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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 and relevant programming on a variety of topics, and hope you enjoy reviewing these recent events. 

Location InfoFilterPresentationFilter
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
  

​Webinar

John Bowe
12/3/2021
  

​Zoom

CFAMN Staff/Volunteers
12/1/2021
  

​Webinar

Nancy Lazar and Jake Oubina
11/17/2021
  

​Online

Travis Simon, CFA
10/19/2021
  

​Webinar

Various
10/14/2021
  
​121 South 8th Street
Suite 200, Marquette Room (Skyway Level)
Minneapolis, MN 55402
KC Connors, CFA, CAIA
9/16/2021
  
Virtual Only

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
  

​Online

Dr. Vikram Mansharamani
6/23/2021
  

​Online

Jonathan Karp & Neal Kumar, CFA
6/16/2021
  

​Zoom

Douglas Gimple
5/27/2021
  

​Online

Various
5/20/2021
  
Canterbury Park
1100 Canterbury Rd
Shakopee, MN 55379
Matthew Rousu, P.h.D.
5/12/2021
  

​Zoom

Travis Simon, CFA
5/11/2021
  

​Zoom

CFAMN Staff/Volunteers
4/22/2021
  

​Zoom

Frank Altman and John Taft
4/15/2021
  

​Zoom

Various
4/8/2021
  

​GoToWebinar

Iris Reading
3/18/2021
  
​Hilton Garden Inn
201 E 8th Street
Sioux Falls, South Dakota 57103
Matt Hougen
2/25/2021
  

​Online

Various
2/19/2021
  

​Online

Jim Paulsen
1/28/2021
  

​Online

Eric Maddox
1/26/2021
  

​Online

Brendan Barca
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
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