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, September 18, 2009
Gates open - 5:30pm, First pitch - 7:05pm
BREWERS GAME sponsored by iShares
We are happy to announce a Brewers outing for our members again in 2009. We have reserved 100 tickets in the Gehl Club for Friday September 18, 2009 when the Brewers host the Astros for a 7:05pm 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 as the playoffs near and network with other members. This year we have 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 person. Checks should be made payable to the CFA Society of Milwaukee. Send payment to Kerri at: DBA Marketing Communications - 385 Williamstowne, Suite 2 - Delafield, WI 53018 Location: Miller Park Reservations: call CFASM Voicemail at (414) 768-7900, e-mail kerri@dbamar.com or complete the following form http://www.cfamilwaukee.org/events_rsvp.cfm by Tuesday, July 14.
Wednesday, May 27, 2009
12:00 Noon
Brian Kinney - State Street Global Advisors
TALF and PPIP: Overview, Updates and Perspectives
BIOGRAPHY: Brian is a Vice President of State Street Global Advisors and a Portfolio Manager for the Fixed Income department. Brian joined SSgA in 2003 and is a portfolio manager in the active bond group. His primary responsibilities are to manage aggregate and MBS bond portfolios. In addition to managing portfolios, Brian heads the Stable Value and Tax Sensitive teams and is a member of the Senior Strategy and oversight committee. Prior to joining SSgA, Brian worked for Fidelity Investments for 8 years as a mortgage backed and municipal bond trader. He received his BA from Fairfield University and MBA from Boston College. 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 Reservations: call CFASM Voicemail at (414) 768-7900, e-mail kerri@dbamar.com or complete the following form http://www.cfamilwaukee.org/events_rsvp.cfm by Friday, May 22.
Wednesday, May 13, 2009
5:00 pm - 8:00pm
CFA NETWORKING EVENT sponsored by Claymore Securities
Price: Complimentary. Beverages and appetizers will be served. Location: The Palms Bistro & Bar - 221 N Broadway, Milwaukee , 53202 www.palmsbistrobar.com 414.298.3000 Reservations: call CFASM Voicemail at (414) 768-7900, e-mail kerri@dbamar.com or complete the following form http://www.cfamilwaukee.org/events_rsvp.cfm by this Friday, May 8.
Wednesday, April 29, 2009
5:00pm - 7:30pm
Mario Gabelli
History of Value Investing
Please join us as Mr. Gabelli discusses the history of value investing including the principals of Graham and Dodd and the concepts behind the "private market value" approach he uses to determine what a company would be worth to a 100% owner. Finally, Mr. Gabelli will be discussing the current market environment, the economy, and his outlook. Mario J. Gabelli is Chairman, Chief Executive Officer of GAMCO Investors, Inc., a New York Stock Exchange listed company that is a widely recognized provider of investment advice to alternative investments, mutual funds, institutional and high net worth investors. GAMCO Investors, Inc. is listed on the New York Stock Exchange under the symbol GBL. Mr. Gabelli founded the firm in 1977 as an institutional broker-dealer. It has since grown into the diversified financial services corporation it is today. Mr. Gabelli is a summa cum laude graduate of Fordham University and holds an MBA degree from Columbia University Graduate School of Business, and an Honorary Doctorate Degree from Roger Williams University in Rhode Island. He is a leading proponent of the Graham & Dodd school of securities analysis. He is a pioneer in applying Graham & Dodd's principles to the analysis of domestic, cash generating, franchise companies in a wide range of industries. His proprietary Private Market Value with a Catalyst methodology is now an analytical standard in the value investing community. Price: $10 Students, $15 Members, $30 Non-Members. Payable at the door. Cocktail social hour will be from 5-6pm; Dinner and presentation 6-7:30pm
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 http://www.cfamilwaukee.org/events_rsvp.cfm by Friday, April 24. Include your full name, employer and membership status.
