UIC Liautaud is proud to announce an upcoming discussion panel with the Chartered Financial Analyst (CFA) Society of Chicago. This year we will have three spectacular speakers at the event. If you would like to attend please see the details and RSVP link below. If you have a friend or co-worker that would also be interested in attending please have them RSVP as well. There will be Liautaud staff and Student Ambassadors on hand after the discussion to answer any questions your guests have about our Graduate Business programs. The CFA Society of Chicago has Student Memberships available, so you are not required to actually have the CFA to join. This was one of the most popular events last year.
Event: CFA Society of Chicago Panel
Date: Tuesday, October 20, 2009
Time: 4:30-6:00pm
Location: 302 Student Center East
Address: 750 S. Halsted Street, Chicago
Joan Rockey – CEO of Hadelrock Capital Management
Ms. Rockey was the Director of Even Driven Strategies and the Chief Operating Office for Option Opportunities Company (OOC), and has more than 15 years of financial and securities industry experience. She obtained her M.S. in Finance from the Kellstadt Graduate School of Business at DePaul University and her B.S. in Accountancy from the University of Illinois Urbana-Champaign. Ms. Rockey is a CFA Charterholder, a Licensed Certified Public Accountant, Chartered Alternative Investment Analyst Charterholder and a Licensed General Securities Representative (NASD Series 7). She is currently serving as Chairman of the Board for CFA Society of Chicago.
Matthew A. Litfin – Portfolio Manager at Investment Management
Mr. Litfin began his career as a municipal bond analyst at John Nuveen & Co. He joined William Blair & Company in 1997 as a Research Analyst and worked his way up to group head of the firm’s sell-side Business Services research effort. In this position, Matthew was twice named “Best on the Street” in the Wall Street Journal’s annual analyst survey. He joined Investment Management in 2007 as a Research Analyst supporting the Small-Mid Growth Team, and is now a portfolio manager for this team. Mr. Litfin received his M.B.A from Harvard Business school and graduated summa cum laude from the University of Tennessee with his B.S. in Finance.
Chris Lakumb – Fiduciary Risk Management & Investment Selection/Monitoring at RiverNorth Capital
Mr. Lakumb joined River North Capital in 2009 and is responsible for Fiduciary Risk Management and Investment Selection/Monitoring for their Retirement Plan Services Division. Prior to joining RiverNorth Capital, Chris spent greater than 10 years in the retirement services industry with InterOcean Wealth Management and Cole Taylor Bank. Chris received his B.A. in Finance from Lewis University. He received the CFA designation and the Certified Retirement Services Professional designation. Chris is a Chartered member of the CFA Society of Chicago (CFASC) as well as the Chair of the CFASC Social Advisory Committee. Chris is also a member of the Profit Sharing/401(k) Council of America’s Education and Communication Committee.
Look forward to seeing you there.