Annual Dinner 2022

Join us for CFA Society Chicago's 35th Annual Dinner, our premier networking event of the year, bringing together investment professionals and key decision-makers.

The Officers and Directors of CFA Society Chicago invite you to attend our 35th Annual Dinner where you will have the opportunity to socialize with individual members, celebrate with the new class of CFA charterholders, and show support for the CFA designation and for the Society.

Keynote:

Zanny Minto Beddoes
Editor-in-chief of The Economist


The Hortense Friedman, CFA, Award for Excellence Recipients:
Richard Burridge, Sr., CFA
Richard Driehaus (Posthumous) 

Registration: Online Only (Registration closes at 5:00 PM on October 5, 2022)

Attire: Business Attire

Fees:
Rate: $185 per person
Registration Deadline - October 5, 2022
*New Charterholders - FREE

*Attention New Charterholders:
If you were awarded your charter on October 14, 2021, or later, you are invited to attend the Annual Dinner at no charge courtesy of CFA Society Chicago. In order to take advantage of this special offer, you must be approved as a new Charterholder member and join CFA Institute and CFA Society Chicago by October 5, 2022. Please contact CFA Institute directly with any questions about your membership status at 800-247-8132.

Agenda:
5:00 pm - 6:00 pm: General Cocktail Reception (Lakeview Terrace)
6:00 pm - 8:00 pm: Dinner (Aon Grand Ballroom)
6:45 pm - 8:00 pm: Program (Aon Grand Ballroom)
8:00 pm - 9:00 pm: Post Dinner Networking Reception (Cash Bar)

Menu: Vegetarian available upon request (must be made through registration process)


Keynote Speaker: Zanny Minton Beddoes

Editor-in-chief of The Economist and named one of the "Most Powerful Women in the World” by Forbes, Zanny Minton Beddoes is a renowned global economics expert, sought-after for her authoritative perspectives on the world economy – particularly now with the international ripple effects of the coronavirus pandemic.

The first female editor in The Economist’s 170+-year history, Beddoes previously served as the publication’s business affairs editor, economics editor and emerging-markets correspondent. She is renowned for delivering sophisticated insight on all facets of economic affairs. At the nexus of the global economy and policy, Beddoes adeptly positions new developments that impact business and industry—such as COVID-19—into the broader context of world events, from emerging markets and a precarious European Union to corporate America and the latest twists in U.S. politics.

Her post at the top covering the global economy, policy and business enterprise, she enlightens audiences on financial and economic trends with prescient analysis that is detailed yet comprehensive in scope. With charming wit and remarkable precision, her unique depth of perspective on the future of the global economy provides an unparalleled outlook that always engages and informs.

Beddoes is the recipient of the 2017 Loeb Award in the “Breaking News” category for The Economist’s scoop on Saudi Aramco, as well as the 2012 Loeb Award for economic journalism.
 

The Hortense Friedman, CFA, Award for Excellence Recipients:

Richard M. Burridge, CFA

Richard M. Burridge, CFA, is Chairman Emeritus of RMB Capital and founder of The Burridge Group. Mr. Burridge was associated with Alliance Capital Management Corporation for twelve years, as Vice Chairman and Director and as Manager of its Chicago office — then the second largest in Alliance Capital. Under his management, the office grew in assets from approximately $1 billion to approximately $3 billion over a ten-year period. He was formerly Treasurer and Manager of the endowment assets of the University of Chicago, where he successfully restructured the endowment holdings into a growth-oriented portfolio. His experience also includes seventeen years with The Northern Trust Company, as Director of the research function and Senior Vice President for eight years.

Mr. Burridge is a past president of the Financial Analysts Society of Chicago (now CFA Society Chicago) and a former Director of the National Financial Analysts Federation. He served as Chairman of the Board of Fort Dearborn Income Securities, a closed-end bond fund, and a Director of the Lincoln National Income Fund and the Lincoln National Convertible Securities Fund, both listed on the New York Stock Exchange. He also spent time on the board of Cincinnati Financial Corporation. His varied civic activities included service as Director of Blue Cross of Illinois, President and Director of LaRabida Children’s Hospital and former Trustee of the Village of Hinsdale

Mr. Burridge has earned a B.S. degree in finance from the University of Colorado. Staying true to his roots, he continued his affiliation with CU Boulder on the Board of Directors and as an Advisory Board Chairman for the Burridge Center for Finance.

He has been publicly quoted as saying; “I’ve always been a believer in the age-old adage that if you give back to society, you’ve been able to accomplish something.” During his career, Mr. Burridge has accomplished and given back to benefit all.
 
