| 5/21/2020 | | You must register to receive the meeting information.
| Rafael Resendes Co-Founder and CIO of Applied Finance |
| 5/20/2020 | | ONLINE ONLY You must register to receive the meeting info.
| Pritam Dalal |
| 4/7/2020 | | You must register to receive the link for the webinar.
| John Taft & Jason Trennert |
| 4/2/2020 | | Richard H. Barry Hall
North Dakota State University
811 Second Avenue North
Fargo, ND
| Lisa Erickson, Mark Simenstad, Robert Thompson |
| 3/19/2020 | | | Kevin T. Carter |
| 3/17/2020 | | Piper Jaffray - 12th Floor in the Huber Room
800 Nicollet Mall #1000
Minneapolis, MN 55402
| Gina Martin Adams, CFA, CMT |
| 3/3/2020 | | 121 South 8th Street
Suite 200, Nicollet Room (skyway level)
Minneapolis, MN 55402
| Co-hosted by Michelle Warren, CFA and Scott Vogel, CFA, CFP |
| 2/27/2020 | | Thrivent Auditorium 625 S. 4th Avenue Minneapolis, MN
| Various |
| 2/20/2020 | | 121 South 8th Street, Suite 200
Marquette Room (skyway level)
Minneapolis, MN 55402
| Alexander Peter Karabas, Tiberio I. Erdely III (‘Tiby’), Jordan Youkilis |
| 2/13/2020 | | Hyatt Regency Minneapolis
1300 Nicollet Mall
Minneapolis, MN 55403
| TBA |
| 2/6/2020 | | 121 South 8th Street
Suite 200, Nicollet Room (skyway level)
Minneapolis, MN 55402
| Co-hosted by Dan Balter, CFA and Echo Huang, CFA, CFP |
| 2/4/2020 | | 121 South 8th Street Ste 200
Marquette Room (skyway level)
Minneapolis, MN 55402
| Travis Simon, CFA |
| 1/23/2020 | | 121 South 8th Street
Suite 200, Marquette Room (Skyway Level)
Minneapolis, MN 55402
| Moderator: Bailey DeVries; Panelist: Seyonne Kang; Panelist: John Higdon, CFA |
| 1/16/2020 | | 121 South 8th Street
Suite 200, Nicollet Room (Skyway Level)
Minneapolis, MN 55402
| Co-hosted by Kim Brustuen, CFA and Jessie Rehovsky, CFA |
| 1/7/2020 | | Beaujo's Wine Bar
4950 France Ave. South
Edina, MN
| The group self-moderates. |
| 12/16/2019 | | Feed My Starving Children
990 Loan Oak Road, Suite 136
Eagan, MN 55121
| NA |
| 11/21/2019 | | Interlachen Country Club
6200 Interlachen Blvd.
Minneapolis, MN 55436
| TBA |
| 11/13/2019 | | 121 South 8th Street
Suite 200, Marquette Room
Minneapolis, MN 55402
| Catherine LeGraw, CFA |
| 11/11/2019 | | Location details provided to attendees
| Keith Woodward & William Prate |
| 11/7/2019 | | 121 South 8th Street
Suite 200, Marquette Room
Minneapolis, MN 55402
| Pritam Dalal |
| 10/24/2019 | | 121 South 8th Street
STE 200 (Marquette Room)
Minneapolis, MN 55402
| Scott Martin |
| 10/11/2019 | | 121 South 8th Street STE 200 (Marquette Room) Minneapolis, MN 55402 | Jim Cunnane Jr. CFA |
| 10/10/2019 | | Sanctuary Events Center
Suite 670
670 4th Ave N
Fargo, ND 58102
| Jim Cunnane Jr. CFA |
| 10/9/2019 | | Minnehaha Country Club
3101 W 22nd St
Sioux Falls, SD 57104 | Jim Cunnane Jr. CFA |
| 9/26/2019 | | 121 South 8th Street
Suite 200, Marquette Room
Minneapolis, MN 55402 | Bill Ahmuty, Head of SSGA SPDR ETF Fixed Income Group |
| 9/25/2019 | | Virtual call (see event description)
| Jon Levy & Chris Young, Research Challenge Co-Chairs |
| 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 | | | 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 |
