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Friday, June 11, 2010
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
Ed Zore Speaking to the CFA Society of Milwaukee -
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.
Tuesday, May 11, 2010
MAD-WI Annual Investment Conference
What is one good investment idea worth? Once again a mix of "Wall Street Week" and the Ira Sohn Investment Research Conference in New York, the 2nd annual MAD-WI Investment Conference is for investment professionals and investors of all experience levels. Our panel of investment professionals is prepared to deliver a terrific afternoon of investment idea sharing. Don't delay! Seating is limited and this must-attend investment conference is expected to sell out. Click Here to download the registration form. You may also register here: http://makeadifferencewisconsin.org/registration.php
Wednesday, April 7, 2010
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 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, April 2, 2010.
Wednesday, March 24, 2010
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.
Thursday, March 11, 2010
9th Annual Forecast Dinner - Dr. Marc Faber
CFA Society of Milwaukee and University of Wisconsin School of Business Applied Security Analysis Program Is pleased to announce the:
9th Annual Forecast Dinner
Topic: Outlook for the Financial Markets Speaker: Dr. Marc Faber - Editor and Publisher, The Gloom Boom and Doom Report
- President, Marc Faber Limited
- Author: Tomorrow's Gold
- Regular Media Contributor
Date: Thursday, March 11, 2010 Time: 5:30 PM - Registration 6:00 PM - Dinner & Speaker 8:00 PM - Closing Location: The Madison Club, Madison , WI . Directions Cost: $240.00 per table (8 per table) $40.00 if registering individually (Cost includes dinner and 2 drinks) NOTE: The fees will be collected at the program during registration. RSVP: The event is limited to 100 people. CFA Society of Madison/Milwaukee, ASAP Students and their guests have an opportunity to RSVP before registration is made available to the business community. Please: RSVP by February 19, 2010 to: cfa@cfamadison.org Attire: Business Casual Questions: Matt Goetzke, CFA at 608-223-9211 When registering, please note the event name and individual's name. If purchasing a table, please list the Company name and each individual that will be seated at the table.
Wednesday, February 24, 2010
Brian Wesbury 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 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, February 19, 2010.
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