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Make A Difference - Wisconsin Annual Investment Conference

Event Description

​The Make A Difference - Wisconsin Investment Conference is now recognized as the Midwest's premier event for cutting-edge investment thinking. Modeled after Wall Street Week and Ira Sohn Investment Research Conference, the afternoon will include presentations from an impressive line-up of leading investment managers. We're excited about this year's expert panel of speakers, including keynote Ricky Sandler of Eminence Capital. 

As the CIO of Eminence, Ricky is responsible for managing the investment team and a diversified portfolio across all sectors of the market. Prior to launching Eminence in 1999, Ricky was cofounder and co-general partner of Fusion Capital Management, LLC. Before that he was a research analyst covering a wide range of industries and companies for Mark Asset Management, where he began his investing career.

The Investment Conference provides a rare opportunity to hear Ricky Sandler's perspective on investing, while supporting financial education for teens.
Prior to the keynote, this year's conference will feature panel discussions from national and local investment leaders.  Panel discussions will center on opportunistic and emerging investment ideas, and includes speakers David Durrant (UBS), Joe Milano (Greenhouse), Colin McWey (Heartland), Adam Peck (Riverwater) and Andrew Robbins (Piney Point). 

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.  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. 
As part of this support, CFA Society Milwaukee is offering up to 8 members a discounted registration fee of only $100.10.  

Event Type


Education Topic

Portfolio Management

Start Time

4/27/2017 1:30 PM

End Time

4/27/2017 6:30 PM

Event City


Event State/Province


Event Country


Event Region


Location Info

​Hyatt Regency
333 West Kilbourn Avenue
Milwaukee, WI 53203


Ricky Sandler

CE Credits

2.5 Credits

SER Credit




Member Price

$100.10 (Member Discounted Rate - Only 8 spaces available at this rate)

Non-Member Price

$350 Early Bird price

Candidate Price



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Content Type: MyCFA Calendar
Created at 2/20/2017 6:01 PM by
Last modified at 4/26/2017 1:24 PM by