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Upcoming events

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

    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.

    • 06/27/2024
    • 6:00 PM
    • Wintrust Arena
    • 0
    Join waitlist

    The WNBA is the place to be and we have your ticket! Join us on Thursday, June 27, as CFE member, Mary Ann Korenic welcomes us to Wintrust Bank's private suite for an exciting night of professional women's basketball. Witness the thrilling action when the Chicago Sky take on the two-time reigning champions, Las Vegas Aces, in a sold out game.

    Tickets include delicious food and beverages. The 14 tickets are available on a first-come, first-served basis. Don't delay, or you may miss out!

    This event is open only to current members of CFE.

    Tip-off is 6:00 pm. Registrants will receive a confirmation email with details on entry time and location of the Wintrust suite.

    Cancellation Policy: Due to the limited number of tickets, cancellations must be  submitted by 5:00 pm on Thursday, June 20. Late cancellations and no-shows will incur a $50 charge. Tickets may be transferred to another CFE member or someone on the waitlist. Contact Deb Hypke to inquire about the waitlist. dhypke@managementservices.org.

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

    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.

    • 08/29/2024
    • 5:30 PM
    • Ravinia, Highland Park

    Join us for an unforgettable evening with two titans of American classic rock, ZZ Top and Lynyrd Skynyrd, as they return to Ravinia on their co-headlining The Sharp Dressed Simple Man Tour.

    CFE members will gather on the lawn for a night of iconic rock under the stars, enjoying timeless hits and electrifying performances from these Rock and Roll Hall of Famers. Don’t miss this chance to experience these legendary bands in a beautiful outdoor setting.

    The Details:
    To attend, you must purchase a general admission ticket (lawn) through the Ravinia website and register on the CFE website so we know who is attending. Chairs may be rented online, or you can bring your own. We will send the CFE park location the night of the event via text and email. As we get closer to the concert date, additional suggestions for food, drink, and other details will be provided.

    Gates open to the public at 5:00 pm. We will meet at 5:30 pm. The concert starts at 7 pm.  

    About the Bands:

    ZZ Top has been at it for well over a half century delivering rock, blues, and boogie on stage and in the studio. With iconography as distinctive as their sound, the band is globally recognized for their beards, hotrod cars, and spinning guitars, all of which transcend geography and language. They have sold hundreds of millions of records over the course of their career, have been officially designated as Heroes of The State of Texas, inducted into the Rock and Roll Hall of Fame, and have been referenced in countless cartoons and sitcoms.

    As Lynyrd Skynyrd celebrates the 50th anniversary of the band’s critically acclaimed debut album, they resonate as deeply with their multi-generational fan base today as when they first emerged out of Jacksonville, Florida in 1973. With a catalog of over 60 albums, billions of streams, and tens of millions of records sold, Rock and Roll Hall of Famers Lynyrd Skynyrd remain a cultural icon that appeal to all generations.

