CFA Society Milwaukee

Coronavirus and Market Volatility

Resources to Guide the Investment Managing Industry During Instability and Uncertainty

Membership Renewal

Stay current, connected, and effective in your financial profession. Renew your membership each year to take advantage of member benefits, demonstrate your commitment to ethical investment management, and continue to strengthen the industry.

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Resources to Help You Stay Informed About Industry Developments

Thought leadership helping shape a more trustworthy, forward-thinking investment profession that better serves society.

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FEATURED EVENTS

Here's What's Happening

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Sep 30, 2020

Please join us to hear from Matt Orsagh - CFA Institute, Sarah Peck, Ph.D – Marquette University, and Ariel Fromer Babcock – Focusing Capital on the Long Term as they discuss short-termism. This webinar is a collaboration between CFA Institute and CFA Society Milwaukee.

Short-termism Revisited

Oct 05, 2020

The Fall Speaker Series will be held over five days with five virtual events offering outstanding speakers and topics.

Fall Speaker Series

Oct 30, 2020

Doing well with money isn't necessarily about what you know. It's about how you behave. And behavior is hard to teach, even to really smart people. Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don't make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together.

Talk: The Psychology of Money

Nov 04, 2020

Many investors will evaluate what they invest in and how they make those decisions, but how many measure the impact of when those decisions are made? This seemingly innocuous choice can lead to significant and permanent performance dispersion, even between otherwise identically managed strategies.

The Dumb Timing Luck of Smart Beta

Leading the Financial Sector

News from our CFA Society and distinguished members

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NEWS

Asset Owner Series

CFA Society Milwaukee in partnership with CFA Society New York is proud to offer you new educational content brought to you by CFA Society New York and other national Societies.

CFA Society New York - Asset Owner Series

ARTICLE

In Uncertain Times, Rely on Time Tested Principles

COVID 19 and related uncertainty have added to volatility in the stock market. This is a unique and uncertain time for all investors and one that will require all of us to be extra focused and cautious when making financial decisions.

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