The Membership Engagement Advisory Group presents the CFA Society Chicago Book Club. Members and their guests are welcome to join this group of avid readers of non-fiction, and finance-related literature to come together and exchange ideas, challenge one another’s beliefs, and engage in well-intentioned discussions. Our first meeting will be held at 33 N La Salle St Suite 910, Chicago, IL 60602 (CFA OFFICE) and we ask that participating members come prepared to discuss book tiitled, "Capital Allocators: How the World’s Elite Money Managers Lead and Invest." by Ted Seides,CFA (37th Annual Dinner Speaker 2024)! 

We can't wait to enjoy our next themed cocktail. Hope to see you there!

About the Book:    Capital Allocators: How the World’s Elite Money Managers Lead and Invest

The chief endowment officers at (CIOs) at endowments, foundations, family offices, pension funds, and sovereign wealth funds are the leaders in the world of finance. They marshal trillions of dollars on behalf of their institutions and influence how capital flows throughout the world.

But these elite investors live outside of the public eye. Across the entire investment industry, few participants understand how these holders of the keys to the kingdom allocate their time and their capital. What’s more, there is no formal training for how to do their work.

So, how do these influential leaders practice their craft? What skills do they require? What frameworks do they employ? How do they make investment decisions on everything from hiring managers to portfolio construction?

For the first time, Capital Allocators lifts the lid on this opaque corner of the investment landscape.

Drawing on interviews from the first 150 episodes of the Capital Allocators podcast, Ted Seides presents the best of the knowledge, practical insights, and advice of the world’s top professional investors.

These insights include:

• The best practices for interviewing, decision-making, negotiations, leadership, and management
• Investment frameworks across governance, strategy, process, data analysis, and uncertainty
• The wisest and most impactful quotes from guests on the Capital Allocators podcast

Learn from the likes of the CIOs at the endowments of Princeton and Notre Dame, family offices of Michael Bloomberg and George Soros, pension funds from the State of Florida, CalSTRS, and Canadian CDPQ, sovereign wealth funds of New Zealand and Australia, and many more.

Capital Allocators is the essential new reference manual for current and aspiring CIOs, the money managers that work with them, and everyone allocating a pool of capital.