Annual Dinner 2021 - Registration Closed

Join us for CFA Society Chicago's 34th Annual Dinner, our premier networking event of the year, bringing together investment professionals and key decision-makers.
Hosted by: CFA Society Chicago

The Officers and Directors of CFA Society Chicago invite you to attend our 34th 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: Click Here to Meet our Speaker!

The Hortense Friedman, CFA, Award for Excellence Recipients:
Heather Brilliant, CFA (2020 Award Winner)
Michael S. Falk, CFA, CRC (2021 Award Winner)

Registration: Online Only

Attire: Business Attire

Fee: $175  
Registration Deadline - October 13, 2021
*New Charterholders - FREE

*Attention New Charterholders:
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 13, 2021. Please contact CFA Institute directly with any questions about your membership status at 800-247-8132.

5:00 pm - 6:00 pm: General Cocktail Reception
6:00 pm - 8:00 pm: Dinner
6:45 pm - 8:00 pm: Program
8:00 pm - 9:00 pm: Post Dinner Networking Reception (cash bar)

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

Important Notice: The health and safety of staff and attendees are the Society’s priorities. The Society will be following all recommended local government guidelines and venue policies. As such locations are subject to change based on this information. The city is recommending that event organizers require attendees to be vaccinated against COVID-19 or have a negative COVID-19 test for large-scale events. The health and safety of staff and attendees are the Society’s priorities and therefore CFA Society Chicago is requiring proof of vaccination or a negative COVID-19 test from all attendees registered for the 34th Annual Dinner. Any registrant who does not fulfill the requirement will be ineligible to attend the event.

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. Effective August 20, 2021, masks are required in all indoor public settings. Masks can be removed at restaurants, bars and other eating/drinking establishments by patrons when they are actively eating/drinking. We look forward to meeting in person!

The Hortense Friedman, CFA, Award for Excellence Recipients:  

Heather Brilliant, CFA
(Award Winner 2020)

Heather Brilliant, CFA, serves as chief executive officer and president for Diamond Hill Capital Management, an independent active asset manager based in Columbus, OH, with significant employee ownership and$32.4 billion in assets under management as of June 30, 2021. Diamond Hill provides valuation-driven investment management services across a range of asset classes. Brilliant joined the firm in 2019 bringing more than 20 years of domestic and international investment industry experience to the role. 

Previously, Brilliant served as chief executive officer, Americas with First State Investments. Prior to that role, she spent nearly 14 years with Morningstar where she served as global head of equity & credit Research before advancing to chief executive officer, Morningstar Australasia. Earlier in her career, she held several roles analyzing both credit and equity at firms including Bank of America and Driehaus Capital Management.

Brilliant is a long-standing member of the CFA Institute, a global credentialing organization for the investment industry. She served on the board of CFA Institute from 2013 to 2020 and was chair of the board from 2018 to 2019. As chair she provided leadership and governance to a board of 15 senior investment management executives. She is also a member of CFA Society Columbus.

She is on the board of Future Ready Columbus, a nonprofit collective impact organization whose goal is to ensure that 100% of Franklin County children demonstrate readiness for kindergarten by 2030. She is a member of the Columbus Partnership, a nonprofit, membership-based organization of more than 70 CEOs from Columbus’ leading businesses and institutions focused on improving the economic vitality of the Columbus Region, and YPO (Young President’s Organization), a global leadership community of chief executives that are committed to lifelong learning and idea exchange. 

Brilliant is on the executive committee of the Ohio chapter of the International Women’s Forum (IWF), an invitation-only membership organization made up of more than 7,000 diverse and accomplished women from 33 nations. IWF’s mission is to support women leaders and build better leadership across careers, continents and cultures by connecting accomplished women both locally and globally. 

She is a frequent speaker at industry conferences and is a volunteer teacher for Rock the Street, Wall Street, a nonprofit organization that aims to spark interest in finance among high school girls. Brilliant was recently named a 2021 Women WELDing the Way® honoree by Women for Economic and Leadership Development (WELD) for supporting the leadership development of other women and women-owned businesses in the community.

Brilliant earned her MBA from the University of Chicago Booth School of Business and has a degree in economics from Northwestern University.
Michael S. Falk, CFA, CRC (Award Winner 2021)

Michael Falk, CFA, CRC is a partner at the Focus Consulting Group. He specializes in helping investment/wealth management teams improve their investment decision making and helping their firms with strategic planning and succession. Previously, Falk was a chief strategist at a global macro L.P. and chief investment officer in charge of manager due diligence and asset allocation at a multi-billion dollar advisory practice. 

He is a frequent speaker and presenter at investment industry events and is often quoted in the press. Falk is on the CFA Institute Approved Speaker List and has taught on behalf of CFA Society Chicago. He had served as a contributing member for the Financial Management Association’s Practitioner Demand Driven Academic Research Initiative and as an adjunct faculty member for DePaul University’s Certified Financial Planner Certificate Program. Falk is author of the CFA Institute Research Foundation Monograph “Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth” and “Get to Work . . . on OUR Future”. He co-authored “Money, Meaning, and Mindsets” as well as numerous other articles.

Hotel Accommodations:

There will be a block of rooms on hold until October 13th for $179+ for the evening of November 3rd. Please use the following link for the discounted rate. 

Self Parking (Valet is currently unavailable): 111 East Wacker Garage Parking

Sponsorship - Showcase Your Firm:
Limited sponsorship opportunities available - For more information, view the 2021 Annual Dinner Sponsorship Brochure or contact Kim Augustyn at

Thank you to our 34th Annual Dinner Sponsors! (Through October 19, 2021)

PREMIER (Sold Out!)
Diamond Hill Capital Management, Inc.
Northern Trust
UBS Asset Management

(2 Spots Left)
Burgundy Asset Management
Fitch Ratings
William Blair 

GOLD (2 Spots Left)
Ares Management Corporation 
Ariel Investments
LGIM America
Northern Trust Front Office Solutions
Penserra Securities
S&P Dow Jones Indices
T. Rowe Price

SILVER (3 Spots Left)
Harbor Capital Advisors, Inc. 
Our appreciation is also extended to our Bronze Level Sponsors for their support of the 34th Annual Dinner!

*Special Notes Regarding Fees:
Credit card required to guarantee ALL reservations. No day-of-event registrations accepted. Visa, MasterCard, American Express, Discover and Diners Club are accepted. No Walk-ins. Cancellations accepted until 5:00 pm, October 13, 2021.

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.

11/3/2021 5:00 PM - 9:00 PM
Hyatt Regency Chicago 151 E. Wacker Drive Chicago, IL 60601 UNITED STATES

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