Events Listing

CFA Society of Milwaukee Speaker Schedule

All events are held at the Milwaukee Athletic Club, 758 N. Broadway, Milwaukee.
RSVP online or call 414-768-7900.

** PLEASE NOTE:
Reservations are needed no later than the Friday prior to each event.

Friday, June 11, 2010
Gates open - 5:30pm, First pitch - 7:10pm

BREWERS GAME sponsored by Fiduciary Partners

It's that time again! We are happy to announce a Brewers outing for our members this summer. We have reserved 100 tickets in the Gehl Club for Friday June 11, 2010 when the Brewers host the Texas Rangers for a 7:10pm first pitch. The Gehl Club opens at 5:30pm (same time as gates) and features a premium buffet along with 2 complementary drinks. This will be a great opportunity to watch the Brewers and network with other members. We have also opened the event to members of the CFA Society of Madison.

Please feel free to bring a guest. Children are also welcome (ages 2 and under do not need a ticket). Space is limited to the first 100 so please respond promptly. Depending upon the response, we can purchase additional tickets if notified in a timely manner. Please note that we do not have the entire club for the night and that it will be shared with other groups.

Please indicate with your reservation the address where you would like your tickets sent.

Price: $30 per Milwaukee Member, $90 per Non Member.

Checks should be made payable to the CFA Society of Milwaukee. Send check payments to Kerri at: DBA Marketing Communications - 385 Williamstowne, Suite 2 - Delafield, WI 53018

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by FRIDAY, April 9, 2010.

Tuesday, May 18, 2010
12:00 Noon
Ed Zore - Northwestern Mutual
What I've Learned After 40 Years in Business

EDWARD J. ZORE

Edward J. Zore is Chairman and Chief Executive Officer of Northwestern Mutual, the largest direct provider of individual life insurance with over $1.2 trillion of individual life insurance in force and assets of more than $155 billion.

Trained as an economist, he joined Northwestern Mutual's Investment Department in 1969 and held various investment positions over the next 28 years. He served as chief investment officer from 1990 to 1998 and chief financial officer from 1995 to 1998. In 1998 Zore moved from the investment area to lead the company's life and disability income insurance operations. He was elected to the company's board of trustees effective February 1, 2000 and became the 16th president in the history of Northwestern Mutual on March 31, 2000. He was named chief executive officer on June 1, 2001.

Zore is actively involved in the Milwaukee community. He chairs the board of United Way of Greater Milwaukee, and he serves as a board member of Medical College of Wisconsin, Froedtert Health System, Metropolitan Milwaukee Association of Commerce, Susan G. Komen for the Cure- Milwaukee, United Performing Arts Fund, and Wisconsin Policy Research Institute. In addition, he serves on the Advisory Board of the Zilber Neighborhood Initiative. He is past chairman of the Greater Milwaukee Committee, Children's Hospital of Wisconsin, Inc., and the YMCA of Metropolitan Milwaukee.

Born in Milwaukee in 1945, Zore received his B.S. and M.S. in economics from the University of Wisconsin-Milwaukee

Price: $10 Students, $15 Members, $25 Non-Members. Payable at the door or online. Please Click Here if you would like to pay in advance online. You will need to log in with your CFA Institute account to pay online, please Click Here if you do not currently have a CFA Institute account.

Location: The Milwaukee Athletic Club, M.A.C. 758 N. Broadway (Corner of Broadway and Mason), Milwaukee, WI

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by FRIDAY, May 14, 2010.

Wednesday, April 7, 2010
12:00 Noon
Ralph Wanger - Columbia Wanger Asset Management
How to Get Rich Without Working Very Hard

RALPH WANGER

Ralph Wanger is the former chief investment officer and president of Wanger Asset Management, the company that he founded in 1992 after resigning from Harris Associates and taking the Acorn Fund with him. He managed the Acorn Fund from its inception in June 1970 through September 30, 2003, when he announced his retirement. Mr. Wanger remains affiliated with the firm as an active trustee of the Columbia Acorn Trust, Wanger Advisors Trust and Wanger Investment Company PLC. Mr. Wanger also serves on three Chicago-area boards including the Museum of Science and Industry, the Illinois Institute of Technology and the Jewish Federation.

