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Upcoming events

    • 01/28/2020
    • 5:30 PM - 7:30 PM
    • Guidehouse, 150 N. Riverside Plaza, 21st Floor
    • 1
    Register

    The Transitions Exchange invites you to continue the conversation: The Next Ten Years Part II. CFE members met in October for an intimate discussion surrounding professional and personal transitions.  The dynamic exchange that occurred, members learning from other member experiences, left attendees wanting more.  

    Mark your calendar and plan to join us on January 28th!  Attendance at the first session is not required to participate.  More details on venue and registration coming soon.  

    • 01/29/2020
    • 7:30 AM - 9:00 AM
    • Goldman Sachs 71 S. Wacker Drive, 5th Floor, Chicago
    Register

    The Finance and Investments Exchange invites you to join us for breakfast as Karim Ahamed, Partner and Investment Advisor in the Chicago office of Cerity Partners, discusses the 2020 Economic and Market Outlook, with a focus on risks and opportunities in the financial markets.

    Speaker Bio:
    Karim is a Partner and Investment Advisor in the Chicago office of Cerity Partners.  In that role, he provides investment advisory and wealth management services to affluent families, corporate executives, business owners and charitable organizations.  Karim is a member of the Investment Management Committee, leads the Manager Selection Committee and authors the firm’s annual Economic Outlook.  In his role as investment strategist, he works to identify key investment themes and trends and to develop and implement the appropriate strategic and tactical positioning for client portfolios. 

    Prior to joining Cerity Partners, Karim was a Managing Director and Senior Investment Specialist with J.P. Morgan Private Banking.  Earlier in his career, he held senior investment and wealth management positions with Coutts & Co and UBS AG in the UK.

    Karim received his Bachelor of Arts degree from the College of William & Mary and his Master of Management from the Kellogg School of Management at Northwestern University.  He is a CFA charterholder and member of the CFA Institute, CFA Society of Chicago and CFA Society of the UK..

    Hosted by: CFE Finance and Investments Exchange
    Location: Goldman Sachs, 71 S. Wacker Drive, 5th Floor, Chicago
    Attire: Business Casual


    • 02/08/2020
    • 8:30 AM
    • 02/22/2020
    • 12:00 PM
    • 4100 W. Ann Lurie Place (Greater Chicago Food Depository)

    The Giving Back Exchange is proud to continue its annual partnership with Ladder Up to assist Chicago families with completing their tax returns thereby keeping more of their hard-earned money. 

    In 2019, CFE volunteers completed 112 returns totaling $362,126 in refunds!  Join us this year as we aim to return even more money to members of our community.

    CFE will once again sponsor three volunteer opportunities on Saturdays in February, from 8:30 am - 1:00 pm at The Greater Chicago Food Depository (new & bigger  location — about 4 miles away from our old site-WIC Western!). 4100 W. Ann Lurie Place (right off I55 & Pulaski)

    2020 Volunteer dates are: Feb. 8, 15 & 22 (8:30-12:00)

    Register today through Ladder Up: CFE Ladder Up Registration Site



    • 02/26/2020
    • 6:30 PM - 8:30 PM
    • Venue TBD
    Register

    Join CFE members in the Western Suburbs for a social book club event.  The featured book is Becoming by Michelle Obama.

    As First Lady of the United States of America—the first African American to serve in that role—she helped create the most welcoming and inclusive White House in history, while also establishing herself as a powerful advocate for women and girls in the U.S. and around the world, dramatically changing the ways that families pursue healthier and more active lives, and standing with her husband as he led America through some of its most harrowing moments.

    In her memoir, a work of deep reflection and mesmerizing storytelling, Michelle Obama invites readers into her world, chronicling the experiences that have shaped her—from her childhood on the South Side of Chicago to her years as an executive balancing the demands of motherhood and work, to her time spent at the world’s most famous address. With unerring honesty and lively wit, she describes her triumphs and her disappointments, both public and private, telling her full story as she has lived it—in her own words and on her own terms.


    • 03/13/2020
    • 7:30 AM - 9:00 AM
    • Robertson Lowstuter, 2201 Waukegan Road, #E175, Banockburn
    • 7
    Register

    Join CFE for a breakfast program hosted by Pat Henahan, vice president and executive coach at Robertson Lowstuter, a premier global executive coaching and leadership development consultancy specializing in Executive Assessment and Coaching, High-Performance Team Building, and Executive Career Transition. 

    Pat will share statistical information about CFO profiles, as well as high level insights into job search strategies for finance executives. 

    The program will be held at Robertson Lowstuter's office in Bannockburn and breakfast will be provided.  Further logistical details will be sent to registered attendees prior to the event. 

    Registration is limited to 15, so register early to guarantee your spot!

Chicago Finance Exchange
332 S. Michigan Avenue, Suite 1032 - #C232
Chicago, IL  60604 - 4434
312-833-8782
Contact us by email: admin@chicagofinanceexchange.org

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