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Past Educational Events
The CFA Society of Minnesota is proud of our recent programming efforts and is glad to share with you a listing of recent educational presentations.  We are working hard to provide you with valuable relevent programming on a variety of topics of interest to the full spectrum of our members, and hope you enjoy reviewing these recent events.  When available, please find a copy of the speakers' presentation for your personal reference only.  Please direct any questions or comments about programming to our program chair, Todd Mangis.

Click to go to our Photobook of past events.
Location InfoFilterPresentationFilter
5/15/2012
Breakfast Before the Bell: Fixed IncomeUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota Offices
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
TBD
5/10/2012
Global Markets and Investor FlowsUse SHIFT+ENTER to open the menu (new window).
Macy's Oak Grill
700 Nicollet Ave
12th Floor
Minneapolis, MN 55402
Samarjit Shankar and Simon Derrick
5/1/2012
Breakfast Before the Bell: Equity ResearchUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota Offices
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
John Carraux
4/13/2012
A Day in the Life of Transfer PricingUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
Nick Scott
4/3/2012
CFA Society of Madison Annual Forecast DinnerUse SHIFT+ENTER to open the menu (new window).
The Edgewater Hotel
666 Wisconsin Avenue
Madison, WI  53703
Jeff Gardner- Bridgewater Associates
3/16/2012
CFA Madison Presents: 2012 Outlook ConferenceUse SHIFT+ENTER to open the menu (new window).

University of Wisconsin - Milwaukee
Conference Facilities
2200 E. Kenwood Boulevard
Milwaukee, WI  53211

The event is being held during UWM's spring break so ample covered parking will be available at the UWM Student Union.  Parking fees are collected upon leaving the garage.
Wall Street Analysts, Corporate Executives, and Senior Investment Officers
3/15/2012
Strategies for CleanTech InvestingUse SHIFT+ENTER to open the menu (new window).
Macy's Oak Grill
700 Nicollet Ave
12th Floor
Minneapolis, MN 55402
David H. Kurzman
3/13/2012
MSPBJ: Business Development Made EasyUse SHIFT+ENTER to open the menu (new window).
Minneapolis/St. Paul Business Journal Offices
Lee Tyree
3/9/2012
Luncheon for Minnesota Angel Network-Certified CompaniesUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Club
729 2nd Ave South
Minneapolis, MN 55402
TBA
3/9/2012
A Day in the Life of a Financial PlannerUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
James Clememsen, CFP
2/23/2012
Luncheon: FactSet PresentsUse SHIFT+ENTER to open the menu (new window).
Macy's Oak Grille
700 Nicollet Ave
12th Floor
Minneapolis, MN 55402
 
Chris Elias, CFA
2/21/2012
Breakfast Before the Bell: Endowment & Plan SponsorUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota Offices
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Greg Zick, CFA
2/16/2012
The CFA Institute Investment Research ChallengeUse SHIFT+ENTER to open the menu (new window).
Thrivent
625 4th Avenue S.
Minneapolis, MN 55415
Student Teams
2/10/2012
A Day in the Life of Private EquityUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Susan Edmonds, CFA
2/9/2012
Luncheon with V.V. Chari, Ph.D.Use SHIFT+ENTER to open the menu (new window).
Macy's Oak Grill
700 Nicollet Ave
12th Floor
Minneapolis, MN 55402
V.V. Chari
1/31/2012
Globe University presents: The Future Focus of BusinessUse SHIFT+ENTER to open the menu (new window).
IDS Tower
80 South 8th St.
Minneapolis, MN  55402
Concourse Level
Beth Kieffer Leonard
1/17/2012
FPA Presents: Double Feature - 2012 Economic OutlookUse SHIFT+ENTER to open the menu (new window).
Golden Valley Country Club
7001 Golden Valley Road, Golden Valley, MN 55427
See above
12/15/2011
Holiday SocialUse SHIFT+ENTER to open the menu (new window).
Macy's Oak Grill
700 Nicollet Ave
12th Floor
Minneapolis, MN 55402
 
*Evening parking is validated in the Macy's ramp
Members
12/7/2011
Info Session for CFAMN Live Exam Review CoursesUse SHIFT+ENTER to open the menu (new window).
Macy's Oak Grill
700 Nicollet Mall
12th Floor
Minneapolis, MN 55402
 
Elevators are located in the 2nd floor men's clothing department
Josh Howard, CFA
11/30/2011
Luncheon: Globe University PresentsUse SHIFT+ENTER to open the menu (new window).
Globe University
IDS Tower
Concourse Level
Jay Kasdan
11/19/2011
Live Prep Class for Level I ExamUse SHIFT+ENTER to open the menu (new window).
CFAMN Office
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Josh Howard, Instructor
11/17/2011
Member SocialUse SHIFT+ENTER to open the menu (new window).
Lyon's Pub
16 South Sixth Street
Minneapolis, MN 55402
Members
11/10/2011
Luncheon: Roche Holdings, Inc. PresentsUse SHIFT+ENTER to open the menu (new window).

