2023 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). To learn how you can get involved as a sponsor at this year’s event, contact Brenda Campbell at (414) 310-5920 or email@example.com.
For a quick-hit event overview and sponsorship opportunities, watch this video.
Join us for our 2023 Investment Conference!
Tuesday, May 23
2:00 pm – 4:30 pm
400 W Wisconsin Ave
Milwaukee WI, 53203
Frequently Asked Questions
Q: What are the COVID guidelines for the day of the event?
A: SecureFutures is committed to providing the safest environment possible for conference attendees. We continuously monitor the spread of COVID-19 at a national, state and local level, and adhere to all local health department rules and guidelines.
Please note that the Wisconsin Center venue is now mask-optional. This means that staff and guests are permitted to go unmasked, and we respect the choice if guests and staff prefer to remain masked. We respectfully ask that you be courteous to other attendees and if you do not feel well, please do not attend the event.
All Wisconsin Center District (WCD) venues received Global Biorisk Advisory Council (GBAC) Star-Accreditation status from ISSA, the global standard for stringent cleaning protocols. As the cleaning industry’s only outbreak prevention, response and recovery accreditation, GBAC STAR™ helps organizations establish protocols and procedures, offers expert-led training and assesses a facility’s readiness for biorisk situations. This ongoing program verifies that WCD and each of its facilities implements best practices to prepare for, respond to and recover from outbreaks and infectious disease.
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 $50 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.