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< February 2017 >
 Sun  Mon  Tue  Wed  Thu  Fri  Sat 
 29 
 30 
 31 
 1 
 2 
 3 
 4 
 5 
 6 
 7 
  How Behavioral Biases Influence Financial Decisions
  Study Group Kick-Off
 8 
 9 
 10 
 11 
 12 
 13 
 14 
  Writing Group
 15 
 16 
  Uncover Your Social Style
  CFAMN Board of Directors Meeting - Executive/Strategic Planning Committees
  Third Thursday Society Social
 17 
 18 
 19 
 20 
 21 
 22 
 23 
  2017 Macro Outlook at the Economy & Markets
  Upper Midwest Research Challenge Finals
 24 
 25 
 26 
 27 
 28 
 1 
 2 
  Long/Short Equity Conviction Idea Roundtable
 3 
 4 
  
  
Location Info
  
2/16/2017
  

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

Jolene Altrichter
2/14/2017
  
​​​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
2/7/2017
  

​​TCF Tower
Marquette Room (Level 2 conference center)
121 South 8th Street, Ste 200
Minneapolis, MN 55402

Travis Simon, CFA
2/7/2017
  

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

Dr. Kevin Spellman, Ph.D.
1/26/2017
  

​Hyatt Regency Minneapolis

Doug Dachille
1/12/2017
  

​Punch & Associates Investment Management
7701 France Avenue South, Suite 300
Minneapolis, MN, United States, 55435​

Moderators: John Carraux, CFA & Andrew Rem, CFA
1/10/2017
  
​​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
12/14/2016
  

​Kieran's Irish Pub (Titanic Room)
85 North 6th Street
Minneapolis, MN 

NA
12/13/2016
  

​​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
12/8/2016
  
​TCF Tower (Marquette Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​​
Julie Koska
11/30/2016
  

​Minneapolis Club
729 Second Avenue South
Minneapolis, MN 55402

Lisa Beauvilain
11/16/2016
  
​TCF Tower (Marquette Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Spoken Impact
11/15/2016
  

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

Lori Abrams, Ph.D.
11/10/2016
  

​Minneapolis Club, Main Dining Room
729 2nd Avenue South
Minneapolis, MN 55402

Josh Howard, CFA, Mark Peiler, CFA & Chris May, CFA
11/9/2016
  

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

Glenn Schultz
11/8/2016
  
​​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
11/2/2016
  
​TCF Tower (Marquette Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Spoken Impact
10/26/2016
  

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

Diane Gallagher
10/25/2016
  

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

Dean Junkans, CFA
10/19/2016
  
Spoken Impact
10/11/2016
  

​CFA Society MN Office
121 South 8th Street, Ste 825
Minneapolis, MN 55402

Moderators - John Carraux, CFA & Andrew Rem, CFA
10/11/2016
  
​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
10/5/2016
  
​TCF Tower (Marquette Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Spoken Impact
10/4/2016
  

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

Paul Blank
9/30/2016
  

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

Erik Knutzen, CFA, CAIA
9/22/2016
  

TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402

Kristen Brown
9/21/2016
  
​TCF Tower (Marquette Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Spoken Impact
9/14/2016
  

Minneapolis Club
729 2nd Ave S
Minneapolis, MN 55402
James Steiner
9/13/2016
  
​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
9/7/2016
  
TCF Tower (Marquette Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Spoken Impact
8/31/2016
  

TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402

Travis Simon, CFA
8/23/2016
  

​University of St. Thomas (Minneapolis Campus)

THE SCHULZE SCHOOL OF ENTREPRENEURSHIP
University of St. Thomas, Minneapolis Campus
1000 LaSalle Ave, Minneapolis, MN 55403


Various
8/18/2016
  

​Lyon's Pub
16 South 6th Street
MInneapolis, MN

NA
7/21/2016
  
Modist Brewing
505 N 3rd Street
Minneapolis, MN 55401​
NA
7/19/2016
  

​TCF Tower - Marquette Room
121 South 8th Street, Ste 200 (skyway level)
Minneapolis, MN 55402