*Macy's Oak Grill

12th Floor

700 Nicollet Mall

Minneapolis, MN 55402

 

*Elevators are located in the 2nd floor men's clothing department
Nina Goworek
11/5/2011
Deleted: Live Prep Class for Level I ExamUse SHIFT+ENTER to open the menu (new window).
CFAMN Office
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Josh Howard, Instructor
11/3/2011
Luncheon: Morningstar PresentsUse SHIFT+ENTER to open the menu (new window).
*Macy's Oak Grill
12th Floor
700 Nicollet Ave
Minneapolis, MN 55402
 
*Elevators are located in the 2nd floor men's clothing department.
Andrew Small
Click HERE to view the presentation slides
10/27/2011
New Charterholder CelebrationUse SHIFT+ENTER to open the menu (new window).
*Macy's Oak Grill
12th Floor
700 Nicollet Ave
Minneapolis, MN 55402
 
*Parking is validated in the Macy's ramp
*Elevators are located in the 2nd floor men's clothing department
David Goldman, The Laughing Stockbroker
To review pictures from this event, please click here.
10/25/2011
Globe University Luncheon InvitationUse SHIFT+ENTER to open the menu (new window).
IDS Center
80 South 8th Street
Concourse Level
Buffie Blesi
10/22/2011
Deleted: Live Prep Class for Level I ExamUse SHIFT+ENTER to open the menu (new window).
CFAMN Office
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Josh Howard, Instructor
10/20/2011
Member SocialUse SHIFT+ENTER to open the menu (new window).
Lyon's Pub
16 South Sixth Street
Minneapolis, MN 55402
Members
10/20/2011
Luncheon: Building Hedge Fund Portfolios in Stressful Market EnvironmentsUse SHIFT+ENTER to open the menu (new window).
*Macy's Oak Grill
12th Floor
700 Nicollet Mall
Minneapolis, MN 55402
 
*Parking is validated in the Macy's ramp
*Elevators are located in the 2nd floor men's clothing department
Paul Lucek, Director of Research and Senior Portfolio Manager, SSARIS Advisors, LLC
10/18/2011
Breakfast Before the Bell: Asset ManagersUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
Michele Hanson
10/14/2011
A Day in the Life of a Fixed Income AnalystUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
Larry Sitcawich of Travelers
10/8/2011
Deleted: Live Prep Class for Level I ExamUse SHIFT+ENTER to open the menu (new window).
CFAMN Office
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Josh Howard, Instructor
10/6/2011
Luncheon: Get the Most from Your MembershipUse SHIFT+ENTER to open the menu (new window).
*Macy's Oak Grill
12th Floor
700 Nicollet Mall
Minneapolis, MN 55402
 
*Parking is validated in the Macy's ramp
*Elevators are located in the 2nd floor men's clothing department
Adam Palmer & Josh Howard, CFA
10/1/2011
Live Prep Class for Level I ExamUse SHIFT+ENTER to open the menu (new window).
CFAMN Office
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Josh Howard, Instructor
10/1/2011
Live Prep Class for Level I ExamUse SHIFT+ENTER to open the menu (new window).
CFAMN Office
1300 Rand Tower
527 Marquette Ave
Minneapolis, MN 55402
Josh Howard, Instructor
9/20/2011
Globe University Presents: Lunch and Learn SeminarUse SHIFT+ENTER to open the menu (new window).
Globe University
IDS Center Concourse
Diane Windingland
9/20/2011
Breakfast Before the Bell: Wealth ManagementUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
TBA
9/15/2011
Deleted: Member SocialUse SHIFT+ENTER to open the menu (new window).
Lyon's Pub
16 South Sixth Street
Minneapolis, MN 55402
Members
9/13/2011
Management Alternatives for Insurance & Pension Assets in a Low Interest Rate EnvironmentUse SHIFT+ENTER to open the menu (new window).
Macy's Oak Grill
12th Floor
700 Nicollet Mall
Minneapolis, MN 55402
Matt Heintz, Phil Kivarkis and Marc Tourville
To view the Heintz/Tourville presentation, click here.
To view the Kivarkis presentation, click here.
9/9/2011
A Day in the Life of an Investment BankerUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
TBA
7/28/2011
Thinking Outside the Boxes: Opportunities in Small Cap InvestingUse SHIFT+ENTER to open the menu (new window).

