CFAA invites you to join us for this event:

Program Description: Although “save, save and save more” is very important to your retirement planning, choosing the right investments could make your ride smoother and possibly reach your goal faster. “How to invest for retirement” is a question being asked often. Facing numerous investment options, how to build a portfolio that suits your investment style and retirement plan? How to evaluate a fund? Choose Target-date fund or DIY a fund portfolio? How to allocate the money across all the 401(k) options? CFAA invited Mr. Daniel Farkas, an expert in building retirement portfolios for institutional clients and a seasoned investor in the fund market, to share his knowledge and view in fund selections in a highly interactive seminar.

Speaker's Bio:

Daniel Farkas

Senior Investment Consultant

Morningstar Investment Management, Morningstar Associates

Daniel Farkas is a senior investment consultant for the Morningstar Investment Management group. In this role, he is responsible for defined-contribution plan evaluation and design as well as manager selection, with a focus on international-equity funds, alternative investments, and guaranteed products. He also is responsible for asset allocation and fund selection for defined benefit plans.

Farkas joined Morningstar, Inc. in 2005 as a hedge fund analyst, performing fund analysis and manager research for multi-manager alternative investment products. Prior to joining Morningstar, Inc. he was an economic consultant, preparing economic expert-witness testimony for litigation matters. Before that, Farkas originated and managed a portfolio of commercial real estate construction loans for a national bank.

Farkas holds a bachelor’s degree in economics from University of Illinois and his master’s degree in business administration, with high honors, from the University of Chicago Booth School of Business.

Wednesday, June 24, 2015

5:00 p.m. – 7:00 p.m.

Club Quarters Chicago, Room Clark

111 West Adams Street, Chicago IL 60603

Agenda:

5:00-6:00 Registration

6:00-7:00 Seminar including Q&A

Fee: CFAA Member – $10; Non-CFAA Member with online payment - $15; Walk-ins - $20

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