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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Oct 28, 2020

Join UW-Milwaukee at this webinar as members of the ISS ESG (Environmental, Social and Goverance) and ISS EVA (Economic Value Added) teams present an overview of the landscape of ESG investing through the lens of the Economic Value-Added methodology.

UW Milwaukee Defining Markets Webinar 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

Nov 18, 2020

An update on state of Venture Capital in Milwaukee. Learn more about what's happening and how you can get involved from the key local participants in the industry. We'll have a short presentation from Ben Stanley with gener8tor followed by a panel of investors, founders, and advisors all active in the Milwaukee Venture Capital community.

An update on state of Venture Capital in Milwaukee

Dec 08, 2020

The unprecedented events of 2020 impacted all corners of the economy and the financial markets. The normally steady municipal market was in many ways at the center of the Covid storm. In this presentation, Lyle Fitterer and Duane McAllister will look at how different sectors of the municipal market were impacted, how the election outcome may affect valuations, where the greatest risks are currently and what they see as the best opportunities going forward and how best to position your municipal portfolios going forward.

The Covid Impact on Municipalities, the Election and Expectations for 2021

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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