Since 1970, when he began managing the Acorn Fund, assets of the Funds have grown from $7 million to more than $30 billion. Mr. Wanger has been featured in Barron's, The Chicago Tribune, Chicago Sun-Times, Forbes, Fortune, Kiplinger's, The Los Angeles Times, Money, Newsweek, The New York Times, SmartMoney, USA Today, The Wall Street Journal, and Worth Magazine. Mr. Wanger has written a book on investments, A Zebra in Lion Country: Ralph Wanger's Guide to Investment Survival.

On June 26, 2003, Morningstar, Inc. presented its first Fund Manager Lifetime Achievement Award to Mr. Wanger. Morningstar's Fund Manager Lifetime Achievement Award recognizes mutual fund managers who throughout their careers have delivered outstanding long-term performance, aligned their interests with shareholders, demonstrated the courage to differ from consensus, and shown the ability to adapt to changes in the industry.

In a USA Today national survey, professional money managers voted for the investment professional whom they would most like to manage their money--Wanger was #1. He has made many appearances on CNBC and has been a guest on Louis Rukeyser's Wall Street Week. In 1999, a group of academics used advanced statistical techniques to see if any active portfolio managers had beaten the market by skill rather than short-term luck. Only five managers passed the test and of the five, the only team still managing portfolios was Wanger and Chuck McQuaid of the Columbia Acorn Fund. (New York Times, 10/99.) At year-end 1999, USA Today named Mr. Wanger one of five "Fund Managers of the Decade."

Mr. Wanger is in demand as a speaker. He has been a featured speaker at Morningstar events, Worth seminars, the NAIC, AAII, ICI and numerous analyst societies. Mr. Wanger earned a BS and MS from M.I.T., and is a Chartered Financial Analyst (CFA).

The CFA Society has had speakers from many backgrounds; finance, industry, government, and academia. Today is a first, possibly for any CFA speaker anywhere. Ralph is now a full-time museum exhibit. At the Museum of Science and Industry, Ralph is now Charlie Hogan, an engineer for the New York Central and Hudson River Railroad's locomotive #999. Charlie Hogan was the first human being to travel over 100 miles per hour pulling the four-car Empire State Express at 112.5 mph in 1893

Location: The Milwaukee Athletic Club, M.A.C. 758 N. Broadway (Corner of Broadway and Mason), Milwaukee, WI

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by FRIDAY, April 2, 2010.

Wednesday, March 24, 2010
5:00pm to 8:00pm

Complimentary CFA Networking Event

What: Networking Event

Price: Complimentary for members. Beverages and appetizers will be served.

Time: 5-8 pm

Location: Champps Americana - 1240 S. Moorland Road Brookfield, WI 53005 - http://www.champps-wi.com/

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by FRIDAY, March 19, 2010.

Wednesday, February 24, 2010
12:00 Noon
Brian Wesbury - First Trust Advisors L.P.
Economic Review

Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois. The Wall Street Journal ranked Mr. Wesbury the nation's #1 U.S. economic forecaster in 2001 and USA Today ranked him as one of the nation's top 10 forecasters in 2004.

Mr. Wesbury writes frequently for the editorial page of The Wall Street Journal and is the Economics Editor of "The American Spectator." He is also a frequent guest on Fox, Bloomberg , CNBC TV and BNN Canada TV.

Mr. Wesbury is a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago and is also an adjunct professor of economics at Wheaton College in Wheaton, Illinois. Additionally, he sits on the Board of Managers of Three-Sixty Advisory Group, a Pasadena, California based consulting and private-equity firm.

Mr. Wesbury began his career in 1982 at the Harris Bank in Chicago. Former positions include Vice President and Economist for the Chicago Corporation and Senior Vice President and Chief Economist for Griffin, Kubik, Stephens, & Thompson. In 1995 and 1996, he served as Chief Economist for the Joint Economic Committee of the U.S. Congress.

Mr. Wesbury received an M.B.A. from Northwestern University's Kellogg Graduate School of Management, and a B.A. in Economics from the University of Montana. McGraw-Hill published his first book, The New Era of Wealth, in October 1999. He has a new book, It's Not As Bad As You Think published in November 2009 by John Wiley & Sons.

Location: The Milwaukee Athletic Club, M.A.C. 758 N. Broadway (Corner of Broadway and Mason), Milwaukee, WI

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by FRIDAY, February 19, 2010.

