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2023 Investment Forum

June 13 & 14, 2023. 100% Online.

Join us for the 2023 Investment Forum co-sponsored by SWIB and the CFA Society of Madison. This two-day virtual event will feature a lineup of leading industry experts who will provide valuable and insightful information on a wide range of topics.  

After you finish your registration, you will receive confirmation emails from Please note that you will receive the Day 2 confirmation within 24 hours after receiving the Day 1 confirmation. These confirmations will have “Add to Calendar” links.

Agenda & Speakers

Tuesday, June 13 (Click here for speaker bios)

1:30 p.m.

U.S. Housing Market Update

2:30 p.m.

Navigating Geopolitics in

2023 & Beyond

Alan Ratner

Managing Director of Homebuilding at Zelman & Associates


Major General (Ret.) James "Spider" Marks

Senior Advisory Board Member at Academy Securities

3:30 p.m.

Macroeconomic Outlook & the Fed's Playbook for Inflationary Times

Headshot.David Zervos.jpg

David Zervos

Chief Market Strategist at Jefferies LLC

Wednesday, June 14 (Click here for speaker bios)

1:30 p.m.

Demographic & Labor Market Trends: The Expected & the Neglected

2:30 p.m.

Consumer Debt on the Rise: Trends & Market Implications

3:30 p.m.

What We Don't See: Implicit Bias


Nicholas Eberstadt

American Enterprise Institute

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Scott Bronner

Managing Director & Head of Credit at Stone Point Capital

Headshot.Jerry Kang.jpg

Jerry Kang

Distinguished Professor at UCLA Law

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