Eric Brezina, CFA
7/13/2016
  

​Punch & Associates Investment Management

7701 France Avenue South, Suite 300
Edina, MN 55435


Moderators - John Carraux, CFA 
6/21/2016
  

​The Minneapolis Club
729 2nd Ave. South
Minneapolis, MN 55402


Various
6/16/2016
  

Lyon's Pub
​​16 South 6th Street
Minneapolis, MN

NA
6/9/2016
  

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

James Paulsen, Ph.D.
5/19/2016
  

​​Lyon's Pub ​​
16 South 6th Street
Minneapolis, MN

NA
5/18/2016
  
TCF Tower, Marquette Room
121 South 8th Street, Ste 200
Minneapolis, MN 55402

John Miller, CFA
5/13/2016
  

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

Instructor Josh Howard, CFA
5/11/2016
  

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

Jeff Bailey, CFA
5/5/2016
  

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

Stephen J. Spencer
5/4/2016
  

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

Lori Abrams, P.h.D
4/28/2016
  
​The First National Bank Building
Room: The Training Room
332 Minnesota Street
St. Paul, MN 55101​



Joel Litman
4/27/2016
  

​Elevate Event Center
210 North Broadway Drive
Fargo, ND 58102

Ron Kaliebe, CFA
4/27/2016
  

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

Joel Litman
4/21/2016
  

​​Lyon's Pub ​​
16 South 6th Street
Minneapolis, MN

NA
4/20/2016
  

CFAMN Offices, Board Room
TCF Tower
121 South 8th Street, Ste 825
Minneapolis, MN 55402

Moderators - John Carraux, CFA & Andrew Rem, CFA
4/15/2016
  

Coffman Union Mississippi Room - http://www.sua.umn.edu/locations/coffman/

Panel, see event description
3/29/2016
  

​TCF Tower, Marquette Room​
121 South 8th Street, Ste 825
Minneapolis, MN 55402

Richard Weiss
3/21/2016
  

Surly Brewing Company, Brewer's Restaurant
520 Malcolm Ave SE
Minneapolis, MN 55414

Gary Nicholas, Surly Brewing Co.
3/17/2016
  
​Lyon's Pub ​​
16 South 6th Street
Minneapolis, MN 
NA
3/16/2016
  

Radisson Blu Minneapolis Downtown
35 South Seventh Street
Minneapolis, MN 55402
Tel: +1 (612) 339 4900
Reservations

Multiple, See website
3/9/2016
  

​TCF Tower
Marquette Classroom (Skyway Level)
121 South 8th Street, Minneapolis, 55402

LaBarre Spence
3/9/2016
  

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

Steve Soderling, Keelan Diehl, CFA
2/18/2016
  
NA
2/11/2016
  

​The Minneapolis Club, Main Dining Room
729 2nd Ave S
Minneapolis, MN 55402

Bob Doll, CFA, CPA
2/9/2016
  

​Urban Growler​
2325 Endicott St, St Paul, MN 55114
Accessible by the Green Line!
See a map

Travis Simon, CFA
1/28/2016
  

Minneapolis Marriott City Center
30 South 7th Street
Minneapolis, MN

Dr. Michael Pettis
1/21/2016
  

​Lyon's Pub ​​
16 South 6th Street
Minneapolis, MN 

NA
1/12/2016
  

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

Russell Rhoads, CFA
12/17/2015
  

​IL Foro Restaurant
The Forum Meeting Room
40 South 7th Street
Minneapolis, MN 55402

NA
12/5/2015
  
Eagle Street Grille
LOWER LEVEL
174 West 7th St
St. Paul, MN 55102
NA
12/3/2015
  

Beaujo's Wine Bar & Bistro
4950 France Ave. South
Edina, MN 55410


NA
12/3/2015
  

​TCF Tower, Marquette Room (skyway level)
121 South 8th Street
Minneapolis, MN

Mo Fahnestock, P.h.D
11/21/2015
  

​Carlson School of Management
321 19th Ave South
Room 1-149
Minneapolis 55455

none
11/19/2015
  

​Lyon's Pub​
16 South 6th Street
Minneapolis

NA
11/17/2015
  

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

William Adams
11/12/2015
  

​The Minneapolis Club
729 2nd Avenue South
Minneapolis, MN 


President of the Board of Directors, Josh Howard, CFA
11/10/2015
  

​CFA Minnesota Office Conference Room
121 South 8th Street, Ste 825
Minneapolis, MN 55402

Karyn Thompson
10/28/2015
  

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

Steve Malin, Ph.D.; Michael Bird, CFA
10/22/2015
  

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

Liz Uram
10/20/2015
  

​Northwest Area Foundation
60 Plato Blvd E, Ste 400
St Paul, MN, 55107 

TBD; Moderated by Amy Jensen, CFA, Investment Director, Northwest Area Foundation
10/15/2015
  

​University of Minnesota
Carlson School of Management, Room 2-260R
321 19th Ave. South
Minneapolis, MN​


​Directions & Parking: 
Follow this lin​k for directions to the Carlson School, including parking information.  We'll be able to validate parking for the 19th or 21st Ave ramps.

