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Past Educational Events

CFA Society Minnesota is proud of our recent programming efforts and is glad to share with you a listing of recent educational presentations.  We are working hard to provide you with valuable relevent programming on a variety of topics of interest to the full spectrum of our members, and hope you enjoy reviewing these recent events.  When available, please find a copy of the speakers' presentation for your personal reference only.  Please direct any questions or comments about programming to our program chair, Ben Duininck, CFA​.

Location InfoFilterPresentationFilter
1/14/2021
  

​Online

Derek Bergen, CFA
1/12/2021
  

​Online

Dr. Karolien Notebaert
12/15/2020
  

​Online

Jean Dunn, CFP®
12/10/2020
  

​Online

John Patrick Lee, CFA
12/9/2020
  

​Online

Maria Elena Drew
12/3/2020
  
Various

​Virtual ESG Series: Racial Equity Investing

12/1/2020
  

​Online

Dr. Ben Sorensen
11/19/2020
  

​Online

Jun Wang, CFA
11/17/2020
  
Various
11/12/2020
  
Various
11/10/2020
  

​Online

Brian Fontanella, CFA
11/5/2020
  

​Online

Pritam Dalal
11/4/2020
  

​Online

Ivana Bertuzzelli, CIPM; Ken Robinson, CFA, CIPM, CPA, PFS
10/28/2020
  

​Online

Michelle Laux; Kristina Fitzhugh
10/28/2020
  

​Online

Jack Janasiewicz, CFA
10/20/2020
  

​Online

Bill Zox, CFA; Douglas Gimple, Moderator
10/14/2020
  

​Online

Peter Perkins
10/7/2020
  

​Zoom Webinar

Rick Roche, CAIA, Little Harbor Advisors & Dave Reynolds, CFP®, CLU®, Spearhead
10/6/2020
  

​Zoom

Patrick Todd, CFA; David Glickman, CFA; Aaron Hanson, CFA - Moderator
9/30/2020
  

​Zoom Webinar

Mark Affolter
9/15/2020
  

Changing to webinar

Co-hosted by Ron Kaliebe, CFA and Diana Schutter, CFA
8/27/2020
  

​Virtual

Stuart Dunbar; Joseph Stellato
8/12/2020
  

Virtual Conference

Various
7/9/2020
  

​Online

Bill Zox, CFA; Douglas Gimple, Moderator
6/30/2020
  

​Online

Stacey Gilbert; Sean Heron, CFA
6/25/2020
  

​Online

Phillip Colmar
6/18/2020
  

​Online

Joyce Huang, CFA; Bernard Chua, CFA
6/9/2020
  
Daniel Lansberg-Rodriguez; Taufiq Rahim
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
5/13/2020
  
Participants must register to gain log-in information.
Michael G. McMillan, CFA, PhD, CPA, CCEP
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
  

Webinar only

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
10/22/2019
  

​Shindig Event Space​
105 S. 5th Street
Minneapolis, MN 55403​

Various
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
  

Minnehaha Country Club

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
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