The latest news from CFA Society Minnesota
 The latest from CFA Society Minnesota 
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August 27, 2024
Just Added!
Tax Deferral Strategies for Real Estate 
Wednesday, October 2 | 12:00 – 1:00 PM CT
Webinar | Free for everyone
Invesco Real Estate manages $91B+ across the globe and has been in the industry for 40+ years. Invesco will be discussing their real estate platform’s robust investment capabilities and specific tax-deferral strategies. The 1031/721 exchange solution provides investors the opportunity to potentially exchange, on a tax-deferred basis, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality, diversified commercial real estate. Our Real Estate Exchange Specialist at Invesco Real Estate will provide an update on the 1031/721 exchange requirements. Discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider syndicated DST programs. Our Specialist will provide details about how these programs were designed to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business.
Speaker
Kyle Connor
Real Estate Exchange Specialist, North America
Invesco Real Estate
Register
From our friends at CFA Society Los Angeles
CFA Program Workshops
All times are listed in Pacific Time
Level I Ethics Sep 2024
Zoom Workshop
Saturday, September 7th, 2024
10:00 AM - 11:30 AM
FREE FOR EVERYONE
https://www.cfala.org/i4a/pages/index.cfm?pageid=6595

Level II Ethics Sep 2024
Zoom Workshop
Saturday, September 14th, 2024
10:00 AM - 11:30 AM
FREE FOR EVERYONE
https://www.cfala.org/i4a/pages/index.cfm?pageid=6634

Level II Fixed Income Workshop
Zoom Workshop
Saturday, October 19th, 2024
10:00 AM – 12:00 PM
FREE FOR EVERYONE
https://www.cfala.org/i4a/pages/index.cfm?pageid=6657
Level I Ethics December 2024 - 2025 Curriculum
Zoom Workshop
Saturday, December 14, 2024
9:30 AM - 11:30 AM
FREE FOR EVERYONE
https://www.cfala.org/i4a/pages/index.cfm?pageid=6669

Level III Essay Writing Workshop - Jan 2025
Zoom Workshop
Saturday, January 4th, 2025
10:00 AM - 12:00 PM
FREE FOR EVERYONE
https://www.cfala.org/i4a/pages/index.cfm?pageid=6659
Upcoming Events & Networking Opportunities
Hope to see you soon!
  • 9/7 Volunteer Appreciation Day - (By invitation only)
  • 9/17 2024 Annual CFAMN Golf Tournament
  • 10/2 Webinar - Tax Deferral Strategies for Real Estate - Just added!
  • 10/10 Second Thursday Society Social- Save the date!
  • 11/6 New Charterholder Dinner Celebration - Save the date!
View past webinars on our YouTube channel.
News from CFA Institute
Your global organization
2024 Global Compensation Study
The CFA Institute Compensation Study is intended to reveal how member/charterholder compensation is structured around the world and provide insights into compensation benchmarks.

The executive summary and accompanying interactive dashboard incorporate data from more than 17,000 respondents across 132 markets globally and highlight key demographic data and compensation themes and trends. The dashboard organizes compensation survey results by region, country/markets, select metropolitan areas, organization type, occupation, and select demographic elements, where sample size permits.

About the Data
All data represented is self-reported by charterholders and members. Charterholders and members were surveyed in 2019 and in 2024, yielding results that have been compiled separately between the 2019 CFA Institute Compensation Study and the 2024 CFA Institute Compensation Study. The granularity of reporting for each study is dependent on the number of responses collected for each role, in each location, and in adherence with sample size suppression rules. This data is for the personal use of CFA Institute charterholders and members only. The data may not be reproduced in whole or in part without the prior written permission of CFA Institute.

Access Availability
  • Member/charterholder survey participants - Access begins August 26
  • All others - Access begins September 24
Member Access
News from Related Organizations
  • Association for Corporate Growth Minnesota (ACG)
  • Chartered Alternative Investment Analyst Association (CAIA)
  • FDP Institute
  • Chartered Market Technician® Association (CMT)
  • Economic Club of Minnesota
  • Financial Executives International Twin Cities Chapter (FEI) 
  • Financial Planning Association of Minnesota (FPA)
  • Minnesota Association for Finance Professionals (MNAFP)
  • Minnesota Security Dealers Association (MSDA)
  • National Investor Relations Institute Twin Cities Chapter (NIRI)
  • Scholars of Finance
THANK YOU TO OUR 2024 ANNUAL SPONSORS

View our 2024 annual sponsorship opportunities here

Annual Growth
Annual Value
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 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.

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