Thursday, June 12, 2014

An All-Star Line-up of Presenters - Check it out


BOND WEEK! The Bond Trifecta

 

Bucks and Bonds - Marc Lasry
Co-Owner Milwaukee Bucks & Chairman, Co-Founder Avenue Capital Group
Monday, June 23, 9:30 am at the Wisconsin Club
 
Bonds, Bonds and More Bonds - Jeff Sherman, CFA
Portfolio Manager, DoubleLine Capital
Wednesday, June 25, 12:00 pm at the Milwaukee Athletic Club
 
Brewers and Bonds - Mark Attanasio
Co-Owner Milwaukee Brewers & Co-Founder Crescent Capital Group
Friday, June 27, 12:00 pm at the Wisconsin Club
  
(Details on these meetings are provided below) 
               Brewer Logo  
CFA Society of Milwaukee has secured three of the biggest presenters to ever come before our organization...and they will all appear in a single week - Bond Week!  In light of the quality of this programming, we've secured large venues, obtained enthusiastic sponsors from our community, and will be inviting others from the Milwaukee professional community to the meetings, as well as your guests.  CFA Society of Milwaukee has also enlisted our Society-supported partners, UW - Milwaukee, Marquette University, and Make A Difference Wisconsin, to ensure successful events.
  
Please join us for at least one if not all three events.  Bring co-workers, clients, friends, family and others who may be interested.  Even if you can't attend, please pass along the invite to others.  These high-profile names are worthy of a large audience, which will attract greater programming opportunities in the future.  A version of this event announcement that is more appropriate for non-Society members is attached - to view a copy click here!
 
Surveys of our membership have identified "growing recognition of the CFA Charter" as one of the highest priorities.  Bond Week! will be presented as an Investors 1st event - our public outreach arm.  We will take two minutes at the beginning of each meeting to highlight the value of CFA Charterholders to investors.  The public should know who CFAs are and why we should be involved in their investments.  Help us deliver a large turnout for these events.
  
Despite larger than normal venues, we anticipate that these meetings will sell out. CFA Society of Milwaukee members have a very brief advance notice of these meetings...beginning tomorrow, they will be open to the public. Sign up today - DO NOT WAIT. 
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Bucks and Bonds with Marc Lasry - Monday, June 23rd 9:30 am at the Wisconsin Club - Continental Breakfast - $20 for all attendees - Register Here
 
Bonds, Bonds, and More Bonds with Jeff Sherman - Wed., June 25th 12:00 pm at the Milwaukee Athletic Club - Lunch - Free for CFA Society of Milwaukee Members, $20 for others - This event is free to Society Members as our optional Annual Meeting will immediately follow the presentation - Register Here
 
Brewers and Bonds with Mark Attanasio - Friday, June 27th 12:00 pm at the Wisconsin Club - Lunch - $20 for all attendees - Register Here
 
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Bucks and Bonds - Marc Lasry
Monday, June 23, 9:30 am at the Wisconsin Club
                 
The Milwaukee Bucks were purchased by a group led by Marc Lasry and Wesley Edens two weeks ago.  We are pleased to have Mr. Lasry speaking to CFA Society of Milwaukee about investing in an NBA team and the career that positioned him to make this large investment.  He will share his market outlook as an expert in distressed asset investing as Chairman of Avenue Capital Group.
 
Mr. Lasry, born in Morocco, emigrated to the U.S. with his family when he was seven years old.  His father was a computer programmer and his mother a schoolteacher.  After growing up in West Hartford, Connecticut, he earned a B.A. in History from Clark University and a J. D. from New York Law School.  He clerked for the Honorable Edward Ryan, former Chief Bankruptcy Judge of the Southern District of New York and then turned to the investments world, where he has spent 30 years investing in distressed assets.  He co-founded the hedge fund Avenue Capital Group with his sister Sonia in 1995.  Avenue Capital manages over $12 billion of assets.
 
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Bonds, Bonds and More Bonds - Jeff Sherman, CFA
Wednesday, June 25, 12:00 pm at the Milwaukee Athletic Club
          
  
Bonds have provided strong returns since the financial crisis in 2008.  After a long, strong run, what's next?  Jeff Sherman, CFA and member of the CFA Society of Los Angeles, will talk about how we got here, where we are today, and what the future holds for bond investors.  Mr. Sherman is a highly engaging speaker who will identify economic, political, and demographic trends impacting the outlook for bonds.  In addition, we he'll likely touch on timely topics such as "Is the Chinese yuan moving toward reserve status and what impact would that have?"
 
With interest rates at historically low levels and Europe introducing negative interest rates in the last week, this should be a very timely presentation.  Whether you are a bond professional or simply a curious investor, you'll find his presentation insightful and enlightening. 
 
Jeff holds a B.S. in Applied Mathematics from the University of the Pacific and a M.S. in Financial Engineering from the Claremont Graduate University.  He is a CFA charterholder.  He joined DoubleLine in 2009 and is a portfolio manager utilizing derivative-based and multi-asset strategies.  He is also a member of the firm's Fixed Income Asset Allocation Committee.  Mr. Sherman works closely with the firm's founder and Chairman, Jeffery Gundlach.  DoubleLine is a high-performing fixed income manager investing approximately $50 billion of assets.
  
Following this presentation, we will hold a brief Annual Meeting for CFA Society of Milwaukee members who would like to stay.
 
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Brewers and Bonds - Mark Attanasio
Friday, June 27, 12:00 pm at the Wisconsin Club
Brewer Logo          
 
Ten years ago, Mark Attanasio and his investment group purchased the Milwaukee Brewers.  While the team had a wonderful new stadium, many of its seats went empty following a streak of 12 losing seasons.  Today, the team has one of the leading records in Major League Baseball.  Mr. Attanasio will talk about his investment in the team, changes that have brought success to the team, MLB as an alternative investment, and the career that positioned him to and prepared him for investing in a baseball team.  Mr. Attanasio will discuss his outlook as a co-founder and Managing Partner of Crescent Capital Group an investment firm with over $10 billion of assets.
 
Mr. Attanasio grew up in the Bronx and New Jersey and received a B.A. from Brown University and a J.D. from Columbia Law School.  A life-long love for baseball ultimately led to his purchase of the Brewer's controlling interest.  He is also a part-owner of the Milwaukee Admirals and currently lives in Los Angeles...when he's not in Milwaukee.
 
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CFA Society of Milwaukee thanks and is proud to have the following organizations as sponsors of Bond Week!:
  
                                         
 
 
The following organizations are partners for these events: Make A Difference Wisconsin, Marquette University, and University of Wisconsin - Milwaukee's Lubar School of Business.
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Bond Week! is an Investors 1st event.  Investors 1st , a project of CFA Society of Milwaukee, provides events, information, and other resources to the public.  We are pleased to present Bond Week! to the greater Milwaukee community as a part of our mission to contribute to a growing awareness and understanding of investments. 
 

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