Events Calendar

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<	October 2018					>
Sun	Mon	Tue	Wed	Thu	Fri	Sat
30	1	2	3	4 Equity Investing in Real Estate Through Public & Private Markets Equity Investing in Real Estate Through Public & Private Markets	5 Equity Investing in Real Estate Through Public & Private Markets-SIOUX FALLS	6
7	8	9	10 Best Ideas Round Table	11 Keeping your money: why ETFs allow investors to avoid fees, taxes, and unnecessary complexity Research Challenge Kick-Off Meeting Second Thursday Society Social	12	13
14	15	16 Industry Round Table Event - Members Only	17	18	19	20
21	22	23	24 Factor Zoo: A Systematic Look at Factor Investing	25	26 A Day in the Life - Plan Sponsor	27
28	29	30	31 AI and Machine Learning in Investment Management	1	2	3

Date

Title

Location Info

Speaker

10/11/2018

Keeping your money: why ETFs allow investors to avoid fees, taxes, and unnecessary complexity

121 South 8th Street
Suite 200, Marquette Room (Skyway level)
Minneapolis, MN 55402

Elisabeth Kashner, CFA

10/10/2018

Best Ideas Round Table

Punch & Associates Investment Management
Centennial Lakes Office Park
7701 France Ave. South, Suite 300
Edina, MN 55435

Moderators: John Carraux, CFA & Andrew Rem, CFA

10/5/2018

Equity Investing in Real Estate Through Public & Private Markets-SIOUX FALLS

Minnehaha Country Club

Brad Case, PhD, CFA, CAIA

10/4/2018

Equity Investing in Real Estate Through Public & Private Markets

Sanctuary Events Center
670 4th Avenue North
Fargo, ND 58102

Brad Case, PhD, CFA, CAIA

10/4/2018

Equity Investing in Real Estate Through Public & Private Markets

TCF Tower
121 S. 8th Street, Suite 200
Marquette Room
Minneapolis, MN 55402

Brad Case, PhD, CFA, CAIA

9/21/2018

A Day in the Life: Equity Analyst

University of Minnesota
Carlson School of Management
Room: Funds Enterprise Lab (Level one)
321 19th Ave. S
Minneapolis, MN 55455

Andrew Rem, CFA & Paul Dwyer, CFA

9/19/2018

Thinking Backwards with Philip Mudd

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

Philip Mudd

8/28/2018

Level I CFA Exam Overview & Study Group Kick-Off

CFA Society Minnesota Offices
121 South 8th Street, Suite 825
Minneapolis, MN 55402

Travis Simon, CFA

8/23/2018

Day in the Life: Investor Relations

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

Terese Wilke, CFA & Brad Pogalz

8/14/2018

Siegel + Reception @ Intellisight 2018

University of St. Thomas, School of Law
1101 Harmon Place
Minneapolis, MN 55403

Jeremy Siegel

7/26/2018

Wall Street Prep: Financial and Valuation Modeling Seminar

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

Wall Street Prep

7/19/2018

Day in the Life: Product Management

Thrivent Financial (room 270)
625 S. 4th Avenue
Minneapolis, MN

Kristine Mogollon, CFA & Marc Baumel, CFA

6/22/2018

A Day in the Life: Bank Asset/Liability Management

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

Graig Gorder & Cori Krebs, CFA

6/21/2018

Shifting Perspective: Understanding Fat Tail Risks And Upsides In Your Portfolio

121 S. 8th Street, Suite 200
Marquette Room
Minneapolis, MN 55402

Boryana Racheva-Iotova

6/19/2018

Managing Information Security Risk in Today’s Hyper-Sensitive Climate

Centennial Lakes Office Park
7650 Building, suite 330
7650 Edinborough Way
Edina, MN 55435

Michael Cashman, Greg Pfleider and Tony Haux

6/14/2018

Global Crossroads: Emerging Markets Will Shape Global Asset Allocation

121 South 8th Street, Suite 200
Marquette Room (skyway level)
Minneapolis, MN 55402

Sarvjeev Sidhu, CFA

6/6/2018

ESG Investing for Performance and Impact

121 South 8th Street, Suite 200
Marquette Room (skyway level)
Minneapolis, MN 55402

Olivia A. Albrecht

5/18/2018

A Day in the Life: Mezzanine Debt Analyst

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

Daniel J. Hemiadan, CFA & Stephen Hann, CFA

5/16/2018

CFAMN Book Club

Beaujo's Wine Bar
4950 France Ave S
Edina, MN 55410

Discussion facilitator, Ron Kaliebe, CFA

5/10/2018

Speed Reading for Investment Professionals

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

IRIS Reading

4/27/2018

A Day in the Life: Consultant

University of St. Thomas (Minneapolis Campus)
Terrence Murphy Hall Room 255
1000 LaSalle Ave
Minneapolis, MN 55403

Teri Richardson, CFA & Sheila Healy Berube, CFA

4/25/2018

Negotiation Skills Workshop

121 South 8th Street, Suite 200
Marquette Room (skyway level)
Minneapolis, MN 55402

Lori Abrams, Ph.D.

