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Postponed - SecureFutures Annual Investment Conference

Event Description

What investment insights will inform your decisions in the new decade?

Get actionable items and capitalize on valuable commentary from some of today’s brightest investment professionals! Now in its 12th year, the SecureFutures Investment Conference is the only event of its kind in the Midwest, with all proceeds benefiting teen financial education programs. 2020 will be our 12th anniversary of the annual event and will feature a keynote from Richard Bernstein.  This year’s event promises to be another afternoon of compelling investment insights and networking opportunities for you, your investment teams, or your valued clients. 

For additional conference information visit the conference website.  

CFA Society Milwaukee is proud to be a supplier of volunteers to SecureFutures as well as a sponsor of its annual conference. As an organization, we have partnered with SecureFutures for a number of years.  We continue to do 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 SecureFutures 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 6 members a discounted registration fee of only $100.00.  

Event Type


Education Topic

Economics; Equity Investments; Portfolio Management

Start Time

5/14/2020 1:00 PM

End Time

5/14/2020 5:00 PM

Event City


Event State/Province


Event Country

United States

Event Region


Location Info

​Wisconsin Center - Ballroom D
400 W Wisconsin Ave.
Milwaukee, WI 53203


Richard Berstein

CE Credits


SER Credit




Member Price

$100 ( Member Discounted Rate - Only 6 Spaces available at this rate)

Non-Member Price

$350 Early Bird Price Through April 30th

Candidate Price



Registration will be available this summer. 

All Day Event




Event Link


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Event Short Info



Content Type: MyCFA Calendar
Created at 2/13/2020 10:13 AM by
Last modified at 4/10/2020 10:19 AM by