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• Mid-Year Economic Update (Hybrid Event)

  • When
    05/20/2024
  •  
    12:00 PM - 1:00 PM
  • Location
    Marquette Associates: 180 N. LaSalle, Suite 3500, Chicago

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  The Finance and Investments Exchange invites you to a Mid-Year Economic Update on Monday, May 20th. Join CFE members for lunch and a discussion on the economic outlook for the second half of 2024 and beyond.
  

  Guest Panelists:
  

  Jessica Noviskis, CFA — Marquette Associates

  David H. Smith, CFA — Marquette Associates

  Michelle Wucker - Gray Rhino & Company
  

  This is an in-person event with the option to join virtually. Choose between an in-person ticket or a virtual ticket during registration. Lunch will be provided for in-person attendees.

  Check-in & Lunch: 11:30 am
  Program: Noon - 1:00 pm
  

  
  

  
  

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• Conservation Center Tour and Social

  • When
    05/29/2024
  •  
    5:30 PM - 7:30 PM
  • Location
    400 N. Wolcott Avenue, Chicago

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  Join CFE members for a unique social event at one of the hidden gems of Chicago. The Conservation Center is the largest and most comprehensive private art conservation laboratory in the country.  The Center is a leader in the field of art preservation, evolving new treatments and methods to adapt to the rapidly changing art world. 
  
  Enjoy food and drink while engaging with fellow CFE members. You are also invited to participate in a tour of the facility, explore the breadth of the Center's expertise, learn about the latest conservation techniques, and witness the talented staff at work. 

  Watch: A Glimpse into The Conservation Center with CEO Heather Becker

  Watch: WGN Chicago Visits the Conservation Center

  This is an excellent opportunity to introduce prospective members to CFE and its members. Guests are welcome provided they have been pre-qualified for membership by the membership committee.

  About The Conservation Center

  The Conservation Center is the largest and most comprehensive private art conservation laboratory in the country. With 40 years of experience, The Center is a leader in the field of art preservation, evolving new treatments and methods to adapt to the rapidly changing art world. We have cared for fine art from some of the country’s most prestigious private collections, museums, galleries, insurance companies, and corporations. Our conservators are expertly trained in the treatment of paintings, works of art on paper, photographs, textiles, murals, antique and fine furniture, rare books, frames and gilding, objects, and sculpture.  

  Founded in 1983, The Center grew from a handful of painting conservators to 30 staff members with a wide range of specializations. In 2012, The Conservation Center moved from Chicago’s River North neighborhood to its new home in the Kinzie Industrial Corridor in West Town. With the help of Studio Gang Architects, we revitalized a late 19th-century warehouse, previously used to store gold, into a state-of-the-art conservation laboratory.  

  
  

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• Neighborhood Dinners

  • When
    06/06/2024
  • Location
    Multiple Locations

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  The Annual Neighborhood Dinners are back! Specifics for each location will be listed and updated on this page. Details are still being finalized for some locations. Select your venue during registration.
  

  Locations and Details:

  Downtown - Hosted by Erica Marquez Avitia
  Location: TBD
  

  City North - Hosted by Jan Promer
  Location: Piccolo Sogno, 464 N Halsted
  Time: 6:00 pm
  Details: Guests will split the bill.
  

  North/Northwest Suburbs - Hosted by Cathy Hamilton & Kim Clark
  Location: Eddie Merlot's Lincolnshire
  Time: 6:00 pm
  Details: Guests will pay their own bill.
  

  South Loop / Hyde Park - Hosted by Dana Earles
  Location: TBD
  

  Western Suburbs - Hosted by Kerry Jordan
  Location: The Chew Chew
  Time: 7:00 pm
  Details: Guests will split the bill.
  

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• The Salvation Army Impacting Homelessness and the Migrant Crisis in Chicago

  • When
    06/13/2024
  •  
    5:30 PM - 8:00 PM
  • Location
    Metropolitan Club of Chicago (Tentative)
  • Spaces left
    90

  
  

  June 13 Dinner Program
  

  Join us for a dynamic panel discussion with representatives from The Salvation Army, Lt. Col. Barbara Rich, leader of the North and Central Illinois Division, and Alisa Rodriguez, Chicago Area Command Social Service Director. 

