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A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​2018 Annual Dinner Logo2_circles.png

Thursday, February 8
Hyatt Regency Minneapolis | 5:30 pm​​​

 Featuring Dr. Jeremy Siegel

Jeremy J. Siegel, WisdomTree's Senior Investment Strategy Advisor, is the Russell E. Palmer Professor of Finance at The Wharton jeremy-j-siegel1.jpgSchool of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book, Stocks for the Long Run, was named by The Washington Post as one of the 10 best investment books of all time. His latest book, The Future for Investors, is a bestseller.

 Event Details


5:30 pm | Registration Opens

5:30 - 6:45​ pm | Private: Sponsor Reception  
(By invitation only; ​​Platinum, Gold, Silver & Bronze sponsors)
5:30 - 6:45 pm | Open Reception

6:45 - 8:45 pm | Dinner and Speaker Presentation

Individual Tickets

$100 - New Charterholder/Pass III (available after 11/16/17 recognition dinner​)
$100 - Students​
$125 - Society Members
$155 - Non-Members

Individual Registration

​Reserve your ticket today

Sponsors & Groups please ​​email  
with questions or sponsorship inquiries.

 Thank You Event Sponsors

Premier Event Sponsor
Dr. Siegel's visit is graciously sponsored by WisdomTree, where he serves as Senior Investment Strategy Advisor.​WisdomTreelogo.png

Gold Event Sponsor

Event Bronze
BaillieGifford.png  Mairsandpower.jpg 

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Table Sponsors

​Advanced Capital Group ​Affiance Financial ​Allianz Investment
​BNC National
​BNY Mellon Investment
​​​Evercore Wealth
First State Investments ​First Trust Advisors John Hancock
​Peregrine Capital
The Travelers
Companies, Inc.
​​Voya Investment

Annual Society Sponsors
Annual Silver Sponsors
​Annual Bronze Sponsors
Ascent FC Logo - HiRes.tiff  PARA_logotag2013_CMYK_sm_1.25in.jpg  Thrivent_MF_RGB_1000w.jpg

 Event Sponsorship Info

Medallion Level
Platinum - $10,000
Gold - $7,500
Silver - $5,000
Bronze - $3,500

Table of 8
Table - $2,000

Sponsors & Groups please email ​questions or ​inquiries to​

​Other Details

Accommodations | Book a room
must book by 1/7/18 to secure group rate of $119

Parking & Directions | View details​

Attire | Business/Formal​