171 W Randolph St
Distinguished Speaker Series: Kurt Summers
Date, Time, and Location:
Thursday, October 01, 2015
11:30 – 1:00 pm
Hotel Allegro, 171 W Randolph Street, Chicago, IL 60601
Members – $55 $45 or FREE with function ticket
Student-Members – $55 $10
Non-Members – $55
Reserved VIP table – $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef’s Choice (vegetarian meal available upon request)
11:30 am – 12:00 pm: Registration & Networking
12:00 pm – 1:00 pm: Luncheon Presentation
Hosted by: Distinguished Speaker Series Advisory Group
Kurt A. Summers, Chicago’s newest City Treasurer, is the steward of the city’s $7 billion dollar investment portfolio and is responsible for maintaining records and accounts of the city’s finances while ensuring transparency and accountability for all transactions. Treasurer Summers also serves as an advocate to empower young people, workers and small business owners, as well as programs that promote economic growth and financial education. The Treasurer sits on five local pension boards with nearly $25 billion under management. With nearly 15 years of experience in the financial services community, a background rooted in service to others has guided Treasurer Summers throughout his professional career. Since taking the oath of office on Dec. 1, 2014, Treasurer Summers has hit the ground running. The Treasurer’s first act in office was the proposal of an ambitious and audacious 90-day-plan called “Invest in Our Chicago” intended to act as a roadmap, focused on leveraging Chicago’s economic power to increase investment in its residents, workers, businesses and neighborhoods.
Summers began his career at McKinsey & Company, a preeminent global strategy-consulting firm. Most recently, Summers served as a Senior Vice President at Grosvenor Capital Management and a member of the Office of the Chairman. In that role, Summers was a leader of the Emerging and Diverse Manager business, which invested over $2 billion with minority- and women-owned firms.
Prior to his time at Grosvenor, Summers was called to serve as Chief of Staff to the Cook County Board President Toni Preckwinkle and as the appointed Trustee for the $9 billion Cook County Pension Fund. In that capacity, Summers led county-wide reforms to provide performance management in every department. In his role as Chief of Staff for President Preckwinkle, Summers also steered the closure of a $487 million budget deficit while keeping the administration’s promise to rollback the county sales tax, saving taxpayers more than $400 million a year. Additionally, Summers aided in reforming the county’s procurement rules and helped pave the way for a more sustainable health and hospital system. Treasurer Kurt Summers is a lifelong Chicago resident and a graduate of Whitney Young High School. He received a Bachelor of Science in Business Administration with Management Distinction High Honors in Finance and International Business, with a minor in East Asian Studies from Washington University in St. Louis. He also holds a Master of Business Administration from Harvard Business School.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, September 24.
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
Content shared during CFA Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Chicago and give your consent to their use in CFA Chicago’s online and print business communications and marketing.