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Navigating the Financial Markets - CANCELED

Event Description

​Navigating the Financial Markets
Thursday, April 2
Barry Hall | Fargo, ND
2:30 - 6 pm

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2020 - a new decade and a new market? A panel of experts opines on the longest expansion in US history and share their predictions for the economy and market. Come and learn from their insights and enjoy socializing with fellow professionals and aspiring students. 
 
Panel:
Lisa Erickson, CFA - U.S. Bank
Mark Simenstad, CFA - Thrivent Financial 
Robert Thompson, CFA, CIC - Mairs & Power
Moderator: Scott Beaulier, Ph.D. - NDSU College of Business

SCHEDULE
2:30pm Registration / Light Refreshments
3:00pm Welcome 
3:15pm Program / Featured Speakers
New this Year:
5:00 pm Progressive Networking Social with speakers and other industry professionals (hosted appetizers & table conversations) 
6:15pm Adjourn

About the Speakers:

Lisa Erickson, CFA - U.S. Bank
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As Head of the Traditional Investments Group, Lisa is responsible for directing all aspects of traditional investment research and fund manager selection for U.S. Bank Wealth Management. This includes due diligence, strategy research, idea generation, data management, and client research reports on long-only equity, fixed income, balanced and specialty strategies. The platform of approximately 300 strategies includes both active and passive options, in all key investment styles.

Lisa has been instrumental in ensuring effective delivery and depth of traditional investments advice for all Wealth Management clients. This effort includes overall platform direction and maintenance, ongoing enhancement of processes, research and development, and delivery of new services and client communication methods. Moreover, she has led expansion of the international equity platform to include newer strategy types, such as frontier markets and international small-capitalization stocks, to provide additional
opportunities for client investment.

Lisa has more than 25 years of experience in the financial services industry. Prior to joining U.S. Bank, she led research teams at Russell Investments and Altura Capital. She also served in numerous other roles, including capital markets analysis, creation of investment infrastructure, product
development and management, and institutional client service. Lisa is a member of the CFA Society of Minnesota and the CFA Institute. She has a passion for serving her community, demonstrated by her participation in a number of charitable endeavors.


Mark Simenstad, CFA - Thrivent Financial 
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Mark Simenstad, CFA, serves as Thrivent Financial vice president and chief investment strategist. In this role, he oversees the investment management of all Thrivent Financial and Thrivent Mutual Fund assets. Simenstad also serves as a co-manager of the organization's four asset allocation funds and the Thrivent Diversified Income Plus Fund and Multidimensional Income Fund.  He joined the organization in 1983 as a securities analyst. He held a variety of positions, including head of fixed income research and portfolio manager, before leaving the organization in 1993. Simenstad was employed by Investment Advisers Inc. as vice president and portfolio manager from 1993 to 1996. He subsequently joined Voyageur Asset Management as chief investment officer - fixed income from 1996 to 1999.   He rejoined Thrivent Financial in 1999, becoming Head of fixed income funds in 2002, and chief investment strategist in 2017.  He is a chartered financial analyst and received a bachelor's degree in economics from St. Olaf College in Northfield, Minn., in 1981. He earned an MBA from the University of Minnesota in Minneapolis in 1983.


Robert Thompson, CFA, CIC - Mairs & Power
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Bob directs the fixed-income investment management activities for the firm, including the portfolio management, research, trading, and investment risk management. In this role, he implements our fixed-income strategy for the individual bond portion of client portfolios and the Balanced Fund.

Shortly after joining Mairs & Power, he was promoted to Vice President. In April 2018, Bob was named co-manager of the Balanced Fund.

Earlier in his career, Bob served as Vice President, Corporate Bonds at Advantus Capital Management in St. Paul, Minnesota, where he helped run a total return mutual fund, the insurance company general account and various separate accounts. He also held a senior position at Lutheran Brotherhood (now Thrivent Financial) where he was a Senior Securities Analyst covering high yield, investment-grade corporate and municipal bonds, equity and convertible securities, private equity and private bonds. Previously, he worked in accounting at Cargill Incorporated.  

Bob earned a Bachelor of Accountancy from the University of North Dakota and an MBA in Finance from the University of Minnesota. He is a CFA charterholder, Chartered Investment Counselor, and a Certified Public Accountant (inactive).  

Bob is a member of the International Foundation of Employee Benefit Plans and has experience in advising the Taft Hartley plans.

An active member of the Twin Cities community, he serves on the General Board of the YMCA – Greater Twin Cities and is the Board Chair of the downtown St. Paul YMCA. He also is involved with Camp Odayin and several other local organizations including the CFA Society of Minnesota. Previously, he was on the Board of the Park Square Theatre in downtown St. Paul and an active member of the CPA Society of North Dakota. 

Bob and his wife, Kathy, enjoy traveling, theatre, golf, hockey and their two dogs. 

Scott Beaulier, Ph.D. – Dean, NDSU College of Business (Moderator)

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Scott A. Beaulier, Ph.D. joined North Dakota State University (NDSU) as Dean for the College of Business in June 2016.

An economist by training, Dr. Beaulier has spent his career actively engaged in understanding and advocating for policies that foster dynamic, vibrant economies that best allow businesses and entrepreneurs to thrive. But, while policies are integral, Dr. Beaulier believes that people — innovative, creative, and dedicated business leaders — are the life blood of any economy. And, business schools have an enormous responsibility and role in preparing the next generation to change the world through business.

Prior to joining NDSU, Dr. Beaulier served as Executive Director at the Center for the Study of Economic Liberty in the W.P. Carey School of Business at Arizona State University, an academic and research center dedicated to studying the impact government policies have on economic growth and individual well-being.

From 2010 to 2015, Dr. Beaulier served as Executive Director of the Manuel H. Johnson Center for Political Economy at Troy University. Under his leadership, the Johnson Center grew into a robust academic center: In just three years, Dr. Beaulier recruited seven top-notch Ph.D. economists to campus and expanded the program offerings to include both a major and a master of arts in economics.

In addition to leading the Johnson Center, Dr. Beaulier served as Chair of the Division of Economics and Finance at Troy University and, earlier in his career at Mercer University, was the BB&T Distinguished Professor of Capitalism, Chair of the Economics Department, and Director of the Center for Undergraduate Research in Public Policy & Capitalism. Dr. Beaulier earned an undergraduate degree from Northern Michigan University and a Ph.D. in economics from George Mason University.

Event Type

Society; Career; Social; Educational; Featured

Education Topic

Leadership, Management, and Communication Skills; Performance Measurement and Evaluation; Portfolio Management

Start Time

4/2/2020 2:30 PM

End Time

4/2/2020 6:00 PM

City

Fargo

State/Province

ND

Event Country

United States

Event Region

Americas

Location Info

​Richard H. Barry Hall
North Dakota State University
811 Second Avenue North
Fargo, ND


Speaker

Lisa Erickson, Mark Simenstad, Robert Thompson

CE Credits

 

SER Credit

0.00

Currency

USD

Member Price

0.00

Non-Member Price

0.00

Candidate Price

0.00

Registration

This event has been canceled.

Presentation

 

All Day Event

 

Recurrence

 

Event Link

 

Event Link Leads To New Tab

Yes

Event Short Info

Navigating the Financial Markets - CANCELED

Attachments

Content Type: MyCFA Calendar
Created at 1/9/2020 12:47 PM by support@cfamn.org
Last modified at 3/17/2020 2:56 PM by assistant@cfamn.org[CASMSTS:username]