| 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 |
| 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 Club729 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 |
