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Annual Report 2008-2009

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Annual Report 2008-2009 CFA SOCIETY OF CHICAGO ANNUAL REPORT 2008 9 134 N. LaSalle Street I Suite 1740 I Chicago, IL 60602 www.cfachicago.org TABLE OF CONTENTS Mission/Vision Statements page 3 Chairman’s Report page 4 CFA Society Leadership – Executive Committee and Board of Directors page 5 Advisory Group Chairs page 6 Past Chairmen page 6 & 7 Leadership Council page 8 & 9 Society Award Recipients page 10 Activity Reports – Advisory Groups page 11-16 Advisory Group Volunteers page 17-21 CFA Institute Volunteers from CFA Chicago page 22 Scholarship Awards page 23 - 25 Other Annual Highlights page 26 Strategic Goals page 27 Anniversaries & Continuing Education Program Milestones page 28 & 29 Trends page 30 & 31 Financial Statements appendix 2 CFA SOCIETY OF CHICAGO ANNUAL REPORT 2008 I 2009 MISSION STATEMENT The purpose of the CFA Society of Chicago is to meet the professional needs of its members: Chartered Financial Analyst designees and other investment professionals. CFA Chicago serves these needs by: - creating programs, disseminating information, and providing services of direct benefit to members; - promoting adherence to the highest ethical and professional standards; and - fostering a culture of inclusion, diversity, and respect among investment professionals. VISION STATEMENT As the world’s first investment analysts’ society, the CFA Society of Chicago strives to be the pre-eminent association of Chartered Financial Analysts and other investment professionals. The CFA Society of Chicago has long collaborated closely with allied groups linked by the CFA Institute (formerly AIMR). The CFA Society of Chicago effectively, and with fiscal discipline, delivers quality programs and services fostering the development and application of technical skills and ethical practices within the profession and by the individual practitioner. The CFA Society of Chicago enables its members to serve as mutual sources of support directed at their attainment of the highest professional standards. The talent and integrity of the CFA Society of Chicago’s members are recognized throughout the investment community. Their expertise and dedication are sought by both institutional and individual investors across the full range of economic and financial issues. CFA SOCIETY OF CHICAGO ANNUAL REPORT 2008 I 2009 3 CHAIRMAN’S REPORT Our fiscal year, stretching from July of 2008 through June of 2009, encompassed a period of great upheaval for our industry and our profession. I could not be more proud of the way your society rose to the occasion. Led by our energetic and professional staff, utilizing our generous and talented volunteers, and supported by the investments we have made in infrastructure and programming, the past year was truly an opportunity to showcase the strengths of the CFA Society of Chicago in support of our members. Growth in membership continued, as we ended the year with 3,750 members, including 85 student members. We laid the foundation for further growth by approving a new candidate class of membership for fiscal 2010 and beyond. More important than growth, however, is the extent to which we have served our members well. The total number of unique members served (that is, attending at least one event) rose to 1,570, or 42% of membership, a solid penetration given the functional and geographic diversity we represent. Most importantly, we provided six new career focused events free of charge to support members displaced by the wrenching changes in the environment. We offered 53 live events in Fiscal 2009, running the gamut from our signature Annual Dinner through Career Management, Education and the purely Social. All were well attended, a dozen were sold out and many were offered exclusively to members. We set a new attendance record with the Jeremy Grantham luncheon and a speed record selling out the first complementary career counseling sessions. From your continued attendance and your detailed feedback, we know that the programs are of value. To further extend our reach and provide opportunities to our non-Loop members, we capitalized on prior investments in technology by growing the online CFA Community and Public Directory to nearly 500 members each. Finally, we ensured the continued success of the CFA Society of Chicago by bringing together our staff, current and future officers in a Leadership Development session to nurture the next generation of outstanding volunteers. I am confident they will meet the challenges thrown their way in the years to come. The oldest and best CFA Society is in good hands. Joe Knecht, CFA 4 CFA SOCIETY OF CHICAGO ANNUAL REPORT 2008 I 2009 CFA SOCIETY OF INCOMING CHICAGO OFFICERS & OFFICERS & DIRECTORS DIRECTORS 2008 I 9 2008 I 9 Chairman Director 2009 (3-year term) Joseph Knecht, CFA Haywood Kelly, CFA Harris myCFO Morningstar Executive Vice President Director 2009 (3-year term) Joan Rockey, CFA Bradley Richard Leak, CFA Hadelrock Capital The Boeing Company