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Industry Round Table Event - Members Only

Event Description

Industry Round Table Event - Members Only​
October 22 | 5 pm | Minneapolis

Join us for this progressive networking event aimed at helping early and mid career professionals grow in their careers and learn more about roles available in the investment industry!

Senior industry leaders will host a table discussion based on their area of experience and share about their career path, experiences, role and organization followed by Q & A from participants. Participants will rank areas to explore for 25-30 minute increments of time after registering for the event. Industry areas will be: Financial Planning/Wealth Management, Investment Consulting, CIO/Banking, Hedge Fund - Private Equity, Research - Alternatives and Investment Banking. 

Please complete this survey after registering for the event: https://www.surveymonkey.com/r/BS22CT9​​

This will help us determine your networking schedule given to you at registration.​

Agenda:   ​
5-5:30 registration/refreshments
5:30-7 three table rotations
7-7:30 wrap-up/final comments​

Senior Leaders​ Bios:

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Echo Huang, CFA, CFP®, CPA
Founder & President, Echo Wealth Management

Echo Huang, CFA, CFP®, CPA is a wealth manager with a remarkable life story and a passion for finance. She uses her experiences (as an immigrant from China and as an entrepreneur) to inspire more people to make smart, informed decisions that will help them achieve their dreams. 
 
“At age 20, I left my little corner of the world and flew across the broadest ocean in the world with just $800 in my pocket.”  

After working as Senior Tax Specialist at KPMG for almost four years, she realized she enjoyed personal financial planning a lot more than preparing tax returns. As a result, she decisively changed her career path from that of a tax CPA to becoming a financial advisor in 2000.  

She founded Echo Wealth Management as woman-owned business in 2015 after gaining extensive experience in personal financial planning at firms both large and small in Minnesota for about 15 years.  She and her team manages about $100 million for 66 clients mostly executives and entrepreneurs across the country.  As members of an independent boutique wealth management firm, Echo and her team use their tailored expertise and experience to provide in-depth planning and customized investment management services for individuals and families, particularly corporate executives with stock options and restricted stock awards, empowering them to pursue their passions and dreams.
 
She lives in Plymouth, MN with her husband Dan Brown, their daughter Nina and their petite goldendoodle Luna.  In her spare time, she competes in competitive ballroom dancing at the Pro-am International Latin Silver Level.  She also enjoys travel with her family, piano, yoga and reading.

To learn more about her and her firm, visit the company website: www.echowm.com

You can connect with her:
Linkedin.com/in/echohuang
Twitter @EchoHuangCFP
Instagram @EchoHuangCFP
 
Teri.jpg
Teri Richardson, CFA  

Senior Investment Consultant, Advanced Capital Group (ACG)

Teri Richardson is a senior investment consultant at Advanced Capital Group (ACG), a Minneapolis based registered investment advisory (RIA) firm with more than $22 billion in assets under advisement. She advises retirement plan, trust and endowment clients on strategic asset allocation, investment manager selection and performance evaluation, investment policy development and fiduciary governance.  Teri’s experience with institutional investment management began at Northwest Airlines (now part of Delta Airlines) where she held Treasury department positions culminating as Director of Cash & Pension Investments overseeing $10 billion in defined benefit and defined contribution assets.  After more than thirteen years with Northwest, she served three years as Assistant Executive Director for the Minnesota State Board of Investment where she oversaw financial and investment management functions for more than $60 billion in State of Minnesota pension, trust and cash accounts. Teri currently serves on the Advisory Board of the student managed fund at Bethel University. She served six years as a board member and chair of the investment committee for the Women’s Foundation of Minnesota, and ten years as a board member of the CFA Society Minnesota.  Teri has an MBA from the University of Minnesota Carlson School of Management, and an undergraduate degree in mathematics from the University of Minnesota.  She is a Chartered Financial Analyst and a member of the CFA Institute.  

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​Mark Peiler, CFA 
Chief Investment Officer, BNC National Bank

Mark Peiler is the Chief Investment Officer for BNC National Bank and has been with the company for over 20 years. Mark is responsible for management of the bank's fixed income portfolio and client portfolios of its Wealth Management Division. Mark serves on BNC National Bank’s Board of Directors and chairs BNC's Asset/Liability Management and Trust Investment Committees. He is a graduate of the University of North Dakota with a B.B.A. in Banking and
Financial Economics (summa cum laude) and received his CFA ® Charter in 2000. 

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Steve Kavan, CFA 
Private Equity Investor, Merced Capital

Steve has been a private equity investor for the past twelve years at Merced Capital, a multi-billion dollar opportunistic investment firm that manages long-term alternative capital.  He has led the firm’s investments in the oil and gas sector and been a principal in the firm’s residential real estate investments.  Steve earned a BSB degree in Finance and Accounting from the University of Minnesota and is a Chartered Financial Analyst, member of the CFA Institute, and mentor through the CFA society.  Steve started his career in accounting and was previously in an audit position at Ernst & Young.  

Jason Kirchhoff 2.jpg
Jason Kirchhoff, CFA®, CAIA®, FRM®, CFP®. 
Sr. Investment Officer, Fiduciary Counselling

Jason joined Fiduciary Counselling in 2010 and is currently a Sr. Investment Officer. He brings more that 20 years of financial industry experience in asset allocation, manager selection, risk management and client education to the role.  He received his B.S. degree from Iowa State University.  Mr. Kirchhoff lives in Stillwater with his wife and three kids. 

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Joe Sullivan, CFA
Managing Director, Equity Capital Markets, Oak Ridge Financial

Mr. Sullivan is the Managing Director, Equity Capital Markets at Oak Ridge Financial.  He is a financial executive with over 25 years of research and investment banking experience. Prior to founding the ECM group at Oak Ridge, he lead the Corporate Finance and Investment Banking team at Dougherty & Company. Mr. Sullivan also worked for several years as a Research Analyst at Craig-Hallum, Dougherty & Company and Feltl & Company. His areas of coverage and prior financial transactions have encompassed a broad range of industries, with the primary focus on emerging growth companies.

Mr. Sullivan received a Bachelor of Arts degree in Economics and Finance from St. John's University and holds the designation of Chartered Financial Analyst.​

Event Type

Society; Career; Social; Educational; Featured

Education Topic

Leadership, Management, and Communication Skills

Start Time

10/22/2019 5:00 PM

End Time

10/22/2019 7:30 PM

City

Minneapolis

State/Province

Minnesota

Event Country

United States

Event Region

Americas

Location Info

​Shindig Event Space​
105 S. 5th Street
Minneapolis, MN 55403​

Speaker

Various

CE Credits

 

SER Credit

0.00

Currency

USD

Member Price

20.00

Non-Member Price

0.00

Candidate Price

0.00

Registration

Presentation

 

All Day Event

 

Recurrence

 

Event Link

Industry Round Table Event - Members Only

Event Link Leads To New Tab

Yes

Event Short Info

Join us for this progressive networking event aimed at helping early and mid career professionals grow in their careers and learn more about roles available in the investment industry!

Senior industry leaders will host a table discussion based on their area of experience and share about their career path, experiences, role and organization followed by Q & A from participants.

Attachments

Content Type: MyCFA Calendar
Created at 9/9/2019 6:03 AM by [email protected]
Last modified at 12/23/2020 11:34 AM by [email protected][CASMSTS:username]