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Madison Society 16th Annual Forecast Dinner

Event Description

CFA Society Madison has extended an invite to the Milwaukee Society to join them for their​ Annual Forecast Dinner, a signature event for their Society each year. This year's speaker, Schwab's Chief Global Investment Strategist Jeff Kleintop, will share his insights into markets and economic trends to help improve your investment decision making in the months ahead.   As you may know from his frequent appearances on TV, Jeff's talk will feature an in depth analysis of the issues confronting investors along with a very clear and entertaining presentation style.   

Milwaukee members are invite to attend at the Society registration fee of $30.

​Speaker Bio - 
Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts and in-person events.

Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.

Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets, which was published in 2006. 

Kleintop earned his B.S. degree in Business Administration from the University of Delaware and received his M.B.A. degree from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).​

Event Type


Education Topic


Start Time

2/8/2017 5:30 PM

End Time

2/8/2017 8:00 PM

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Location Info

​The Edgewater 
1001 Wisconsin Place
Madison, WI 53703


Jeffrey Kleintop, CFA

CE Credits

1 credit

SER Credit




Member Price


Non-Member Price


Candidate Price

$30 / University Students - $30


​Registration has closed.

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Content Type: MyCFA Calendar
Created at 12/14/2016 1:32 PM by
Last modified at 2/6/2017 8:35 PM by