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 Keynote Conversation

This year's Annual Dinner will feature a panel discussion with leading participants selected from the Annual Investors Roundtable conducted by the Minneapolis-St. Paul Star Tribune. Led by our moderator, Chris Farrell, our panelists will examine the outlook for the local business community in light of recent global events, societal trends, and disruptions to the broader economy.


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Moderator
Chris Farrell
Senior Economics Contributor at MPR

Chris Farrell is senior economics contributor at Minnesota Public Radio and Marketplace, American Public Media’s nationally syndicated public radio business and economic programs. He is co-host of the MPR/APM podcast, small change: Money Stories from the Neighborhood. Chris is a columnist for PBS Next Avenue and the Minneapolis Star Tribune. He has written for Bloomberg Businessweek, New York Times, Kiplinger’s and other publications. His most recent book is Purpose and a Paycheck: Finding Meaning, Money and Happiness in the Second Half of Life.

Erica Bergsland SQ.jpgErica Bergsland, CFA
Senior Vice President, Director - Research & Trading Fixed Income Research at Securian Asset Management


As Chief Risk Officer, Erica Bergsland, CFA is responsible for a consistent oversight framework that incorporates both a risk management and values mindset. She leads Securian's Environmental, Social, and Governance (ESG) Portfolio Strategy, reflecting the view that ESG risks and opportunities should be integrated into investment practices. Erica is a member of the Senior Leadership Team at Securian AM.

Erica is on the board of Carlson Funds Enterprise at the University of Minnesota and is a member of the Financial Leadership Committee of the Women's Foundation of Minnesota and the Investment Committee of the Girl Scouts River Valleys.

She is a CFA Charterholder and is a member of the CFA Institute and CFA Society of Minnesota. Erica is a past participant in the Star Tribune's annual Investors' Roundtable and was previously recognized as a Top Woman in Finance by Finance and Commerce.
Johnson_Craig_SQ.jpgCraig Johnson, CFA, CMT
Chief Market Technician at Piper Sandler Companies
 
Craig W. Johnson, CFA, CMT is a managing director and senior technical research analyst and directs Piper Sandler's technical research group. Johnson joined Piper Sandler in 1995 as an analyst in the firm's private client research. He offers frequent technical commentary on the broader market and individual stocks. Johnson earned a bachelor's degree with an emphasis in finance and marketing and a Master of Business Administration degree from Drake University. He holds the Chartered Financial Analyst™ and Chartered Market Technician designations. He is an active member of CFA Society Minnesota and is the co-chapter chair of the Minnesota Chapter Market Technicians Association. Johnson is also on the board of directors of the Market Technicians Association. He served as a panelist on the Star-Tribune's Annual Investors Roundtable in 2016, 2017, 2018 and 2020.

Beth Lilly SQ.jpgBeth Lilly, CFA
Chief Investment Officer at Pohlad Investment Management

Elizabeth M. Lilly is Chief Investment Officer and Executive Vice President for The Pohlad Companies.  She oversees the public and private investments for the Pohlad family and provides leadership and management of their investment team.

Beth began her career with Goldman Sachs in 1985 in New York.  In 1988, Beth joined Fund American Companies in Greenwich, Connecticut where she worked as an investment analyst under the tutelage of Bob Bruce and Warren Buffett learning the merits of value investing. In 1997, she co-founded investment firm Woodland Partners, which focused on investing in small capitalization equities.  In 2002, Woodland Partners was acquired by GAMCO Investors where she went on to serve as a Senior Vice President and Portfolio Manager of the $1.4 billion Teton Westwood Mighty Mites Fund and as a member of the value portfolio management team.  In 2017, Beth founded Crocus Hill Partners to focus on investments in small and micro capitalization equities.

Beth received her BA in Economics from Hobart/William Smith College where she graduated with High Honors. She received her CFA designation in 1989.  She serves on the Board of Directors for Apogee Corporation, The Ordway Center for the Performing Arts and Lakewood Cemetery.


 Jim Paulsen SQ SM.jpgJim Paulsen, Ph.D.
Chief Investment Strategist and Portfolio Manager at The Leuthold Group

Jim Paulsen, Ph.D. is Chief Investment Strategist and Portfolio Manager at The Leuthold Group. Additionally, Jim authors financial market commentary serving institutional and investment professionals.

Paulsen is widely followed on Wall Street and across the country. His publication, Paulsen’s Perspective, offers his views about the market/economy, dissects investment implications of present-day trends, and examines a broad spectrum of timely topics with his characteristic wit and talent for inventive concepts and theories. 

Jim was Chief Investment Strategist at Wells Capital Management for 20 years and held several executive positions before that. Jim earned Bachelor and Doctoral Degrees in Economics from Iowa State University.


 Health Guidance

As you may have heard, the City of Minneapolis has introduced a new COVID-19 mandate for events. Their policy mostly mirrors the protocol we had already established – i.e., proof of vaccination or negative test required for all attendees. The major difference is around masking: we’ve been following CDC guidelines, which strongly suggest masking; however, the new City mandate takes precedence and makes masking a requirement except while eating or drinking. At home, rapid tests will not be accepted. For this reason, attendees will need to register themselves.

How do I show proof?

  • Via physical 'passport' vaccination card or a photo of it
  • Using the Docket app*
  • Via screenshot of negative test results (received within 72 hours of the event)

We appreciate your cooperation and we're counting on you to help us present as safe an event as we can for all our attendees.
*For Minnesota, New Jersey, and Utah residents only. Docket is an application that tracks and provides proof of all vaccinations. Learn more about the app.


 Event Details

Venue

Marriott Minneapolis City Center
Grand Ballroom (4th Floor)
30 S 7th St, Minneapolis, MN 55402

Agenda

5:30 pm | Registration Opens

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

6:45 - 9:00 pm | Dinner and Keynote Conversation



Individual Tickets

$100 - New Charterholder/Pass III
$100 - Students​
$125 - Society Members
$155 - Non-Members


Individual Registration

Registration is CLOSED

Individual tickets are non-refundable after ​2/7, due to venue commitments and guarantees.

Sponsors & Groups, please ​​email [email protected]  
with questions or sponsorship inquiries.​


 ​Thank You Sponsors

EVENT SPONSORS

Medallion Sponsors
Platinum
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Gold

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Silver
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Bronze
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Table Sponsors
Bell Institutional Investment Management​BNY Mellon Investment ManagementBrown Brothers Harriman & Co.
Columbia Threadneedle InvestmentsCompass Capital ManagementFirst Trust Advisors
​Harding Loevner​Lurie
Minneapolis Portfolio Management Group - MPMG
Odinson PartnersTCW




2022 Annual Sponsors​ 

GROWTH

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VALUE

AZ_Logo_positive_RGB.png   DiamondHill_CapitalMGMT_4C_transparent.png  Dimensional Fund Advisors_LOGO_RGB.png   

FHI_Lockup_2C_RGB_24p0_NR.jpg  MairsandPower-tagline_2020.jpg

Parametric-horz-RGB-transparent.png RBC GAM Transparent.png  STCG_No Logo_Centered_Green.png  thrivent_registered_pref_rgb_color_pos_transparent.png   Wells Fargo Wealth Investment Management.png

 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 [email protected]​​

 Other Details

Accommodations
Special group room rates available through 1/21/21

Book Here


Parking & Directions

Self-Park: 
City Center Parking Ramp
10 S 7th St
Minneapolis, MN 55402

Attire | ​​Business Formal​