2025 Annual Dinner

This event is SOLD OUT and no walk-ups will be admitted.

Due to inclement weather affecting travel, Howard will be joining us virtually tonight. There are no changes to the program.

Keynote Speaker

Join us for the CFAMN Annual Dinner. Bring your friends and colleagues to this one-of-a-kind
networking opportunity and gain unique insights from our keynote speaker!

Speaker Information

Presentation Description

Coming soon

Howard Marks, CFA
Co-chairman
Oaktree Capital Management

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.  From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities.  Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities.  Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research.  Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago.  He is a CFA® charterholder.  Mr. Marks is an Emeritus Trustee and Advisory Member of the Investment Committee at the Metropolitan Museum of Art.  He is a member of the Investment Committee of the Royal Drawing School in London.  He also serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University and is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.

More about Howard

Event Details

  

Individual Tickets

We are sold out!

$100 - New Charterholder/Pass III
$100 - Students​
$175 - Society Members
$200 - Non-Members

Individual Registration

Register By

January 31, 2025 | 12:00 PM CT

Past Annual Dinners

Venue

Renaissance Minneapolis Hotel, The Depot
Great Northern Room
225 3rd Ave S
Minneapolis, MN 55401

Parking

Valet will not be available.

Self-Park - Heated, underground
136 5TH Ave S, Minneapolis, MN 55401

More information

Agenda

4:30 pm | Registration Opens

4:30 - 5:45​ pm | Open Reception
OR
4:30 - 5:45​ pm |
Private: Sponsor Reception
(By invitation only - Annual Growth; Event Platinum, Gold, & Silver sponsors)

6:00 pm | Keynote with Howard Marks, CFA

7:15 - 8:30 pm | Dinner

Event Sponsorship Info

Medallion Level

Platinum - $10,000
Gold - $7,500
Silver - $5,000
Bronze - $3,500
 

Table of 8

Table - $2,500

Sponsorships for the 2025 Annual Dinner are sold out!

Accommodations

Special group room rates will be available through January 6.

Book a Room


Attire

Business Formal

Thank you, sponsors...

Event Sponsors

Medallion Sponsors

Gold

 

 

Silver



Bronze

Table Sponsors

Aether Investment Partners, LLC
Allspring Global Investments
Baillie Gifford
Bell Bank
BNY Mellon Investment Management
Brown Brothers Harriman
Columbia Threadneedle Investments
Crescent Capital
EisnerAmper
First Trust Advisors
GlobalX
Loomis, Sayles & Company
Moelis Asset Management
MPMG
NEPC
Nuveen Asset Management
Schwarz Dygos Wheeler Investment Advisors LLC
Summit Creek Advisors
StepStone
T. Rowe Price
Travelers



2025 Annual Sponsors

Growth Level

Value Level