Events Calendar

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<	July 2017					>
Sun	Mon	Tue	Wed	Thu	Fri	Sat
25	26	27	28	29	30	1
2	3 Office Closed	4 Office Closed	5	6	7	8
9	10	11	12 Cancelled - Value Investing Idea Roundtable	13 Luncheon with Ralph Acampora	14	15
16	17	18 Confessions of a Serial Procrastinator - St. Paul	19 Summer Outing: Lawn Bowling at Brookview	20 CFAMN Board of Directors Meeting - Full Board	21	22
23	24	25	26 Confessions of a Serial Procrastinator - Minneapolis	27	28	29
30	31	1	2	3	4	5

Date	Title	Location Info	Speaker
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	NA
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	NA
7/21/2016	Summer Outing: CFAMN @ Modist Brewing	Modist Brewing 505 N 3rd Street Minneapolis, MN 55401	NA
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
6/16/2016	3rd Thursday Society Social	Lyon's Pub 16 South 6th Street Minneapolis, MN	NA
6/9/2016	Mid-Year Market & Economic Overview with James Paulsen, Ph.D. - SOLD OUT	TCF Tower, Marquette Room (Skyway level) 121 South 8th Street, Ste 200 Minneapolis, MN 55402	James Paulsen, Ph.D.
5/19/2016	3rd Thursday Society Social	Lyon's Pub 16 South 6th Street Minneapolis, MN	NA
5/18/2016	Security Selection in the Municipal Bond Market	TCF Tower, Marquette Room 121 South 8th Street, Ste 200 Minneapolis, MN 55402	John Miller, CFA
5/13/2016	Level III Intensive Review Weekend	TCF Tower 121 South 8th Street, Ste 200 The Marquette Room Minneapolis, MN 55402	Instructor Josh Howard, CFA
5/11/2016	A Primer for Investment Trustees	TCF Tower, Marquette Room 121 South 8th Street, Ste 200 Minneapolis, MN 55402	Jeff Bailey, CFA
5/5/2016	Inside The Puerto Rico Debt Restructuring Talks Undo	TCF Tower, Marquette Room (skyway level) 121 South 8th Street, Ste 200 Minneapolis, MN 55402	Stephen J. Spencer
5/4/2016	Claim Your Fair Share: Creating Value in Negotiation	TCF Tower, Marquette Room (skyway level) 121 South 8th Street, Ste 200 Minneapolis, MN 55402	Lori Abrams, P.h.D
4/28/2016	The Dark Side of Financial Statement Analysis (St. Paul)	The First National Bank Building Room: The Training Room 332 Minnesota Street St. Paul, MN 55101	Joel Litman
4/27/2016	Market Volatility Getting You Down? (Fargo)	Elevate Event Center 210 North Broadway Drive Fargo, ND 58102	Ron Kaliebe, CFA
4/27/2016	SOLD OUT - The Dark Side of Financial Statement Analysis (Minneapolis)	TCF Tower, Suite 200 Marquette Room 121 South 8th Street Minneapolis, MN	Joel Litman
4/21/2016	3rd Thursday Society Social	Lyon's Pub 16 South 6th Street Minneapolis, MN	NA
4/20/2016	Value Investing Idea Roundtable	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	Partner Event: "How I Became a Quant," Annual Master Financial Mathmatics Spring Networking Event	Coffman Union Mississippi Room - http://www.sua.umn.edu/locations/coffman/	Panel, see event description
3/29/2016	Beyond Labels	TCF Tower, Marquette Room 121 South 8th Street, Ste 825 Minneapolis, MN 55402	Richard Weiss
3/21/2016	After Market Appetizers: The Surly Story	Surly Brewing Company, Brewer's Restaurant 520 Malcolm Ave SE Minneapolis, MN 55414	Gary Nicholas, Surly Brewing Co.
3/17/2016	3rd Thursday Society Social	Lyon's Pub 16 South 6th Street Minneapolis, MN	NA
3/16/2016	CFA Institute Wealth Management Conference	Radisson Blu Minneapolis Downtown 35 South Seventh Street Minneapolis, MN 55402 Tel: +1 (612) 339 4900 Reservations	Multiple, See website
3/9/2016	Professional Mentoring Program Orientation	TCF Tower Marquette Classroom (Skyway Level) 121 South 8th Street, Minneapolis, 55402	LaBarre Spence
3/9/2016	Recapitalization: Providing Liquidity and Creating Value for Business Owners	TCF Tower, Marquette Room 121 South 8th Street, Ste 200 Minneapolis, MN 55402	Steve Soderling, Keelan Diehl, CFA