Wednesday, April 8, 2009
12:00 Noon
Larry Speidell, CFA
Behavioral Finance
Larry Speidell is founding partner, CEO and chief investment officer of Frontier Market Asset Management, sponsor of the Frontier Market Select Fund, which invests in frontier stock markets around the world. He travels widely and has recently researched companies in many places, including Abu Dhabi, Bangladesh, Botswana, Cote d'Ivoire, Dubai, Ghana, India, Kazakhstan, Kenya, Malawi, Pakistan, Qatar, Senegal, Trinidad & Tobago, Ukraine, Uzbekistan, Vietnam, and Zambia . From 2003 to 2006 he was Executive Vice President at Laffer Associates, an investment management and economic research firm. Prior to joining Art Laffer, Larry was a Partner and Director of Global Research and Management at Nicholas Applegate where he launched the firm's emerging markets products and developed and enhanced the firm's international and global quantitative disciplines. Larry also spent eleven years as a Trustee at Batterymarch Financial Management where he was a portfolio manager for domestic and international strategies, was responsible for one of the first equity funds in China and worked on the development of a fund for Russia . As Senior Vice President and portfolio manager at Putnam Management Company from 1971 to 1983, Larry served as a member of that firm's Investment Policy Committee. He is a past president of the Boston Securities Analysts Society and a past director of the Investor Responsibility Research Center in Washington , D.C. Prior to the investment business, Larry earned his B.E. in Mechanical Engineering from Yale University and his M.B.A. from Harvard University , served as a submarine officer in the U.S. Navy and was an auditor with Arthur Anderson & Co. Location: The Milwaukee Athletic Club, M.A.C. 758 N. Broadway (Corner of Broadway and Mason), Milwaukee, WI Price: $10 Students, $15 Members, $20 Non-Members. Payable at the door. 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 3rd. NOTE TO ALL WHO RSVP Please phone/send an email at least 2 days in advance of the event, if your schedule has changed and you cannot make it. The CFA Society of Milwaukee is charged for each RSVP that does not attend.
Wednesday, March 11, 2009
12:00 Noon
Scott Walker, Milwaukee County Executive
Milwaukee County
Scott Walker was first elected as the County Executive of Wisconsin 's largest county in 2002. He was re-elected in 2004 and again in 2008 to serve a full, four-year term as the Chief Executive Officer of the county government. Milwaukee County is made up of 19 municipalities and nearly one million people. The budget of the county government exceeds $1.3 billion, and the services provided by the county include public safety and the courts, social services, parks and recreation, cultural attractions and a zoo, economic development and transportation. The area includes eight Fortune 500 companies and some of the best brand names known in the world including Harley-Davidson, Miller Brewing, Manpower, GE Healthcare, Northwestern Mutual, Briggs & Stratton, and a major regional medical center. County Executive Walker is also the chairman of the Saint Lawrence Seaway Development Corporation Board (a position nominated by the President and confirmed by the United States Senate). Prior to his election as the County Executive , Mr. Walker served for more than eight years in the Wisconsin State Legislature. He began his career working for the Milwaukee Metro Office of the IBM Corporation and then for the American Red Cross before going into public service. County Executive Walker and his wife Tonette Walker live in Wauwatosa with their two sons Matt and Alex.
Price: $10 Students, $15 Members, $20 Non-Members. Payable at the door. NEW Location: InterContinental Hotel Milwaukee - 139 E Kilbourn Avenue - Milwaukee , WI 53202 - (414) 276-8686 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 6. NOTE TO ALL WHO RSVP Please phone/send an email at least 2 days in advance of the event, if your schedule has changed and you cannot make it. The CFA Society of Milwaukee is charged for each RSVP that does not attend.
Wednesday, February 11, 2009
12:00 Noon
Jennifer R. D'Amato - Reinhart, Boerner, Van
Estate Planning Techniques in Low Market/Low Interest Rate Environments
Jennifer R. D'Amato is a shareholder in the firm's Estate Planning Department and a member of the firm's Executive Compensation team. Jennifer's clients include public charities, private foundations, individuals and families. Her practice focuses on estate and business succession planning; estate, gift and generation-skipping transfer tax issues; sophisticated gift techniques; family limited partnerships and limited liability companies; charitable planning; prenuptial and postnuptial agreements; estate and trust administration; executive compensation; and will, trust and tax controversy matters. Jennifer is a Fellow of the prestigious American College of Trust and Estate Counsel, an honor granted to lawyers who have made significant contributions to the field. Jennifer has been selected by her peers to be included in the 2007 and 2008 editions of Best Lawyers in America in the specialties of trusts and estates and has been selected as one of Wisconsin's Super Lawyers, and one of the top 25 Women Attorneys in Wisconsin. In addition to her work in the profession, Jennifer is an adjunct professor at the University of Wisconsin-Milwaukee School of Business where she teaches in the Masters in Taxation Program. She is also co-editor of the Wisconsin Probate Forms and Procedures Handbook published by the Wisconsin State Bar. In addition, Jennifer is a former Chair of the Estate and Trust Section of the Milwaukee Bar Association and is also member of the Wisconsin, Illinois and Chicago Bar Associations. She is a member of Milwaukee Estate Counselor's Forum, Milwaukee's Mid-Winter Estate Planning Clinic and the Society of Milwaukee Estate Planning Attorneys. 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, February 6. NOTE TO ALL WHO RSVP Please phone/send an email at least 2 days in advance of the event, if your schedule has changed and you cannot make it. The CFA Society of Milwaukee is charged for each RSVP that does not attend.
