2026 Investment Conference

Recognized as the Midwest’s premier event for cutting-edge investment thinking, the SecureFutures Investment Conference is modeled after Wall Street Week and the Ira Sohn Investment Research Conference in New York. The afternoon includes presentations from an impressive line-up of leading investment managers who volunteer their time to support the cause. All speakers present their most compelling investment ideas and perspectives.

Join us on Tuesday, May 5, 2026

Baird Center
405 W Kilbourn Ave
Milwaukee WI, 53203

Agenda

Registration
12:30 pm – 1:30 pm

Investment Conference
1:30 pm – 4:00 pm

Networking Reception
4:00 pm – 5:30 pm

Register Now

Speakers

Headshot of Jeff Wang

Keynote Speaker

Jeff Wang

Managing Partner, Augnition Global Investors

Jeff Wang is the founder and Managing Partner of Augnition Global Investors, a hybrid public/private investment firm focused on technology companies.  Prior to founding Augnition, Jeff was the Managing Partner of Sequoia Capital Global Equities (SCGE), a public/private crossover investment firm with investments spanning from late-stage private companies to public companies.

Over 15 years at SCGE, Jeff primarily focused on public growth technology companies but has also invested $3 billion at present in private companies including Bytedance, SpaceX, Citadel Securities, and Stripe. Prior SCGE private investments that have since gone public include Airbnb, Doordash, MongoDB, Nubank, and Snowflake. Before joining SCGE in 2010, Jeff also worked at TPG Capital and Silver Lake Partners where he focused on investments in technology buyouts.

Jeff received a Master of Science and Bachelor of Science with distinction in Computer Science from Stanford University and a Master in Business Administration from Harvard Business School, where he was a Baker Scholar, Ford Scholar, and Wolfe Award recipient. Jeff lives in the San Francisco Bay Area with his wife and three young children.

Headshot of Rob Haugen

Idea Speaker

Rob Haugen

CIO, Co-Portfolio Manager, The Trenchless Fund, River1 Asset Management

Rob Haugen helps lead The Trenchless Fund with a singular mission: to pick stocks with risk/reward likely to beat the S&P 500 over time in a tax efficient manner.

Rob is also the Chief Investment Officer of the Michels Family Office in Milwaukee, WI, a multi-generational family office tied to local infrastructure construction firm Michels Corp.

Before River1, Rob spent 14 years at Baird on the Institutional Equity Desk, and 10 years in Chicago in various Hedge Fund roles.

Rob has an MBA from Northwestern University’s Kellogg School and is the Co-Founder of Ian’s Pizza by the Slice, with 10 locations nationwide. He lives in Elm Grove, WI with his wife and three children.

Frequently Asked Questions

The SecureFutures Investment Conference is the premiere networking opportunity for individual investors, business professionals, business owners, bankers, portfolio managers, CPAs, attorney’s and financial advisors. The event regularly attracts professionals from Milwaukee, Chicago and Minneapolis, as well as a contingent from New York City and the East Coast. For more detail on the attendee sector representation, click here.

SecureFutures is a 501(c)3 organization. The cost of your ticket that exceeds fair market value of the event (determined to be $75 per seat) is tax deductible. You will receive a receipt containing this information upon purchase of your ticket.

Absolutely!  Many of our attendees have used the insights shared at this event as a way to say “thank you” to a valued client relationship or as a way to continue a healthy professional dialogue about the investment landscape.

Hear from our attendees…

The Investment Conference is a ‘can’t miss’ for our team – great investment insights while supporting financial literacy.

Eric P. Christophersen, Vice President – Wealth Management, Northwestern Mutual

I attend every year because there’s no other event that offers so much value while supporting a very important cause.

Bill Nasgovitz, Chairman, CIO and Portfolio Manager, Heartland Advisors, Inc.

Explore Sponsorship Opportunities

All proceeds benefit financial literacy education for youth through SecureFutures. To learn how you can get involved as a sponsor at this year’s event, contact Brenda Campbell at (414) 310-5920 or brenda@securefutures.org.

Become a Sponsor

2026 Sponsors