Management LLC Director 2009 (3-year term) Daniela Mardarovici, CFA Judy Greffin, CFA Vice President - Christopher Vincent, CFA Vice President Member Director Operations/Treasurer William Blair & Co. Development/Secretary Leo Harmon, Jr., CFA Fiduciary Management Director 2010 (3-year term) Associates Stephanie Braming, CFA William Blair and Company Vice President Member Development/Secretary Director 2010 (3-year term) Daniela Mardarovici, CFA Keith Cardoza, CFA Harris Investment Brownson, Rehmus & Management, Inc. Foxworth, Inc. Vice President Director 2010 (3-year term) Timothy Hurd Peter McCanna Academic Programs John Skjervem, CFA Director Director Branimir Petranovic, II, CFA Northern Trust UBS Global Asset Management Director 2011 (3-year term) Vice President Special Events Gautam Dhingra, CFA Judi Malter Rossetti, CFA High Pointe Capital FitchRatings Management LLC Immediate Past Chairman Director 2011 (3-year term) Arch. King, CFA Jodie Gunzberg, CFA Northern Trust Company Marco Consulting John Simmons, CFA Gautam Dhingra, CFA Director 2009 (1-year term) Director 2011 (3-year term) Director Director Judy Greffin, CFA Thomas Marthaler, CFA Allstate Insurance Company Lehman Brothers Asset Management LLC Director 2009 (1-year term) Timothy Hurd Ex-Officio Dir./Leadership Madison Dearborn Partners Council Chair James Stirling, CFA Director 2009 (1-year term) UBS Peter McCanna Northwestern Memorial Ex-Officio Director/CEO/ Hospital President Jill Epstein, JD Jodie Gunzberg, CFA Thomas Marthaler, CFA Director 2009 (1-year term) CFA Society of Chicago Director Director John Simmons, CFA Nuveen HydePark As of June 30, 2009 CFA SOCIETY OF CHICAGO ANNUAL REPORT 2008 I 2009 5 ADVISORY CFA SOCIETY GROUP CHAIRS OF CHICAGO 2008 I 9 PAST CHAIRMEN Annual Dinner Education Raymond J. Sidney John H. Weedon Wally Fikri, CFA Co-Chair 1925-1926 1940-1941 William Blair & Company Joe Simpson, CFA Gresham Partners, LLC James Milton Coulter Raymond W. Duning Candidate Services 1926-1927 1941-1942 Jay Eisenhardt Finance UBS Global Asset Tony Scavuzzo, CFA Dudley Hall Jr. Alfred L. Burke Management MB Financial Bank 1927-1928 1941-1942 Career Management Job Placements Standish W. Robinson Evan V. Shierling Co-Chair Marcus Velasco, CFA 1928-1929 1942-1943 Indira Garapati Bank of America John P. Campbell Richard E. Weeks 1929-1930 1942-1943 Career Management Lunch Program Co-Chair Joanna McGinley, CFA R. M. Plaister Wm. E. Stiegelmeier Ryan McGloin, CFA Morningstar, Inc. 1930-1931 1943-1944 Commercial Tenant Recruitment Analysis, Inc. W. B. Prickitt Virgil R. Liptrap Jodi DiCenzo, CFA 1931-1932 1944-1945 Communications Gregory Gocek, CFA Social Harland H. Allen Earl Meyer Jeff Kernagis, CFA 1932-1933 1945-1946 Cultivating Female PowerShares Capital Ambition Management LLC Erwin W. Boehmler Albert Y. Bingham, CFA Co-Chair 1933-1934 1946-1947 Heather Brilliant, CFA Morningstar, Inc. W. Philip Moncreiff M. Dutton Morehouse, CFA As of June, 2009 1934-1935 1947-1948 Cultivating Female Ambition Henry K. Wilcox Richard H. Samuels, CFA Co-Chair 1935-1936 1948-1949 Jodie Gunzberg, CFA Marco Consulting James H. Clarke William D. Heer Jr., CFA 1936-1937 1949-1950 Education Co-Chair Corliss D. Anderson, CFA Glenn M. Trumbo Steven Dayon, CFA 1937-1938 1950-1951 Swapstream Arthur J. O’Hara John C. Ratcliffe 1938-1939 1951-1952 Paul L. Morrison Continued on next page.> 1939-1940 6 CFA SOCIETY OF CHICAGO ANNUAL REPORT 2008 I 2009 CFA SOCIETY OF CHICAGO PAST CHAIRMEN CONTINUED Continued from previous page.> J. Parker Hall III, CFA George H. Norton Jr., CFA James E. Depies, CFA Robert H. Harper, CFA 1952-1953 1966-1967 1980-1981 1994-1995 Philip C. Biggert C. Reed Parker, CFA Priscilla Perry, CFA Kenneth G. Shay, CFA 1953-1954 1967-1968 1981-1982 1995-1996 William B. Maas Thomas N. Mathers, CFA John C. Kirscher, CFA Larry Alan Lonis, CFA 1954-1955 1968-1969 1982-1983 1996-1997 William C. Norby, CFA Clair V. Felker John F. Richards, CFA Alexander B. Knowles, CFA 1955-1956 1969-1970 1983-1984 1997-1998 Stanford O. Ege Mary Petrie, CFA Alison A. Winter, CFA Michelle Adrienne Moreno, CFA 1956-1957 1970-1971 1984-1985 1998-1999 Russell J. Eddy Olin McReynolds Jr., CFA Frank E. Helsom, CFA John A. Edinger, CFA 1957-1958 1971-1972 1985-1986 1999-2000 Clarence E. Torrey Jr. J. Parker Hall, CFA Douglas K. Harman, CFA Fred Duda, CFA 1958-1959 1972-1973 1986-1987 2000-2001 Neil E. Heikes Brierly W. Anderson, CFA Michael L. McCowin, CFA James F. Whitney, CFA 1959-1960 1973-1974 1987-1988 2001-2002 Hartman L. Butler Jr. Richard M. Burridge, CFA Philip Edward Arnold, CFA Laura N. Stern, CFA 1960-1961 1974-1975 1988-1989 2002-2003 Lang Elliott H. Robert Powell, CFA James C. Goss, CFA Kevin J. Vandolder, CFA 1961-1962 1975-1976 1989-1990 2003-2004 William A. Stenson William A. Cornish Charles F. O’Connell, CFA Nicholas Ronalds, CFA 1962-1963 1976-1977 1990-1991 2004-2005 Robert E. Peckenpaugh, CFA Edward B. Dillmann, CFA Nathaniel B. Jones, CFA Mark C. Hutchinson, CFA 1963-1964 1977-1978 1991-1992 2005-2006 Richard C.
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