Cfa Society Of Minnesota

Programs: Education program events are held monthly during our active months (september through june). Programs are offered in a luncheon or breakfast format and provide updates on current industry topics and best practices. Meetings are open to members, other industry professionals and students. Speakers are representatives from the financial services industry, both local and national perspectives. In fy2017, we offered more than 70 events, attended by more than 2,000 people.

the chartered financial analyst (cfa) designation is one of the fastest growing professional credentials in the world. It is a globally recognized standard for measuring the competence and integrity of investment professionals. The three levels of examination verify a candidate's ability to apply these principles across all areas of the investment decision-making process. The program's professional conduct requirements demand that both cfa candidates and charterholders adhere to the highest standards of ethical responsibility. The recognition dinner was designed to recognize the achievements of new charterholders and provides an educational presentation with a keynote speaker. Spouses and employers as well as the general membership are invited and encouraged to attend. The fy2017 charterholder recognition dinner was attended by more than 100 guests, where we celebrated 72 new full-fledged charterholders and 32 other candidates who passed level 3 of the cfa exams.

the annual dinner is our largest public awareness event, designed to raise the level of awareness of our members in the broader community as well as bring together as large a group of members as possible to continue working toward development of "community. " a veritable "who's who" of the local investment community - clients, spouses and employers as well as the general membership - is invited and encouraged to attend. The 2017 dinner was attended by approximately 450 guests, who enjoyed a presentation by doug ramsey, cfa, cmt, chief investment officer for the leuthold group.

intellisight is an institutional investor conference created and implemented by volunteers and staff from the cfa society of minnesota. To our knowledge, intellisight (formerly known as investmnt) was the first investor conference in minnesota planned and delivered by a non-profit organization, and is the largest such event in the u. S. Intellisight is "a conference for investors, by investors," designed by buy-side firms to be more open and inclusive, which is distinctly different than similar conferences held (and tightly controlled) by investment banking firms. The sixth annual conference was held august 22-23, 2017 at the university of saint thomas and featured 60 participating companies, plus special education tracks for esg (environmental/social/governance) and municipal bond investors, and a keynote address by lester bagley, executive vice president for the minnesota vikings. The event was quite successful and profitable, attracting more than 200 qualified institutional investors and expanding the society's impact on the investment community in minnesota and the upper midwest.