Upcoming Events

25th Annual Outlook Dinner

Join us for our 25th Annual Outlook Dinner & New Charterholder Event as we welcome Doug Peta, CFA , Chief Strategist, for BCA Research US Investment Strategy.  Mr. Peta who will dive into the central forces driving today’s economy, including where we are in the business cycle, and how rapidly evolving AI technologies are influencing growth, productivity, and investment decisions. He will examine key macroeconomic themes including the state of the labor market, the balance between income and wealth in consumer spending, and the realities of a K-shaped economy. Mr. Peta will explore expectations for capital expenditures, the implications of the OBBBA, and the evolving inflation landscape. Attendees will also gain insights into the Federal Reserve’s policy path and what it means for markets. The presentation will conclude with actionable perspectives on portfolio positioning over the next 3 and 12 months. At the dinner we will also honor our newly minted CFA Charterholders, celebrating their remarkable achievement. Additionally, we'll unveil the victors of the 2025 Forecasting Contest, and participants can submit their forecasts for the upcoming 2026 contest.  Be part of an evening filled with networking opportunities and discussions on market insights, along with providing a chance to applaud the accomplishments of our new Charterholders.    To view the Speaker's bio - click here! Thursday, January 22nd 5:00 - 8:00 pm The Edgewater Hotel 1001 Wisconsin Pl Madison, WI 53703 Register Now!