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2017 Madison Investment Conference

Event Description

CFA Society Madison, the Wisconsin School of Business and the State of Wisconsin Investment Board are proud to once again co-host the Madison Investment Conference to be held on Wednesday, May 24th at the beautiful Monona Terrace on the banks of Lake Monona.  As always, our goal is to bring together institutional investors, pension fund professionals, leading academics, investment consultants and private wealth investors to discuss important issues facing investors today.

This year's conference features an array of experts from all over the globe to discuss a wide range of topics. We'll touch on how to improve decision making, the outlook for markets, and do a deep dive on the use of smart beta product and alpha factors in portfolio management.  We'll also focus on areas of the investment landscape that doesn't always get a lot of attention, including investment opportunities in infrastructure, private debt investing and best practices in asset allocation.

Featured speakers include:
  •  ​Michael Mauboussin, Ph.D., Head of Global Financial Strategies - Credit Suisse
  • Gary Schlossberg, Senior Economist - Wells Capital Management
  • Anne Valentine Andrews, Managing Director at BlackRock & COO at BlackRock Real Assets
  • Adam Berger, CFA, Multi-Asset Strategist - Wellington Management
  • Thomas Christensen, CAIA, CQF, Senior Quant Analyst - AllianceBernstein
  • Thomas Stevens, CFA, Chairman & CEO - Los Angeles Capital Management
  • Hank D'Alessandro, Managing Director & Head of MS Credit Partners - Morgan Stanley
  • Scott Anderson, CFA, CIPM, FRM, CQF, Managing Director of Asset & Risk Allocation - SWIB
For additional details and speaker bios - click here!

Sponsored by:




Event Type

Society; Educational

Education Topic

Economics; Equity Investments; Fixed Income; Portfolio Management; Quantitative Methods

Start Time

5/24/2017 8:00 AM

End Time

5/24/2017 6:30 PM





Event Country


Event Region


Location Info

​The Monona Terrace
One John Nolen Drive
Madison, WI  53703


See above

CE Credits

6.5 hours

SER Credit




Member Price


Non-Member Price


Candidate Price



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Content Type: MyCFA Custom Calendar
Created at 1/16/2017 8:00 PM by
Last modified at 5/31/2017 2:44 PM by