Upcoming Events

7th Annual Outlook Dinner & New Charterholder Event

Join us for our 7th Annual Outlook Dinner as we welcome Rebecca Gries and Gale Klappa from Milwaukee 7 (M7).   They will provide an overview of the regional economy and the current growth and change in Milwaukee and surrounding areas.   M7 was established in 2005 to lead business attraction, retention and expansion efforts across southeast Wisconsin. Representing Kenosha, Milwaukee, Ozaukee, Racine, Walworth, Washington and Waukesha counties, M7 helps build our economy by supporting businesses that export goods and services outside the region.   At the event we will also honor our newly minted CFA Charterholders, celebrating their remarkable achievement. Additionally, we'll unveil the victors of the 2025 Forecasting Contest, and participants can submit their forecasts for the upcoming 2026 contest.   Be part of an evening filled with networking opportunities and discussions on Milwaukee outlook, along with providing a chance to applaud the accomplishments of our new Charterholders.   To view the Speaker's Bios - click here! Thursday, February 5th 5:00 - 8:00pm Wisconsin Club 900 W Wisconsin Ave Milwaukee, WI 53233 Register Now!

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  Ryan Fortsch, CFA - Managing Director 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