Our 11th annual investment conference was a success! Thank you to all the attendees and sponsors, as well as our keynote speakerStuart Peterson(ARTIS Ventures), and panel speakersLydia J. Miller(Dana Investment Advisors),Greg Wait(Falcons Rock Investment Counsel, LLC),Keith Johnson(Reinhart Boerner Van Deuren s.c.),William Heard(Heard Capital LLC), andCraig Carlozzi(Longfellow Investment Management Co., LLC).
Contact Brenda Campbell at (414) 310-5920 to learn how you can sponsor next years event!
The conference is a great opportunity to gain actionable investment insight from the best-of-the-best in the industry. Even better, proceeds from the event help to promote financial literacy here at home. Ive attended for years and wouldnt miss it!
Duane McAllister, CFA, managing director
Jay Leonard at Bernstein Private Wealth Management