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2019 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.  As always, our goal is to bring together institutional and​ 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 experts on a variety of topics chosen to help you and your clients, and includes talks on the outlook for equities, fixed income, and China.  We will also feature a panel discussion on best practices in asset allocation, and insights into what changes are in store for the investment industry over the coming years from the CIO of one of the world's largest investment firms.  We look forward to seeing you there!  

Featured speakers include:

  • Jonathan Golub, CFA, Managing Director, Chief U.S. Equity Strategist - Credit Suisse
  • Vivian Lin Thurston, CFA, Partner & Portfolio Manager - William Blair Investment Management
  • Nicole Black, Head of High Grade Corporate Research Team & Senior Fixed Income Analyst - Wells Fargo Securities
  • Richard Brink, CFA, Senior Vice President & Market Strategist - AllianceBernstein
  • Lowell Yura, CFA, ASA, Head of Multi-Asset Solutions-North America - T. Rowe Price
  •  John Simpson, CFA, Managing Director, Head of Investment Strategy for the Global Tactical Asset Allocation Team - BlackRock
  • Amy Walls, CFA, Senior Vice President, Thought Leadership - Fidelity Investments
  • Jeffrey Mitchell, Chief Investment Officer - Fidelity Investments

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

Conference Sponsors - 

Event Type

Society; Educational

Education Topic

Economics; Equity Investments; Fixed Income; Portfolio Management

Start Time

5/29/2019 8:00 AM

End Time

5/29/2019 5:30 PM





Event Country


Event Region


Location Info

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


See above for full list of speakers

CE Credits

5.5 hours

SER Credit




Member Price


Non-Member Price


Candidate Price



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Content Type: MyCFA Custom Calendar
Created at 9/24/2018 10:23 AM by
Last modified at 5/28/2019 10:45 AM by