CFA Society Minnesota

A Member of the CFA Institute Global Network of Societies

Upcoming Events

FridaySep, 2016

Asset Management and Investment Consulting: Historical Perspectives and Future Outlook

8:00 AM - 9:30 AM

TuesdayOct, 2016

Where are the Opportunities in Energy: The Dislocation and What it means for Investors

11:30 AM - 1:00 PM

WednesdayOct, 2016

Value Investing Idea Roundtable

11:30 AM - 1:00 PM

Job Board Spotlight

Director of Investments - Minnesota Philanthropy Partners

Click here to see all the postings

Candidate Corner

11/11-11/13 Level I Intensive Review registration is open!
Save-the-date for the Level I Mock Exam 11/19.

Welcome to CFA Society Minnesota Online!

CFA Society Minnesota is the premier professional organization for investment professionals in the Twin Cities and throughout the Upper Midwest region: the place to connect with CFA Charterholders.

With more than 1300 members throughout the region and across a broad scope of firms, we strive to serve you through relevant educational programming, career resources, membership support, networking, and leadership opportunities.

5 Years and Growing Strong

Our 5th annual investor conference last week was another unqualified success. More than 500 people filled the University of Saint Thomas over two full days. Some highlights:

78 presenting companies

250 qualified investors

More than 300 1:1 and small-group meetings

Launch of the new ESG track

50 volunteers who helped make everything happen (thank you!)

Check out this year’s conference recap from the Star Tribune, plus their story on “59.4% vs 37%: Who would you hire?”, a plenary presentation by Beth Lilly, CFA.

Also, nearly 20 of this year’s presenting companies opted for premium webcasting during the conference. Sign in here to view recorded presentations from TCF, Workiva, Toro, Donaldson and others.

Goodbye investMNt. Hello intellisight.

As announced at the end of Day 1, we’re saying goodbye to the investMNt name, which has served us well for the last five years. The deliberate misspelling was a catchy way to reflect the original vision of a conference of Minnesota companies for Minnesota investors.

However, the conference clearly has outgrown state lines: This year, more than 40% of our presenting companies came from other states, and attendance by investors from Atlanta, Chicago, Denver and other money centers continues to grow.

So we’re rebranding the conference to build on our growing national scope and reputation:

Mark your calendar now for August 22-23, 2017. Hope to see you there!

Like, Follow, Join!