Upcoming Events

Join Us for Our Next Networking Event on February 26th

Join us for an exciting networking and social event! Connect with fellow CFA Society members and other business professionals. Don’t miss this opportunity to expand your network and engage with the investment community.   There is no registration fee for this networking event.   Please RSVP if you plan on attending.   Thursday, February 26th 5:00 - 7:00pm St. Kate Lobby Bar 139 E. Kilbourn Ave Milwaukee, WI 53202   We look forward to seeing you there! Register Now!

Join us for 5 Themes to Watch in 2026

The world is changing faster than you think. From AI to Demographics, we are seeing trends shift and markets change at breathtaking pace. Join Michael Antonelli as he talks about 5 trends that will not only affect the markets, but your entire life. To view the Speaker's Bio -  click here! Thursday, March 5th 4:30 - 6:30PM Journeyman Hotel 310 E Chicago St. Milwaukee, WI 53202 Register Now! Agenda 4:30 - Registration & Happy Hour Networking 5:30 – Presentation 6:30 – Program Ends

Beyond the Headlines: What’s Really Happening in Private Markets

Join us for a timely discussion on the current outlook and investment opportunities across private markets, featuring senior investment professionals from StepStone, Blackstone, and Cliffwater. Panelists will share perspectives on private real estate, venture capital, and private credit, examining how market conditions, valuation dynamics, and capital availability are shaping opportunity sets within each asset class. The conversation will give allocators perspective on relative value, risk considerations, and portfolio construction in today’s environment.  Panelists include:  Caitlin Nemeth – Managing Director at Cliffwater  JD Hall – Managing Director at StepStone Group  John Manley - Principal at Blackstone   To view the Panelists' Bios - click here! Wednesday, March 18th 4:30 - 6:30PM Journeyman Hotel 310 E Chicago St. Milwaukee, WI 53202 Everyone is welcome to join us for $10. Register Now! Agenda 4:30 - Registration & Happy Hour Networking 5:30 – Presentation 6:30 – Program Ends

Emerging Markets/International: Catalysts for the next super cycle

Emerging markets are poised for their most robust performance since 2017, driven by a global rotation away from U.S. equities and a weakening dollar. This presentation explores the multifaceted resurgence of EM, focusing on critical forces such as accelerating earnings growth, anticipated rate cuts, enhanced corporate reforms, and the pivotal role of EM companies in the international AI supply chain. With China’s evolving growth strategy and valuations remaining attractive relative to global benchmarks, the current landscape offers a wealth of opportunities for investors. Join us as we welcome Kent Chan and David Morrison , as they uncover how these structural and macroeconomic shifts are shaping the outlook for emerging markets and why select EM companies may be primed for sustained growth as we approach 2026.    To view the Speaker's Bios - click here! Wednesday, April 29th 11:45 - 1:00 pm Wisconsin Club 900 West Wisconsin Club Milwaukee, WI 53233 Register Now!