Private Wealth Management – Active Ideas for a Transitional and Uncertain Environment

When:  Feb 27, 2025 from 03:45 PM to 06:15 PM (CT)
Associated with  CFA Society Madison
Please join four, local Private Wealth Managers including our moderator and three panelists in a discussion of hot topics including Asset Allocation, Public vs. Private Asset Classes, Tax & Public Policy in Transition and other top of mind considerations for clients. The discussion will be followed by a cocktail reception and an opportunity to network with panelists and your peers.
 
Panelist – 
Cecilia Carlsson, CFA – Sr. Portfolio Manager – BMO Private Bank
Jason Joanis, CFA – Director of Investments, Sr. Portfolio Manager, Partner – SlateStone Wealth
Tim Van Pelt, J.D., CTFA – Head of Private Client Group – Madison Investments
 
Moderator 
Robert Beggs, CFA, CPA - Sr. Portfolio Manager/Vice President - U.S. Bank
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To view bios - click here!
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Location

Springhill Suites
4601 Frey St
Madison, WI 53705