Industry News

    CFA Society Chicago will be  webcasting  its upcoming February Distinguished Speaker Series luncheon featuring Howard Marks, co-chairman of Oaktree Capital. The in-person luncheon is already sold out! The live webcast is Friday, February 22nd at 12:00 PM CT.  This webcast is FREE but registration is required to access the link. Additional details about the event and how to register can be found using the link included below. All society leaders, volunteers, staff and society members are invited to join us for this online event. Please feel free to share this great opportunity with your members! 

    Distinguished Speaker Series: Howard Marks (Webcast)

    The Capstone Student Investment Conference is less than two weeks away and we wanted to update you with the latest on this one-of-a-kind event that brings together students and professionals from around the country who are passionate about investing and finance. 

    We have added two new speakers to the agenda:

    • Laura Geritz, Founder, Chief Executive Officer and Portfolio Manager of Rondure Global Advisors, an investment management firm based in Salt Lake City
    • Thyra Zerhusen, Chief Executive Officer and Chief Investment Officer of Chicago based investment manager Fairpointe Capital


    The agenda for the February 23rdevent has also been finalized, kicking off at 9 a.m. with a presentation by Polen Capital’s Dan Davidowitz on “Growth vs. Value in an Age of Disruption,” and ending with a 3:15 p.m. talk by Parnassus Investments Billy Hwan titled, “Principles and Performance.” (Click here to see the updated agenda.)

    The individual professional registration fee to attend the full-day conference is just $99, which covers all handout materials, continental breakfast, refreshment breaks and lunch. Discounted rates are available for groups of five or more. For more information and to register, please visit

    If you have any other questions or would just like to learn more about this year's CSIC, including how to register as a group, please call 205-348-8528 or e-mail us at We look forward to seeing you on February 23rd! 

    Special Pilot Program: Stack Your Acquired Knowledge with the CAIA Designation.

    Earning the CAIA designation, combined with your CFA charter offers unique industry credibility, specialized knowledge in alternative investments, and the opportunity for career enhancement. CAIA Association and CFA Institute share in their mission for excellence and have worked together to offer CFA charterholders the opportunity to apply to and advance directly to CAIA’s Level II exam through a new pilot program.

    The minimum criteria for eligibility in the pilot program are as follows. Applicants:

    • Must have no existing CAIA exam history, (examples of exam history include those who have registered for or passed/failed the Level I or Level II exam)
    • Must be a CFA charterholder, in good standing, and
    • Must have a CFA digital badge, verifiable by CAIA Association.



    To learn more about the application process, visit our Stackable Credential Pilot Program page here.

    Applications currently being accepted are exclusive to the March 2019 exam period. If you do not wish to take the exam in March 2019, bookmark the CAIA exam registration page now, and apply beginning April 1, 2019 for the September 2019 exam period.


    Please contact with any questions about the Pilot Program. Questions regarding your CFA Digital Badge should be directed to CFA Institute directly at: