Upcoming Events


  • Wednesday
    19
    April

    The Allocators Edge: Alternative Investments & the Future of Diversification

    Apr 19, 05:00 PM - 07:30 PM (CT)
    Phil Huber is the Chief Investment Officer for a multi-billion dollar wealth management firm and acts as your guide on a journey through the past, present, and future of alternative investments. In this groundbreaking tour de force, he provides detailed coverage across the spectrum of alternative assets: their risk and return characteristics, methods to gain exposure, and how to fit everything into a balanced portfolio. The three parts of The Allocator's Edge address: 1. Why the future may present challenges for traditional portfolios; why the adoption of alternatives has remained elusive for many allocators; and why the case for alternatives is more compelling than ever thanks to financial evolution and innovation. 2. A comprehensive survey of the asset classes and strategies that comprise the vast universe of alternative investments. 3. How to build durable and resilient portfolios that harness alternative assets; and how to sharpen the client communication skills needed to establish proper expectations and make the unfamiliar familiar. Join us to learn more as each attendee will receive a copy of Phil’s book - The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification . To view Phil Huber's bio - click here! Register Now
    Milwaukee, WI, United States

  • Thursday
    20
    April

    Third Thursday Happy Hour

    Apr 20, 05:00 PM - 07:00 PM (CT)
    Please join us at Foxtown Brewing for our monthly "Third Thursday" happy hour series for a chance to network with fellow CFA Society members and other business professionals. There is no registration fee for this networking event. Please RSVP if you plan on attending. Registration includes two complimentary beverages. Register Now!
    Mequon, WI, United States

  • Thursday
    18
    May

    Third Thursday Happy Hour

    May 18, 05:00 PM - 07:00 PM (CT)
    Please join us at Third Street Market Hall for our monthly "Third Thursday" happy hour series for a chance to network with fellow CFA Society members and other business professionals. There is no registration fee for this networking event. Please RSVP if you plan on attending. Registration includes two complimentary beverages. Register Now!
    Milwaukee, WI, United States