Around 30% members of CFA Society Chicago have non-traditional careers (i.e. non-PM, non-analyst, non-financial planning) while around 20% of CFA charterholders have non-traditional careers globally. The knowledge and skills acquired from the rigorous CFA program are applicable across various functions within financial services as well as outside of the financial services industry.
Our panelists will discuss non-traditional career options available for charterholders and how they can capitalize on the skills and knowledge they developed during the CFA program and from being a charterholder.
- What are the non-traditional careers which CFA charterholders have pursued and are currently in?
- What are the skills and knowledge learned during the CFA program that are transferrable to non-traditional careers?
- How is the CFA charter viewed outside of traditional industries?
- How should charterholders augment their learning/brand to position themselves for non-traditional careers?
- Will there be more charterholders in non-traditional career in future? What are the short and long term views and is there a geographic angle?
Jacqueline Benitez - Director, Human Resources, Segall Bryant & Hamill
Kevin Hacker, CFA - Global Head of Commodity Risk for Crude Oil, BP
Joan Rockey, CFA - Principal and CFO, CastleArk
Professor James Valentine, CFA - Executive Director of Center for Behavioral Finance, DePaul University
Members - FREE
Student Members - FREE
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1.5 credit hours
Attire: Business Casual
Menu: Light snacks & refreshments
4:00 pm - 4:30 pm: Registration & Networking
4:30 pm - 6:00 pm: Program & Q&A
Jacqueline Benitez is the director of human resources at Segall Bryant & Hamill. She joined SBH in 2014 bringing with her 15 years of professional expertise in human resources and has full generalist knowledge including benefits, compensation, payroll administration, recruiting, and training. She has worked in for profit and not for profit environments. After spending sometime in the healthcare and insurance fields, she returned to financial services. Benitez has previous financial services knowledge having worked at the Chicago Board of Trade Clearing Corporation (The Clearing Corporation).
Benitez is an active member with the Society for Human Resource Management (SHRM). She currently serves on the Board of Directors for DePaul’s ASK Program. She previously served on the Board of Directors for the Illinois State Council for SHRM where she volunteered as the College Relations Director and she also served on the Board of Directors for Chicago SHRM where she volunteered as College Relations Chair. She earned her bachelor’s degree from DePaul University with a concentration in management, specifically, human resources and MBA also from DePaul University with a concentration in leadership & change management. Additionally, she has attained her SPHR certification and GBA certification.
Kevin Hacker, CFA, is currently the global head of commodity risk for Crude Oil trading within Integrated Supply and Trading business of BP. Hacker has been with BP for over 14 years, and his prior positions include Regional Risk Officer and Risk Manager of Market Risk and Analytics. Prior to joining BP, Hacker spent over 10 years working in risk management function within commodities, fixed income and equity derivatives trading businesses.
Hacker holds a B.A. in economics and political science from Indiana University, an M.S. in finance from DePaul University. He is a CFA charterholder.
Joan Rockey, CFA, is principal and CFO of CastleArk Management LLC, a $4B AUM global investment firm in international, energy, MLP, and large and small cap growth strategies. Prior to CastleArk, Rockey was the founder and CEO of Hadelrock Capital Management LLC, CFO and portfolio manager of Option Opportunities Co., and a consultant of Ernst & Young’s Reorganization and Restructuring Financial Advisory Group. She specializes in Corporate Events & Transaction Strategy in entrepreneurial private equity, financial, energy and technology firms.
Rockey was named to Crain’s 2019 Chicago Business Notable Women in Finance and was FEI Chicago Chapter’s Chicago CFO of the Year Finalist in 2015, which honors senior financial leaders who have made significant contributions to a business in the Chicago area. Rockey serves on the Boards for University of Illinois at Urbana-Champaign Gies College of Business Alumni, DePaul University Department of Finance Arditti Center for Risk Management and the Chicago Finance Exchange. She also serves on the Cradle Foundation Investment Committee, The Economic Club of Chicago Finance Membership Committee and the Metropolitan Planning Council Executive Council. Rockey is a past chair of CFA Society Chicago and past president of Chicago Chartered Alternative Investment Analyst Association.
Rockey is a CFA (Chartered Financial Analyst) charterholder, CPA (Certified Public Accountant), CAIA (Chartered Alternative Investment Analyst) Charterholder, CMA (Certified Public and Management Accountant), and CGMA (Chartered Global Management Accountant). She holds master’s degrees in finance and taxation from DePaul University and a bachelor’s degree in accounting from University of Illinois at Urbana-Champaign.
James Valentine, CFA, started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years and Forbes identified him, as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly-created role as director of training for Morgan Stanley’s Global Research department.
After implementing a new global training program for 500 analysts and associates, he realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book Best Practices for Equity Research Analysts and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls. In 2015, he began teaching finance classes at DePaul University, which led to his appointment as a clinical professor and the executive director of the Driehaus Center for Behavioral Finance. He is currently pursuing a doctorate in business administration at DePaul University and lives in the Chicago suburbs with his wife and three children.
*Special Notes Regarding Fees
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee. Cancellations accepted until 5:00 pm, September 19th.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development 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.