 
Richard Driehaus (Posthumous) 
Richard H. Driehaus was born and raised in Chicago. A man with a multitude of interests and causes, Mr. Driehaus made a significant impact in both business and charity. Within the investment management industry, he earned a reputation for posting top investment results and for building an enduring boutique investment management firm that bears his name. Outside of business, he had focused his attention and energy on a variety of philanthropic and community service-oriented projects.

Mr. Driehaus' success began in 1968, when he started his employment at A.G. Becker, where he worked in the Institutional Trading Department. Two years later he became the youngest portfolio manager and was ranked among the top 1% of the portfolio managers measured by the A.G. Becker Fund Evaluation Service. From 1973 to 1979, he worked at various brokerage firms. Mr. Driehaus founded Driehaus Capital Management LLC in 1982. He was the architect of the firm’s growth equity investment philosophy and was the firm’s Chairman.

In 2000, he was named to Barron’s “All-Century” team of 25 individuals identified as the most influential within the mutual fund industry over the past 100 years. He was also highlighted alongside legendary investors Warren Buffett, Sir John Templeton and Ben Graham in the book: “The World’s 99 Greatest Investors” by Magnus Angenfelt.

Over the years Mr. Driehaus made grants to his alma maters in recognition of their contributions to his success: St. Ignatius College Prep, St. Margaret of Scotland, the School Sisters of Notre Dame and DePaul University.

Mr. Driehaus had a strong personal interest in design excellence and historic preservation. His commitment to the built environment was grounded in the belief that design can make a community stronger and give it more pride.

Mr. Driehaus restored three significant historic properties: the 1883 Gilded Age Samuel Mayo Nickerson Mansion, which now serves as The Richard H. Driehaus Museum in Chicago; the 1886 Richardsonian Romanesque Ransom Cable Mansion, which serves as headquarters for his business in Chicago; and the 1906 Georgian-style estate built by Norman W. Harris in Lake Geneva, Wisconsin.

His path and personal story were larger than life, and the impact he made as an investor is perhaps only rivaled by the extensive legacy he left as a philanthropist.


Thank you to our 35th Annual Dinner Sponsors! 
(Through September 16, 2022)

PREMIER (2 Spots Left)
Northern Trust Asset Management

PLATINUM 
(Sold Out!)
Cboe
Fitch Ratings
RMB Capital
UBS Asset Management
William Blair 

GOLD (Sold Out)
Ares Management
Backstop Solutions
BondBloxx
Brookfield Asset Management
Calamos Advisors LLC
Driehaus Capital Management
Grandview Analytics
LGIM America
Logan Capital
Northern Trust Front Office Solutions
Segall Bryant & Hamill
T. Rowe Price
Valor Equity Partners


SILVER (1 Spot Left)
Dakota
Harbor Capital Advisors
Ninety One North America Inc.
Stifel
 
Our appreciation is also extended to our Bronze Level Sponsors for their support of the 35th Annual Dinner!

Sponsorship - Showcase Your Firm:
Limited sponsorship opportunities available - For more information, view the 2022 Annual Dinner Sponsorship Brochure or contact sponsorship@cfachicago.org.

Additional Event Information

Hotel Accommodations:

There will be a block of rooms on hold at Sable at Navy Pier Chicago, Curio Collection, a Hilton Hotel for the evening of October 26th (reserve by September 28th for discounted rate). Please use the following link for the discounted rate.
www.my-event.hilton.com/cfasocietyannualdinner2022

Transportation:
Driving: Please park in East Garage & drive until you see “Door 12”.  Enter through Door 12 & walk to the left and following directional signage to the event. 
Rideshare (Uber/Lyft): Please ask to be dropped off at the Sable Hotel or Entrance 2 drop off area.
Complimentary Trolleys: To Ogilvie and Union Stations and the State/Grand Ave. Red Line Stop will run continuously starting at 8:15 PM until 9:15 PM CT from Entrance #2.


Important Notice: Please make sure to review the City of Chicago's Latest Guidance prior to the event to get the most updated list of COVID guidelines. If you are sick or experiencing any COVID- or flu-like symptoms we request that you do not attend CFA Society Chicago events in person.

*Special Notes Regarding Fees:
Credit card required to guarantee ALL reservations. No day-of-event registrations accepted. Visa, MasterCard, American Express, and Discover are accepted. No Walk-ins. Cancellations accepted until 5:00 PM, October 5, 2022.

New charterholders: If you do not cancel before the deadline and/or you do not attend, your credit card will be charged a $125 no-show fee.

 
When
10/26/2022 5:00 PM - 9:00 PM
Where
Aon Grand Ballroom At Navy Pier 600 E. Grand Avenue Chicago, IL 60611 UNITED STATES

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