Wednesday, January 14, 2009
12:00 Noon
Dan Fuss-Loomis, Sayles & Company
Economic Assessment
DANIEL J. FUSS, CFA, CIC Dan Fuss has 49 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: InterContinental Hotel Milwaukee
139 E Kilbourn Avenue
Milwaukee, WI 53202
(414) 276-8686 www.intercontinentalmilwaukee.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 Monday, January 12.
Wednesday, December 3, 2008
5:00-8:00 pm
Tom Ryan
CFA HOLIDAY SOCIAL sponsored by Claymore Securities
Joey Buona's Pizzeria & RestaurantWednesday, December 3, 5-8 pm, beverages & appetizers served FEATURED GUEST: Tom Ryan - Standup Comedian The CFA Society of Milwaukee is hosting a Holiday Social and Networking event on Wednesday December 3rd. In addition, we will recognize our newest members who became CFA Charterholders this Fall. Finally, we have invited corporate comedian Tom Ryan to offer a few laughs given the recent market turmoil. Tom Ryan has been a full time standup comedian for over fifteen years and has made three appearances on The Late Show with David Letterman. Since he was about 10 years old, Tom wanted to be a standup comedian. The first standup comedy he ever heard was Bill Cosby's debut album that contained the famous Noah routine. Over the next few years, he also became a fan of David Brenner, Woody Allen and George Carlin. He listened to Carlin's "FM and AM" album over and over again until he had it completely memorized. He used to recite the entire album to whoever would listen. At 26, he left an insurance job in his hometown of Philadelphia to move to Florida where he got a job at a local golf course. The job lasted only 3 weeks. Ryan says, "Losing that job was the best thing that ever happened to me because it forced me to confront exactly what I wanted to do with my life." He took a job as a doorman at the newly opened Comedy Corner in West Palm Beach . It was the lowest paying but most valuable job he ever had. It provided him with a complete comedy education watching acts such as Jerry Seinfeld, Dennis Miller and Bill Hicks. Tom's Appearances
It was not long before Tom made his stage debut, within two years he was working full time as a comedian. Since then Tom Ryan has worked steadily at comedy clubs, concert venues, corporate functions and colleges across the U.S. He has also been featured on the following television programs: - The Late Show with David Letterman
- Showtimes Comedy Club Network
- A&E
- Comedy Central
- NBC
His original style makes it easy for him to write for special events. He has contributed monologue jokes to the award winning "Politically Incorrect with Bill Maher" and regularly headlines corporate events including Continental Airlines, Compaq, Morgan Stanley and Church and Dwight. Tom believes that the best comedy comes from the most unlikely sources. Here is an example from his act: "I was driving around the other day and my oil light came on. But that little symbol looks nothing like an oil can. When it first came on I thought well, apparently my car is low on gravy." Price: Complimentary. Beverages and appetizers will be served. Time: 5-8 pm Location: Joey Buona's Pizzeria & Restaurant - 500 N. Water Street - Milwaukee, 53202 www.joeybuonas.com (414) 272-8662 Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here.
Thursday, November 13, 2008
5:00 pm - 8:00 pm
Pat Dorsey, Director of Equity Research, Morningst
Durable Competitive Advantages - Using Economic Moats to Improve Investment Returns
MEMBERS ONLY CFA EVENING SOCIAL & SPEAKER EVENT NOTICE The Palms Bistro & Bar - Thursday, November 13 - 5-8 pm - beverages & appetizers served SPEAKER: Pat Dorsey, Director of Equity Research, Morningstar TOPIC: Durable Competitive Advantages - Using Economic Moats to Improve Investment Returns This event is limited to 125 members. In his presentation, Dorsey will detail the various competitive advantages that can provide a "moat" around a company's economic profits. He will also discuss how using competitive analysis can add value to the investment process and exploit market inefficiencies. Pat Dorsey, CFA, is Director of Equity Research for Morningstar. Dorsey is the author of The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market and The Little Book that Builds Wealth: The Knockout Formula for Finding Great Investments. He joined Morningstar in 1998 as a senior equity analyst covering the telecommunications equipment and computer hardware industries. He played an integral part in the development of the Morningstar Rating for stocks, as well as Morningstar's economic moat ratings. Dorsey holds a master's degree in political science from Northwestern University and a bachelor's degree in government from Wesleyan University. He also holds the Chartered Financial Analyst (CFA) designation. Dorsey appears weekly on the "Bulls & Bears" show on the Fox News Channel, and has been quoted in such publications as The New York Times, The Wall Street Journal, Fortune, and BusinessWeek. NOTE: This event is limited to CFA Members only. Each member that leaves a business card with contact information will receive a free, mailed copy of DorseyâÃÂÃÂs latest book The Little Book that Builds Wealth. Price: Complimentary. Beverages and appetizers will be served. Time: Evening Social 5-6 pm, Speaker 6-7 pm, 7-8 more socializing Location: The Palms Bar & Bistro - 221 N Broadway, 2nd Floor Milwaukee, 53202 www.palmsbistrobar.com This event is limited to the first 125 responses. Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by Monday, November 10.
