The CFA Society of Milwaukee promotes ethical and
professional standards within the investment industry, encourages
professional development through the CFA® Program, and facilitates
the open exchange of information and opinions.
As a member of the Milwaukee Society, one receives all benefits
of membership in the CFA
Institute including:
- The Financial Analysts Journal
- CFA Institute Membership Directory
- CFA Institute Newsletter Access to CFA Institute JobLine
service
- Current information on Continuing Education programs
- And much
more...
|
Wednesday, February 24, 2010
Brian Westbury 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. Price: $10 Students, $15 Members, $25 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 19, 2010.
Wednesday, January 27, 2010
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
CFA 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 .
View All Upcoming Events
|
