Upcoming Events

The Ins and Outs of Emerging Markets

Join us as  Ethan Wren , Dimensional’s Senior Portfolio Manager overseeing emerging markets, will share a broad overview of the asset class, historical perspective, and helpful context for the current events and tradeoffs that investors are facing today.  Dimensional Fund Advisors has managed emerging markets equities for over 30 years.    To view the Ethan Wren's bio -  click here! Wednesday, October 30th 11:45 am - 1:00 pm Springhill Suites 4601 Frey St Madison, WI 53705 Register Now!

CBRE’s House Views – Value/Opportunity across the U.S. Real Estate Markets & New Charterholder Event

U.S. Real Estate is at an inflection point. The Fed recently cut rates, valuations are bottoming, and transactions are accelerating. CBRE’s investment leaders will present the current state of the U.S. real estate market, opportunities they are seeing within select sectors and regions, discuss case studies, and the different methods of execution that we believe can deliver outperformance as we enter a new real estate cycle. In addition to the presentation, we will be honoring our new CFA Charterholders. Join us as we welcome Robert (Bob) Perry and Diann Hsueh from CBRE and be part of this celebration and extend your congratulations to our accomplished Charterholders.  To view the speaker's bios - click here! Wednesday, November 13th 3:45 - 6:15 pm Nakoma Country Club 4145 Country Club Road Madison, WI 53711 Register Now