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Make A Difference - Wisconsin Annual Investment Conference

Event Description

What investment insights will inform your decisions in 2016?

Get actionable ideas and capitalize on valuable commentary from some of today's brightest investment professionals. The speaker line-up for the 8th annual Make A Difference - Wisconsin Investment Conference promises another terrific afternoon of compelling investment ideas and perspectives for you, for your investment teams...or as a unique experience for your valued clients! Register early! They anticipate another sold-out event.

Byron Trott, Founder, Chairman and CEO of BDT & Company will be the featured speaker.  Trott and his firm are widely recognized for their work advising and investing in world-class family and founder-led companies.  Based in Chicago, the firm's investment arm manages funds or more than $8 billion.  Trott has stressed the importance of teaching financial literacy to the next generation of some of the world's wealthiest families.  Prior to founding BDT, Trott had a distinguished 27-year career in investment banking with Goldman Sachs.


In addition to Byron Trott, there is a terrific lineup of additional speakers who will share their investing wisdom: Michael Keough of Racon Capital, Mariko Gordon of Daruma Capital Management, and David Schulz of Convergence Investment Partners.  You won't want to miss the great ideas and networking that will be shared at the conference.

You may remember that on May 31, 2013, CFA Society Milwaukee launched Investors 1st Day across the state of Wisconsin with a proclamation by Gov. Walker. Putting Investors First month will be held in May across the globe, CFA Societies worldwide will be participating. 


To close this year's Putting Investors First month, CFA Society Milwaukee is again sponsoring the Make A Difference - Wisconsin conference. We are doing this for two reasons 1) the conference itself is of tremendous benefit to our community through its education of investors, and 2) the conference raises funds for the Make A Difference mission which is to provide financial literacy programs and resources that empower students to make sound financial decisions. 

CFA Society Milwaukee is proud to be a supplier of volunteers to Make A Difference - Wisconsin as well as a sponsor of its annual conference. As an organization, we have partnered with Make A Difference for a number of years.


As part of this support, the CFA Society Milwaukee is offering up to 8 members a discounted registration fee of only $50.10.  ​

Event Type

Career; Educational

Education Topic

Portfolio Management

Start Time

6/1/2016 1:30 PM

End Time

6/1/2016 6:30 PM

Event City


Event State/Province


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Event Region


Location Info

​Hyatt Regency
333 West Kilbourn Avenue
Milwaukee, WI  53203


Bryon Trott

CE Credits

2.5 credits

SER Credit




Member Price

$50.10 (Member Discounted Rate - Only 8 spaces available at this rate)

Non-Member Price

$300 Early Bird price until May 17th

Candidate Price



​To register for the conference - click here!​

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Content Type: MyCFA Calendar
Created at 2/25/2016 10:24 AM by
Last modified at 3/23/2016 10:44 AM by