CFA Society Milwaukee

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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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Aug 02, 2021

Wisconsin Financial Literacy Foundation (Formerly CFASMF) was founded in 2015 to broaden the organization's prior decade-long effort to support financial literacy in our community and beyond. Historically this was done in conjunction with the CFA Society Milwaukee. We made the decision to rebrand the Foundation as it sole purpose is to fundraise for Financial Literacy in Wisconsin.

6th Annual Charity Golf Outing

Aug 19, 2021

Please join us at Mo's Irish Pub for our monthly "Third Thursday" happy hour series for a chance to network with fellow CFA Society members and other business professionals. Many of our members expressed a desire to network with peers in less formal setting and we are excited to offer this opportunity on the third Thursday of each month.

Third Thursday Happy Hour

Sep 23, 2021

The SecureFutures Investment Conference is the Midwest's premier event for cutting-edge investment thinking. Building on our over 12 years of experience bringing world class business and investment talent together, the afternoon includes presentations from an impressive line-up of leading investment managers. This year the conference will again be taking place virtually, making it easier than ever for attendees to access world-class investment thinking, from wherever they are. All proceeds benefit teen financial literacy education programs from SecureFutures.

13th Annual SecureFutures Investment Conference

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

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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.