CFA Society Chicago's Distinguished Speakers Series is welcoming Orlando Bravo, Founder and Managing Partner of Thoma Bravo, on April 9, 2025. Orlando has overseen over 500 software and technology acquisitions conducted by the firm, representing approximately $265 billion in enterprise value.1 Forbes named him “Wall Street’s best dealmaker” in 2019, and he was dubbed “Private equity’s king of SaaS” by the Financial Times in 2021. Jim Mohan, CFA, an Investment Consultant at Mercer, will moderate the discussion. The event will be held at The Chicago Club. Register: https://ow.ly/64lU50Vkigi
关于我们
CFA Society Chicago aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. CFA Society Chicago, the world's first investment analysts' society, is committed to working with our members and the investment community to achieve our mission through five organizational pillars: ? Ethical Leadership - Championing ethical behavior in investment markets. ? Community - Fostering a culture of inclusion, diversity and respect. ? Industry Knowledge - Being a respected source of knowledge in investment markets. ? Professional Excellence - Raising standards of professional excellence in the industry. ? The Greater Good - Expanding our investment culture to serve the interests of investors and society. CFA Society Chicago is the world's oldest investment analysts society. It was founded in 1925, with a membership of 4. Today, the Society is the 6th largest society in the world, with more than 5,000 members. CFA Society Chicago offers diverse programming content, including local luncheon programs; educational and career management seminars; events addressing the unique challenges facing women in the industry and their contributions to the field; and social group outings, such as happy hours and sporting events.
- 网站
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https://www.cfachicago.org
CFA Society Chicago的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Chicago，IL
- 类型
- 非营利机构
- 创立
- 1925
地点
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主要
获取路线
33 N. LaSalle St., Suite 910
US，IL，Chicago，60602
CFA Society Chicago员工
动态
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CFA Society Chicago is honored that Loomis, Sayles & Company included some of our team members on such an important topic and conversation. Thank you to our member Rachel Madsen, CFA for extending the invitation to us!
I had the opportunity to attend Loomis, Sayles & Company's "Changing the Script: Women's History Month Luncheon" yesterday. It was an inspiring event celebrating the achievements that women have been making in the corporate world. A special thank you to Rachel Madsen, CFA for including me in this important conversation.
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Mark your calendars for CFA Society Chicago's March Happy Hour hosted by the Social Advisory Group at Dylan's Tavern and Grill! This month's happy hour is being sponsored by Hull Tactical Asset Allocation (HTAA). Don't miss this chance to relax and engage with fellow finance professionals! Register: https://ow.ly/ahOa50VkhIl
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A new Investment Exchange Forum episode has been released! Listen to host Rich Excell CFA, CMT, and guest, US Market Strategist from Morningstar, Dave Sekera as they unpack equity market trends in 2025. Listen through this link or anywhere that you listen to podcasts! https://ow.ly/3Yz650VjtyN
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Thank you to everyone who came to our Recruiter Panel event on March 11th! PDAG hosted Robert Becker and Robert Mittenthal to speak to members on trends in new skills that employers are focused on and gave insights on CFA Institute's 2024 Compensation Survey. This was such a great event for members to understand more about employment trends, and where they can take their careers next!
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It was great to see everyone at our March Coffee Connections last week! We can't wait to see everyone in April! Check out our April Coffee Connections being hosted on April 2nd from 8-9am! Register: https://ow.ly/rLo050VgP8U
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Let’s face it—tough conversations can be uncomfortable. Many of us shy away from them, worried about conflict or saying the wrong thing. But avoiding these discussions often leads to unresolved issues, strained relationships and missed opportunities to grow. This interactive, one-hour workshop will provide you with the tools and confidence needed to navigate these crucial discussions effectively. This event is hosted by PDAG and features experienced executive coach and career advisor, Megan Walls. Register: https://ow.ly/PVYv50VaAag
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A new Investment Exchange forum podcast is live! In this installment host Rich Excell CFA, CMT alongside guests Elizabeth Henderson, CFA from AAM - Insurance Investment Management and Anthony Woodside, CFA, FRM, from LGIM America dive into the fixed income market. This installment is part of the ongoing mini-series: 2025 Investment Series which features top experts speaking to current topics and trends in the investment field. Use the link below, Apple Podcasts, or Spotify to check out this podcast, and others! https://lnkd.in/dP2-xFR
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CFA Society Chicago's Communications Advisory Group is in charge of writing, editing, and maintaining of our blog. They publish blogs on events hosted by the DSS, EAG, CFAW, and PDAG groups. Check out their latest event recap blog: DSS Presents: Shundrawn Thomas written by Communcation's Co-Chair Thomas Prendergast, CFA. Use the link to read this blog and many more! https://lnkd.in/dXh6-bQ
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Check out March's event line up! CFA Society Chicago has educational events, networking, and more coming up. Register: https://ow.ly/304X50V9FqM
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