CFA Society Milwaukee

Why Hire a CFA Charterholder?

You’re hiring someone with unparalleled financial knowledge and who’s bound by the highest ethical standards.

73rd CFA Institute Annual Conference

Join us for the 73rd CFA Institute Annual Conference to hear from and connect with some of the best and brightest minds from the world of global investing.

Save $400 on member registration using code SOCIETY20 until March 31, 2020.

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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

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Feb 05, 2020

Join us for our 2nd Annual Outlook Dinner with speaker David Villa, CFA.

2nd Annual Outlook Dinner

Feb 19, 2020

Tom Danis from RCP Advisors will cover some of the topics that are most pressing in private equity today. This includes current headlines, purchase prices, leverage levels, and the opportunity present in the US lower middle market

Private Equity: A Case for the Lower Middle Market

Mar 18, 2020

Many investors believe early stage biotech companies are a gamble. Join us for a discussion of the framework Michael Caldwell and his team developed over the last decade for investing in the biotech industry.

Counting Cards in Biotech

Apr 16, 2020

Join us as we welcome Jordan Youkilis from KEY Investment Partners. With this event he will discuss the progression of states’ legalization, the size of the market, projected growth, and drivers behind the current industry funding gap.

Investing in the Legal U.S. Cannabis Market

Leading the Financial Sector

News from our CFA Society and distinguished members

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NEWS

2018 Compensation Survey Results Now Available

See the findings from our Financial Compensation Survey for the Milwaukee and Madison area.

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NEWS

The Newest Year in Review is Here!

The review covers the Society’s 2018-2019 activities and efforts in and around Milwaukee.

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

Why Hire a CFA Charterholder?

73rd CFA Institute Annual Conference

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

NEWS

2018 Compensation Survey Results Now Available

NEWS

The Newest Year in Review is Here!

PRIMARY SPONSORS

Our Sponsors

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