Join us for this Special Society Social at Gray Fox Coffee & Wine! We're inviting all our 2024-25 Research Challenge student competitors to this event. Please join us in encouraging the next generation of finance professionals! All members, candidates, and friends of the society are welcome to join us for this free, networking event!

Global X ETF’s Director of Investment Strategy, Scott Helfstein PhD, will be sharing his perspective on the market in flux. The tug-of-war taking place between the Fed and the Innovation Economy is bifurcating views on the direction of the US economy. With his background educating at West Point after his post at a Washington think tank he’ll tie in comments around the presidential election and geopolitical factors impacting the global economy. We look forward to seeing you there for a rousing discussion.

Congratulations to our special honorees who will be recognized at the New Charterholder Dinner.

This event honors all those who earned their CFA Charter or passed Level III of the CFA Exam since our last ceremony.

Join the festivities and help us celebrate! Tickets include dinner and a glass of wine. All members are welcome to attend and celebrate with our honorees.

5:30 pm - Opening Reception

6:30 pm - Dinner Served

6:45 pm - Keynote Speakers

7:10 pm - Honoree Recognition

8:30 pm - Wrap-up

Lars Harrison, CFA

Adam Pelkey, CFA

View past webinars on our YouTube channel.

CFA Institute has released new survey data on the views of investment industry employers concerning the responsible and ethical use of artificial intelligence in the investment sector. The survey canvassed the views of investment industry professionals including investment managers and human resources professionals.

 Overview

Founded in 1952, CFA Society Minnesota is one of the oldest chapters of the prestigious CFA Institute, issuer of the Chartered Financial Analyst® Designation. With over 1,400 members, CFA Society Minnesota is the 24th largest society among the 160 member societies and affiliates worldwide. For more than 70 years we have endeavored to play a vital role within the Upper Midwest investment community.

To promote and advance the professional excellence, ethical behavior and fellowship of our members through quality programs, educational offerings, and volunteer opportunities.