CFA Society Minnesota

Lunch & Learn: A Day in the Life of a Portfolio Manager

Free to everyone Get an inside look at a day in the life of a portfolio manager with Jake Seltz, CFA, Brent Miller, CFA, and James Thorson, CFA. Hear firsthand about their day-to-day responsibilities, how they approach investment decisions, and the skills and experiences that have shaped their careers. Whether you’re exploring a career in portfolio management or simply curious about the role, this conversation offers a valuable look behind the scenes. Register

2026 New Charterholder Dinner

$0 Honorees | $40 Guests of Honorees | $60 Everyone else Formal invitations have been sent to our honorees. Congratulations to our special honorees who will be recognized at the New Charterholder Dinner.  This event honors all those who earned their CFA Charter or passed Level III of the CFA Exam since our last ceremony.  Join the festivities and help us celebrate! Tickets include dinner and a glass of wine. All members are welcome to attend and celebrate with our honorees. Agenda: 5:30 pm - Opening Reception 6:30 pm - Dinner Served 6:45 pm - Keynote Speakers 7:10 pm - Honoree Recognition 8:30 pm - Wrap-up Register