2/18/2016	3rd Thursday Society Social		NA
2/11/2016	Distinguished Speaker Series with Bob Doll, CFA, CPA	The Minneapolis Club, Main Dining Room 729 2nd Ave S Minneapolis, MN 55402	Bob Doll, CFA, CPA
2/9/2016	Study Group Kick -Off	Urban Growler 2325 Endicott St, St Paul, MN 55114 Accessible by the Green Line! See a map	Travis Simon, CFA
1/28/2016	Annual Economic Dinner Featuring Michael Pettis	Minneapolis Marriott City Center 30 South 7th Street Minneapolis, MN	Dr. Michael Pettis
1/21/2016	3rd Thursday Society Social	Lyon's Pub 16 South 6th Street Minneapolis, MN	NA
1/12/2016	Developments in Volatility and Option Markets	TCF Tower, Marquette Room (Skyway level) 121 South 8th Street, Ste 200 Minneapolis, MN 55402	Russell Rhoads, CFA
12/17/2015	Annual Holiday Social	IL Foro Restaurant The Forum Meeting Room 40 South 7th Street Minneapolis, MN 55402	NA
12/5/2015	Post-Exam Party!	Eagle Street Grille LOWER LEVEL 174 West 7th St St. Paul, MN 55102	NA
12/3/2015	CFAMN Book Club	Beaujo's Wine Bar & Bistro 4950 France Ave. South Edina, MN 55410	NA
12/3/2015	Strategic Agility: Leading Your Business Through Challenging Times (Career Development Network)	TCF Tower, Marquette Room (skyway level) 121 South 8th Street Minneapolis, MN	Mo Fahnestock, P.h.D
11/21/2015	Level I Mock Exam	Carlson School of Management 321 19th Ave South Room 1-149 Minneapolis 55455	none
11/19/2015	3rd Thursday Society Social	Lyon's Pub 16 South 6th Street Minneapolis	NA
11/17/2015	Investing in Infrastructure: A Non-Traditional Approach	TCF Tower, Marquette Room (skyway level) 121 South 8th Street, Ste 200 Minneapolis, MN 55402	William Adams
11/12/2015	Annual New Charterholder Dinner	The Minneapolis Club 729 2nd Avenue South Minneapolis, MN	President of the Board of Directors, Josh Howard, CFA
11/10/2015	Lunch & Learn with Junior Achievement	CFA Minnesota Office Conference Room 121 South 8th Street, Ste 825 Minneapolis, MN 55402	Karyn Thompson
10/28/2015	Liquidity Risk – What Investors Need to Know Now	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	Making The Connection: Building an Extraordinary Team (Career Development Network)	TCF Tower, Marquette Room 121 South 8th Street Minneapolis, MN	Liz Uram
10/20/2015	Industry Partner Event: Northwest Area Foundation - How to Measure Social Impact?	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	Paving the Way for Our Future Industry Leaders	University of Minnesota Carlson School of Management, Room 2-260R 321 19^th Ave. South Minneapolis, MN Directions & Parking: Follow this link 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	Tracing Out a Market Top: Financial Markets Outlook	The First National Bank Building Room: The Training Room 332 Minnesota Street St. Paul, MN 55101	Doug Ramsey, CFA, CMT
10/6/2015	Performance & Valuation Prime: Decision-Changing Analysis, From Arcane Accounting to Economic Reality	TCF Tower, Marquette room (skyway level) 121 South 8th Street Minneapolis, MN	Joel Litman, CPA
10/2/2015	The Investment Wisdom of John Maynard Keynes	IL Foro Restaurant The Forum Meeting Room 40 South 7th Street Minneapolis, MN 55402	Jeff Pantages, CFA
9/25/2015	Brain Ways: Mental Habits to Improve Work Performance (Career Development Network)	TCF Tower Marquette Room (skyway level) 121 South 8th Street Minneapolis, MN	Cindy Edwards, Find Your Fit, LLC
9/24/2015	SOLD OUT: A Tour of the Global Economy & Implications for Investment Portfolios	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	After Market Appetizers: Value Investing Idea Roundtable	Punch & Associates Investment Management 3601 W. 76th Street, Ste 225 Edina, MN 55435	Moderator: John Carraux, CFA

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