CFA Society Milwaukee

Future of Sustainability in Investment Management

CFA Institute Future of Finance team released its report on the Future of Sustainability in Investment Management.

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Research. Reviews. Ideas. Built for Investment Professionals.

Receive practical analysis and views on improving the integrity of global capital markets through our weekly forums.

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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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May 13, 2021

The 2021 SecureFutures Investment Conference is coming up on September 23rd, but you don't have to wait until then for exceptional investment insights! Johnson Financial Group, the CFA Society Milwaukee, and SecureFutures are bringing you a special virtual panel event focused on venture capital.

The Evolving Landscape of Venture Capital: What to expect in 2021

May 18, 2021

Live conversations led by industry changemakers! CFA Institute has transformed its annual conference for 2021, with a binge-worthy digital format and an exciting slate of speakers who will challenge, inspire and engage you. Get ready for a full day of live content beginning at 9 a.m. ET, with a special preview session at 1 p.m. HKT, and see how global finance professionals can change the industry – and the world – in unexpected ways.

Alpha Summit by CFA Institute

Jun 02, 2021

As part of our Local Speaker Series we welcome John Emory, CFA with Emory & Co., as our featured speaker. During John's presentation attendees will learn about business valuation theory and controversial issues within the valuation field.

Local Speaker Series - Current Developments in Private Company Valuation

Leading the Financial Sector

News from our CFA Society and distinguished members

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ARTICLE

Inclusion & Diversity in Finance

Inclusion & diversity (I&D) is critical to the future of the investment management industry. An inclusive environment ensures equitable access to resources and opportunities for all. An inclusive culture that leverages diverse views will be an important element in determining a firm's success.

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

A Proud Member of the CFA® Institute Global Network of Societies

Future of Sustainability in Investment Management

Research. Reviews. Ideas. Built for Investment Professionals.

Resources to Help You Stay Informed About Industry Developments

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

ARTICLE

Inclusion & Diversity in Finance

NEWS

Asset Owner Series

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.