kristan Rowland, CFA
(Vice Chair) (ex-officio)
William Blair

Garrett Glawe, CFA
(Secretary Treasurer) (ex-officio)
S&P Dow Jones Indices

*Special Notes Regarding Fees:
This event is members only. Registration online is required and closes at 5:00 PM on August 11, 2020.

8/12/2020 5:00 PM - 6:00 PM
Registration not available.

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