Upcoming Events

CIO Career Journey with Sonali Dalal, CFA

Join us for this engaging event featuring speaker Sonali Dalal, CFA, CIO of St Thomas University. Sonali will delve into the intriguing story of what led her to the world of investing. Gain valuable insights as she reflects on the challenges she faced and the triumphs she celebrated along the way. Sonali will generously offer her advice to aspiring professionals in the field of investment. Drawing from her wealth of experience, she will share valuable tips and strategies for a career in the finance industry. Additionally, Sonali will candidly discuss aspects of her journey that she would have approached differently if given the chance, providing a unique perspective on learning from past experiences to shape a successful future. Agenda 4:30 pm – Registration open 5:00 pm – Presentation + Q&A 6:00 pm – Networking 7:00 pm – Event end Register

Second Thursday Society Social - Top Golf

Space is limited for this event! If we find there is a lot of interest, we may increase our capacity. But don't wait to register and lose out! Join us for a Thursday Society Social at Topgolf Minneapolis!   What's included with your ticket? Three hours of golf Two beverage tickets good for beer or wine Buffet: BBQ Boneless Wings, Buffalo Cauliflower, Spinach Artichoke Dip w/Tortilla Chips, Cheese & Charcuterie, Hummus & Crudite, Injectable Donut Holes + Raspberry & Chocolate Filling.   What is Topgolf? In short, it's a sports entertainment complex that features an inclusive, high-tech golf game that everyone can enjoy. Paired with an outstanding food and beverage menu, climate-controlled hitting bays & music, every Topgolf has an energetic hum that you can feel right when you walk through the door. Register

Revisiting bond investment choice in 401(k) plan menus

Investors are finding their way back to bonds again!  Core bonds, a staple of 401(k) plan investment menus, fell out of favor the last few years as investors pursued higher returns in stocks.  In the current environment, the asset class is poised to deliver attractive yields and to act as a ballast against equity volatility.  A confluence of factors is leading 401(k) plan sponsors to revisit their bond offering(s), consider core vs core plus, and to determine an ideal plan line-up that balances the needs of younger workers with those of older workers/retirees.   Join us for a discussion with Allspring Global’s Danny Sarnowski, Fixed Income Portfolio Specialist and Will Chau, DC Investment Strategist for an in-depth conversation on the current bond market and suitability of different core bond option(s) in your 401(k).” Thank you to our event sponsor! Register