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Title

2017 Macro Outlook at the Economy & Markets

Event Description

A Macro Look at the Economy & Markets for 2017
Featuring Steven T. Nelson, CFA, CEO of Capital Insight Partners

February 23, 2017
11:30 AM - 1:00 PM
Minneapolis

 
Our February event is a macro look at economic and market conditions for 2017.  Each of the major asset classes and also the international markets will be explored in this lively presentation.  You will leave with a clear view of both the opportunities and risks which lie ahead. 

Agenda:
11:30 - Check-in, lunch and networking
12:00 - Speaker Presentation
01:00 - Event Concludes

Speaker:  Steven T. Nelson, CFA
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Steve is the CEO of Capital Insight Partners based in Scottsdale, Arizona.  He holds a Bachelor of Science degree from Saint John’s University and a Master’s in Business Administration from the University of St. Thomas.  Steve is a past member of our board here at the CFA Society of Minnesota.​

Capital Insight Partners has a national practice with offices in four states including Minnesota.  Steve has almost thirty years of portfolio management experience.  Prior to co-founding the firm, Steve was a Principal at Lowry Hill. There he and his colleagues managed $6.4 billion for $10 million minimum private client accounts.  He also has extensive experience in trust, fund and ERISA portfolio management.  His wife Kris is a veterinarian and the author of two books about her Minnesota clinic – Coated With Fur: A Vet’s Life and Coated With Fur: A Blind Cat’s Love.  They have a lot of pets.​​

Event Type

Society; Career; Social/Networking; Educational

Education Topic

Economics

Start Time

2/23/2017 11:30 AM

End Time

2/23/2017 1:00 PM

City

Minneapolis

State/Province

MN

Event Country

United States

Event Region

Americas

Location Info

​TCF Tower, Marquette Room
121 South 8th Street, Ste 200
Minneapolis, MN 55402​​

Speaker

Steven T. Nelson, CFA

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

20.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

Online Registration:
GET YOUR EVENT TICKET HERE

 Members must login to their CFA Institute account during checkout to receive member discount.

Please email assistant@cfamn.org with any questions or technical issues.

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 12/21/2016 12:26 PM by assistant@cfamn.org[CASMSTS:username]
Last modified at 1/23/2017 1:02 PM by support@cfamn.org