2020 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.
All proceeds benefit financial literacy education for youth through SecureFutures (formerly Make A Difference – Wisconsin). Information on our 2020 keynote and panelists is coming soon! To learn how you can get involved as a sponsor at this year’s event, contact Brenda Campbell at (414) 310-5920 or firstname.lastname@example.org.
For a quick-hit event overview and sponsorship opportunities, watch this video.
Monday, September 14, 2020
Details on virtual conference coming soon!
Frequently Asked Questions
Q: Who attends the Investment Conference?
A: 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.
Q: Is my ticket purchase tax deductible?
A: SecureFutures is a 501(c)3 organization. The cost of your ticket that exceeds fair market value of the event (determined to be $44 per seat) is tax deductible. You will receive a receipt containing this information upon purchase of your ticket.
Q: Is this event suitable as a client appreciation event.
A: 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.
“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.