CFA Society Chicago

Need a morning pick-me-up? Join us next month for our August Coffee Connections! Meet us at the CFA Society Chicago office and enjoy complimentary coffee and connect with fellow CFA professionals.

Don't miss out—mark your calendar!

Register here: https://bit.ly/3y1ElRY

CFA Society Chicago would like to congratulate the winner of this year's Hortense Friedman Award Winner: T. Bondurant (Bon) French, CFA!

Bon is the Chairman of the Board of Directors and has been with Adams Street Partners and its predecessor organizations since 1980. He was instrumental in the development of Adams Street’s private equity investment strategies, fund management, and investor relations. Bon is sought out by private equity firms, consultants, and investors for advice and recommendations on a variety of private equity topics.

Bon has been a guest lecturer to business schools, Wall Street firms, private equity conferences and industry trade associations about various investment topics and strategies. He was a member of the CFA Institute Committee (formerly AIMR – the Association for Investment Management and Research), which made recommendations concerning standards for reporting performance in private equity. Bon was also a contributor to the ICFA’s first book on the subject of private market investments, Investing in Venture Capital (1988).

Bon sits on the advisory board of Madison Dearborn Partners.

He is a member of the Board of Trustees, and former Chairman and current member of the Investment Committee at Northwestern University. He is also a member of the Kellogg Graduate School of Management Dean’s Global Advisory Board and a member of Kellogg Private Equity Advisory Council. Bon is a member of the CFA Institute, the CFA Society of Chicago Leadership Council, and Chairman of the Board of the Center for Railroad Photography and Art. He is also a former Director of the National Venture Capital Association, and former Chairman of the Board of the Chicago History Museum, where he remains as a Trustee.

Bon has a BA in Economics from Northwestern University (1975), and an MBA in Finance from the Northwestern Kellogg School of Management (1976).

Come and celebrate with Bon at CFA Society Chicago's 37th Annual Dinner on November 7, 2024!

Join us for our July Monthly Happy Hour!

Unwind and network at Jake Melnick's Corner Tap, hosted by our Social Advisory Group. This event welcomes members and nonmembers alike, so feel free to bring guests—just remember to register yourself and your guests beforehand. This will be a cash bar event.

Register today! https://bit.ly/3WeeRKt

Set sail with CFA Society Chicago as we cruise along Chicago's Lakefront for Networking on the water! Enjoy a great summer evening while taking in the views and networking with local financial professionals. Complimentary beer, wine, sodas, water, iced tea and coffee. Space is limited with the boat departing rain or shine.

Guests will be allowed to board 15 minutes before the boat departs (at 4:45 pm) at Dock 4. Dock 4 is located right in between the Wrigley building and Trump hotel on the Riverwalk.

Register Now!
https://ow.ly/PmvX50SuV9h

Looking to make your next career move? Our July Job Seeker Virtual Event is designed for professionals like you!

This month, instead of separating job searchers by years of experience, the forum is open to job searchers with varied levels of experience, providing an expanded opportunity to share knowledge and gain valuable insights from others.

Join us to connect, learn, and strategize with industry peers and experts to uncover new job opportunities.

Secure your spot today: https://bit.ly/45aHKdz

ALTSCHI 2024 is your gateway to the world of alternative investments! Join us on July 22-23 as CAIA Association and CFA Society Chicago for a dynamic exploration of alternative investments.

Designed for professionals looking to stay ahead in the rapidly evolving financial industry, ALTSCHI 2024 features engaging sessions, thought-provoking discussions, and networking opportunities with peers and experts.

Register here: https://bit.ly/4afiOlS

Step into the future of finance at ALTSCHI 2024! Uncover the world of alternative investments alongside CAIA Association and CFA Society Chicago on July 22-23.

ALTSCHI is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments.

Learn more and register here: https://bit.ly/4afiOlS

Seeking new job opportunities? Join us next month for our members only July Job Seeker Virtual Event!

Hosted by the Professional Development Advisory Group via Zoom, this event offers a platform to learn, share insights, and connect with fellow job seekers.

Secure your spot today! https://bit.ly/45aHKdz

Reminder! Renewal is open for the upcoming membership year!

At CFA Society Chicago, we are proud to support your career and professional development by bringing you member-exclusive events with news-making industry names, continued learning opportunities, and a strong local network of likeminded financial professionals. Set the standard for professional success.

