Upcoming Events


  • Tuesday
    9
    April

    Special Society Social - 2024 Trivia Night

    Apr 9, 05:00 PM - 07:00 PM (CT)
    Join us for this special Society Social on a special night at La Dona Cerveceria! Test your financial knowledge in an evening filled with fun facts, brain teasers, and friendly competition. Bring your own team or we'll match you up and get ready to show off your money smarts, win amazing prizes, and enjoy a night of finance-themed entertainment like never before! All members, candidates, and friends of the society are welcome to join us for this free, event! Register
    Minneapolis, MN, United States

  • Thursday
    11
    April

    Navigating Financial Markets with NDSU

    Apr 11, 03:00 PM - 05:15 PM (CT)
    Join us for a hybrid event tailored to explore current US investing trends and showcase different career paths in finance. Session one features Charlie Bobrinskoy, Vice Chairman, Head of Investment Group, Portfolio Manager: Ariel Focused Value, Ariel Focus Fund in a fireside chat format. He will focus on current investing trends, behavioral finance, and macroeconomics, including how investors should take Federal Reserve policies into consideration. In session two Mr. Bobrinskoy returns for a panel discussion with Rob Britton, CFA, Partner/Sr Portfolio Manager at MPMG, and Joe Mahon, Economist, Regional Outreach Director, Public Affairs at the Federal Reserve of Minneapolis. The panelists will share their career journeys and the challenges they faced along the way. This program is sponsored by NDSU's College of Business and CFA Society Minnesota, with the keynote presented by the Sheila and Robert Challey Institute for Global Innovation and Growth.    Agenda 2:30 pm: Doors open/check-in 3:00 pm: Fireside chat 3:55 pm: 15-minute break 4:10 pm: Panel with Q&A 5:10 pm: Reception for in-person attendees 6:00 pm: Reception end

  • Tuesday
    16
    April

    CIO Career Journey with Sonali Dalal, CFA

    Apr 16, 05:00 PM - 07:00 PM (CT)
    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
    Roseville, MN, United States

  • Tuesday
    14
    May

    Revisiting bond investment choice in 401(k) plan menus

    May 14, 05:00 PM - 07:00 PM (CST)
    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).”
    Roseville, 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.