We live in a world of abundant incongruencies. Global growth presents investors with numerous possibilities and challenges. At the same time, we speak and hear the words, “small world” with increasing frequency. Do these perspectives compete? Will one win out? More importantly, how might they be combined to produce investment success?
Join Sara J. Walker, CFA from BMO Private Bank as she provides a focused pathway through today’s data deluge. Economic updates and behavioral patterns will be shared in order to produce a long-term economic and capital markets perspective designed to help you achieve comfort and success with your investment portfolio.
Sara is a Senior Strategist, Regional Director of Investments with BMO Private Bank. She leads a team of experienced portfolio managers to develop and deliver BMO’s investment strategy and wealth management services to high net worth individuals, families and organizations. Sara holds the Chartered Financial Analyst designation, and her education includes an MBA from the University of Wisconsin-Milwaukee. Sara’s undergraduate studies led to a BS from the University of Wisconsin-Parkside where she double-majored in Finance and Economics and graduated Magna Cum Laude.
Food pantry contributions: Goodman Community Center Food Pantry
Both cash and checks payable to GCC Food Pantry will be accepted.
Parking: Enter Oakwood grounds at the traffic light at Island Drive and Mineral Point Road. Take the left fork and then the second driveway on the right to enter visitor underground parking. Push the button for assistance. Park in any visitor or non-reserved stall; take elevator to first floor lobby where signs or a receptionist will help. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot).
On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive.
If taking the bus, Madison Metro Bus Routes 14 and 67 stop on Mineral Point Rd in front of Oakwood, if traveling easterly, or across Mineral Point Rd from Oakwood if traveling westerly.
Registration: Advance registration is required. If you are not registered in advance, you may not receive handouts. If you or your companion registered for this seminar but cannot attend, please email or call the UWRA Office.
Questions? Call or Email
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218