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Chinese Finance Association of America (CFAA) and DePaul University Kellstadt Finance Community (KFC) cordially invite you to join us for

Panel Discussion

How to Leverage the CFA Program in Career Development in the Finance Industry

Featuring Panelists

Thomas Prendergast Assistant Manager, Harris Associates L.P.

Alex Zhao Investment Analyst, Morningstar Investment Management

David Turner Manager Research Analyst, Harbor Capital Advisors

Program Description: This event is designed for people who are interested in the Chartered Financial Analyst (CFA) program or have been taking steps to obtain the CFA charter. You will have the opportunity to learn from finance professionals who had advanced in their career development by leveraging their CFA experience. They will share with you their experiences and insights in preparing and taking the CFA exams, as well as how specifically participating in the CFA program has helped them in their career development and success. This event will also provide a great opportunity for you to network with your fellow CFA candidates from different areas in the finance industry.

Monday, May 12, 2014

5:00 p.m. – 7:30 p.m.

Richard M. & Maggie C. Daley Building, Room 806

14 East Jackson Blvd., Chicago, IL 60604

Agenda:

5:00 – 6:00pm

Registration and Networking

6:00 – 7:30pm

Panel Discussion including Q&A

DePaul Kellstadt Finance Community members please refer to the KFC event notice for fee schedule and must pre-register at [email protected].

Thomas Prendergast is the Assistant Manager of Global Investment Services at Harris Associates L.P. Mr. Prendergast started his career as a market analyst in CBOT. He then joined Tokyo-Mitsubishi Futures (MUFG) as a Senior Fund Account and Internal Auditor. After MUFG, he joined Harris Associates, which is a Chicago-based investment company that manages $125 billion in assets, as a fund analyst. He is currently an MBA student at University of Chicago Booth Graduate School of Business evening and weekend MBA program. He holds a Bachelor's degree in Economics from Loyola University. He passed level I of the CFA exam and will be taking Level II exam this year. He is currently a member of the CFA Institute and CFA Society of Chicago.

Alex Zhao is an Investment Analyst at Morningstar Investment Management (MIM). Prior to joining MIM, he led the performance team of the U.S. Open End Mutual Fund Database under the Morningstar Research Group. He joined Morningstar in 2010 as a mutual fund performance analyst. Alex publishes articles about stock investing and fundamental analysis on Seekingalpha.com. He is currently attending the evening and weekend MBA program at University of Chicago Booth Graduate School of Business. He holds a Bachelor's degree in Economics and Mathematics from Kenyon College. He passed all three levels of the CFA exam at first attempt and will be eligible for the CFA charter upon completion of the required work experience. He is currently a member of the CFA Institute and CFA Society of Chicago.

David Turner joined Harbor Capital Advisors in 2014 as a Manager Research Analyst. He is a member of the Investment Portfolio & Management team which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Mr. Turner was a Quality Assurance Coordinator at the Center for Research in Security Prices at The University of Chicago Booth School of Business. His responsibilities included testing, quality control, and daily maintenance of the firm’s equity index products. Mr. Turner earned a B.S. in Mechanical Engineering from Brown University and is currently pursuing an MBA from The University of Chicago Booth School of Business. He is currently a CFA Level III Candidate.