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2024 Investment Forum

June 11 & 12, 2024. 100% Online. (No recordings.)

Join us for the 2024 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 11 (Click here for speaker bios)

1:30 p.m.

The Impact of GLP-1 Drugs on the Economy & Healthcare

2:30 p.m.

Commercial Real Estate Cycles

3:30 p.m.

AI: Demystifying Hype. Determining Risks. Discovering Potential.

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Dr. Jay Rao

Founder & Chief Investment Officer, Integral Health Asset Management


Ed Reardon

Managing Director, Head of Securitization Research at Deutsche Bank

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Talia Goldberg

Partner, Bessemer Venture Partners

Wednesday, June 12 (Click here for speaker bios)

1:30 p.m.

Energy Transition &

Investment Opportunities

2:30 p.m.

Real Interest Rates: Higher for Longer?

3:30 p.m.

Tails & Survival

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Phil Deutsch

Fund Head & Partner, NGP; Chief Executive Officer, NGP ETP III


Ken West

John D. MacArthur & Ragnar Frisch Professor of Economics, University of Wisconsin-Madison; Director of the

Julie Plant Grainger Institute of

Economic Research


Nassim Nicholas Taleb

Distinguished Professor of Risk Engineering, New  York University's Tandon School of Engineering (retired); Scientific Advisor, Universa Investments.

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