Progressive Networking Luncheon Spring 2018

On May 22nd, thirty-six members of the CFA Society Chicago gathered at Petterino’s to enjoy a progressive networking luncheon. Participants mingled casually prior to taking their seats for the salad course and first round of networking. The sound level rose as individuals each introduced themselves and conversations flowed easily around a myriad of industry related topics. Attendees held a wide range of job titles. Beyond traditional investment management roles, there was a transactional actuary and another whose advisory firm assists small businesses with financial planning and analysis.

Moving tables to the entrée course, I was greeted with another diverse group, this time in terms of nationality (Uruguayan and Israeli) and firm focus (Japanese value stocks). The other individuals were from local firms William Blair and Northern Trust but the discussion was globally-oriented and provided interesting insights around international investing.

The third round of networking took place over a slice of key lime pie and a shared interest in making new connections while exchanging thought provoking ideas and advice. At this point I was feeling pretty good about the new connections I had made and what I had gained from the discussions over the last hour and a half. Suddenly that seemed inconsequential when I met tablemate Haoen, who had graduated from University of Illinois on Saturday with four majors (Mathematics, Statistics, Finance and Accounting) and started an internship on Monday (this was Tuesday).  I was in complete awe, but that wasn’t all, he had already passed all three levels of the CFA exam and was halfway through the 10 CPA exams!! Wow.

The key benefit of the luncheon was having the opportunity to meet and interact with over a dozen fellow financial professionals with experience ranging from entry level to senior executives. The goal of any successful networking event is walking away with new connections and mingling throughout the group. That objective was certainly achieved in a comfortable environment for all, including those who are a bit more apprehensive about working their way through a room to meet and build rapport with others.

Networking with Leadership

CFA Society Chicago gathered on September 27 for the annual Networking with Leadership reception at the Hard Rock Hotel on Michigan Avenue. With no formal presentation or agenda, the members-only event provided a full two hours for networking, making new acquaintances, and renewing old ones. The venue at the Hard Rock included both indoor and outdoor space. A balcony directly off the reception room provided a view of the Michigan Avenue scene below, and was a welcome feature given the unusual warmth for late September. Judging from the nearly sold out attendance of more than 100, our membership values this opportunity for face to face conversations with board members about society business, financial markets, careers, or any topic that comes to mind. Anyone who missed it should make a point to attend next year.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Oak Brook Progressive Networking Dinner

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On May 23rd, CFA Society Chicago held a progressive networking dinner at Maggiano’s Little Italy in Oak Brook.

A progressive networking dinner allows participants to meet people in a casual environment over good food and drinks. Dinner is split into three rounds; salad/appetizer, main course, and desert. Each participant is assigned a specific table for each round / course. Then over that course, each person has the opportunity to provide an introduction and background to their table mates. After each course the participants reassemble at different tables and sit with a new group. The setup allowed me to meet 15 people during the event.

Conversation at the various tables went quickly from introductions to a wide variety of topics. I shared my first course with a quant from a prop trading firm, a member of an independent financial advisory firm, and a credit underwriter. Conversation ranged from the potential effects of the Department of Labor’s Fiduciary Rule, while another table mate explained how and where to attract funds for a hedge fund that he was starting.

My second and third courses allowed me to meet a new set of individuals including an ETF portfolio manager, wealth manager, institutional asset allocation manager, and financial consultant. These conversations also went in a variety of directions; the nature and constraints that must be followed to build and run a completion fund, the rationale behind currency hedging global trading in the current market, and the Bears trade for the second pick in the recent draft. Consensus on the trade was that it was rich.

My straw poll as to the effectiveness of the event was overwhelmingly positive. The participants I spoke with appreciated the setting, which allowed for more in depth conversation, as well as discussions that involved all of their tablemates.

This event was one of several CFA Society Chicago events that are held in the suburbs each year. The central Oak Brook location allowed 25 people to attend from a variety of suburban locations.

CFA Society Chicago Progressive Networking Luncheon

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CFA Society Chicago’s Progressive Networking Luncheon held on February 22nd at Petterino’s was an opportunity with a different flavor than other networking events.  Featuring a three-course meal, each course provided an intimate opportunity to chat and really get to know fellow table guests.  As the course changed throughout the lunch, so did your table guests! The format transformed the networking from one with challenges to begin conversations to one in which fellow diners were a part of the flow of topics. It made it remarkably easy to ask questions, gain insights from others and provide your own food for thought.

The attendees were delightfully varied as well. In addition to attendees from industry mainstays such as Northern Trust and William Blair, others from further afield industries, yet still very much in finance roles, provided interesting insights. Students also had the opportunity to learn from potential future colleagues.

Join us next time to enjoy a great meal while networking with interesting people!