Past events

06/20/2024 Downtown Book Club
06/06/2024 Neighborhood Dinners
05/29/2024 Conservation Center Networking Social
05/20/2024 Mid-Year Economic Update (Hybrid Event)
05/07/2024 Getting Your Financial House in Order
04/18/2024 Maria Pinto Spring Social
04/10/2024 Downtown Book Club
03/19/2024 Program Content Planning Event
03/13/2024 Women's History Month Event with FEI Chicago
02/22/2024 Joffrey Ballet Women's Night
02/13/2024 Networking Event at Dominican University
02/12/2024 Downtown Book Club
01/31/2024 West Suburban Book Club
01/18/2024 Annual Meeting & Winter Social
12/11/2023 Downtown Book Club
12/10/2023 Holiday Brunch
11/27/2023 Giving Back Exchange: New Moms Operation Santa
11/16/2023 YWCA Leader Luncheon
10/26/2023 Dinner Program with Guest Speaker Retired U.S. Air Force Major General Jeannie M. Leavitt
10/24/2023 Downtown Book Club
10/19/2023 Joffrey Ballet Women's Night
10/05/2023 Demystifying Data and Analytics
09/28/2023 Maria Pinto Studio Private Shopping Event
09/14/2023 Downtown Book Club
09/10/2023 Summer Brunch
08/31/2023 West Suburban Book Club
08/22/2023 Neighborhood Dinners Encore
08/18/2023 Ravinia Festival Outing: Jethro Tull
08/01/2023 Downtown Book Club
07/27/2023 Summer Social
06/22/2023 Mid-Year Economic Update
06/15/2023 Downtown Book Club
06/08/2023 Neighborhood Dinners
05/11/2023 Annual Civic Luncheon w/Peyton Manning
04/27/2023 Joffrey Ballet Women's Night
04/26/2023 West Suburban Book Club
04/25/2023 Downtown Book Club
04/06/2023 Bubbles-n-Bites at Maria Pinto's M2057 Studio
03/28/2023 Dinner Program featuring Ilene Gordon & Bram Bluestein
03/14/2023 West Suburban Book Club
03/02/2023 Downtown Book Club
02/23/2023 Joffrey Ballet Women's Night
02/01/2023 West Suburban Book Club
01/19/2023 Winter Social & Annual Meeting
01/11/2023 Downtown Book Club
12/11/2022 Holiday Brunch
12/06/2022 Corporate Board Chat
11/23/2022 Giving Back Exchange: New Moms Operation Santa
11/17/2022 Dinner Program featuring Maria Tabrizi and Amy Fahey, First Women's Bank
11/01/2022 Downtown Book Club
10/13/2022 Restore Your Health Reserves, Rejuvenate Your Life & Career
10/04/2022 Networking Event at Dominican University
09/29/2022 West Suburban Book Club
09/29/2022 Corporate Board Chat
09/20/2022 Downtown Book Club
09/13/2022 Conversation Circle - Executive Coaching
08/21/2022 Summer Brunch
08/16/2022 Ravinia Festival Outing: Gipsy Kings featuring Nicolas Reyes
08/10/2022 How to Lead in a Hybrid Environment
08/03/2022 Financial Strategies to Support your Brilliant Life
07/28/2022 Summer Social
07/28/2022 Head Shot Photo Session at Summer Social
07/19/2022 Corporate Board Chat
07/12/2022 Downtown Book Club
06/07/2022 Neighborhood Dinners
05/26/2022 Dinner Program with Guest Lori Goltermann
05/19/2022 The Post-COVID Office Takes Shape
05/17/2022 The New Frontier of Digital Assets - Part II
05/12/2022 Member Engagement Conversation Circle
05/05/2022 Geopolitical Trends & Issues
04/26/2022 Downtown Book Club
04/21/2022 Bubbles-n-Bites at Maria Pinto's M2057 Studio
04/20/2022 Becoming an Empowered Label Reader
03/30/2022 The New Frontier of Digital Assets
03/29/2022 West Suburban Book Club
03/24/2022 Corporate Board Chat
03/17/2022 Encore Presentation: Seize the Moment (because it's finally here)
03/17/2022 Lunch-n-Learn: Seize the Moment (because it's finally here)
03/03/2022 Downtown Book Club
02/25/2022 Capital Markets Economic Update
02/24/2022 West Suburban Book Club
02/10/2022 Winter Social & Annual Meeting
02/07/2022 Conversation Circle - How the Cannabis Industry is Evolving
02/05/2022 Ladder Up Tax Volunteer Day
01/27/2022 Ladder Up Training for CFE
01/20/2022 Downtown Book Club
12/12/2021 Virtual Holiday Brunch
12/12/2021 Holiday Brunch
12/01/2021 West Suburban Book Club
11/18/2021 November Dinner Event
11/16/2021 Downtown Book Club
11/16/2021 Philanthropy Partner Panel: Lunch-n-Learn
11/09/2021 The Likability Dilemma
10/27/2021 Money, Power, and Purpose: Aligning your Finances with Your Future
