The IMCP organizes the Defining Markets Conferences each year for the community. The conference series focuses on major events shaping the economy, business, and markets, with the goal of helping attendees better position their portfolios and businesses.

Programs below are from our 2020-2021 series!

The American Jobs Plan: What it Means for the Economy, and Current Conditions
Presenters:
Shawn Harrison, Vice President of Communications & Investor Relations, Plexus
Xia Liu, Executive Vice President and Chief Financial Officer, Wisconsin Energy

The Evolving Role of VC in the Innovation Economy and PE Trends and Themes in the Age of COVID-19
Presenters:
John Neis, Executive Managing Director, Venture Investors LLC
Michael Rogers, Principal (retired), Ernst & Young
Pete Witte, Associate Director, U.S. Private Equity, Ernst & Young
ESG and EVA: Making the World Better While Generating Solid Returns
Presenters:
Anthony Campagna, Global Director of Fundamental Research, Institutional Shareholder Services
Patricia Dörig, ESG Analyst, Institutional Shareholder Services
Investment Strategy
Presenters:
Brian Jacobsen, Senior Investment Strategist, Wells Fargo
Tobias Levkovich, Chief U.S. Equity Strategist, Citigroup

This panel answered important questions about current macro conditions and financial markets. A recording of this discussion is not available.

Past Conferences

Defining Markets Conference, September 2019

Equity Investing
Brian Hellmer, Managing Director, Public Equities, State of Wisconsin Investment Board
Matt Rose (moderator), Consultant, Alpha Investment Consulting Group

Investment Strategy
Jeff deGraaf, Chairman, Renaissance Macro Research LLC
William Delwiche, Managing Director and Investment Strategist, Robert W. Baird & Co.
Mike Roth (moderator), Founding Principal, Stark Investments

IoT: Can It Solve the U.S. Productivity Problem?
David Aho, Director of Engineering, Eaton Corp. Power Systems Division
Joe Mariani, Research Manager, Deloitte Services LP
David Vasko, Director of Advanced Technology, Rockwell Automation
Kathleen Gallagher (moderator), Pulitzer Prize Winning Journalist and Executive-in-Residence, UWM Lubar School of Business

Defining Markets Conference, January 2018
Main Issues Transforming the Global Economy & Health Care

Healthcare Panel
Kathleen Gallagher, (Moderator), Pulitzer Prize winner & Executive-in-Residence, Lubar School of Business
Mike Anderes, (Speaker), Chief Innovation & Digital Officer for Froedtert Health and President of Inception Health
Coreen Dicus-Johnson, (Speaker), President & Chief Executive Officer of Network Health
Catherine Jacobson, (Speaker), President & Chief Executive Officer of Froedtert Health
Brian Pinsker, (Speaker), Healthcare Portfolio Manager/CEO of 11:11 Capital, former head of North American Equities for Proprietary Trading Business of JP Morgan

Investment Strategy Panel
Bob Bukowski, (Moderator), Principal & Senior Consultant, Alpha Investment Consulting Group
Scott Opsal, (Speaker), Director of Equities for Leuthold Weeden Capital Management
Michael Roth, (Speaker), Founding Principal of Stark Investments

Defining Markets Conference, November 2016
Technical Analysis and the VIX as a Marketing Indicator

Speakers:
Philip J. Roth, CMT, Market Technicians Association Educational Foundation
Russell Rhoads, CFA, Director of Education, CBOE Options Institute
Kevin Spellman, CFA, David O. Nicholas Director of Investment Management (Moderator)

Defining Markets Conference, October 2015
Investment Strategy and the Next Boom

Speakers:
Dennis DeBusschere, Senior Managing Director, Portfolio Strategy, Evercore ISI
Doug Ramsey, Chief Investment Officer, The Leuthold Group
Jack Plunkett, CEO, Plunkett Research, Ltd.
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (Moderator)

Defining Markets Conference, February 2015
Investment Strategy, Geopolitics & Strategic Surprise

Speakers:
Tobias Levkovich, Managing Director and Chief U.S. Strategist, Citigroup
Francois Trahan, Partner and Investment Strategist, Cornerstone Macro
Dr. Milo Jones, Visiting Professor, IE Business School in Madrid
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (moderator)

Defining Markets Conference, September 2014
Business Outlook and M&A Capital Use Trends

Speakers:
Ted Crandall, Senior Vice President & CFO, Rockwell Automation
Christopher Goller, Regional President, PNC Bank
Ron Miller, Managing Director, Cleary Gull
David Westgate, CEO, Jason Industries

Series Sponsors

Sponsorship opportunities are available!
Proceeds support Investment Management
Certificate Program student scholarships.

Contact

Dr. G. Kevin Spellman, CFA
David O. Nicholas Director of Investment Management
Senior Lecturer, Finance
Lubar Hall S442
608-334-2110
spellman@uwm.edu