Upcoming Events


  • Thursday
    22
    February

    2024 Research Challenge Local Finals

    Feb 22, 03:00 PM - 08:00 PM (CT)
    The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.  Each Research Challenge season leverages the efforts of over 150+ CFA member societies, 3,500+ member volunteers, and more than 5,000 students from over 1,000 universities. The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.   ​Agenda 2:45-3:00 pm - Gather 3:00 pm - Kick-off presentation 3:15 pm - Presentations begin 4:30 pm - 20 min break 6-8 pm - Judges deliberate, reception 2023-2024 Participating Universities: Bethel University College of Saint Benedict/Saint John's University Concordia College North Dakota State University South Dakota State University St Cloud State University University of MN Duluth University of MN Twin Cities University of North Dakota   2023-2024 Subject Company: Polaris (PII) Learn more about the Research Challenge Register here
    Minneapolis, MN, United States

  • Thursday
    14
    March

    2024 Professional Mentorship Program Orientation

    Mar 14, 12:00 PM - 01:00 PM (CT)
    By invitation only to approved mentors and mentees. Each year 60-80 people in our region pass Level 3 and receive their CFA Charterholder Designation. These are the people who have made a commitment to professional excellence and ethics, and who one day will lead our investment community. Many of them are looking for someone willing to offer advice and be a sounding board on topics like: How to set goals for your next career steps Navigating a career transition Work/life balance Management and leadership roles New CFA Charterholders can benefit greatly from professional mentoring. That mentor just might be you. Give back this year by getting to know a young professional. Share your knowledge and experience in a meaningful way that helps shape the future of our industry. Learn more about the program & apply below.
    Minneapolis, MN, United States

  • Thursday
    14
    March

    Second Thursday Society Social - Utepils Brewery

    Mar 14, 05:00 PM - 06:30 PM (CT)
    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!
    Minneapolis, MN, United States

  • Tuesday
    19
    March

    A Discourse on Assessing and Managing Investment Risk

    Mar 19, 05:00 PM - 07:30 PM (CT)
    Join us for an insightful event on the practical applications of risk management and what motivates investors. Our speaker, Rob Nicoski, CFA, will share his expertise on applying sound risk management principles to investment strategies. We will explore the universal principles of risk management and discuss the strategies for investors outlined in DGI’s recently published whitepaper, “Free Solo.” This event is perfect for individuals who want to learn more about risk management and how it impacts investment decisions.  Don't miss out on this opportunity to gain valuable insights and network with other like-minded individuals. Register now to secure your spot at this must-attend event!  “The essence of investment management is the management of risk and not the management of returns.” – Benjamin Graham   Agenda 4:30 pm – Registration open 5:00 pm – Presentation + Q&A 6:00 pm – Networking 7:00 pm – Event end Register here
    Minneapolis, MN, United States

Events Calendar

Looking for past events? Visit our events calendar.

Events Calendar

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Cancellation Policy
We recognize that scheduling conflicts can arise. Our cancellation policies vary by event, but typically if you cancel at least two days prior to the event we will issue a refund. To initiate this refund, please contact us.

Professional Learning (PL) Credits
PL credits are automatically applied to members who are also CFA Institute members. Generally, 1 hour of content = 1 PL credit.

Bringing a Guest
Guests need to have their own free CFA Institute account. As host, you are welcome to create this account for your guest. Guest Enrollment only requires First Name, Last Name, and a valid Email Address. 

On-site registrations will be allowed as available and are payable with check, credit card or cash.