  Moderated by Corey McPherrin, former WFLD-TV Chicago news anchor and Executive Council Member for the Salvation Army, the discussion will provide a behind-the-scenes look at The Salvation Army's tireless efforts to provide essential services, including shelter, food assistance, disaster relief, spiritual support, and advocacy for the area's vulnerable populations.

  Delve into the complexities of the city's homeless and migrant crisis, learn about what the Salvation Army is doing to address the immediate needs, and discover ways to advocate for and create a more compassionate and inclusive society. 

  Guests are welcome!
  

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• Downtown Book Club

  • When
    06/20/2024
  •  
    5:30 PM - 7:30 PM
  • Location
    TBD

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  The Downtown Book Club will meet on Thursday, June 20, for dinner and a social discussion on the book The Sympathizer by Viet Thanh Nguyen. The location will be announced soon.

  About the Book:
  

  The winner of the 2016 Pulitzer Prize for Fiction, as well as seven other awards, The Sympathizer is the breakthrough novel of the year. With the pace and suspense of a thriller and prose that has been compared to Graham Greene and Saul Bellow, The Sympathizer is a sweeping epic of love and betrayal. The narrator, a communist double agent, is a “man of two minds,” a half-French, half-Vietnamese army captain who arranges to come to America after the Fall of Saigon, and while building a new life with other Vietnamese refugees in Los Angeles is secretly reporting back to his communist superiors in Vietnam. 

  The Sympathizer is a blistering exploration of identity and America, a gripping espionage novel, and a powerful story of love and friendship.

  
  

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• An Introduction to The Queen of Wall Street - Hetty Green

  • When
    06/25/2024
  •  
    4:00 PM - 5:30 PM
  • Location
    Virtual on Zoom

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  Henrietta (Hetty) Green (1834-1916) was among the most successful investors in U.S. financial history, yet few people know her name. She navigated the volatile markets and fickle monetary currents of the Gilded Age, profiting during both the peaks and troughs while most of her male contemporaries amassed and subsequently lost their fortunes. Some called her the richest woman in America; others deemed her the Witch of Wall Street.

  Join us for an intriguing conversation with the widely respected financial historian and author of Investing in U.S. Financial History - Understanding the Past to Forecast the Future, Mark Higgins, CFA, CFP, and SVP of Index Fund Advisors. Moderated by CFE member Kerry Jordan, Mark will introduce us to the extraordinary life of Hetty Green, looking back at what made her an astute investor, how she succeeded in a male-dominated era, her most important investing lessons, and how you can apply those lessons today. 

  About Mark Higgins:
  

  Mark J. Higgins, CFA, CFP®

  Mark serves as a senior vice president for IFA Institutional. Mark specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. In this role, he leverages more than fourteen years of relevant experience consulting for both small and multi-billion plans.

  Mark is also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future. The book recounts the financial history of the United States, beginning with the innovative financial programs of Alexander Hamilton in 1790 and ending with the Federal Reserve’s ongoing battle to contain inflation. In March 2024, Investing in U.S. Financial History was awarded a bronze medal in the prestigious 2024 Axiom Book Awards under the category of “Personal Finance/Retirement Planning/Investing.”

  Mark is a member of the Editorial Board of the Museum of American Finance, and he is a frequent writer for the Museum’s Financial History magazine. Insights from his writing and experiences as a consultant to institutional investment plans have been quoted by journalists at CNBC, the Wall Street Journal, Morningstar, and many other financial publications throughout the world.

  
  

  
  

  
  

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• Summer Social

  • When
    07/25/2024
  •  
    5:30 PM - 8:00 PM
  • Location
    Saddle & Cycle Club, 900 W Foster Ave, Chicago, IL 60640

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  CFE's Summer Social returns to the Saddle & Cycle Club

  Join fellow CFE members for an evening at one of Chicago's hidden gems. We will enjoy food, drink, and good conversation on the large outdoor terrace that overlooks 18 acres of beautifully manicured landscape. Valet service and parking is available on the club property.

  
  

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