Renew your CFA Society Chicago membership today: https://bit.ly/4bPgVOh

Last chance to register for this week's Lunch and Learn session spotlighting Allstate Investments, hosted by the Professional Development Advisory Group. Learn about their recruiting process, career opportunities, and more!

Don't miss this exclusive event!

Reserve your seat now: https://bit.ly/3vKMJVa

Ready to explore the intersection of finance and literature?

CFA Society Chicago invites you to our first Book Club meeting of 2024, featuring "The Banker’s New Clothes" by Anat Admati and Martin Hellwig. Join us for engaging discussions, share your thoughts, and connect with fellow book lovers.

Register here: https://bit.ly/4cRZTQE

Calling all finance professionals in Chicago! Mark your calendars for our June Monthly Happy Hour on June 20! Hosted by the Social Advisory Group, it's the perfect opportunity to kick back with your colleagues and elevate your networking game. This will be a cash bar event.

Reserve your spot here: https://bit.ly/3KkWWuY

Don't miss the Vault Series at the University Club of Chicago!

Join us next week to learn from International Investment Experts, Stuart Wi******er, CFA, Hong Kong-based portfolio manager with Allianz Global Investers, and William Blair Macro Analyst, Richard de Chazal, CFA.

The conversation will be moderated by the CFA Society Chicago's Board of Directors, Immediate Past Chair, William (Bill) T. Fitzpatrick, CFA.

Reserve your spot today: https://bit.ly/44EjGz

Renewal is now open for the upcoming membership year!

At CFA Society Chicago, we are proud to support your career and professional development by bringing you member-exclusive events with news-making industry names, continued learning opportunities, and a strong local network of likeminded financial professionals. Set the standard for professional success.

Renew your CFA Society Chicago membership today: https://bit.ly/4bPgVOh

Secure your spot at our upcoming Lunch & Learn, presented by the Professional Development Advisory Group, spotlighting Allstate Investments. Don't miss this chance to meet the team and learn about their recruiting process and career pathways.

Reserve your seat now for this complimentary members only: https://bit.ly/3vKMJVa

Ready to boost your Professional Learning Credits? Don't miss our upcoming virtual webinar, completely complimentary!

With two engaging sessions, you can can jump on the webinar as your calendar allows. Session 1 dives into Regulation and Compliance, while Session 2 explores the hot topic of ESG and Sustainability.

Featuring insights from industry experts including Allyson Buckles, Lindsey Simon, Lisa Sachs, Blake Pontius, and Uwe Schillhorn, moderated by Deborah Bielicke Eades.

Secure your spot now: https://bit.ly/3JKRkty

Looking for a mid-week pick-me-up? Join us for our June Coffee Connections at the CFA Society Chicago office on Wednesday, June 5! Connect with fellow CFA colleagues over coffee and start your day with meaningful conversations.

Don't miss this opportunity to fuel up and build new connections. We hope to see you there!

Learn more and register here: https://bit.ly/3V7eSj3

CFA Society Chicago Social Engagement group was FIRED UP last Wednesday night as they gathered at Soldier Field to cheer on Chicago Fire FC Soccer Club.

Check out the fun we had! Thank you to everyone who joined us.

Join the CFA Society Chicago for an insightful luncheon conversation with Rick Rieder, Senior Managing Director and CIO at BlackRock, hosted by the Distinguished Speaker Advisory Group.

Don't miss this opportunity to gain insights from a seasoned expert in global fixed income, moderated by Cosmin Lucaci, CFA.

Reserve your spot: https://bit.ly/3UT4POf

Do you want to catch up on the Society’s Professional Learning Credits? Join us for a complimentary virtual event.

With 2 sessions, you may jump on the webinar as your calendar allows. Session 1 will focus on Regulation and Compliance / Session 2 will be a conversation about ESG and Sustainability.

Check out this virtual seminar with the following experts:
- Allyson Buckles, CFA, CPA, CIPM, Director of Grandview Analytics
- Lindsey Simon, Founder and CEO of Simon Compliance
- Lisa Sachs, Director of the Columbia Center on Sustainable Investment
- Blake Pontius, CFA, Director of Sustainable Investing, William Blair
- Uwe Schillhorn, CFA, Investment Officer

Moderator will be Deborah Bielicke Eades, CFA, Co-Chair of the Women’s Network Advisory Group of CFA Society Chicago, Shareholder of Vedder Price in the Investment Service Group.

Register here: https://bit.ly/3JKRkty

Join us for our next installment of the Vault Series at the prestigious University Club of Chicago!

