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< May 2017 >
 Sun  Mon  Tue  Wed  Thu  Fri  Sat 
 30 
  Level I Intensive Review Weekend
 1 
 2 
 3 
 4 
  Big Topics for Factor Investors
 5 
  Level II Intensive Review Weekend
 6 
  Level II Intensive Review Weekend
 7 
  Level II Intensive Review Weekend
 8 
 9 
 10 
  Speaking Group
 11 
  Level III Intensive Review Weekend
  CFAMN Board of Directors Retreat
 12 
  Level III Intensive Review Weekend
 13 
  Level III Intensive Review Weekend
 14 
 15 
 16 
  Distinguished Speaker Series with Fred Speece, CFA
 17 
  Speaking Group
 18 
  MLPs-Following the Bust, Business Models Improved and a Recovery is Born
  Third Thursday Society Social
 19 
 20 
  Kaplan Schweser Mock Exam
 21 
 22 
 23 
 24 
  Speaking Group
 25 
 26 
 27 
 28 
 29 
 30 
 31 
 1 
 2 
 3 
  Post-Exam Party!
  
  
Location Info
  
5/18/2017
  

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

James L. Carroll, CFA
5/11/2017
  

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

TBD
5/10/2017
  

​TCF Tower (Conference Center Suite 200 – Skyway Level)
121 South 8th Street, Ste 200
Minneapolis, MN 55402​​

Spoken Impact
5/5/2017
  

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

TBD
4/28/2017
  

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

TBD
4/13/2017
  

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

Jad Stella and Richard Carson
4/12/2017
  

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

Moderators - John Carraux, CFA & Andrew Rem, CFA
4/11/2017
  
​​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
3/30/2017
  

TCF Tower
121 S. 8th Street​
Suite 200 (Skyway Level)
Minneapolis, MN 55402

Timothy Nantell
3/14/2017
  
​​TCF Tower (Nicollet Room – Skyway Level) 
121 South 8th Street, Ste 200 
Minneapolis, MN 55402​
Organizer: Marco Naylon, CFA
3/14/2017
  

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

R. David Ranson
3/2/2017
  

​TCF Tower
121 S. 8th Street, Suite 825​
Minneapolis, MN 55402

Moderated by Bryan Applequist, CFA and Dan Barker, CFA
2/23/2017
  

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

Steven T. Nelson, CFA
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
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