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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 - SOLD OUT

Individual tickets are non-refundable after ​1/31, due to venue commitments and guarantees. We are no longer accepting waitlist additions. 

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.​WisdomTree logo

Gold Event Sponsor

Bronze Event Sponsors
Baillie Gifford logo Garda Capital Partners logo  Mairs and Power logo 

Newton Investment Management logo   ​Nuveen Asset Management logo

Table Sponsors

Advanced Capital
​Affiance Financial ​Allianz Investment
​Ballard Spahr LLP
(formerly Lindquist)
​BNC National
​​​BNY Mellon Investment
Management / Dreyfus
​Evercore Wealth
​First State
First Trust 
​Peregrine Capital
State Street
Global Advisors​
The Travelers
Companies, Inc.

​​​US Bancorp
Asset Management
​Voya Investment Management

Annual Society Sponsors
Annual Gold Sponsors

Annual Silver Sponsors

​Annual Bronze Sponsors
Ascent FC Logo - HiRes.tiff  FACTSET_WEBLUE.png     john_hancock_logo.jpg 
Parametric logo  PSbyInvesco_QQQ_RGB.jpg   SP_Global_logo_transparent.png       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​