10/12/2021 West Suburban Book Club
10/08/2021 Bright Endeavors Volunteer Event
09/29/2021 Downtown Book Club
09/23/2021 Dinner Program with Guest Speaker Linda Coberly
09/23/2021 Member Engagement Mini-Mixer
09/16/2021 Bubbles-n-Bites with Maria Pinto
08/30/2021 Yoga for CFE
08/19/2021 West Suburban Book Club
08/02/2021 Downtown Book Club
07/27/2021 Summer Social
07/11/2021 Summer Brunch
06/24/2021 Neighborhood Dinners
06/17/2021 Empathy in Leadership: Why it Matters
06/14/2021 Downtown Book Club
06/10/2021 West Suburban Book Club
06/02/2021 Lunch-n-Learn with Dr. Maria Carrillo, Alzheimer's Association
05/19/2021 A Survivors Guide to Mergers and Acquisitions
05/13/2021 May Dinner Program: Guest Speaker Dr. Vicki Medvec
04/29/2021 Pizza Party with Steve Dolinsky
04/22/2021 West Suburban Book Club
04/14/2021 Flowers for Dreams: Floral Arranging Workshop
04/07/2021 Downtown Book Club
03/18/2021 Spring Break Happy Hour
03/09/2021 Leadership & Culture with Frances Frei: An L&PD Exchange Event
02/25/2021 How Private Company Investors Leverage Networks and Operating Talent to Drive Exponential Growth
02/18/2021 Downtown Book Club
02/17/2021 Leadership & Professional Development Exchange TED Talk Roundtable
02/11/2021 West Suburban Book Club
01/27/2021 Annual Market Outlook: In Transition - Opportunities Emerge from the Disruption
01/21/2021 Annual Meeting & Winter Social
01/14/2021 Downtown Book Club
12/13/2020 Holiday Brunch
12/10/2020 West Suburban Book Club
12/09/2020 Château de Pommard Wine Tasting
11/19/2020 Downtown Book Club
11/18/2020 Leveraging the Power of LinkedIn
11/12/2020 November Program with Guest Speaker Lt. General Nina Armagno
11/05/2020 Leading and Managing Remotely: A Best Practices Exchange
10/29/2020 West Suburban Book Club
10/28/2020 Leveraging the Power of LinkedIn
10/15/2020 Live Virtual Cooking Experience with Truffle Shuffle
10/01/2020 Downtown Book Club
09/23/2020 Creating a Paycheck in Retirement
09/17/2020 September Program with Guest Speaker Julie Howard
09/10/2020 An Evening with Maria Pinto
08/26/2020 West Suburban Book Club
08/18/2020 Summer Social at the Chicago Yacht Club
07/27/2020 Downtown Book Club
07/15/2020 Your “Personal Marketing Plan” for Long Term Career Success
07/08/2020 The Rise of Cryptocurrency
06/30/2020 Virtual Neighborhood Dinners
06/25/2020 West Suburban Book Club
06/11/2020 Downtown Book Club
06/03/2020 Sensory Wine Tasting Experience with Master Sommelier Alpana Singh
05/27/2020 Aging Care: A Member-to-Member Roundtable Discussion
05/20/2020 Wealth Management for Women: Key Concepts to Consider
05/13/2020 Downtown Book Club
05/07/2020 Wine & Wills Virtual Event
05/04/2020 Take Care of Your Heart Virtual Program
04/29/2020 West Suburban Book Club Event
04/24/2020 Economic and Market Outlook Update
04/23/2020 Women Owned Businesses: The Financing Dilemma Key Points
04/15/2020 Downtown Book Club Event
03/13/2020 CFO Placement Statistics and Fundamentals
02/26/2020 West Suburban Book Club Event
02/22/2020 Ladder Up Volunteer Day
02/12/2020 Downtown Book Club Event
01/29/2020 2020 Capital Markets Update - Breakfast
01/28/2020 The Next Ten Years Part II - A Transitions Exchange Conversation
01/22/2020 Andy Warhol Lecture and Exhibit
01/16/2020 2020 Winter Social & Annual Meeting
01/16/2020 Ladder Up Training for CFE
12/18/2019 West Suburban Book Club: Holiday Sparkling Pairing Dinner
12/15/2019 Annual Holiday Brunch
12/10/2019 Downtown Book Club Event
11/14/2019 November Dinner Program
10/29/2019 The Next Ten Years - A Transitions Exchange Conversation
10/11/2019 Bright Endeavors Volunteer Event
10/10/2019 Crash Course in Crisis and Conflict Communication for Business Leaders – High Stress Negotiation
09/25/2019 West Suburban Book Club
09/25/2019 Drinks with CFE Leadership
09/16/2019 2019 September Dinner Program

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

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