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< December 2018 >
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  Getting the Most Out of Your Membership - St. Paul
  Partner Event: CAIA Association in Minnesota - Private Equity Educational Event
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  Holiday Social
 14 
  A Day in the Life - Finance Professor
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  Getting the Most Out of Your Membership - Minneapolis
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Location Info
  
12/14/2018
  

​121 S. 8th Street, Suite 200
2nd Floor, Marquette Room
Minneapolis, MN

Colin Ward & Amanda Carter
12/11/2018
  

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

TBD
11/16/2018
  

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

Josh Howard, CFA, Scott Opsal, CFA
11/7/2018
  

​Beaujo's Wine Bar​
4950 France Ave. South
Edina, MN 

The group moderates itself.
11/7/2018
  

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

Tom Brakke, CFA
10/31/2018
  

​121 South 8th Steet
Marquette Room (skyway level)
Minneapolis, MN 55402

Rick Roche, CAIA
10/26/2018
  
​University of St. Thomas (Minneapolis Campus)
Terrence Murphy Hall Room 255​
1000 LaSalle Ave​
Minneapolis, MN 55403​
Kurt Hoddinott, CFA & Shawn Wischmeier, CFA
10/24/2018
  

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

Jacobo Rodríguez
10/11/2018
  

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

Elisabeth Kashner, CFA
10/10/2018
  

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
  

Minnehaha Country Club

Brad Case, PhD, CFA, CAIA
10/4/2018
  

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

Brad Case, PhD, CFA, CAIA
10/4/2018
  

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


Brad Case, PhD, CFA, CAIA
9/21/2018
  

​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
  

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

Philip Mudd
8/28/2018
  

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

Travis Simon, CFA
8/23/2018
  

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

Terese Wilke, CFA & Brad Pogalz
8/14/2018
  

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

Jeremy Siegel
7/26/2018
  

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

Wall Street Prep
7/19/2018
  

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

Kristine Mogollon, CFA & Marc Baumel, CFA
6/22/2018
  

121 South 8th Street
Suite 200, Marquette Room
Minneapolis, MN 55402
Graig Gorder & Cori Krebs, CFA
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
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