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January 23, 2014

 SOLD OUT!

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

Agenda
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

Dress
Business/Formal

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

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

 Parking & Directions
View details

Register
SOLD OUT!
Please email events@cfamn.org if you need to cancel today

 

 2013 Economic Dinner Pictures


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
Management

 

Lindquist & Vennum

 

Meristem Family Wealth

 

Merrill Lynch Swenson Jones Associates

 

Peregrine Capital Management

 

Speece Thorson Capital Group

 

The Travelers Companies

 

Varde Partners

 

Whitebox Advisors


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