CFA Society Milwaukee is excited to host a high-level panel discussion with The Founders of successful area investment firms. We are honored to have Pat English from Fiduciary Management, Bill Nasgovitz from Heartland Advisors, and Andrew Ziegler from Artisan Partners participating in this panel discussion. They will reflect on their journey through the investment industry while focusing on the impetus for founding their firm and the major milestones. They will also reveal how their goals and plans for the firm either changed or stayed constant along the journey, as all three have taken different routes to creating successful investment firms.
Due to an unavoidable scheduling conflict for Ted Kellner on April 10th, Pat English, CEO and Chief Investment Officer of Fiduciary will be replacing Ted Kellner on the panel. We look forward to Pat's experience and perspective, as Pat joined Fiduciary in its infancy and has played a critical role in developing Fiduciary into the successful investment firm that it is today.
To view the Panelist Bios - click here!
Please join us for this very special event to hear from three individuals who have helped shape Milwaukee as a city of outstanding investment managers.