Upcoming Events

Tap Tuesday - Networking Event Series

Join us our next Tap Tuesday! We will be hosting a networking social event from 5-7 pm with drinks on tap and snacks to share. No registration required, sign in when you arrive and put on a name tag as you join the group. Join us on Tuesday, March 10th at Cafe Hollander.  Click here to add the event to your calendar.

Join us for How Private Markets are Reshaping Small-Cap Investing - Virtual Event

Join us for a Virtual Event with Zach Evens as he presents How Private Markets are Reshaping Small-Cap Investing. Private markets are fundamentally transforming public markets in the United States. A surge in private capital flows is keeping some high-growth companies private for longer, intensifying business competition among public and private firms, and causing more public companies to be taken private. This is shifting the investment landscape, but the effect is most acute on small-cap stocks. This session explores why small-caps are most vulnerable to a shifting landscape and where small-cap investors can still find opportunities.  Virtual Event Wednesday, March 11th  12:00 - 1:00pm Register Now! Bio: Zach Evens is a manager research analyst for Morningstar where he is responsible for conducting qualitative research on global exchange-traded and passive funds. Before joining Manager Research in 2022, Evens was the lead annuity analyst for the Morningstar Data and Development Center. He first joined Morningstar in 2020 in its investment management division. Evens holds a bachelor's degree in economics from Guilford College.

Back to the Future (Again)? – U.S. Property Market Outlook

Join us for this luncheon presentation as we welcome  Mike Acton, CFA from AEW Research.  This session will explore key forces shaping today’s investment landscape, including shifts in the global order, the rapid rise of AI amid limited labor growth, the Fed’s evolving policy path, and the early stages of a new property value cycle. The discussion will emphasize why future returns may depend less on sector bets and more on selecting and managing the right assets in the right locations.   To view the speaker's bio - click here!   Tuesday, May 19th 11:45 am - 1:00 pm Springhill Suites 4601 Frey St. Madison, WI 53705 Register Now