Annual Dinner 2023

Annual Dinner 2023
Join us for CFA Society Chicago's 36th 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 36th 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:

Ian Bremmer
Political Scientist, President and Founder, Eurasia Group and GZERO Media 

The Hortense Friedman, CFA, Award for Excellence Recipient:
Gautam Dhingra Ph.D., CFA

Registration: Online Only (Registration closes at 5:00 PM on October 5, 2023)

Attire: Business Attire

Fees:
EARLY BIRD PRICING
Rate: $140 per person
Registration Deadline-September 28, 2023

Rate: $190 / After September 28, 2023
Deadline October 5, 2023
*New Charterholders - FREE

*Attention New Charterholders:
If you were awarded your charter on October 14, 2022, or later, you are invited to attend the Annual Dinner at no charge courtesy of CFA Society Chicago. 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, 2023. 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 (Lakeview Terrace) 

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


Keynote Speaker: Ian Bremmer


Ian Bremmer is a political scientist who helps business leaders, policy makers, and the general public make sense of the world around them. He is president and founder of Eurasia Group, the world's leading political risk research and consulting firm, and GZERO Media, a company dedicated to providing intelligent and engaging coverage of international affairs. Ian is an independent voice on critical issues around the globe, offering clearheaded insights through speeches, written commentary, and even satirical puppets. He is the host of GZERO World with Ian Bremmer, which airs weekly on US national public television. Ian is also a frequent guest on CNN, Fox News, MSNBC, the BBC, Bloomberg, and many other television stations around the world. Ian is credited with bringing the craft of political risk to financial markets, creating Wall Street's first global political risk index (GPRI), and for establishing political risk as an academic discipline. His definition of emerging markets—"those countries where politics matters at least as much as economics for market outcomes"—has become an industry standard. "G-Zero," his term for a global power vacuum in which no country is willing and able to set the international agenda, is widely accepted by policymakers and thought leaders. A prolific writer, Ian is the author of eleven books, including the New York Times bestseller “Us vs Them: The Failure of Globalism” which examines the rise of populism across the world. His forthcoming book “The Power of Crisis: How Three Threats—and Our Response—Will Change the World” comes out on May 17 and is available for preorder now. He also serves as the foreign affairs columnist and editor at large for Time magazine. He currently teaches at Columbia University's School of International and Public Affairs and previously was a professor at New York University. Ian earned a master's degree and a doctorate in political science from Stanford University, where he went on to become the youngest-ever national fellow at the Hoover Institution. He received his bachelor's degree in international relations from Tulane University. Ian established Eurasia Group with just $25,000 in 1998. Today, the company has offices in New York, Washington, San Francisco, London, Brasilia, Sao Paulo, Singapore, and Tokyo, as well as a network of experts and resources in 90 countries.


The Hortense Friedman, CFA, Award for Excellence Recipients:
Gautam Dhingra, Ph.D., CFA

Gautam Dhingra was the Founder and CEO of High Pointe Capital Management, LLC. He developed the firm's pioneering investment approach incorporating intangible assets like brands and patents into a systematic valuation framework. Under Gautam’s leadership, High Pointe grew from $1 million at inception to $1 billion at its peak, and its clients included some of the largest institutional investors in the country. Over the entire 24-year history of the firm, its flagship Value strategy ranked in the 1st percentile of the PSN Manager Universe, beating its benchmark by more than 3% per year. 

Prior to starting High Pointe, Gautam was a partner at Hewitt Associates, advising blue-chip corporate clients on structuring their investment programs. His clients included 12 members of the Fortune 100 List. Northwestern University's Kellogg School of Management invited Gautam to serve as a Lecturer of Finance. In this two-year role, he designed and taught an MBA level course entitled The Business of Investing. Gautam holds a Ph.D. in Finance with a specialization in Investments from the University of Florida, where he also taught courses in Securities Analysis and Derivatives.

Gautam has written and published articles on a broad variety of investment topics. Recently, Gautam has focused his research and speaking engagements on ESG investing, including a feature printed in a joint publication by the CFA Institute and United Nations Principles of Responsible Investment. He has been quoted widely by various media outlets including The Wall Street Journal, Reuters, CNN, Fox Business, BBC, National Public Radio, and Chicago Tribune. Over the years, Gautam has volunteered his time to bring excellence to the investment profession through his work with the CFA Society Chicago and the CFA Institute. Gautam acted as the Chairman of CFA Society Chicago for the 2013-2014 year. He served on the Board of Directors of the Society for six years and as the Vice President of Education for another three years. Additional roles include a three-year term on the Board of Regents of CFA Institute’s Financial Analysts Seminar and a two-year term as a Judge in the Institute’s Global Research Challenge. 


Thank you to our 36th Annual Dinner Sponsors! (Through September 1, 2023

PREMIER - (3 Available)
Northern Trust Asset Management 


PLATINUM
 (1 Available) 
CBOE
Fitch Ratings

Nuveen
William Blair 

GOLD
 (8 Available) 
AllianceBerstein
Blackrock
Brookfield Asset Management
Calamos
Center for Research in Security Prices, LLC
Driehaus Capital Management
InsuranceAUM.com
LGIM America
MFS Investment Management
Segall Bryant and Hamill

T. Row Price

SILVER (2 Available) 
Morgan Stanley
Newton Investment Management
Ninety One
YipitData 
 
Our appreciation is also extended to our Bronze Level Sponsors for their support of the 36th Annual Dinner! *We have many Bronze sponsorships available. 

Sponsorship - Showcase Your Firm:
Limited sponsorship opportunities available - For more information, contact sponsorship@cfachicago.org.

Additional Event Information

Hotel Accommodations: 

For the evening of October 26th, the onsite hotel option is the Sable Hotel at Navy Pier Chicago, Curio Collection, a Hilton Hotel. 
Please contact: 

Sable Hotel Website:  www.sablehotel.com / or Hotel Direct Reservation Line:  (888) 324-8147.  Many options available for discounted rooms at  AAA, AARP, Hilton Honors Discounts, Advanced Purchase (pre-paid/non-cancellable). 900 E Grand Ave, Chicago, IL 60611 

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.


*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, 2023.

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
10/26/2023 4:00 PM - 9:30 PM
Where
Aon Grand Ballroom At Navy Pier 600 E. Grand Avenue Chicago, IL 60611 UNITED STATES

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