Opening Remarks: Christopher Vincent, CFA - President and CEO, CFA Society Chicago

Industry Overview Panel:
Lee Souter, CFA - VP, Director of ESG Strategy, FactSet (Moderator)
Jimmy Georgantas, CFA, CPA - Senior AVP, Revantage Corporate Services, A Blackstone Company
Erin Lash, CFA - Director of Consumer Sector Equity Research, Morningstar
Lisa Radomski, CFA - Senior Vice President and Financial Advisor, Morgan Stanley Wealth Management

HR & Recruiting Panelists
Melissa Binder, CFA - Managing Director, PPM America Inc. (Moderator)
Megan B. Anderson - Head of Campus Recruiting & University Relations, North America, Northern Trust
Hannah Petiprin - Talent Acquisition Specialist, FactSet
Rita Lachmansingh - Senior Project Manager of Talent & Culture, Morningstar

Speaker Bios:

Megan Anderson is the Head of Campus Recruiting & University Relations for North America for Northern Trust, headquartered in Chicago, where her team manages all internship and entry level/new graduate recruitment needs and manages the internship program nationally. She has been in recruiting for over 15 years, and spent the last 10 years solely focused in campus recruitment within engineering/technical and financial/accounting industries as an Associate Director of Campus Recruitment with KPMG, and prior to that was the University Relations & Recruitment Manager for North America for Schneider Electric.


Melissa Binder, CFA, is managing director on the distribution at PPM America Inc. (PPM). She is responsible for selling to and servicing institutional clients and consultants. Prior to joining PPM in 2017 Binder was a portfolio manager at Segal Marco Advisors for 12 years, where she managed the equity sleeve of the firm’s outsourced CIO platform and was responsible for conducting due diligence and recommending investment managers to institutional clients. Binder earned her MBA from the University of Chicago Booth School of Business and BS in finance from the University of Illinois at Chicago. Melissa is also a CFA charterholder.


Jimmy Georgantas, CFA, CPA, is a Senior AVP at Revantage Corporate Services, a Blackstone Company, where he currently focuses on real estate valuation in the data center and digital infrastructure sectors. Over the course of his career Jimmy has held various roles within the real estate industry while gaining exposure to the multifamily, office, industrial, and data center sectors. Georgantas began his career at KPMG in the real estate services business before joining Global Logistic Properties (formerly IndCor properties) working on a portfolio of industrial and logistics facilities. Over the past seven years Georgantas has worked in both office and multifamily asset management focused on asset level operations, valuations, underwriting, and dispositions. Jimmy holds a master's degree from the University of Illinois at Champaign-Urbana, he is a CFA charterholder, and a Certified Public Accountant.  


Rita Lachmansingh attended DePaul University where she received a BA and MA in Organizational & Multicultural Communication. She currently works as a Global Project Manager at Morningstar and started off her career there as an intern six years ago! In Rita’s most recent role, she spent three years managing the campus recruitment and early career programs where she was responsible for the scaling the program for growth, creating a robust training curriculum, and setting early career talent up for success. She is passionate about developing young talent both inside and outside of Morningstar. 


Erin Lash, CFA, is director of consumer sector equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. In addition to leading the sector team, Lash covers packaged food and household and personal care companies. Before joining Morningstar in 2006, she spent four years as an investment analyst covering retail, transportation, and technology firms for State Farm Insurance. Lash holds a bachelor’s degree in finance from Bradley University and a master’s degree in business administration, with concentrations in accounting and finance, from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation. She ranked second in the food and tobacco industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.


Janeen McGreal, a LinkedIn expert and Master Connector, recently pivoted her career to focus exclusively on helping students, professionals and companies with their LinkedIn brand presence. McGreal has held many leadership roles in the Chicago Chapter of Financial Executives International (FEI). In the past twelve years she has served as the organization’s President, VP of Programming, VP of Membership, VP of Communication and Director at Large. McGreal founded the young professionals group known as the FEI Chicago Analyst and Associate Board (AAB) and serves as the group’s Mentor and Advisor. The AAB connects young finance and accounting professionals and students with the executive members of the FEI Chapter. The AAB is a growing model program for the National organization. McGreal has worked diligently in all capacities to innovate and implement new programming including founding the signature CFO of the Year Awards, starting the wildly successful Chapter Golf outing, starting the Strategic Professional Women’s Alliance known today as the IDEA (Inclusion Diversity Equity Association) and engaging past scholarship recipients and high performing talent as a pipeline for the Chapter (AAB). McGreal has extensive experience in Chapter operations, communications, and social media strategy. She is a LinkedIn expert and professional connector who excels at making strategic introductions to benefit individuals, organizations and non-for-profit groups. McGreal is a CPA and earned a BA in Finance from the University of Wisconsin Madison and holds a Master’s Degree in Human Resource Management from Roosevelt University. In her career, she has held numerous senior financial leadership roles in organizations serving the real estate, banking, private equity and manufacturing industries. McGreal is passionate about volunteerism through her non-for-profit board affiliations and enjoys guiding the next generation of young professionals and students to achieve success through mentoring and networking. 

Hannah Petiprin is on the Talent Acquisition Team at FactSet where she handles early career hiring for the Americas region. Shortly after graduating from Western Connecticut State University, Petiprin began her career at Factset in their Norwalk, CT headquarters. Since joining the company she has been involved in with various recruiting efforts, but is currently focused on the Client Solutions and Sales positions. Over the last 3 years, Petiprin has become heavily involved in FactSet's undergraduate Internship programs. She has also recently joined in to help run FactSet's Mesh Program which looks to bring underclassmen with different ideas and backgrounds together for a virtual 2-week externship. Hanna loves finding ways to partner with universities to bring top talent to FactSet. She is passionate about building relationships with students in hopes that she can make an impact in their careers.

 

Lisa Radomski, CFA, is a Senior Vice President and Financial Advisor with Morgan Stanley Wealth Management.  She provides comprehensive wealth management services to high net worth individuals and their families. Radomski has been a Financial Advisor at Morgan Stanley since 2001. Prior to this, Radomski worked in a variety of finance roles at Bank of America from 1985 to 2001. She began her time at Bank of America as Manager of SEC Reporting in San Francisco and also held roles in Financial Planning for the Europe, Middle East and Africa Division (EMEA), Bank Credit and Corporate Relationship Management in London. Radomski began her professional life with Price Waterhouse, where she worked from 1979 to l985. She rose from first year Auditor to Audit Manager during that time. Radomski earned the right to use the Chartered Financial Analyst (CFA) designation in 2000. She holds a CPA license, currently non-practicing, originally issued by the State of California in January 1983. Radomski also holds FINRA licenses 7, 31, and 66.  Lisa is a 1979 graduate of Miami University in Oxford, OH. She holds a Bachelor of Science in Business Administration with an emphasis in accounting.   


Lee Souter, CFA, FRM, is VP, Director of ESG Strategy at FactSet. In this role, he helps develop FactSet's overall ESG content strategy, working closely with product strategy teams across the enterprise to meet the evolving and complex client demand for industry-leading ESG solutions. Prior, Souter was an Analytics Specialist, focusing on providing content, analytics, and attribution solutions to clients across equities, fixed income, and multi-asset class strategies. He earned a B.S. in mathematics from the University of Vermont and an M.S. in actuarial science and mathematical finance from Boston University. He is a CFA charterholder and Certified Financial Risk Manager.

 

 

*Special Notes Regarding Fees:
This event is complimentary for both members and nonmembers. Registration online is required and closes at 5:00 PM on March 3, 2022.