2009 Events

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December, 2009 – Season’s Greetings from Vivian Lin, President of CFAA


October 15, 2009  – A Great Opportunity to Learn from a Successful Global Fundamental Investing Veteran

CFAA held its featured distinguished speakers series on October 15th, 2009 at the UBS Tower Conference Center in Chicago. The topic was “Opportunities and Challenges – Insights of Equity Investment in the US and China”, given by Mr. John Leonard, CFA, Global Head of Equities of UBS Global Asset Management with $550 billion assets under management. John focuses on alpha generation and has particular responsibility for the Core/Value investment pillar, overseeing portfolio management and research worldwide. More than fifty attendees, including professionals from financial and related industries, law firms, as well as students and recent graduates, joined the event to interact and seek advice from the expert in global investment management industry.(See more details here …)



– Pulblication — October 12, 2009, CFAA advisor Nick Ronalds published an article about futures market titled “综合账户不可或缺” in the top Chinese business magazine <<财经>>. Please see the full article here.


September 16, 2009 – A Highly Value-Added CFAA Panel Discussion on Job Market and Recruitment
CFAA Recruitment Panel Discussion was held on September 16th, 2009 at the Union League Club of Chicago. HR managers from three prominent financial institutions in the Chicago area, Bank of America, Morningstar, and UBS Global Asset Management, met with CFAA members and friends. More than fifty attendees, including professionals in the financial and related industries, as well as students and recent graduates attended the discussion to gain insights and seek advice from the experts for the upcoming recruiting season.  (See more details here …)



August 13, 2009 – An Informative CFAA Seminar on FX Trading and Equity Volatility Arbitrage

Chinese Finance Association of America (CFAA) successfully hosted a trading seminar at the Union League Club of Chicago on Thursday, August 13th, 2009. Under the backdrop of financial markets and macroeconomic developments, the seminar focused on two topics of current interest: foreign exchange and equity volatility arbitrage. It generated a warm reception and very positive feedback from the attendees. More than 70 CFAA members, friends, and other financial professionals attended the seminar, marking another strong attendance of CFAA events. (See more details here …)



July 12, 2009 – A Memorable CFAA Summer Social Gathering by Lake Michigan
Chinese Finance Association of America (CFAA) held its first summer BBQ social gathering at Dawes Park in Evanston, Illinois on July 12th, 2009. More than 100 people, including CFAA board members, advisors, members, regular participants and their family and friends from all over the Greater Chicagoland area,  attended the event, marking the largest social event in CFAA’s history. (See more details here…)



June 17, 2009 – CFAA Panel Discussion on the Futures Markets Attracts Strong Interests

CFAA futures market panel discussion on the topic of “Key Insights on the Astonishing Ascendancy of Futures Markets Globally” attracted a large crowd and strong interests on Wednesday, June 17th, 2009 at the Union League Club of Chicago. Three panelists, all of whom are experts in the futures markets, gave their insights on the developing trends and current issues of the global futures markets, as well as their perspectives on the dramatic rise of the Chinese futures markets in particular. Attendees including finance professionals from institutional and proprietary trading firms and futures exchanges enjoyed the highly interactive presentations by the panelists and the conversations with them post the event. (See more details here…)



May 20, 2009 – CFAA “Pre-CFA Exam Round Table Discussion” Claims Success

On Wednesday, May 20th, 2009, Chinese Finance Association of America successfully hosted the “Pre-CFA Exam Round Table Discussion” at the Union League Club of Chicago. The discussion attracted dozens of attendees including current CFA exam candidates on different levels, as well as those who are considering entering the CFA program in the near future.   (See more details here…)



April 23, 2009 – CFAA Successfully Hosted the Inaugural Networking Reception in Chicago

On April 23, 2009, Chinese Finance Association of America successfully hosted its Inaugural Networking Reception in the Union League Club of Chicago, featuring keynote speaker Eric D. Hargan, Former Deputy Secretary of the U.S. Department of Health and Human Services on “Financial Impact of Healthcare Reform in the US”.  The Honorable Deputy Consul General Mr. Chu Maoming of the Consulate General of the People’s Republic of China in Chicago also attended the reception and expressed his congratuations to the establishment of CFAA on behalf of the Consulate General. (See more details here…)