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< June 2018 >
 Sun  Mon  Tue  Wed  Thu  Fri  Sat 
 27 
 28 
 29 
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 31 
 1 
 2 
 3 
 4 
 5 
 6 
  ESG Investing for Performance and Impact
 7 
 8 
 9 
 10 
 11 
 12 
 13 
 14 
  Global Crossroads: Emerging Markets Will Shape Global Asset Allocation
  Second Thursday Society Social
 15 
 16 
 17 
 18 
 19 
  Managing Information Security Risk in Today’s Hyper-Sensitive Climate
 20 
 21 
  ​Shifting Perspective: Understanding Fat Tail Risks And Upsides In Your Portfolio
 22 
  A Day in the Life: Bank Asset/Liability Management
 23 
  Post-Exam Party!
 24 
 25 
 26 
 27 
 28 
 29 
 30 
  
  
Location Info
  
6/21/2018
  

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

Boryana Racheva-Iotova
6/19/2018
  
​Centennial Lakes Office Park
7650 Building, suite 330
7650 Edinborough Way 
Edina, MN 55435

Michael Cashman, Greg Pfleider and Tony Haux
6/14/2018
  

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

Sarvjeev Sidhu, CFA
6/6/2018
  

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

Olivia A. Albrecht
5/18/2018
  

121 South 8th Street
Suite 200, Marquette Room
Minneapolis, MN 55402
Daniel J. Hemiadan, CFA & Stephen Hann, CFA
5/16/2018
  

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

Discussion facilitator, Ron Kaliebe, CFA
5/10/2018
  

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

IRIS Reading
4/27/2018
  

​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
  

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

Lori Abrams, Ph.D.
4/16/2018
  

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

Carol Schlief, CFA, Beth Lilly, CFA, Kate Kelly & Mary Daugherty, CFA
4/11/2018
  

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

Moderated by John Carraux, CFA & Andrew Rem, CFA
4/5/2018
  

​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
  

Thrivent Financial (room 270)
625 S. 4th Avenue
Minneapolis, MN​
Jessica Murray, CFA & Thomas Crandall, CFA, CAIA
3/15/2018
  

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

Robert Ryan
2/23/2018
  

​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
  

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

Travis Simon, CFA
1/26/2018
  

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

Jeremy V. Rice, CFA
12/7/2017
  

​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
  

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

Ralph Acampora
11/14/2017
  

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

Jim Paulsen
11/8/2017
  

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

Wall Street Prep
11/2/2017
  

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

Randy Bullard
10/31/2017
  

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

Jan Dehn
10/19/2017
  

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

Moderated by John Carraux, CFA & Andrew Rem, CFA
10/12/2017
  

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

Howard Root
10/4/2017
  

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

Colin Lundgren, CFA; Paul Smith, CFA
9/26/2017
  

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
  

121 South 8th Street
Suite 200, Marquette Room
Minneapolis, MN 55402
Jeff Gramm
9/13/2017
  

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

Spoken Impact
9/12/2017
  

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

Rey Baribault, P.E.
8/21/2017
  

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

Various
7/26/2017
  

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

Fred Martin, CFA
7/18/2017
  

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



Fred Martin, CFA
7/13/2017
  

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

Ralph Acampora, CFA
6/22/2017
  

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

Jason Trennert
6/14/2017
  

​​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
  

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

Spoken Impact
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
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