CFA Society Minnesota

A Member of the CFA Institute Global Network of Societies


         January 23, 2014



Howard Marks, CFA, CIC

Chairman, Oaktree Capital Management and author of The Most Important Thing

"When I see memos from Howard Marks in my mail, they're the first thing I open and read." - Warren Buffett

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder and a Chartered Investment Counselor. Mr. Marks serves on the Board of Trustees of the University of Pennsylvania and from 2000 to 2010 was Chairman of its Investment Board.

Read Oaktree Capital Management's Memos from the Chairman


Event in partnership with


Event Details

Thursday, January 23
Minneapolis Marriott City Center
30 South 7th Street
Minneapolis, MN

5:30 pm - Registration Opens

5:30 - 7 pm: Private: Sponsor Reception  
(By invitation only; Platinum, Gold, Silver & Bronze sponsors)

5:30 - 7 pm: Open Reception

7 - 9 pm: Dinner and Speaker Presentation


$95 - Society Members
$145 - Non-Members
$1,500 - Table of 10

Discount rooms available at event location ($79)
Must book by 1/2/2014

 Parking & Directions
View details

Please email if you need to cancel today


2014 Annual & Event Sponsors

Thank you to our sponsors who make this event possible.

View our available sponsorship opportunities.

To date, our sponsors include: 


 Premier Annual Partner

 Silver Annual Sponsor






 Bronze Annual Sponsors





Event Sponsors

Gold Event




Silver Event

        John McEvoy

Bronze Event



Table Sponsors


Allianz Life


BNC National Bank 


BNY Mellon 


Burgundy Asset Management 


Charles Schwab & Co. Inc.


Dorsey & Whitney LLP


EPIQ Partners, LLC


Evercore Wealth Management


Fredrikson & Byron, P.A.


ING U.S. Investment Management


Leuthold Weeden Capital


Lindquist & Vennum


Meristem Family Wealth


Merrill Lynch Swenson Jones Associates


Peregrine Capital Management


Speece Thorson Capital Group


The Travelers Companies


Varde Partners


Whitebox Advisors