Wednesday, January 27, 2010
12:00 Noon
Dan Fuss
Market Outlook 2010

DANIEL J. FUSS, CFA, CIC

Dan Fuss has 50 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is Vice Chairman of the firm and manages numerous institutional accounts for the fixed income group. Dan also manages a variety of mutual funds including the flagship Bond, Strategic Income, Institutional High Income and Investment Grade Bond Funds. In 2000, he was named to the Fixed Income Analysts Society's Hall of Fame in recognition of his contributions and lifetime achievements in the advancement of the analysis of fixed income securities and portfolios. He is past president of the Boston Security Analysts Society. Dan earned a Bachelor of Science and Masters in Business Administration from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.

Price: $10 Students, $15 Members, $20 Non-Members. Payable at the door.

Location: The Milwaukee Athletic Club, M.A.C. 758 N. Broadway (Corner of Broadway and Mason), Milwaukee, WI

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by FRIDAY, January 22, 2010.

Wednesday, December 9, 2009
5:00pm - 8:30pm
CFA Society of Milwaukee
New Charterholder Recognition and Networking Event

The CFA Society of Milwaukee Board is proud to sponsor a complimentary networking event on Wednesday, December 9th at the Iron Horse Hotel in Milwaukee to recognize the new CFA Charterholders.

What: Networking, new Charterholder recognition, & comedian Greg Schwem

Price: Complimentary. Beverages and appetizers will be served.

Time: 5:00-8:30 pm

Location: Iron Horse Hotel - 500 West Florida Street, Milwaukee , WI 53204 - www.theironhorsehotel.com - (888) 543-4766

Agenda: 5:00-6:00 pm - Networking, drinks
6:00-6:30 pm - new Charterholder recognition
6:45-7:15 pm - comedian
7:15-8:30 pm - networking

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here .

Wednesday, November 11, 2009
6:00pm to 9:00pm
CFA Society of Milwaukee
Free Level 1 Test Review

The CFA Society of Milwaukee and Stalla Review for the CFA Exams are proud to sponsor a complimentary CFA Level I Exam Workshop.

Workshop will include:

Expert led, interactive problem solving session featuring Ben Jones, CFA, CPA, MBA, National Stalla Instructor
Complimentary CD version of the workshop, plus study guide and lecture notes
Demonstration of Stalla Master programs and products
Snacks and beverages will be provided

Date: Wednesday, November 11, 2009
Time: 6:00 - 9:00 PM
Price: FREE!
Location: The Milwaukee Athletic Club, M.A.C.
758 N. Broadway (Corner of Broadway and Mason) Milwaukee, WI

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here .

Wednesday, October 14, 2009
12:00 Noon
James W. Paulsen
Economic Review

Jim W. Paulsen, Ph.D. is the chief investment strategist at Wells Capital Management. An investment management industry professional since 1983, Jim develops investment strategies that assist in the management of separate institutional account assets as well as mutual and collective investment funds. In 1997, he joined Norwest Investment Management, Inc., which later combined with Wells Capital Management. Prior to that, Jim was the senior managing director and chief investment strategist for Investors Management Group in Des Moines, Iowa. Earlier, he was president of SCI Capital Management in Cedar Rapids, Iowa. Jim is nationally recognized for his views on the economy. He frequently appears on several CNBC and Bloomberg Television programs, including regular appearances as a guest host on CNBC. BusinessWeek named him Top Economic Forecaster and BondWeek twice named him Interest Rate Forecaster of the Year. For more than 25 years, Jim has published his own commentary assessing economic and market trends through his newsletter, Economic and Market Perspective, which was named one of "101 Things Every Investor Should Know" by Money magazine. He earned a bachelor's and doctoral degree in economics from Iowa State University.

Location: The Milwaukee Athletic Club, M.A.C. 758 N. Broadway (Corner of Broadway and Mason), Milwaukee, WI

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by FRIDAY, OCTOBER 9.

Wednesday, October 7, 2009
12:00 Noon
Jeff Matthews
Pilgrimage to Warren Buffett's Omaha

What: Pilgrimage to Warren Buffett's Omaha: A Hedge Fund Manager's Dispatches from Inside the Berkshire Hathaway Annual Meeting

Who: Jeff Matthews, Ram Partners

Where: Milwaukee Athletic Club

Wednesday, September 23, 2009
5:30pm - 8:30pm
Peter Gray
Building a Career on the Buy Side

What: Networking Event + "Building a Career on the Buy Side"

Who: Peter Gray, Executive Recruitment Manager, QTI Group

Where: Joey Buona's

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