Various (see event description)
10/13/2015
  

​The First National Bank Building
Room: The Training Room
332 Minnesota Street
St. Paul, MN 55101

Doug Ramsey, CFA, CMT
10/6/2015
  

​TCF Tower, Marquette room (skyway level)
121 South 8th Street
Minneapolis, MN

Joel Litman, CPA
10/2/2015
  

​IL Foro Restaurant
The Forum Meeting Room
40 South 7th Street
Minneapolis, MN 55402

Jeff Pantages, CFA
9/25/2015
  
TCF Tower
Marquette Room (skyway level)
121 South 8th Street
Minneapolis, MN
Cindy Edwards, Find Your Fit, LLC
9/24/2015
  
TCF Tower, Marquette Room
121 South 8th Street, Ste 200
Minneapolis, MN
Garrett D’Alessandro, CFA, CAIA -  CEO of City National Rochdale Investment Management
9/16/2015
  
Punch & Associates Investment Management
3601 W. 76th Street, Ste 225
Edina, MN 55435
Moderator: John Carraux, CFA
9/10/2015
  
Hotel Donaldson
Stoker's Lounge
101 North Broadway
Fargo, ND
NA
9/9/2015
  
TCF Tower
Marquette Room (Skyway level)
121 South 8th Street, Ste 200
Minneapolis, MN
Doug Ramsey, CFA, CMT
8/5/2015
  
Minneapolis Campus of
University of St. Thomas
1000 LaSalle Ave
Minneapolis, MN
Various
7/30/2015
  
TCF Tower (Marquette Room)
121 South 8th Street, Ste 200
Minneapolis, MN 55402
Margie Dirks, CCMC
7/21/2015
  

Dial: +1 (424) 203-8420
Meeting ID: 149 587 5197

No participant code is required

Josh Howard, CFA and Travis Simon, CFA
7/15/2015
  
612Brew
945 Broadway Street
Minneapolis, MN 55413
NA
6/23/2015
  
TCF Tower, Marquette Room (Skyway level)
121 South 8th Street, Ste 200
Minneapolis, MN
Patrick Nolan, CFA, CIMA
6/15/2015
  
Marquette Hotel | Windows on Minnesota
710 Marquette Ave
Minneapolis, MN
Brian Singer, CFA
6/9/2015
  
Beaujo's Wine Bar & Bistro
4950 France Ave. South
Edina, MN 55410
NA
6/8/2015
  
TCF Tower
121 South 8th Street, Ste 200
Minneapolis, MN
Terese Wilke, CFA
6/6/2015
  
Eagle Street Grille
LOWER LEVEL
174 West 7th St
St. Paul, MN 55102
NA
6/4/2015
  
TCF Tower, The Marquette Room
121 South 8th Street, Ste 200
Minneapolis, MN
Greg Stalsberg, CFA, CAIA & Scott Tonneson, CFA
5/27/2015
  
TCF Tower
121 South 8th Street, Ste 200
Minneapolis, MN
Dean Junkans, CFA & Howard Bicker
5/20/2015
  
From your computer (see webinar details in event description)
Paula Carlson & Amanda Sullivan
5/19/2015
  
TCF Tower
121 South 8th Street, Ste 200
Minneapolis, MN
Scott Conlon, CFA
5/14/2015
  
Postponed
 
Taylor Carrington, CFA & Thomas Zimmerer, P.h.D.
5/12/2015
  
CFAMN Office
TCF Tower
121 South 8th Street, Ste 825
Minneapolis, MN
Liz Uram
5/12/2015
  
CFAMN Office (New Location)
121 South 8th Street, Ste 825
Minneapolis, MN
Beth Hamilton-Keen, CFA, Vice Chair, CFA Institute Board of Governors (host) Patrick O'Shaughnessy, CFA, Principal and Portfolio Manager, O'Shaughnessy Asset Management
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