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New Monthly Feature: Monthly Member Missive Showcase your work!
We are looking for interesting relevant investment-related content that has been researched, written and published by local members holding the CFA designation to feature in this newsletter. Articles fitting this description will be included in our regular email broadcasts. If you have written something fitting, or would like to, please see details by clicking here or contact Maren Amdal for more information. |
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MENTORS WANTED! |
CFA Minnesota is looking for volunteers willing to mentor new members and candidates in the CFA program. This entails just a few hours of your time and helps introduce candidates to the Society. Please contact Josh Howard for more details. |
| Registering for Events |
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A note about event registration through our new website:
We are now taking advantage of the registration portal provided by CFA Institute. The new improved system includes attendance tracking, automatic application of CE credits, and an estimated savings for our society of more than $10,000 per year.
Using the system is simple. Each individual registrant must have a CFA Institute website log-in name and password. All that is required is first/last name and a valid email address. Unfortunately, at this time the new system does not allow guest registration in the same way our previous application allowed. Guests are welcome, but will need to have their own user name and password. As host, you are welcome to create this account for them. On-site registrations will be allowed as available, payable with cash or check. No credit cards will be accepted onsite. |
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Contact Information |
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When was the last time you updated your contact information?
CFA MN has been working on a major database project, as has CFA Institute. We have been surprised at how much out-of-date information we have for our members! Please take a moment to log-in and update your membership record. Click here.
Note: Your receipt of this email does not mean your contact info is correct in the Institute database. |
| Networking |
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Join the CFA Minnesota Linkedin Group! |
| Join Our List |
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Greetings!
Welcome to 2010! For CFAMN, this New Year brings many exciting things, including a new office! We have moved to 1300 Rand Tower to our very own space. The new mailing address is updated on the website, and our phone numbers and email addresses have all stayed the same. Thank you for your patience as we get all of the boxes unpacked and the technical glitches ironed out.
With all that CFA Minnesota has going on, this issue of CFA Connect will be very brief. If you are interested in having your firm featured in an upcoming issue, I'd be glad to speak with you about the newsletter opportunities listed here, and am planning great content for upcoming issues!
2010 is the first year that our live study courses, in partnership with Stalla and the University of St. Thomas, will include Level 3 curriculm offerings. If you know a candidate, or are one yourself, please see the information about these exceptional learning opportunities, which begin this month.
This New Year also brings us to our biggest event: Our Annual Economic Dinner. We've been telling you about our special guest speaker, David Brooks, for several months now. We are very pleased to announce a title for Mr. Brooks' presentation: " Is Washington Saving or Ruining the U.S. Economy?". There are sponsorship opportunities still available, and we encourage you to book your firm table by contacting Maren Amdal directly. This event promises to be an exciting informative evening. Be sure to attend!
Sincerely,
Maren Amdal, Executive Director
CFA Society of Minnesota |
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Annual Economic Dinner: 1/28/10 |
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Is Washington Saving or Ruining the U.S. Economy?
Talk to your firm about sponsoring a table today!
CFA Minnesota is excited to announce American political and cultural commentator, and columnist for the New York Times, David Brooks as the Speaker at our upcoming Annual Economic Dinner. With such an exciting topic and speaker, this is sure to be a memorable evening !
David Brooks' Op-Ed column in The New York Times started in September 2003. He has been a senior editor at The Weekly Standard, a contributing editor at Newsweek and the Atlantic Monthly, and he is currently a commentator on "The Newshour with Jim Lehrer." He is the author of "Bobos In Paradise: The New Upper Class and How They Got There" and "On Paradise Drive : How We Live Now (And Always Have) in the Future Tense," both published by Simon & Schuster.
Thursday, January 28th, 2010
Hyatt Regency Minneapolis
1300 Nicolet Mall
Minneapolis MN 55403
Individual Registration Now Open!
Regularly, $95/Members, $135/Non-Members
Only $75/Members, $95/Non-Members before 1/15/10!
Please read the note at left on Registering for Events.
Thank You, Sponsors!
Platiunum:
Gold:
Silver:
Bronze:
Table Sponsors to-date include:
Allianz
The Broughton Group
The Clifton Group
FAF Advisors
The Leuthold Group
Soleil Group
Wells Capital Management
Is your firm interested in Sponsoring this great event? Tables still available! Talk to your firm about sponsoring now!
Contact Maren for information
on Sponsoring this gala event! |
| WHAT DID I MISS?: |
November Events Summary |
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| December Educational Event: 12/15/09 |
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With Texas Hemmaplardh
The CFA Society of MN in conjunction with the Association for Corporate Growth (ACG) hosted Texas Hemmaplardh, CFA on Tuesday, December 15. Texas, who is director of Capital Market research for Minneapolis based Slocum & Associates, presented on the current state of hedge funds and private equity and their roles in portfolio construction for institutional investors. He shared his thoughts and observations which included potential for new regulation, how these segments of the capital markets are adapting and how the risk from these investments could be viewed in a portfolio. A great event, with more than 120 in attendance. |
| Live Prep Courses |
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Live Level I, II, & III classes starting January 2010!
Live classes will be taught in conjunction with CFA Minnesota, Stalla, and the University of St. Thomas, begining this month. For more information, please call 877-727-7232 or contact Amy Napolski, Stalla Field Marketing Specialist, 800-275-6530, anapolski@stalla.com |
| Employment Committee: |
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Get involved with your society!
CFA Minnesota is gearing up for our Career and Professional Development Day to be held in April, 2010. To be involved with planning this fantastic event and to learn more about volunteering with the employment committee on their other initiatives, contact Kristine Mogollon today. |
Please take a moment to respond to this breif single-question poll.
Do you read David Brooks' NY Times column?
Click here to let us know! |
Poll results from last month:
In December, we asked you what programming topics interested you. Nearly 25% of you were interested in a session on "Best Practices: Client Relationship Management" while more than 30% of you would like to see a session on Behaivoral Finance.
Thank you for your feedback!
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