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Past Educational Events
CFA Minnesota is proud of our recent programming efforts and is glad to share with you a listing of recent educational presentations.  We are working hard to provide you with valuable relevent programming on a variety of topics of interest to the full spectrum of our members, and hope you enjoy reviewing these recent events.  When available, please find a copy of the speakers' presentation for your personal reference only.  Please direct any questions or comments about programming to our program chair, Dan Aronson.

  
Location InfoFilterPresentationFilter
7/22/2010
Commercial Real EstateUse SHIFT+ENTER to open the menu (new window).
Grant Thornton LLP
200 South 6th Street, Suite 500 North
Minneapolis, MN 55402
Michael J. Moynagh, MAI, CBRE Valuation and Advisory Services & Murray L. Kornberg, CBRE Capital Markets
6/17/2010
Assessing Portfolio RiskUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Matt Moran, CBOE
To view the speaker's presentation, click HERE.
5/27/2010
Are You Smarter Than a NEW Charterholder?: Developments in the CFA ExamUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
35 South 7th St.
Minneapolis, MN 55402
Michael McMillan, CFA Institute
To view the speaker's presentation, click HERE.
4/29/2010
Intellectual PropertyUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Steven W. Lundberg
To view the speaker's presentation, click HERE.
3/11/2010
Issues Facing Defined Benefits PlansUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
Norway Conference Room
35 South 7th St.
Minneapolis, MN 55402
James J. Andrews, FSA, EA
To view the speaker's presentation, click HERE.
12/15/2009
The Continuing Evolution of Hedge Fund InvestingUse SHIFT+ENTER to open the menu (new window).
Windows on Minnesota
50th Flr - IDS Center
80 S. 8th Street
Minneapolis, MN 55402
Texas Hemmaplardh, CFA
11/16/2009
Insights from a Global CIOUse SHIFT+ENTER to open the menu (new window).
Raddison Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Richard Lacaille, CIO, State Street Global Advisors
 
10/29/2009
New Charterholder DinnerUse SHIFT+ENTER to open the menu (new window).

Millennium Hotel Minneapolis

1313 Nicollet Mall

Minneapolis, MN 55403

John Rogers, CFA and Tom Welch, CFA
To view the event presentation slides, click HERE.
10/14/2009
Retail In The Detail: Should I Stay Or Should I Go Now?Use SHIFT+ENTER to open the menu (new window).
Raddison Plaza Hotel Minneapolis
New Sweden Conference Room
35 South 7th St.
Minneapolis, MN 55402
Deb Weinswig, Citi Bank; Jeff Klinefelter, Piper Jaffray
To view Deb Weinswig's presentation, click HERE.
To view Jeff Klinefelter's presentation, click HERE.
10/8/2009
Financial Services and the EconomyUse SHIFT+ENTER to open the menu (new window).
University of St Thomas
UST School of Law - Atrium
1100 LaSalle Avenue South
Minneapolis MN
Panel
9/24/2009
Durable Competitive Advantages: Using Economic Moats to Improve Investment ReturnsUse SHIFT+ENTER to open the menu (new window).
Raddison Plaza Hotel Minneapolis
Fjord IV Conference Room
35 South 7th St.
Minneapolis, MN 55402
Pat Dorsey, CFA
To view the speaker's presentation, click HERE.
9/22/2009
ACG Minnesota Annual Capital Connection ConferenceUse SHIFT+ENTER to open the menu (new window).
Minneapolis Convention Center
 
Steve Forbes
8/14/2009
Durable Competitive Advantages: Using Economic Moats to Improve Investment ReturnsUse SHIFT+ENTER to open the menu (new window).
Pat Dorsey, CFA
7/23/2009
ETF Panel PresentationUse SHIFT+ENTER to open the menu (new window).
Radisson Plaza Hotel Minneapolis
35 South 7th Street, Minneapolis, MN  55402
Robert Dwyer, ProShare Advisors, LLC
To view speaker presentation slide set 1, click HERE.
To view speaker presentation slide set 2, click HERE.
To view speaker presentation slide set 3, click HERE.
6/11/2009
CANCELED: Fundamental Factor Models in the Equity Portfolio Management ProcessUse SHIFT+ENTER to open the menu (new window).
 
Tobias True, MSCII Barra
5/28/2009
Update on Fair Value and the Financial CrisisUse SHIFT+ENTER to open the menu (new window).

Radisson Plaza Hotel - Minneapolis

Fjord I & II - Skyway level

35 South 7th Street

Minneapolis, MN

Matthew M. Waldron, CPA; Renee D.Marino, CPA/ABV, CFA,ASA; and, Mark N. Gehrig, CFA, CBA, ASA
To view speaker presentation slide set 1, click HERE.
To view speaker presentation slide set 2, click HERE.
To view speaker presentation slide set 3, click HERE.
5/7/2009
The Adversity ParadoxUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Club
Founders Room
729 Second Avenue South
Minneapolis, MN 55402
J. Barry Griswell, The Principal Financial Group & Bob Jennings, Lean Mangement
4/23/2009
RSM McGladrey - Todd A. Jackson & Jane KubanUse SHIFT+ENTER to open the menu (new window).
The Radisson Plaza Minneapolis
35 S. 7th, Minneapolis, MN 55402

 

Todd A. Jackson & Jane Kuban
1/29/2009
2009 Annual Forecast DinnerUse SHIFT+ENTER to open the menu (new window).
The Graves 601 Hotel
601 1st Ave N
Minneapolis, MN 55403
Karl E. "Chip" Case
1/15/2009
Global Asset AllocationUse SHIFT+ENTER to open the menu (new window).
The Minneapolis Radisson Hotel (Driving Directions)
35 South 7th Street
Minneapolis, MN  55402
Stacey L. Marino, CFA CAIA, State Street Global Advisors

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