CFA Connect
The Newsletter of the CFA Society of Minnesota |
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| Next Event: |
October 28, 2010 With Special Guest Speaker
Chris Farrell |
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Sponsor Ad: | |
CFA Minnesota appreciates all of our sponsors, including:
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Committee Updates |
Business Committee
Next Meeting:12/8 @ 5:00pm
Chair Jessica Murray will begin this new fiscal year by leading her committee in developing a
long-term financial plan. Education Committe
Next Meeting: 12/9 @ 3:00pm
The Glocal IRC is getting off to a great start and Stalla/UST live prep courses are up and running. Contact Chair Jake Seltz to get involved!
EmploymentCommittee
Next Meeting:12/14@3:00pm
Chair Greg Baranivsky and committee are working on initial Career Day planning, and developing a list of local finance recruiters.
Membership Committee
Next Meeting: 11/9@ 4:00pm This active committee is enhancing our new Mentor program and coordinating with New Charterholders. Contact Josh Howard to get invoved! Programs Committee
Next Meeting: 11/10@ 4:00pm Have you noticed the number of great programs we've offered recently? We always welcome suggestions! Send them to Chair Kim Brustuen. Marketing Committee
Next Meeting: 10/13 @ 7:30am
Chair Karen Florez is welcoming new members to help with a number of public awareness and marking initiatives, including a media directory. |
| Welcome New Members |
17 new members
joined CFA Minnesota in September. Welcome! |
| Financial Funny | |
"How can you call me unemotional? You've seen me cry over interest rates!" |
| Business Journal
SmartReader Strategies | |
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Recommended Reading
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The New Frugality: How to Consume Less, Save More and Live Better
 America's mad romance with consumer debt is finally on the decline, and Farrell, economics editor for public radio's Marketplace Money, guides readers to a healthier relationship with their finances. Personal finance is more than just money, he points out; it's about deciding how to live a good life, figuring out what you really cherish and value, then putting your money behind those goals and beliefs-and how living environmentally conscious is a natural outgrowth (and happy consequence) of living within your means. He examines the evolution of consumer debt and moves on to offer concrete advice on dealing with risk and debt, putting savings aside for investing, college, retirement, charitable giving-and realizing if and when you have enough. With an emphasis on changing the way we live to make the most of what we have and promoting moderation, Farrell provides a solid and encouraging high-level overview of individual financial health.Click here to for more information about this and other recommended reading available for purchase through our Amazon.com Store! Every time you shop at Amazon.com, you can support your local CFA Society. Simply purchase through our Amazon.com portal - located on our home page and our NEW Recommended Reading page.
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| Registering for Events | |
A note about event registration through our new website:
For the past year, we have been taking advantage of the registration portal provided by CFA Institute. The new system includes attendance tracking, automatic application of CE credits for members, 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 check or by registering online on-site. |
| Networking |
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Join the CFA Minnesota Linkedin Group! |
| Social Networking |
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We have recently started a Facebook Group. Click here to begin networking with colleagues through this social networking utility. |
| Join Our List |
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Greetings!
October is the time we welcome fall colors, cool breezes and New Charterholders to the CFA Society of Minnesota. Along with the thrill of celebrating new charterholder successes at our Annual New Charterholder Dinner on October 28th (save the date!), we are also excited about the new programs we've launched this fall, many of which you can read about in this newsletter!
Be sure to keep an eye on our Event Calendar as we are adding events there regularly. We hope to see you at one of our many upcoming events, and we encourage you to make the most of your membership by getting involved!
Best Regards,
Maren Amdal, Executive Director
CFA Society of Minnesota |
NEW! 2010 Annual Sponsorship Program! | | |
Packages provide Savings and Additional Benefits!
The CFA Society of MN has developed a new annual sponsorship program! We invite all our members' firms to participate in these great promotional and awareness opportunities that enable our society to continue to bring valuable services to our members.
These discounted packages will provide sponsors with positive publicity and recognition to our nearly 1,200 members. CFA Minnesota hosts numerous events throughout the year where your company's logo could be prominently displayed. Your firm can also be featured in this very e-newsletter, which is distributed monthly to more than 3,700 industry professionals.
Because we've designed sponsorship levels to suit every need and budget, you can choose the best opportunity for your firm. If you or your firm would like to receive more information about this program, please contact Maren Amdal directly at maren@cfamn.org or 612-317-2888.
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| FIRM SPOTLIGHT:
Monthly Member Missive |
Would you like to feature your firm in an upcoming newsletter? Click Here. | |
The Case for REITs vs. Private Real Estateby Advantus Capital's Joe Betlej, CFA
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The Case for REITs vs. Private Real Estate is a video presentation by Advantus Capital Management, featuring Joe Betlej, CFA, Vice President and Portfolio Manager, Real Estate Securities.
