CFA Society Madison

Coronavirus and Market Volatility

Resources to Guide the Investment Managing Industry During Instability and Uncertainty

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Research. Reviews. Ideas. Built for Investment Professionals.

Receive practical analysis and views on improving the integrity of global capital markets through our weekly forums.

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Resources to Help You Stay Informed About Industry Developments

Thought leadership helping shape a more trustworthy, forward-thinking investment profession that better serves society.

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FEATURED EVENTS

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Nov 04, 2020

Many investors will evaluate what they invest in and how they make those decisions, but how many measure the impact of when those decisions are made? This seemingly innocuous choice can lead to significant and permanent performance dispersion, even between otherwise identically managed strategies.

The Dumb Timing Luck of Smart Beta

Nov 12, 2020

As we all know, 2020 has been a head-spinning year. Will the economic and financial outlook be just as crazy in 2021, or can we look forward to less turbulent times next year and beyond? Dr. Ed Yardeni of Yardeni Research, Inc., will provide us with a balanced view of the opportunities and risks that are likely to lie ahead.

The Roaring 2020: The Global Economic & Financial Outlook for the Rest of the Decade

Dec 08, 2020

The unprecedented events of 2020 impacted all corners of the economy and the financial markets. The normally steady municipal market was in many ways at the center of the Covid storm. In this presentation, Lyle Fitterer and Duane McAllister will look at how different sectors of the municipal market were impacted, how the election outcome may affect valuations, where the greatest risks are currently and what they see as the best opportunities going forward and how best to position your municipal portfolios going forward.

The Covid Impact on Municipalities, the Election and Expectations for 2021

Jan 12, 2021

Despite historically very loose monetary policy and an extended business cycle, we did not generate higher inflation during the last business expansion. In this presentation, Erik Weisman will look at historical examples of inflation and what caused them. Then he will highlight what conditions might be required to produce more meaningful inflation a few years out and why a path towards higher inflation may be easier to envision. Erik will also touch on how asset allocation might change if we transition from a low inflation world to a moderately higher inflation environment.

The Case for Inflation

Leading the Financial Sector

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NEWS

Asset Owner Series

CFA Society Madison in partnership with CFA Society New York is proud to offer you new educational content brought to you by CFA Society New York and other national Societies.

CFA Society New York - Asset Owner Series

ARTICLE

Financial Wellness in Uncertain Times

The current health crisis has become an economic and financial crisis. Although it’s important to build personal finance and investing skills throughout our lives, it’s during these periods of uncertainty when these skills provide the most value.

Leading the Madison Investment Community

Coronavirus and Market Volatility

Research. Reviews. Ideas. Built for Investment Professionals.

Resources to Help You Stay Informed About Industry Developments

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

NEWS

Asset Owner Series

ARTICLE

Financial Wellness in Uncertain Times

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.