CFA Society Madison

Resources to Guide the Investment Managing Industry During Instability and Uncertainty

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

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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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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 11, 2021

CFA Society Milwaukee has extended an invitation to CFA Society Madison to join them as David Rosenberg will provide a recap of the unprecedented events of 2020 and his outlook for 2021 and beyond.

The Post-Pandemic Playbook with David Rosenberg

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

Jan 26, 2021

In this session, Aswath Damodaran will talk about the lessons he has learned during this crisis about markets (they are not as chaotic as they look), about fundamentals (they matter more than ever), about smart money (there is no such thing) and the importance of story telling. Aswath hopes that the session, rather than giving you his answers to your questions, gives you a framework for finding the answers on your own.

A Crisis as Crucible: COVID Lessons Learned, Unlearned and Relearned

Leading the Financial Sector

News from our CFA Society and distinguished members

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ARTICLE

Inclusion & Diversity in Finance

Inclusion & diversity (I&D) is critical to the future of the investment management industry. An inclusive environment ensures equitable access to resources and opportunities for all. An inclusive culture that leverages diverse views will be an important element in determining a firm's success.

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

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FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

ARTICLE

Inclusion & Diversity in Finance

NEWS

Asset Owner Series

PRIMARY SPONSORS

Our Sponsors

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