About Advantus Capital: Advantus draws on the powerful market insights and practical business experience of our investment professionals to successfully manage more than $20 billion in institutional assets. With a client-focused philosophy and collaborative, research-driven process, we build customized investment strategies by looking beyond the balance sheet to discover investment value for you.
More information about Advantus Capital can be found on their website. |
| UPCOMING SOCIETY EVENTS: |
(a note on registering) | |
Annual New Charterholder Dinner: 10/28/10 | |
Congratulations to our new Charterholders!
An Evening In Your Honor at the Radisson Plaza Hotel with special guest speaker, Chris Farrel
Each fall, CFA Minnesota is privliedged to recognize the accomplishments of our newest members at a special dinner in honor of all those who have passed Level 3 of the CFA Exams or who have earned their CFA Charter in the past year. This year, more than 80 people are invited to be recognized, and we know this will be another fantastic event. Firms are invited to congratulate their employee accomplishments by sponsoring a table, and guests and both members and non-members are welcome to attend.
Additionally, this year we'll be acknowledging our very own University of Minnesota's Carlson School of Managment who has been selected as a CFA Program Partner. A special signing ceremony will take place, with guests from both CFA Institute and the University of Minnesota.
Special Guest Speaker:
 Chris Farrell is economics editor for Marketplace Money, American Public Media nationally syndicated public radio personal finance program. An award winning journalist, Chris is a regular contributor to Marketplace Morning Report and chief economics correspondent for American Public Media's documentary unit, American Radio Works. He's also chief economics correspondent for Minnesota Public Radio. Chris regularly writes for Bloomberg BusinessWeek. His latest book is The New Frugality: How to Consume Less, Save More and Live Better. Chris has a weekly column in the Star Tribune. He is a graduate of Stanford University and the London School of Economics. Most importantly, Chris is the father of two sons and both are growing up far too fast. He lives in St. Paul.
The first 100 registrants will receive a complementary copy of Mr. Farrell's new book, The New Frugality!
The Radisson Plazza Minneapolis
35 South 7th Street
Minneapolis, MN 55402
6:00pm - Registration
6:30pm - Reception
7:00pm - Dinner and Speaker
8:00pm - Charter Ceremony and
Program Partner Signing Ceremony
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| Breakfast Before the Bell: 10/19/10 | |
October Industry Segment Roundtable: Asset Managers
with guest facilitator, Jim Ware
This new roundtable series is targeted at specific segments of our membership. These small group discussions are an opportunity to share ideas and discuss issues within your particular segment of the investment industry. These monthly meetings will also serve as excellent opportunities to network with your peers, as attendance will be limited to only those within the specified market segment.
Members are asked to self-select from industry areas, including: Wealth Management, Fixed Income, Private Equity and others. Each roundtable session will have a facilitator to help get the conversation started and keep it moving. If you're interested in volunteering to be a facilitator or just want to know more, please contact volunteers Josh Steiler or Paul DeJute.
Date: October 19, 2010
Time: 7:30 am - 9:00 am
This month's Topic: Asset Managers
This month's Facilitator: Jim Ware, Focus Consulting Group
7:30am - Breakfast & Networking
8:00am - Facilitated Roundtable
9:00am - Roundtable Closes
CFA Minnesota Offices
527 Marquette Ave, Suite 1300
Minneapolis, MN 55402
Click Here for More Information
Please only register for your specific industry Segment. |
November Educational Luncheon: 11/11/10 | | |
View from a Chief Investment Strategist
with Jim Paulson, Wells Capital Management
Jim Paulsen is the chief investment strategist at Wells Capital Management. An investment management industry professional since 1983, Jim develops investment strategies that assist in the management of separate institutional account assets as well as mutual and collective investment funds. He joined Norwest Investment Management, Inc., which later became part of Wells Capital Management, as chief investment officer in January 1997. Previously, he was the senior managing director and chief investment strategist for Investors Management Group in Des Moines, Iowa. Earlier, he was president of SCI Capital Management in Cedar Rapids, Iowa. Jim is nationally recognized for his views on the economy.
BusinessWeek named him Top Economic Forecaster for 2001. BondWeek has twice named him Interest Rate Forecaster of the Year. For more than 25 years, Jim has published his own commentary assessing economic and market trends through his newsletter, Economic and Market Perspective. Money named his newsletter one of "101 Things Every Investor Should Know" in March 2004. He earned his bachelor's and doctoral degrees in economics from Iowa State University.
