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2018 Madison Investment Conference

Event Description

CFA Society Madison, 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 at the beautiful Monona Terrace on the banks of Lake Monona.  As always, our goal is to bring together institutionaland private wealth investors, pension fund professionals, leading academics, and investment consultants who will benefit by attending to discuss important issues of today.

This year's conference features an array of experts from all over the globe and across the broader asset classes.  Our speakers will provide their current thinking on the Fed and rising interest rates, implications for US tax reform, and strategies to position Equity and Fixed Income portfolios for uncertain times.  Finally, an Emerging Markets panel will feature three experts offering perspective on the future of fast growing overseas markets.​

Featured speakers include:

  • Erin Lyons, US Credit Strategies - CreditSights
  • Ben Inker, CFA, Head of Asset Allocation Team ​- GMO
  • Dirk Hofschire, CFA, Senior Vice President, Asset Allocation Research - Fidelity Investments
  • Pablo Goldberg, Managing Director - Head of Research & Portfolio Manager, Emerging Market Debt - BlackRock
  • David Muller, Portfolio Manager - Ashmore
  • James Upton, Senior Portfolio Specialist & Chief Strategic Officer - Morgan Stanley
  • Kenneth West, Ph.D., John D. MacArthur & Ragnar Frisch Professor of Economics - University of Wisconsin​-Madison
  • Jim Paulsen, Ph.D., Chief Investment Strategist - The Leuthold Group

For additional details and speaker bios - click here!​​​

Conference Sponsors - 

Event Type

Society; Educational

Education Topic

Economics; Equity Investments

Start Time

5/30/2018 7:30 AM

End Time

5/30/2018 6:00 PM





Event Country

United States

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 9/22/2017 11:27 AM by
Last modified at 5/28/2018 12:32 PM by