Upcoming Events

60th Anniversary Celebration

For 60 years , CFA Society Milwaukee has existed to foster a vibrant and ethical investment community by delivering member value, developing finance professionals, and building market integrity.  We are thrilled to invite CFA Society Milwaukee members and guests to join us in celebrating our 60th Anniversary.   We are excited to welcome Marc Lasry as our keynote speaker.  To view Marc's bio - click here! This event will bring together current and past members along with local leaders and investment professionals for an evening of networking, reminiscing and celebrating CFA Society Milwaukee's long history. Registration Fees: CFA Milwaukee Members - $50 Non-Members - $75 Agenda: 5:00pm - Registration/Cocktail Reception 6:15pm - Welcome & Dinner 7:00pm - Presentation 8:30pm - Dinner Ends

Rethinking Emerging Markets: The Driver of Global Growth

The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the developing world’s swelling middle class of youthful online consumers as the catalyst, new innovative companies are just now going public, which is sparking a golden age of digital transformation for Emerging Markets. Topics will include: ·        The 3rd wave of digitization accelerates in India, LatAm, and SE Asia ·        Is India today like China 15 years ago? + insights from EMQQ Global’s on-the-ground India research trip ·        Green shoots for China: regulatory easing, delisting concerns abated ·        Looking under the hood: an examination of broad Emerging Market indexes   Join us as we welcome Kevin Carter from EMQQ Global to learn more.  

Practical Applications of AI and Machine Learning in Investment Management

More than a third of CFA Charterholders surveyed believe their role will be substantially different in five to ten years, disrupted by new analytical methods, including AI and machine learning. Are you taking action? You are invited to attend this event hosted by CFA Society Minnesota and CFA Society Cleveland.    What will you learn:   In this session, expert practitioners will cover the application of AI/ML in everyday investment management workflows including:   Review of investment management workflows Where to get your data sources and prepare data for analysis by AI/ML methods Demonstrate local and cloud-based infrastructure for development and deployment Perform actual data analysis for selected use cases   Who should attend:   The agenda is designed for practitioners from research to portfolio managers to executives to gain practical experience in deploying AI and machine learning including:   Fundamental analysts that want to learn about quantitative techniques Quants that want to upgrade to AI/ML methods Data scientists that want to learn about applications of AI/ML in asset management Portfolio managers that want to learn about applications of AI/ML in their everyday workflows Asset management executives that want to learn about operational efficiencies brought about by the AI/ML methods Technology service providers that want to engage with the financial services industry    Session 1 3:15 PM  - Application of Data Science in Investment Management Workflow to Improve Operational Efficiency Speakers: Mehrzad Mahdavi, PhD & Cordell Tanny, CFA, FRM, FDP Session 2 4:15 PM  - Use Cases of Large Language Models (LLMs) in Investment Management Demo of Use Case Speakers: Mehrzad Mahdavi, PhD & Lucas Bunting, CFA Session 3 5:00 PM  - Panel: Practical Approach for Digital Transformation with AI Tools Speakers: Mehrzad Mahdavi, PhD, Cordell Tanny, CFA, FRM, FDP, & Lucas Bunting, CFA

The Case for a Recession vs the Case for a Soft Landing - Virtual Event

The big debate is about whether we are we headed for a recession or soft landing. We will review the top 10s for both. The case for a recession is based on interest rates, money supply, banking troubles, corporate debt, corporate investment, the consumer weakening, the fiscal push receding, and the risk of not taming inflation. The other side of the debate focuses on inflation slowing, kinked supply curves, AI’s impact on productivity and inflation, excess savings and obligations being ok, corporate and government underinvestment reversing, the wealth effect and easing financial conditions, employment, and the services sector being solid. Is negative business and consumer sentiment a positive or negative? Where is housing going? We have much to discuss… To view Dr. Kevin Spellman's bio - click here! Register Now!

Real Estate Discussion with WI Based Firms & Networking Event

Demographics, rising interest rates, and work from home have broad impacts on the real estate sector.  Milwaukee is home to several real estate companies and we are excited to have three join us for this event.  Our panelists include John Wakefield from Continental Properties; Dan Sisel from Marquee Capital , and Tim Wallen from MLG Capital.  Our local panelist will share how their business are being impacted , what the market holds in the future, and answer audience questions.   Ahead of the panel discussion, we encourage you to attend our happy hour event for networking opportunities and the chance to enjoy beverages and appetizers.   To view the speaker's bios -  click here! Register Now! Agenda – 4:30 - Registration   4:30 – 5:30 – Happy Hour 5:30 – Welcome & Opening remarks 5:35 – 6:30 – Panel discussion 6:30 – Event ends