November 11, 2010
11:30am - Registration & Networking
12:00pm - Presentation & Lunch
The Minneapolis Club
729 2nd Avenue South
Minneapolis, MN 55402-2463
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| WHAT DID I MISS?: |
September Events Summary | |
| 09/13/10 - Volunteer Appreciation Event: | |
Sunset Cruise aboard the Minneapolis Queen!
Nearly seventy-five volunteers and their guests gathered for an invitation only event welcoming new board members and thanking our current volunteers for their contributions. Open bar, lots of food, a large cake and gift bags for all on board. It was a perfect evening and a beautiful cruise along the Mississippi. |
| 09/23/10 - Regulatory Reform: | |
Regulatory Reform with David Tittsworth
CFA Minnesota was pleased to welcome David Tittsworth, Executive Director of the Investment Advisers Associations for a luncheon session on the future of the regulatory landscape. David shared with a group of more than 50 attendees his thoughts on the current regulatory environment and his opinion that FINRA and the SEC may coordinate their activies in the future. David expressed his concerns about the current reform proposals and their effects on registered investment advisors. |
| JOB BOARD SPOTLIGHT: |
To feature an open position at your firm, click here | |
List Your Open Position Here | |
Employer: Your Firm
Location: Twin Cities, MN
Is your firm hiring? Access the most qualified candidates on the CFA Society of Minnesota's active job board and highlight your posting here in this newsletter.
Click here to visit the main CFAMN Job Board page. |
| INDUSTRY EVENTS: |
Other industry related associations may submit relevant listings directly to info@cfamn.org | |
| ACG Presents ... October 19, 2010 | |
 Luncheon Featuring
Former Governor Arne Carlson
Perspectives on the Business Outlook for Minnesota and the Upcoming Election
Arne Carlson is the former Governor of Minnesota. He currently serves as the Chairman Emeritus of River Source Funds. In March 2007, he was named the industry's "outstanding Mutual Fund Director." As Governor (1990-1999), Mr. Carlson pulled the state out of a $2.3 billion deficit, gained the state a AAA bond rating, overhauled the state's health care system, introduced the nation's first use of tax credits and deductions for educational choice and competition, and developed Minnesota's first light-rail system. He has received numerous awards for financial management, educational choice, environment, etc. In 2001, he was named one of the centuries great political leaders along with Hubert Humphrey and Walter Mondale. Prior to his term as Governor, Mr. Carlson served as Minnesota State Auditor from 1978 through 1990. Mr. Carlson was born in New York City and grew up in the Bronx. He was awarded a full scholarship to the Choate School in Connecticut and Williams College in Massachusetts where he received his BA degree. He came to Minnesota in 1957 to attend graduate school at the University of Minnesota.
Please join us Tuesday October 19th at 11:30 AM to hear what will be a lively discussion on Mr. Carlsons Perspectives on the Business Outlook for Minnesota and the Upcoming Election. |
| A Globe University Lunch & Learn: 10/27/10 | | |
Linkedin to Reach Your Goals
with Brandy Favilla
LinkedIn is a professional networking website designed to connect people professionally. There are over 50 million users with a LinkedIn profile from a variety of industries. You can find, be introduced to, and collaborate with qualified professionals that you need to help you reach your goals. Use LinkedIn to open doors to new connections and build a professional reputation for yourself. The average LinkedIn professional is 41 years old with an average household income of $109,700. More than 80% of LinkedIn members have graduated college and more than 49% are company decision makers. Aren't these the kind of people that you want to be meeting and developing in your network?
October 27th, 2010 - Lunch is provided! Please Come! 12:00 - 1:00 PM
The IDS Tower (Concourse Level)
Please RSVP to:
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| Study Groups Forming! | | |
Our December Level 1 Canddiates have a bevy of support offerings this year, including live classes and a new prep-provider partnership. All these offerings are detailed on the newly updated Educational Support page of our website.
Level 1 Study Group
If you are taking the CFA Level 1 exam in December and are interested in joining a study group, please join us for a meeting with fellow candidates. Alumni will be available to answer questions and help get the group started. Contact Volunteer Travis Hoium for more information. |
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| Annual Premier Sponsor - MSPBJ | | |
Visit the online version of the Minneapolis/St. Paul Business Journal, where you'll find the latest breaking business news, updated throughout the day, some of this week's top stories from the Minneapolis/St. Paul Business Journal and other popular features from the print edition. Click Here. |
About the CFA Society of Minnesota:
Founded in 1952, the CFA Society of Minnesota is a member of the CFA Institute. It is the 16th largest society of among the 140 member societies and affiliates worldwide.
Mission:
To enhance the investment profession by promoting high ethical behavior, professional excellence, and fellowship through high quality, innovative programming.
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