Past CFA Milwaukee Events

2003-2004 Speaker Events

Thursday, September 4, 2003
12:00 Noon
Dan Fuss, Loomis Sayles
Fixed Income Outlook

Wednesday, October 1, 2003
12:00 Noon
Chuck Hill, First Call/Thomsen Financial
Corporate Earnings Preview & Changes in Analyst Community

Wednesday, October 22, 2003
12:00 Noon
Dave Umstead, Cape Ann Capital
Analysis of Mutual Funds: Who Is Adding Value?

Wednesday, November 5, 2003
12:00 Noon
Francois Trahan, Bear Stearns
Equity Market Strategy

Thursday, December 4th, 2003
12:00 Noon
Anthony R. Rochte, Barclays Global Investors Services
Portfolio Management using Exchange Traded Funds

Wednesday, January 7, 2004
12:00 Noon
James Paulsen, Wells Capital Management
Investment Strategy for 2004

Wednesday, February 4, 2004
12:00 Noon
Jeffrey M. Squires, CPA & Laura J. Rauman, CPA, Principals, Vista360
Investment Management Compliance Issues

Wednesday, February 18, 2004
12:00 Noon
Glenn Reynolds, Founder, CreditSights
Corporate Bond Market

Wednesday, March 24, 2004
12:00 Noon
Kim Wallace, Lehman Brothers
Political Update from Washington

Wednesday, April 7, 2004
12:00 Noon
Martin S. Fridson, CFA, FridsonVision
Opportunities in the High Yield Market

Wednesday, April 21, 2004
12:00 Noon
Don Phillips, Morningstar
Mutual Funds

Wednesday, May 19, 2004
12:00 Noon
Michael Goldstein, Empirical Research Partners
Investment Strategy

Thursday, May 27, 2004
4:00 pm - 6:00 pm
Schweser Study Program
CFA REVIEW

Level 1 Topics - 3rd Floor
Presented by Dr. Andrew Temte, CFA
President & CEO, Schweser Study Program

Level 2 Topics - 4th Floor
Presented by Dr. Tim Smaby, CFA, FRM
Vice President, Schweser Study Program