Radisson Plaza Hotel Minneapolis
35 S 7th St
Minneapolis, MN
55402

Timothy Devlin
This vendor event is targeted to attendees working with Registered Investment Advisors, Public Pensions, Consultants, Foundations, Trusts, and Family Offices and is FREE to current CFA Society of Minnesota members.
7/21/2011
How to Talk to the Media: Media Training for Media Directory Listed MembersUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota Office
527 Marquette Ave
Suite 1300
Minneapolis, MN
Tony Carideo, CFA
6/23/2011
A Primer for Investment TrusteesUse SHIFT+ENTER to open the menu (new window).

Radisson Plaza Hotel Minneapolis
35 S 7th St
Minneapolis, MN
55402

Jeff Bailey
To view the presentation slides, click HERE.
5/19/2011
Member SocialUse SHIFT+ENTER to open the menu (new window).
Lyon's Pub
16 South Sixth Street
Minneapolis, MN 55402
Members
5/12/2011
The Risks that Hide in Plain SightUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
35 South 7th Street
Minneapolis, MN 55402
John P. Gavin
For a copy of one of the documents presented by the speaker, click HERE.
3/23/2011
Globe University presents ... Competencies for 21st Century LeadershipUse SHIFT+ENTER to open the menu (new window).
Globe University, IDS Concourse Level
Michael Sunnarborg
3/22/2011
U.S. Bancorp's Richard Davis Discusses Industry EthicsUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Club
729 2nd Avenue South
Minneapolis, MN 55402
Richard Davis
3/15/2011
FPA presents ... Revisiting Modern Portfolio TheoryUse SHIFT+ENTER to open the menu (new window).

Golden Valley Country Club

7001 Golden Valley Road

Golden Valley, MN 55427

Michael Kitces
3/15/2011
FAJ Author Virtual SeminarUse SHIFT+ENTER to open the menu (new window).
CFA Institute Virtual Seminar
Mark Kritzman, CFA
3/15/2011
Breakfast Before the Bell: Pension & EndowmentUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
Mark Pilon
2/17/2011
Global Investment Research ChallengeUse SHIFT+ENTER to open the menu (new window).
Thrivent Auditorium
625 4th Ave S.
Minneapolis, MN 55415
Student Teams
1/27/2011
Annual Economic DinnerUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Hilton
1001 Marquette Ave. S.
Minneapolis, MN 55403
Tony Crescenzi of PIMCO
Presentation slides are not available for public distribution, however this article by Tony Crescenzi has been made available as a followup to his presentation at the dinner.
12/14/2010
Fixed Income PanelUse SHIFT+ENTER to open the menu (new window).
Thrivent
625 Fourth Ave. S.
Minneapolis, MN 55415-1665

Moderator:  Patrick Egan
11/11/2010
View from a Chief Investment StrategistUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel
35 South 7th Street
Minneapolis, MN 55402
Jim Paulson
11/10/2010
Business Journal SmartReader SeminarUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
Lee Tyree
10/28/2010
New Charterholder DinnerUse SHIFT+ENTER to open the menu (new window).
The Radisson Plaza Minneapolis
35 South 7th Street
Minneapolis, MN 55402
Chris Farrell
To see photos from this event, click HERE.
10/19/2010
Breakfast Before the Bell: Asset ManagersUse SHIFT+ENTER to open the menu (new window).
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN  55402
Jim Ware
To see a video containing a summary of this event, click HERE.
10/5/2010
The Real Russia and How to Make Money There Without Losing (too much) SleepUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Club
729 2nd Avenue South
Minneapolis, MN 55402-2463
Timothy Enneking
To view Tim Enneking's presentation, click HERE.
9/23/2010
Regulatory ReformUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Club
The Club Room on Third Floor
729 2nd Avenue South
Minneapolis, MN 55402-2463
David Tittsworth, Executive Director, Investment Advisor Association
To see the David Tittsworth's presentation slides, click HERE.
7/22/2010
Commercial Real EstateUse SHIFT+ENTER to open the menu (new window).
Grant Thornton LLP
200 South 6th Street, Suite 500 North
Minneapolis, MN 55402
Michael J. Moynagh, MAI, CBRE Valuation and Advisory Services & Murray L. Kornberg, CBRE Capital Markets
6/17/2010
Assessing Portfolio RiskUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Matt Moran, CBOE
To view the speaker's presentation, click HERE.
5/27/2010
Are You Smarter Than a NEW Charterholder?: Developments in the CFA ExamUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
35 South 7th St.
Minneapolis, MN 55402
Michael McMillan, CFA Institute
To view the speaker's presentation, click HERE.
4/29/2010
Intellectual PropertyUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Steven W. Lundberg
To view the speaker's presentation, click HERE.
3/11/2010
Issues Facing Defined Benefits PlansUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
Norway Conference Room
35 South 7th St.
Minneapolis, MN 55402
James J. Andrews, FSA, EA
To view the speaker's presentation, click HERE.
12/15/2009
The Continuing Evolution of Hedge Fund InvestingUse SHIFT+ENTER to open the menu (new window).
Windows on Minnesota
50th Flr - IDS Center
80 S. 8th Street
Minneapolis, MN 55402
Texas Hemmaplardh, CFA
11/16/2009
Insights from a Global CIOUse SHIFT+ENTER to open the menu (new window).
Raddison Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Richard Lacaille, CIO, State Street Global Advisors
 
