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Title

Day in the Life: Investor Relations

Event Description

​The "Day in the Life" Series Presents...Investor Relations

Featuring:
Terese Wilke, CFA
Strategic Education, Inc.
and

Brad Pogalz
Donaldson​

Learn about this area of the investment industry first-hand from a local charterholder and investment community professional! Lunch is included with registration.

Agenda:
11:30 am Lunch and Networking
12 pm Speaker Presentation/Q & A
1 pm Event Concludes​

Speaker Bios:
Terese Wilke.png

Terese Wilke is an Investor Relations Manager with Strategic Education, Inc.  She has worked in Investor Relations since 2010, and has 10 years of prior investment experience, including buy-side analyst roles in both equity and fixed income investment management with Lazard Asset Management and RBC Global Asset Management. Wilke earned her Bachelor of Science degree at Winona State University and her MBA at the University of St. Thomas. She earned the Chartered Financial Analyst designation, and is a member of the CFA Institute and the CFA Society of Minnesota.

 Headshot_Pogalz Brad_Lo.jpg

Brad Pogalz is currently the director of Investor Relations and Corporate Communications at Donaldson. He joined Donaldson after an extensive career in finance and operations with prominent retailers, including Target Corporation and Macy's. At Donaldson, Brad is directly responsible for all aspects of the company's investor relations program, including developing earnings release materials and conference call scripts, defining and executing a robust outreach program, and maintaining strong relationships with buy- and sell-side analysts in the financial community. In addition to his professional responsibilities, Brad currently sits on the Board of Directors of Venture Academy (a public charter school in Minneapolis), where he serves in the role of Board Treasurer.

Brad holds a B.A. in Finance from the University of St. Thomas and a MBA from the Carlson School of Management at the University of Minnesota.


Event Type

Society; Career; Social/Networking; Educational

Education Topic

 

Start Time

8/23/2018 11:30 AM

End Time

8/23/2018 1:00 PM

City

Minneapolis

State/Province

MINNESOTA

Event Country

United States

Event Region

Americas

Location Info

​121 South 8th Street
Suite 200, Marquette Room
Minneapolis, MN 55402​

Speaker

Terese Wilke, CFA & Brad Pogalz

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

5.00

Registration

​Student admission: $5

Register online here

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 5/30/2018 1:17 PM by support@cfamn.org
Last modified at 8/7/2018 1:12 PM by events@cfamn.org