• Home
  • January 2017 WIAFP Luncheon Meeting

January 2017 WIAFP Luncheon Meeting

  • 24 Jan 2017
  • 11:30 AM - 1:00 PM (CST)
  • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)

Registration


Registration is closed

ECONOMIC UPDATE

Presenter: Sara Walker, CFA, Senior Vice President and Investment Officer | Private Client & Institutional Services, Associated Bank N.A.

This presentation will focus on an Economic Update.

Sara Walker is senior vice president, senior portfolio manager with Associated Private Client & Institutional Services. In this position she constructs and manages investment portfolios for corporations, individuals and non-profit organizations, while also leading a team of portfolio managers. As a Chartered Financial Analyst, Sara joined Associated in 1997 and has more than 30 years of investment management experience, making her a tremendous resource for her clients.

In her highly visible role as Associated’s economist, Sara addresses shareholders at the company’s annual meetings, is a speaker at client engagements across our footprint and is widely quoted as an expert in the media. She is also the author of Associated’s quarterly client newsletter, The Economic and Investment Environment.

Sara earned her Bachelor of Science degree from the University of Wisconsin – Parkside where she double majored in finance and economics and graduated magna cum laude. She earned her Master of Business Administration degree from the University of Wisconsin-Milwaukee. She is a member and past-president of the CFA Society of Milwaukee as well as a founding member of the CFA Society of Madison. 

REMINDER MEMBERS! Bring a Corporate for FREE (Add a Corporate Guest ticket to your cart at registration).

Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm

Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert

Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Friday, January 20th at 2:00pm)


Copyright © 2016 Wisconsin Association for Financial Professionals. All rights reserved.
Powered by Wild Apricot Membership Software