Upcoming Events

Building your Brand Identity with Brian Belski

Humilis Investment Strategies and frequent CNBC guest Brian Belski will join us to discuss “Building your Brand Identity” Multi-decade and Veteran Chief Investment Strategist  Brian Belski  has recently started his own firm -  Humilis Investment Strategies . Brian will join the CFA Society Milwaukee for a personal luncheon to kick off our fall programming on August 25 and share his insights on his second half market outlook.  Brian will share with us his personal experiences, in his own unique and entertaining way. He will cover a variety of lessons learned establishing financial services brands in the financial media as well as topics from his recent experiences founding Humilis Investment Strategies.  To view the Speaker's Bio -  click here! Tuesday, August 25th 11:45 - 1:00 pm Wisconsin Club 900 West Wisconsin Club Milwaukee, WI 53233 Register Now!

Rethinking Credit Allocations: Building More Resilient Portfolios in Public Markets

Where can investors find differentiated value when many credit markets appear priced to perfection? oin CFA Society Milwaukee and investment professionals from Artisan Partners’ Credit and EMsights teams for an in-person discussion on opportunities across US credit markets, global fixed income, and emerging market debt. The session will explore: ·     Common misconceptions about high-yield bonds, bank loans, and emerging market debt ·     How active managers identify mispriced and idiosyncratic opportunities ·     Where the teams see value—and risk—in today’s public credit markets ·     How differentiated credit exposures may improve diversification and portfolio resilience Designed for institutional allocators, portfolio managers, and wealth advisors, this discussion will offer practical insights for navigating a more volatile and complex fixed income environment.   To view the Speaker's Bios - click here!   Register today to reserve your seat. Register Now!     Thursday, September 17th 4:30 - 6:30pm St. Kate - The Arts Hotel 139 East Kilbourn Ave Milwaukee, WI 53202

Join CFA Society Milwaukee for a special evening at Skylight Music Theater!

We are so excited to bring you an incredible evening of musical theater and arts in Milwaukee! Before the show, hear from Executive Director Susan Varela and Artistic Director Michael Unger. They will speak about the economic value of the arts to Milwaukee, provide insight into the economics behind running an arts organization, and since Michael is directing this performance, maybe some inside scoop on the show!   Then, join us for the 7:30pm showing of Gypsy – an iconic musical that follows the unstoppable Momma Rose, the ultimate show business mother. Finally, our group will be welcomed on stage after the performance has ended to meet some of the actors and take pictures on stage.  Event Timing –  6:00 – 6:45 - Networking/Heavy Appetizers 6:45 – 7:15 – Presentation on the Arts in Milwaukee 7:30 – Gypsy showing  Registration Fee  - $20 per ticket, Members Only + 1 guest  Parking –   If parking is needed, Skylight recommends parking in the Third Ward parking garage at 212 N. Milwaukee St. (one block east and one block north).  Vouchers covering the parking in this garage will be offered at the event to be used when exiting the parking structure.  Register Now!

Lifetime Achievement Award Presentation – Honoree Mary Ellen Stanek, CFA

We invite you to join us for a special evening honoring Mary Ellen Stanek, CFA , as the fourth recipient of the CFA Society Milwaukee Lifetime Achievement Award . This prestigious award recognizes individuals whose careers have made a lasting impact on the investment profession. Mary Ellen joins an esteemed group of previous honorees, including Dan Fuss, CFA, CAIA; Paul Purcell; and Ted Kellner, CFA . Celebrate with us as we recognize her extraordinary achievements and legacy. About the CFA Society of Milwaukee Lifetime Achievement Award The CFA Society Milwaukee Lifetime Achievement Award was created to recognize the lifelong talents and achievement of a CFA institute member, who has through a career dedicated to the investment profession been a living example of leadership, hard work, success and integrity, and who embodies the values of CFA Institute, CFA Society Milwaukee, and its members and affiliates. It also recognizes someone who has strong ties to the local community and has over that lifetime lent ongoing leadership and support to the Greater Milwaukee area and the local investment profession.   Click here to view Mary Ellen’s bio.   Parking – If parking is needed, we recommend parking in the 16th Street Parking Structure - location .   Vouchers covering the parking in this garage will be offered at the event to be used when exiting the parking structure. Wednesday, October 7th 4:30 - 6:30pm   Marquette University O'Brien Hall 150AB 1530 W Wisconsin Ave Milwaukee, WI 53233 Register Now! Agenda 4:30 - Registration & Networking Reception 5:30 – Fireside Chat 6:30 – Program Ends   Registration fees Members - $15 Non-members and Candidates - $30 Students - $10   Sponsored By:      

Join us for Claude for Investment Professionals - Virtual Event - 11/5

Join us as we welcome  Cindy Lin  for a hands-on virtual workshop focused on practical AI applications for investment professionals.   Topics include:  ·     An overview of Claude and its latest capabilities for investment research   ·     Getting started with Claude Desktop and Cowork   ·     Using projects, skills, connectors, and scheduled tasks to streamline research workflows   ·     A live demonstration of building an AI-powered economic calendar that can be delivered as a dashboard or directly to Slack   ·     Best practices for privacy, security, and working with financial data     To view the Speaker's Bio -   click here!   Virtual Event  Thursday, November 5th 12:00 - 1:00PM  Register Now!

Announcing CFA Institute's 30th Annual GIPS Standards Conference

Join CFA Institute at the 30th Annual GIPS® Conference in Philadelphia, PA.   Join us at the 30th Annual GIPS® Standards Conference, taking place10–11 November 2026 at the Loews Philadelphia Hotel. This milestone event will bring together investment performance professionals from around the world to explore the trends, challenges, and opportunities shaping the industry. Sessions will cover AI and its impact on performance measurement and reporting, private market developments, SEC examinations, GIPS Standards updates, and insights from the GIPS Standards Help Desk. Connect with peers and hear from leading industry and regulatory experts as they share practical perspectives and best practices. Click here   for more information!