The University of Wisconsin-Milwaukee’s Lubar School of Business will present the day-long seminar “2011 Outlook Conference” on Thursday, March 24, at the UWM Union, 2200 E. Kenwood Blvd., Milwaukee.

Panelists and presenters at the conference will discuss topics including economics and strategy, mergers and acquisitions and the capital markets, changes in the regulatory environment, investment positioning in volatile markets, creating value for shareholders, and more.

The conference is the brainchild of Dr. G. Kevin Spellman, director of the investment management certificate program at UWM.

“I wanted to have some kind of event where we would bring in top decision makers from the corporate and investment areas where they can discuss the main issues that will shape the economy, business and investments markets,” Spellman said.

The conference will feature prominent analysts and economists from outside the Milwaukee market. They include:

  • Daniel Ford, head of U.S. equities research with Barclays Capital.
  • Doug Cliggott, U.S. equity strategist with Credit Suisse.
  • Tobias Levkovich, chief U.S. equity strategist with Citigroup.
  • Pat Dorsey, director of equity research, Morningstar.
  • Joel Stern, chairman and chief executive officer of Stern Stewart & Co.
  • David Bleustein, head of U.S. equities research with UBS.

It will include presentations and panel discussions from well-known names from the financial and business communities in metro Milwaukee. Companies such as Northwestern Mutual, Stark Investments, Robert W. Baird & Co., Mason Wells, J.P. Morgan Chase, Briggs & Stratton, Cleary Gull Inc. and Generac will have key executives presenting that day.

The conference is sponsored by the Wisconsin chapter of the Association for Corporate Growth, the CFA Society of Milwaukee and Bloomberg. BizTimes Milwaukee is the media sponsor.

“Based on the caliber of speakers, we thought this was a good educational opportunity for our members,” said Thomas Rippl, CFA. Rippl is president of the CFA Society of Milwaukee, and is also vice president and investment officer of Schaper, Benz &Wise Investment Council Inc., a Neenah-based investment advisor firm.

“I saw Tobias (Levkovich of Citigroup) speak in Las Vegas and thought he was really good. Kevin’s done a really nice job. Some of (the speakers) I read quite a bit and have a lot of respect for. They’ll be talking about some timely topics and discussing long-term views, which should be good.”

The event will be held during spring break, so there will be ample parking in the UWM Student Union parking structure. Cost is $149 for the day-long event.

For more information or to register for the seminar, visit


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