Upcoming Events

Second Thursday Society Social - Lyon's Pub

Join us for the Society Social, which will alternate between Utepils Brewing and Lyon's Pub on the second Thursday of each month. All members, candidates, and friends of the society are welcome to join us for this free, networking event! Register here

Webinar: Relevance-Based Prediction

Based on more than two years of research, our relevance-based approach to prediction reinterprets statistical regression in terms of learning from experiences (as opposed to focusing on “variables”). We extend the idea to focus on predicting from the most relevant subset of past experiences, and we show how each individual prediction has a fit or confidence associated with it that tells you much more than just a model’s average R-squared. This approach offers more transparency and flexibility into making predictions compared to traditional models, offering a compelling alternative to both linear regression and machine learning.

Active vs Passive: Yesterday, Today and Tomorrow

Join us for a modern debate on a long-standing question. Hear Dimensional Fund Advisors Vice President Rob Harvey and Diamond Hill CEO Heather Brilliant discuss the new merits and applications of passive and active strategies. We'll tackle where each can win in niche and emerging asset classes, custom indexing, unintended exposure, when they can best work together and much more. This will be a fun and interactive yet intellectual debate, followed by a social hour. Audience participation will be highly encouraged, so bring your tough questions and register now for this live-only, in-person event. Agenda 4:30 pm – Registration open 4:45 pm – Event start 5:30 pm – Networking 6:30 pm – Event end Register here

Women in Investment Management Breakfast

Join us for a women's breakfast with Diamond Hill CEO Heather Brilliant. Heather will speak to career development and challenges, shifts in the work/life dance post-COVID, and her experience in making transformative changes to build a more diverse workplace. This will be an interactive session with the opportunity to meet your fellow women professionals and perhaps future colleagues! Come share your experiences and support one another in building the presence and future of women in our industry. AGENDA 7:30 am – Registration opens + networking & breakfast 7:45 am – Presentation by Diamond Hill CEO, Heather Brilliant 8:10 am – Q&A with Heather 8:30 am – Think, pair, share exercise 8:50 am – Event end Register here

Executive Exchange: Hosted by T. Rowe Price & CFA Minnesota

Join us for an exclusive event that will see our panelists discuss current hot topics. The panel will assess the current market environment from equity, fixed income, and multi-asset angles, providing their latest thinking and diverse perspectives on pertinent topics such as inflation, market valuations, and where they are all seeing opportunities in a world of narrow market leadership. There will also be an opportunity to pose your questions during the live Q&A. Following the discussion, we invite you to join us for an informal drinks reception to continue the conversation and network. Register here

Women's Golf Clinic

CFA Society Minnesota board women have created a women’s golf clinic at Town & Country Golf Club in St. Paul. The clinic (with a female golf pro) will start at 4:00 with apps and drinks to follow. Join this small group of 25 fellow women from the investment field. This will be a low-key event – no worries if you’re not a golfer. And no worries if you don’t have clubs - we’ll figure it out! Interested in attending? Space is limited! Contact Megan ( [email protected] ) by Wednesday, August 22 at 5 pm to be added to the list!

2023 CFAMN Annual Golf Tournament

Join us for our annual golf tournament, an opportunity to play golf with fellow CFA Charterholders and friends of the Society. We will again be offering 18 holes at Brookview Golf Course in Golden Valley with a shotgun start. Start recruiting your colleagues for teams of four or sign-up as a single golfer, and we'll pair you up! Register Here