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< August 2019 >
 Sun  Mon  Tue  Wed  Thu  Fri  Sat 
 28 
 29 
 30 
 31 
  Open House: Toastmaster’s Group – A Random Talk Down Wall Street
 1 
  Bubbles & Busts, Manias & Panics: exploring the myths of efficient markets and rational investors
 2 
 3 
 4 
 5 
 6 
 7 
 8 
 9 
 10 
 11 
 12 
 13 
  Intellisight 2019
  Intellsight Networking Reception
 14 
  Intellisight 2019
 15 
 16 
 17 
 18 
 19 
 20 
 21 
 22 
  Financial Data Wrangling in R
 23 
 24 
 25 
 26 
  Open House: Toastmaster’s Group – A Random Talk Down Wall Street
 27 
 28 
 29 
  Level I CFA Exam Overview & Study Group Kick-Off
 30 
 31 
  
  
Location Info
  
8/22/2019
  

​121 South 8th Street
STE 200 (Marquette Room)
Minneapolis, MN 55402

Pritam Dalal
8/13/2019
  

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

www.gointellisight.org
8/1/2019
  

​Minnehaha Country Club
3101 W 22nd St
Sioux Falls, SD 57104​

Carol Schleif, CFA
7/16/2019
  

​The St. Paul Hotel
350 N Market St
St Paul, MN 55102

Jennifer O'Hara Martin
7/15/2019
  

W – Minneapolis The Foshay
821 S Marquette Ave
Minneapolis, MN 55402​

Jennifer O'Hara Martin
6/26/2019
  

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

Murray Stahl
6/21/2019
  

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

Jane Marie Petty, ChFC® & Gretchen Postula
6/20/2019
  

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

Heather Whelpley
6/5/2019
  

​Women's Club of Minneapolis
410 Oak Grove Street
Minneapolis, MN 55403

Various
5/23/2019
  
121 South 8th Street, Suite 200
Marquette Room (skyway level)
Minneapolis, MN 55402

Michael Recce
5/15/2019
  

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

Cognitir
5/9/2019
  

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

Ivan Cajic & Chris Escobar
4/27/2019
  

​University of Minnesota
Carlson School of Management
321 19th Ave S, Minneapolis, MN 55455
Room: 2-219 

IRIS Reading
4/26/2019
  

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

Jonathan B. Levy, J.D., Tara Tilbury, J.D.
4/25/2019
  

​University of Minnesota
Minneapolis, MN 55455

Iris Reading
4/25/2019
  

​University of Minnesota
Minneapolis, MN 55455

Iris Reading
4/23/2019
  

Minikahda Club
3205 Excelsior Blvd.
Minneapolis, MN 55416

John Taft & Bill George
4/11/2019
  

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

Joanne Hill, Ph.D.
4/4/2019
  

​Richard H. Barry Hall
North Dakota State University
811 Second Avenue North
Fargo, ND

Jim Bianco, CMT - Bianco Research, LLC; Matthew Finn, CFA - Thrivent Investment Management; Carol Schleif, CFA - Abbot Downing; Moderator: Scott Beaulier, Ph.D. - NDSU College of Business
4/3/2019
  

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

Rock the Street, Wall Street
4/3/2019
  

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

Marvin Loh, Global Rates Strategist; Emily Weiss, EM Strategist
3/20/2019
  

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

Lucas Bunting & David Slegh, CFA, CAIA
3/6/2019
  

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

Brett M. Mossman, CAIA
2/22/2019
  

​University of Minnesota​
Carlson School of Management
Room: Funds Enterprise Lab (Level one)

321 19th Ave. S
Minneapolis, MN 55455
Jacob Rice, CFA & Christopher Young, CFA
2/6/2019
  

​121 South 8th Street
Suite 200, Marquette Room (skyway level)
Minneapolis, MN 5542

Hannah Barnstable
2/5/2019
  

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

Travis Simon, CFA
2/1/2019
  

Location details:
3M Auditorium (CSOM 1-115)
Carlson School of Management​

Bethany McLean
1/31/2019
  

​Hyatt Regency Minneapolis
Nicollet Ballroom
1300 Nicollet Mall
Minneapolis, MN 55403

Bethany McLean
1/17/2019
  

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

Professor Art Hill
1/16/2019
  

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

Ross Bowen & Kurt van Kuller, CFA
12/19/2018
  

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

TBD
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
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