4/16/2018

Strategies for Success: Thriving in the Finance Industry

Shindig Event Space
105 S 5th St
Minneapolis, MN 55403

Carol Schlief, CFA, Beth Lilly, CFA, Kate Kelly & Mary Daugherty, CFA

4/11/2018

Best Ideas Roundtable

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

Moderated by John Carraux, CFA & Andrew Rem, CFA

4/5/2018

Navigating the Financial Markets

Barry Hall
811 2nd Avenue North
Fargo, ND 58102

Mark Wright, Ph.D, Ron Kaliebe, CFA, CIC, Nick Hansen, CFA, CAIA, Scott Beaulier, Ph.D.

3/23/2018

A Day in the Life: Quant Analyst

Thrivent Financial (room 270)

625 S. 4th Avenue

Minneapolis, MN

Jessica Murray, CFA & Thomas Crandall, CFA, CAIA

3/15/2018

What's Next for Commodities?

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

Robert Ryan

2/23/2018

A Day in the Life: Manager Research

Carlson School of Management
Room: Funds Enterprise Lab (level one)
321 19th Ave S
Minneapolis, MN 55455

Rebecca Kamsin, CFA & Robert D. McBee, CFA, MBA, AIF

2/13/2018

Study Group Kick-Off

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

Travis Simon, CFA

1/26/2018

A Day in the Life: UHNW Portfolio Management

University of St. Thomas (Minneapolis Campus)
Terrence Murphy Hall Room 255
1000 LaSalle Ave
Minneapolis, MN 55403

Jeremy V. Rice, CFA

12/7/2017

Long/Short Equity Conviction Idea Roundtable

CFA Society Minnesota Offices
121 South 8th Street, Suite 825
Minneapolis, MN 55402

Moderated by Bryan Applequist, CFA and Dan Barker, CFA

12/5/2017

Technical Analysis Workshop with Ralph Acampora

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

Ralph Acampora

11/14/2017

Paulsen's Perspective - Live and in Person!

Shindig Event Center (Soo Line Building)
105 South 5th Street
Minneapolis, MN 55402

Jim Paulsen

11/8/2017

Financial & Valuation Modeling Boot Camp

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

Wall Street Prep

11/2/2017

The Evolution of Advice Through Digital Technology

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

Randy Bullard

10/31/2017

EM Outlook: The Return of Domestic Demand

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

Jan Dehn

10/19/2017

Value Investing Ideas Roundtable

CFAMN Offices Conference Room
121 South 8th Street, Suite 825
Minneapolis, MN 55402

Moderated by John Carraux, CFA & Andrew Rem, CFA

10/12/2017

POSTPONED: Cardiac Arrest: Five Heart-Stopping Years as a CEO on the Feds’ Hit-List

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

Howard Root

10/4/2017

Inclusion in Investment Management: Beyond Checking the Diversity Box

Lumber Exchange: Fountain Room
10 South 5th Street, Suite 111
Minneapolis, MN 55402

Colin Lundgren, CFA; Paul Smith, CFA

9/26/2017

Student Event - OWNING IT: MONEY AND POWER FOR YOUNG WOMEN

Held concurrently at:

University of St. Thomas (McNeely Hall, Room 100)

University of Minnesota (Financial Markets Lab, 1-170)

Macalester (Carnegie Hall, Room 304)

Bethel (Academic Center, Room AC228)

NDSU (Barry Hall)

Ceallach Gibbons

9/20/2017

Dear Chairman: The Rise of Shareholder Activism

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

Jeff Gramm

9/13/2017

Speaking Group

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

Spoken Impact

9/12/2017

Energy: Where Are We Headed?

121 South 8th Street, Suite 200
Marquette Room (skyway level)
Minneapolis, MN 55402

Rey Baribault, P.E.

