| 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 | |
| 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 | |
