11/30/2022 | | 121 South 8th St Suite 200, Nicollet Room (Skyway Level) Minneapolis, MN 55402
| Travis Simon, CFA | |
11/3/2022 | | Interlachen Country Club
6200 Interlachen Blvd. Minneapolis, MN 55436
| TBD | |
10/27/2022 | | | Chris Louney | |
10/8/2022 | | University of St. Thomas (Minneapolis Campus)
Schulze Hall 1101 Harmon Place Minneapolis, 55403
| Various | |
9/26/2022 | | Webinar - by invite only
| CFAMN Staff/Volunteers | |
8/30/2022 | | Hybrid: Online &
121 South 8th Street Suite 200, Nicollet Room (Skyway Level) Minneapolis, MN 55402
| Travis Simon, CFA | |
8/9/2022 | | University of St. Thomas (Minneapolis Campus)
1101 Harmon Place Minneapolis, MN 55403
| Various | |
6/21/2022 | | Metropolitan Ballroom 5418 Wayzata Boulevard Golden Valley, MN 55416 United
Option to join via Zoom will be offered.
| Various | |
6/8/2022 | | 121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| Volunteer & Staff | |
6/2/2022 | | Deluxe Plaza 121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| Michael Bailey, CFA | |
5/17/2022 | | Hybrid: Online &
121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| Travis Simon, CFA | |
5/3/2022 | | Hybrid: Online &
121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| Caroline Cai, CFA | |
4/14/2022 | | Landmark Center 75 West 5th Street St Paul, MN 55102
| John Taft, Karen Petrou | |
4/7/2022 | | Virtual & In-Person at North Dakota State University Louise S. Barry Auditorium 811 2nd Avenue North, Fargo, ND
| Various | |
3/23/2022 | | 121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| Mackenzie Willems, CFA | |
3/3/2022 | | Interlachen Country Club 6200 Interlachen Blvd. Minneapolis, MN 55436
| Kate Lyons, CFA; Rob Britton, CFA | |
2/10/2022 | | Marriott City Center, 30 S 7th St, Minneapolis, MN 55402
| Various | |
2/1/2022 | | Hybrid: Online &
121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| Travis Simon, CFA | |
1/25/2022 | | | John Bowe | |
12/3/2021 | | | CFAMN Staff/Volunteers | |
12/1/2021 | | | Nancy Lazar and Jake Oubina | |
11/17/2021 | | | Travis Simon, CFA | |
10/19/2021 | | | Various | |
10/14/2021 | | 121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| KC Connors, CFA, CAIA | |
9/16/2021 | | | Grady Burkett, CFA | |
8/26/2021 | | 121 South 8th Street Suite 200, Marquette Room (Skyway Level) Minneapolis, MN 55402
| Jason DeVito, CFA | |
8/10/2021 | | University of St. Thomas Law School (Minneapolis Campus) 1101 Harmon Place Minneapolis, MN 55403
| Various | |
8/5/2021 | | | Dr. Vikram Mansharamani | |
6/23/2021 | | | Jonathan Karp & Neal Kumar, CFA | |
6/16/2021 | | | Douglas Gimple | |
5/27/2021 | | | Various | |
5/20/2021 | | Canterbury Park 1100 Canterbury Rd Shakopee, MN 55379
| Matthew Rousu, P.h.D. | |
5/12/2021 | | | Travis Simon, CFA | |
5/11/2021 | | | CFAMN Staff/Volunteers | |
4/22/2021 | | | Frank Altman and John Taft | |
4/15/2021 | | | Various | |
4/8/2021 | | | Iris Reading | |
3/18/2021 | | Hilton Garden Inn 201 E 8th Street Sioux Falls, South Dakota 57103
| Matt Hougen | |
2/25/2021 | | | Various | |
2/19/2021 | | | Jim Paulsen | |
1/28/2021 | | | Eric Maddox | |
1/26/2021 | | | Brendan Barca | |
1/14/2021 | | | Derek Bergen, CFA | |
1/12/2021 | | | Dr. Karolien Notebaert | |
12/15/2020 | | | Jean Dunn, CFP® | |
12/10/2020 | | | John Patrick Lee, CFA | |
12/9/2020 | | | Maria Elena Drew | |
12/3/2020 | | | Various | Virtual ESG Series: Racial Equity Investing
|
12/1/2020 | | | Dr. Ben Sorensen | |
11/19/2020 | | | Jun Wang, CFA | |
11/17/2020 | | | Various | |
11/12/2020 | | | Various | |
11/10/2020 | | | Brian Fontanella, CFA | |
11/5/2020 | | | Pritam Dalal | |
11/4/2020 | | | Ivana Bertuzzelli, CIPM; Ken Robinson, CFA, CIPM, CPA, PFS | |
10/28/2020 | | | Michelle Laux; Kristina Fitzhugh | |
10/28/2020 | | | Jack Janasiewicz, CFA | |
10/20/2020 | | | Bill Zox, CFA; Douglas Gimple, Moderator | |
10/14/2020 | | | Peter Perkins | |
10/7/2020 | | | Rick Roche, CAIA, Little Harbor Advisors & Dave Reynolds, CFP®, CLU®, Spearhead | |
10/6/2020 | | | Patrick Todd, CFA; David Glickman, CFA; Aaron Hanson, CFA - Moderator | |
9/30/2020 | | | Mark Affolter | |
9/15/2020 | | | Co-hosted by Ron Kaliebe, CFA and Diana Schutter, CFA | |
8/27/2020 | | | Stuart Dunbar; Joseph Stellato | |
8/12/2020 | | | Various | |
7/9/2020 | | | Bill Zox, CFA; Douglas Gimple, Moderator | |
6/30/2020 | | | Stacey Gilbert; Sean Heron, CFA | |
6/25/2020 | | | Phillip Colmar | |
6/18/2020 | | | 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 | | | 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 | |