8/21/2017

2017 Intellisight Conference (formerly investMNt)

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

Various

7/26/2017

Confessions of a Serial Procrastinator - Minneapolis

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

Fred Martin, CFA

7/18/2017

Confessions of a Serial Procrastinator - St. Paul

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

Fred Martin, CFA

7/13/2017

Luncheon with Ralph Acampora

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

Ralph Acampora, CFA

6/22/2017

Jason Trennert, Strategas - Distinguished Speaker Series

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

Jason Trennert

6/14/2017

Long/Short Equity Conviction Idea Roundtable

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

Moderated by Bryan Applequist, CFA and Dan Barker, CFA

6/7/2017

Speaking Group

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

Spoken Impact

5/18/2017

MLPs-Following the Bust, Business Models Improved and a Recovery is Born

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

James L. Carroll, CFA

5/11/2017

Level III Intensive Review Weekend

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

TBD

5/10/2017

Speaking Group

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

Spoken Impact

5/5/2017

Level II Intensive Review Weekend

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

TBD

4/28/2017

Level I Intensive Review Weekend

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

TBD

4/13/2017

Venture Capital, Private Investments and the Appropriate Benchmarks: A Simple Overview of a Complex Subject

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

Jad Stella and Richard Carson

4/12/2017

Value Investing Roundtable

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

Moderators - John Carraux, CFA & Andrew Rem, CFA

4/11/2017

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

3/30/2017

EVA: Is It Really Better?

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

Timothy Nantell

3/14/2017

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

3/14/2017

Using Market Signals to Guide Tactical Asset Allocation

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

R. David Ranson

3/2/2017

Long/Short Equity Conviction Idea Roundtable

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

Moderated by Bryan Applequist, CFA and Dan Barker, CFA

2/23/2017

2017 Macro Outlook at the Economy & Markets

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

Steven T. Nelson, CFA

2/16/2017

Uncover Your Social Style

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

Jolene Altrichter

2/14/2017

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

2/7/2017

Study Group Kick-Off

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

Travis Simon, CFA

2/7/2017

How Behavioral Biases Influence Financial Decisions

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

Dr. Kevin Spellman, Ph.D.

1/26/2017

2017 Annual Economic Dinner

Hyatt Regency Minneapolis

Doug Dachille

1/12/2017

Value Investing Idea Roundtable

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

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

12/14/2016

Annual Holiday Social

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

12/13/2016

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

12/8/2016

ESG Investing Trends

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

Julie Koska

11/30/2016

Industry Partner Event: Impax Asset Management Lunch Briefing - ESG Research Managing sustainability risks in global equity: Case studies in water, food & agriculture

Minneapolis Club
729 Second Avenue South
Minneapolis, MN 55402

Lisa Beauvilain

11/16/2016

Speaking Group

TCF Tower (Marquette Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Spoken Impact

11/15/2016

Asking for What You Want – a Salary Negotiation Workshop - Postponed

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

Lori Abrams, Ph.D.

11/10/2016

Annual New Charterholder Dinner

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

Josh Howard, CFA, Mark Peiler, CFA & Chris May, CFA

11/9/2016

Fixed Income Valuation Analytics: Modeling MBS and ABS Investments

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

Glenn Schultz

11/8/2016

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

11/2/2016

Speaking Group

TCF Tower (Marquette Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Spoken Impact

10/26/2016

Sponsored Luncheon: The Keys to the Kingdom

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

Diane Gallagher

10/25/2016

How to Optimize Your Human Capital

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

Dean Junkans, CFA

10/19/2016

Speaking Group

Spoken Impact

10/11/2016

Value Investing Idea Roundtable

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

Moderators - John Carraux, CFA & Andrew Rem, CFA

10/11/2016

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

10/5/2016

Speaking Group

TCF Tower (Marquette Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Spoken Impact

10/4/2016

Where are the Opportunities in Energy: The Dislocation and What it means for Investors

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

Paul Blank

9/30/2016

Asset Management and Investment Consulting: Historical Perspectives and Future Outlook

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

Erik Knutzen, CFA, CAIA

9/22/2016

The Leadership Promise: Map Your Gaps for Success

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

Kristen Brown

9/21/2016

Speaking Group

TCF Tower (Marquette Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Spoken Impact

9/14/2016

Distinguished Speaker with James Steiner

Minneapolis Club

729 2nd Ave S

Minneapolis, MN 55402

James Steiner

9/13/2016

Writing Group

TCF Tower (Nicollet Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Organizer: Marco Naylon, CFA

9/7/2016

Speaking Group

TCF Tower (Marquette Room – Skyway Level)

121 South 8th Street, Ste 200

Minneapolis, MN 55402

Spoken Impact

8/31/2016

Level I CFA Exam Overview & Study Group Kick-Off

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

Travis Simon, CFA

8/23/2016

investMNt 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

3rd Thursday Society Social - Honoring June 2016 Candidates

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

7/21/2016

Summer Outing: CFAMN @ Modist Brewing

Modist Brewing
505 N 3rd Street
Minneapolis, MN 55401

7/19/2016

China Innovation

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

Eric Brezina, CFA

7/13/2016

Value Investing Idea Roundtable

Punch & Associates Investment Management

7701 France Avenue South, Suite 300
Edina, MN 55435

Moderators - John Carraux, CFA

6/21/2016

Insight Series: Energy

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

Various

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