Wednesday, October 15, 2008
12:00 Noon
William A. Strauss
Economic Assessment
As the economy enters its seventh year of expansion concerns surrounding its sustainability has come to light. The struggling housing market, volatile credit markets, the pull-back in manufacturing, and higher energy and commodity prices are just some of the factors challenging the expansion. This session will analyze the current state of the U.S. economy. Mr. Strauss will look at the performance of the overall macro economy with specific attention paid to key economic sectors and indicators. William A. Strauss is a senior economist and economic advisor in the economic research department at the Federal Reserve Bank of Chicago, which he joined in 1982. His chief responsibilities include analyzing the current performance of both the Midwest economy and the manufacturing sector for use in monetary policy. He also produces the monthly Chicago Fed Midwest Manufacturing Index and organizes the Bank's annual Economic Outlook Symposium and annual Auto Outlook Symposium. He also conducts several economic workshops and industrial roundtables throughout the year.
Strauss has taught as an adjunct faculty member at both Loyola University Chicago and Webster University, Chicago. He currently teaches at the University of Chicago, Graham School of General Studies and at DePaul University, Kellstadt Graduate School of Business.
His research paper topics include analysis of the manufacturing sector, the auto sector, the Midwest regional economy, the trade-weighted dollar, business cycles and Federal Reserve payments operations.
Strauss has been interviewed on numerous television and radio shows and quoted in the major business magazines and newspapers. He is a past president of the Chicago Association of Business Economists and currently serves as a board member for the National Association for Business Economics and as a member of the Advisory Council for the University of Illinois at Chicago's Center for Economic Education.
Strauss earned a B.A. in economics and geography from the State University of New York at Buffalo and an M.A. in economics from Northwestern University. Price: $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 If you have not already, please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by this Friday, October 10. NOTE TO ALL WHO RSVP Please phone/send an email at least 2 days in advance of the event, if your schedule has changed and you cannot make it. The CFA Society of Milwaukee is charged for each RSVP that does not attend.
Thursday, October 2, 2008
12:00 Noon
Laurie S. Goodman
MBS: Update on the Crises
Laurie is head of Global Fixed Income Research and Manager of U.S. Securitized Products Research at UBS. Her Securitized Products Team is responsible for publications and relative value recommendations across the RMBS, ABS, CMBS and CDO markets. As a mortgage analyst, Laurie has long dominated Institutional Investor's MBS categories, placing first in five categories 40 times over the last ten years. In 1993, Laurie founded the securitized products research group at Paine Webber, which merged with UBS in 2000. Prior to that, Laurie spent 10 years in senior fixed income research positions at Citicorp, Goldman Sachs, and Merrill Lynch. She was also a mortgage portfolio manager on the buy side and a Senior Economist at the Federal Reserve Bank of New York. Laurie holds a B.A. in Mathematics from the University of Pennsylvania, and M.A. and Ph.D. degrees in Economics from Stanford University. She has published more than 170 articles in professional and academic journals, and co-authored and co-edited books 5 books. Price: $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 If you have not already, please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by Monday, September 29.
Wednesday, September 10, 2008
12:00 Noon
Michael Cummings
U.S. Solar Energy Projects
CFA Society of Milwaukee invites you to join us as Michael Cummings provides an overview of the market for large-scale solar energy projects â including the development, financing, and outlook for these projects in the U.S. Michael Cummings is a Director of Project and Corporate Development at MMA Renewable Ventures, LLC. A wholly-owned subsidiary of MuniMae, MMA Renewable Ventures develops, finances, owns and operates renewable energy systems and energy efficiency projects-including the largest solar photovoltaic (PV) system in the United States-the 14 MW plant at Nellis Air Force Base near Las Vegas. Michael works with solar integrators/EPC providers, module manufacturers, customers, tax equity investors, debt providers and utilities to bring projects through the development and financing process. Prior to joining MMA, Michael worked as a Business/Solutions Fellow at the Pew Center on Global Climate Change, and studied Iceland's plan to transition to a renewable hydrogen economy through the support of a Fulbright fellowship. He received his M.S. and B.S. in Earth Systems and his B.A. in Economics from Stanford University, and a J.D. from the Georgetown University Law Center. Price: $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, September 5. NOTE TO ALL WHO RSVP Please phone/send an email at least 2 days in advance of the event, if your schedule has changed and you cannot make it. The CFA Society of Milwaukee is charged for each RSVP that does not attend.
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