Get ready to engage with Stuart Wi******er, CFA from Allianz Global Investors and Richard de Chazal, CFA, William Blair Macro Analyst. Moderated by Bill Fitzpatrick, CFA, Immediate Past Chair of CFA Society Chicago.

Reserve your spot: https://bit.ly/44EjGzA

Ready to take your career to new heights? CFA Society Chicago membership offers unparalleled opportunities for professional development and growth. Gain access to exclusive continuing education opportunities, discounted rates on local programs, and a wealth of resources including job announcements and newsletters.

Whether you're a seasoned professional or just starting out, CFASC is your gateway to success in the dynamic world of finance. Join us today and let's shape the future together.

Learn more about becoming a part of the CFASC community: https://bit.ly/3U5CD9c

Have you registered for our Book Club? Step into the world of finance literature with CFA Society Chicago for our inaugural Book Club meeting of 2024!

Hosted by the Membership Engagement Advisory Group, our Book Club welcomes all enthusiasts of non-fiction and finance-related reads. Dive into stimulating conversations, challenge perspectives, and explore the pages of "The Banker’s New Clothes" by Anat Admati and Martin Hellwig.

Save your spot here: https://bit.ly/4cRZTQE

The Education Advisory Group is thrilled to invite you to a thought-provoking webinar featuring expert panelists specializing in Standards Ethics and Regulations (SER). This is a VIRTUAL event with two sessions. Attendees have the flexibility to opt for only one of the sessions if preferred.

Session 1: Regulation Conversation
Panelists include:
- Allyson Buckels, CFA, Director at Grandview Analytics
- Lindsey Simon, Founder and CEO of Simon Compliance

Session 2: ESG and Sustainability Conversation
Panelists include:
- Lisa Sachs, Director at Columbia Center of Sustainable Investment
- Blake Pontius, CFA, Director of Sustainable Investments, William Blair
- Uwe Schillhorn, CFA, Senior Investment Professional and Asset Manager

Throughout the webinar, you'll dive into crucial topics such as Applicable Laws and Regulations, Professional Standards of Practice, and Ethical Practices and Guidelines, gaining valuable insights to elevate your understanding in investment finance.

Both sessions will be moderated by Deborah Bielicke Eades, CFA, Co-Chair of the CFA Women's Advisory Group.

Learn more and register here: https://bit.ly/3JKRkty

Last chance to register and discover the power of ESG in finance! Don't miss out on our upcoming installment of the Vault Series, presented by the Distinguished Speaker Series Advisory Group.

Join us this week as we welcome Professor Aaron Yoon and Chris Knowland, CFA, for an enlightening discussion on integrating Environment Social Governance (ESG) into investment strategies.

Secure your spot now before it's too late! Register here: https://bit.ly/3TZfO7j

Wanting to elevate your LinkedIn presence and unlock new opportunities? Don't miss our exclusive LinkedIn session hosted by the Professional Development Advisory Group featuring David J.P. Fisher, renowned keynote speaker, sales trainer, and business coach.

Discover strategies to leverage LinkedIn effectively, connecting your online efforts to offline achievements. Learn how to proactively expand your network, define your online reputation, and align your digital activities with your professional goals.

Register today: https://bit.ly/3vNslmi

Mark your calendars! May is here and we have a month packed with exciting networking and learning opportunities.

Don't miss out! Secure your spot today: https://bit.ly/3V7n6YF

Don't miss our upcoming Lunch & Learn hosted by the Professional Development Advisory Group, featuring Allstate Investments. Don't miss this chance to meet the team and gain insights into their recruiting process and career opportunities.

Register today for this FREE member's only event: https://bit.ly/3vKMJVa

At CFA Society Chicago, we believe in the power of collaboration and collective action. By joining our community, you'll become part of a unified voice dedicated to advancing and protecting the interests of the finance and accounting profession.

Stay informed about industry trends, participate in local educational programs, and seize the chance to network with like-minded professionals. Together, let's pave the way for growth and success in our field.

Learn more about becoming a part of the CFASC community: https://bit.ly/3U5CD9c

Ready to unlock the power of ESG in finance? Join us for our upcoming installment of the Vault Series, hosted by the Distinguished Speaker Series Advisory Group. We're excited to feature Professor Aaron Yoon and Christopher Knowland, CFA, who will share valuable insights on integrating Environment Social Governance (ESG) into investment strategies.

Secure your spot now and elevate your understanding of responsible investing!
https://bit.ly/3TZfO7j