April 27 | 11:30 am | St. Thomas, Minneapolis
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Featuring:
Teri Richardson, CFA
Advanced Capital Group
Dan Covich, CFA, CAIA, FRM
Pavilion Alternatives Group, LLC
Learn about this area of the investment industry first-hand from local CFA Charterholders!
This is a great event for students, early career professionals and people exploring a career change. All are welcome to attend, and lunch is included with registration.
Agenda:
11:30 am Lunch and Networking
12 pm Speaker Presentation/Q & A
1 pm Event Concludes
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News from CFA Institute
Your global organization
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CFA Institute Research Challenge
Watch
live broadcasts
starting at 3:30 pm CST today
of the CFA Institute Research Challenge Regional and Global Finals. The University of Minnesota Duluth team has advanced as Americas Regional Finalists and will be in the '
Americas B' group.
If you are not able to tune in live, these sessions will automatically be archived.
Good luck to the University of Minnesota Duluth team!
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Heard on the Street
Relevant local news
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CFA Institute Volunteer of the Year Finalist
CFA Society Minnesota Past President,
Joshua M. Howard, CF
A is a finalist for CFA Institute's Volunteer of the Year award. Regional society presidents are now invited to vote on the finalists from their region, and these votes are what ultimately determines the winners. In 2018, there will be three regional recipients from the Americas region, two from the EMEA region, and one from the APAC region.
Join us in congratulating Josh on this well-deserved recognition!
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Society Matters
Professional Community
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Changing Perceptions Blog Feature #2
Thanks to longtime Society member,
Mariann Montagne, CFA
for participating in our Changing Perceptions blog series. Learn about her industry experiences
here
!
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Changing Perceptions Blog Feature #3
Read about Society member Mary Daugherty, CFA in today's
Changing Perceptions Blog post
who also serves on the Changing Perceptions:
Women in Investment Management
Committee. Thank you Mary!
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2018 Mentorship Program
A new season of the mentorship program just kicked off with 26 mentees and 32 mentors. Thanks to our industry volunteers for making this experience possible for early career professionals! Both an informal path (multiple coffee meetings) and formal path are being offered again for the second year. Formal mentorship pairs will meet until October. Interested in getting involved in the future? E-mail Diane at
support@cfamn.org
.
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Membership Milestones
20 Years
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Paul Wick, CFA
15 Years
Matthew Paschke, CFA
Douglas Wandrie, CFA
John Conte, CFA
10 Years
Brandon Kanz, CFA
Robert Barrett, CFA
Peter Rogness, CFA
Steve Kavan, CFA
Christopher Rasmussen, CFA
Michael Groneberg, CFA
Andrew Deming, CFA
Mark Phelps, CFA
Derek Hagen, CFA, CIPM
Gustavof Christensen, CFA
Jonathan Owen, CFA
Eric Swanson, CFA
5 Years
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Chris Gudmastad, CFA
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Upcoming Events & Networking Opportunities
Join us at an event!
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Our Society in Action
A nice group joined Robert Ryan, Senior Vice President at BCA Research last week to learn 'What's Next for Commodities.'
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News from Related Organizations
Association for Corporate Growth Minnesota
events
Economic Club Minnesota
events
Financial Executives International Twin Cities Chapter
events
Minnesota Security Dealers Association (MSDA)
events
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THANK YOU TO OUR ANNUAL SPONSORS
Annual Gold
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CFA Society Minnesota | 612-930-4000 |
executivedirector@cfamn.org |
www.cfamn.org
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Overview
Founded in 1952,
CFA Society Minnesota
is one of the oldest chapters of prestigious CFA Institute, issuer of the Chartered Financial Analyst® Designation. With 1,300 members, CFA Society Minnesota is the 23rd largest society among the 145 member societies and affiliates worldwide. For more than 60 years we have endeavored to play a vital role within the Upper Midwest investment community.
Mission
To promote and advance the professional excellence, ethical behavior and fellowship of our members through quality programs, educational offerings, and volunteer opportunities.
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