10/29/2009
New Charterholder DinnerUse SHIFT+ENTER to open the menu (new window).

Millennium Hotel Minneapolis

1313 Nicollet Mall

Minneapolis, MN 55403

John Rogers, CFA and Tom Welch, CFA
To view the event presentation slides, click HERE.
10/14/2009
Retail In The Detail: Should I Stay Or Should I Go Now?Use SHIFT+ENTER to open the menu (new window).
Raddison Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Deb Weinswig, Citi Bank; Jeff Klinefelter, Piper Jaffray
To view Deb Weinswig's presentation, click HERE.
To view Jeff Klinefelter's presentation, click HERE.
10/8/2009
Financial Services and the EconomyUse SHIFT+ENTER to open the menu (new window).
University of St Thomas
UST School of Law - Atrium
1100 LaSalle Avenue South
Minneapolis MN
Panel
9/24/2009
Durable Competitive Advantages: Using Economic Moats to Improve Investment ReturnsUse SHIFT+ENTER to open the menu (new window).
Raddison Plaza Hotel Minneapolis
Fjord IV Conference Room
35 South 7th St.
Minneapolis, MN 55402
Pat Dorsey, CFA
To view the speaker's presentation, click HERE.
9/22/2009
ACG Minnesota Annual Capital Connection ConferenceUse SHIFT+ENTER to open the menu (new window).
Minneapolis Convention Center
 
Steve Forbes
8/14/2009
Durable Competitive Advantages: Using Economic Moats to Improve Investment ReturnsUse SHIFT+ENTER to open the menu (new window).
Pat Dorsey, CFA
7/23/2009
ETF Panel PresentationUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
35 South 7th Street, Minneapolis, MN  55402
Robert Dwyer, ProShare Advisors, LLC
To view speaker presentation slide set 1, click HERE.
To view speaker presentation slide set 2, click HERE.
To view speaker presentation slide set 3, click HERE.
6/11/2009
CANCELED: Fundamental Factor Models in the Equity Portfolio Management ProcessUse SHIFT+ENTER to open the menu (new window).
 
Tobias True, MSCII Barra
5/28/2009
Update on Fair Value and the Financial CrisisUse SHIFT+ENTER to open the menu (new window).

Radisson Plaza Hotel - Minneapolis

Fjord I & II - Skyway level

35 South 7th Street

Minneapolis, MN

Matthew M. Waldron, CPA; Renee D.Marino, CPA/ABV, CFA,ASA; and, Mark N. Gehrig, CFA, CBA, ASA
To view speaker presentation slide set 1, click HERE.
To view speaker presentation slide set 2, click HERE.
To view speaker presentation slide set 3, click HERE.
5/7/2009
The Adversity ParadoxUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Club
Founders Room
729 Second Avenue South
Minneapolis, MN 55402
J. Barry Griswell, The Principal Financial Group & Bob Jennings, Lean Mangement
4/23/2009
RSM McGladrey - Todd A. Jackson & Jane KubanUse SHIFT+ENTER to open the menu (new window).
The Radisson Plaza Minneapolis
35 S. 7th, Minneapolis, MN 55402

 

Todd A. Jackson & Jane Kuban
1/29/2009
2009 Annual Forecast DinnerUse SHIFT+ENTER to open the menu (new window).
The Graves 601 Hotel
601 1st Ave N
Minneapolis, MN 55403
Karl E. "Chip" Case
1/15/2009
Global Asset AllocationUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Radisson Hotel (Driving Directions)
35 South 7th Street
Minneapolis, MN  55402
Stacey L. Marino, CFA CAIA, State Street Global Advisors

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