CFA Society Madison

A Member of the CFA Institute Global Network of Societies

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​All members of the investment and business community are encouraged to participate in our events.  Most events are free for Members, $25​ for Non-members, and $15 for Candidates.
1/22/2019 11:45 AM   Money, Happiness, and the Future of Wealth Management 

Location Info:

​Madison Club
5 East Wilson Street
Madison, WI 53703

1/30/2019 2:00 PM   UW-Milwaukee Defining Markets Conference 

Location Info:

​Miller High Life Theatre
500 W. Kilbourn Avenue
Milwaukee, WI

2/19/2019 5:30 PM   18th Annual Outlook Dinner 

Location Info:

​The Edgewater Hotel
1001 Wisconsin Place
Madison, WI 53703

2/20/2019 6:00 PM   Practical Applications of Financial Theory-Action Items for Real-Life Success - AAII Presentation 

Location Info:

Oakwood Village University Woods Center for Arts & Education
6205 Mineral Point Road
Madison, WI  53705

3/6/2019 11:45 AM   Global Macroeconomic and Asset Allocation Update 

Location Info:

​Madison Club
5 East Wilson Street
Madison, WI  53703

3/20/2019 6:00 PM   Tax Efficient Giving—Maximizing Your Financial Impact - AAII Presentation 

Location Info:
​​Oakwood Village University Woods Center for Arts & Education

6205 Mineral Point Road
Madison, WI 53705

5/29/2019 7:30 AM   2019 Madison Investment Conference 

Location Info:

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