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BOND
WEEK! The Bond Trifecta
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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)
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
_____________________________________________________________________
Bucks and Bonds - Marc Lasry
Monday, June 23, 9:30
am at the Wisconsin Club
-- Register Here --
  
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.
_______________________________________________________________________________
Bonds, Bonds and More
Bonds
- Jeff Sherman, CFA
Wednesday, June 25,
12:00 pm at the Milwaukee Athletic Club
-- Register Here
--
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.
______________________________________________________________________________
Brewers and Bonds - Mark Attanasio
Friday, June 27, 12:00
pm at the Wisconsin Club
-- Register Here
--
 
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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