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Title

Investment Consultant Perspectives - Panel Discussion

Event Description

​We are excited to host this informative and fun panel discussion on investment manager research and due diligence.  Join us over lunch to learn more about what's important to some of Milwaukee's preeminent asset allocators.  Our panelists, Bob Bukowski with Alpha Investment Consulting Group, Nat Kellogg, CFA with Marquette Associates and Barry Mendelson with Capital Market Consultants, will share their insights into their investment process, the traits they look for in investment managers, and important trends in portfolio management.

To view the Panelist Bios - click here!​

Event Type

Society; Educational

Education Topic

Portfolio Management

Start Time

12/5/2017 12:00 PM

End Time

12/5/2017 1:15 PM

Event City

Milwaukee

Event State/Province

Wisconsin

Event Country

USA

Event Region

Americas

Location Info

​Milwaukee Athletic Club
758 N. Broadway
Milwaukee, WI  53202

Speaker

Bob Bukowski, Nat Kellogg & Barry Mendelson

CE Credits

1 credit

SER Credit

N/A

Currency

USD

Member Price

$15

Non-Member Price

$30

Candidate Price

$30 / University Students - $10

Registration

Registration has closed for this luncheon.

All Day Event

 

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Attachments

Content Type: MyCFA Calendar
Created at 10/16/2017 3:26 PM by bmatthias@adminproserv.com
Last modified at 12/4/2017 5:45 PM by bmatthias@adminproserv.com