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Annual Dinner 2019 - Sold Out!
Join us for CFA Society Chicago's 33rd Annual Dinner, our premier networking event of the year, bringing together over 1,000 investment professionals and key decision-makers.
*Waitlist - Please email email@example.com to be added to the waitlist.
The Officers and Directors of CFA Society Chicago invite you to attend our 33rd 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.
Founder and CEO of Hermitage Capital Management and Author of
The Hortense Friedman, CFA, Award for Excellence Recipients 2019:
Alan M. Meder, CFA
Thomas N. Mathers, CFA (posthumous)
$175 per person
Registration Deadline - October 17
*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 15, 2019. 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, Chicago Promenade
6:00 pm - 8:00 pm: Dinner, Chicago Ballroom
6:45 pm - 8:00 pm: Program, Chicago Ballroom
8:00 pm - 9:00 pm: Post Dinner Networking Reception (cash bar), Chicago Promenade
Vegetarian available upon request (must be made through registration process)
Bill Browder, founder and CEO of Hermitage Capital Management, was the largest foreign investor in Russia until 2005, when he was denied entry to the country for exposing corruption at Russian stateowned companies. In 2009 his Russian lawyer, Sergei Magnitsky, was killed in a Moscow prison after uncovering and exposing a US$230 million fraud committed by Russian government officials. Because of the impunity in Russia, Browder has spent the last eight years conducting a global campaign to impose visa bans and asset freezes on individual human rights abusers, especially those who played a role in Magnitsky’s false arrest, torture and death.
The USA was the first to impose these sanctions with the passage of the 2012 “Magnitsky Act.” A Global Magnitsky Bill, which broadens the scope of the US Magnitsky Act to human rights abusers around the world, was passed at the end of 2016. Estonia and the UK also passed a Magnitsky amendment in December 2016 and April 2017 respectively. Magnitsky legislation in Canada and Lithuania is currently underway. In February 2015 Browder published the New York Times bestseller,
, which recounts his experience in Russia and his ongoing fight for justice for Sergei Magnitsky.
The Hortense Friedman, CFA, Award for Excellence Recipients 2019:
Alan M. Meder, CFA
Alan M. Meder, CFA, currently serves the client base of Duff & Phelps as a senior managing director and is the chief risk officer. He began his investing career with Duff & Phelps Investment Management Co. in 1985. Meder is also the principal financial officer of four publicly traded investment companies for which Duff & Phelps is the investment adviser. He has worked as a securities analyst, portfolio manager and director of quantitative research.
In 2017, Meder received CFA Institute’s Distinguished Service Award which honors members who have made an extraordinarily significant contribution to CFA Institute. He is a former chair of CFA Institute’s Audit and Risk Committee, Education Advisory Committee, Candidate Curriculum Committee, and has contributed to other areas supporting the CFA Program. Meder has served the investment profession as the chair of CFA Institute’s Board of Governors and is a current member its Global Industry Standards Steering Committee.
An active member of CFA Society Chicago, Meder has been a member of the Society’s Communications Advisory Group in the past along with serving as a presentation judge for the Society’s local level of the CFA Institute Research Challenge. The Society’s Empowerment Series hosted by the CFA Women’s Network currently bears his name due to his support of the program.
Meder is a Chartered Financial Analyst, Certified Public Accountant, a member of the American Institute of Certified Public Accountants and has served the accounting profession as a member of the Financial Accounting Standards Advisory Committee.
Thomas N. Mathers, CFA
Thomas Nesbit Mathers was born on April 22, 1914 to Frank Curry Mathers, a distinguished chemistry professor at Indiana University, and Maude (Bowser) Mathers, a Latin teacher. As part of a family that valued learning, Mathers embraced education, earning his bachelor’s degree in economics from Indiana University in 1936, his law degree from Indiana University in 1939, and an MBA from Harvard University in 1941. He might have earned more degrees had his father not firmly suggested that he get a job.
He began his investment career in 1941 as an investment analyst at the Northern Trust Company. He spent the rest of his career in Chicago, joining Woodruff Hays & Co. in 1943, where he became partner in 1947. In 1951, Mathers moved to Security Counselors Inc., as president. He founded Mathers & Co. Investment Counsel Firm in 1961, and started Mathers Fund, a no-load growth mutual fund, in 1965. He remained principal of Mathers & Co. and Mathers Fund until 1982.
Starting the Mathers Fund was a gamble, but a calculated one. During its first eighteen months the fund slowly crept up to one million in assets, which mostly came by word of mouth from friends and friends of friends of the principals. By its sixth year, the fund had grown to $80 million in assets. From 1966-1976, Lipper Analytical Services rated Mathers Fund 3rd in no-load growth funds. According to Morningstar, it ranked in the top 15 percent of growth funds from 1976-1979. Leading the fund, Mathers was described as a "counselor of high integrity, and a leader in the movement to bring professionalism to the field of investments". Establishing the Mathers Fund, he quickly gained the admiration and respect of his peers, in addition to the individuals and organizations it served.
Throughout his life he was active in both the investment industry and his community. He was president of CFA Society Chicago (1968-1969), served as director of the Lincoln Income Fund and Lincoln Convertible Securities Fund, and was a Life Trustee of Beloit College. He was an active member of the Union League Foundation for the Boys & Girls Club of Chicago and the Indiana University Alumni Club of Chicago. In 1979, Mathers was honored as a recipient of the Indiana University Distinguished Alumni Service Award. He never lost his love of learning, spending time in his later years attending conferences and continuing education classes. He remained involved and active well into his eighties. Mathers passed away in April 2007, just shy of his 93rd birthday.
There are a block of rooms on hold until October 7th for the evening of Thursday, November 7th for $236. Reservations can be made by calling 800-325-3535 and mentioning the CFA Society Chicago Annual Dinner.
Discounted Valet Parking for $30/car. Complimentary trolleys will be available to and from Ogilvie and Union Stations from 8:00 pm - 9:15 pm.
Sponsorship - Showcase Your Firm:
Limited sponsorship opportunities available - For more information, view the
2019 Annual Dinner Sponsorship Brochure
or contact Kim Augustyn at
Thank you to our 33rd Annual Dinner Sponsors!
Through September 10
PREMIER (Sold Out)
UBS Asset Management
PLATINUM (1 Spot Left)
State Street Global Advisors
GOLD (Sold Out)
Brookfield Asset Management
Harbor Capital Advisors
Legal & General Investment Management America
Segall Bryant & Hamill
T. Rowe Price
2 Spots Left
Diamond Hill Capital Management
J.P. Morgan Asset Management
Our appreciation is also extended to our Bronze Level Sponsors for their support of the 33rd 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.
Cancellations accepted until 5:00 pm, October 17, 2019
, No Walk-ins.
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.
REGISTRATION IS NOW ONLY OPEN FOR SPONSORS - Waitlist is available -
11/7/2019 5:00 PM - 9:00 PM
Sheraton Grand Chicago 301 E. North Water St. Chicago, IL 60611 UNITED STATES
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