CFA Connect
The Newsletter of the CFA Society of Minnesota |
|
|
Annual Sponsors
|
We appreciate all of our sponsors, including
2010-11 Annual Bronze:
|
| Main Event: |
May 12, 2011 Click HERE for event information. Click HERE for event registration. |
|
| |
... resumes in September with our new fiscal year
September, 2011
Click HERE for more info!
|
|
|
Fixed Income Portfolio Management Roundtable
May 17, 2011
7:30 am - 9:00 am
Click HERE for more info! |
|
President's Pick |
Institute Webcasts:
"Building Risk into the Investment Process"
with Lindsay Tomlinson
Listen to this podcast as the speaker addresses the nature of risk, common sense vs risk modeling, and the cost of eliminating risk.
Click here to Listen(43-minute podcast) |
|
Committee Updates
|
Business Committee
Next Meeting:
06/08 @ 5:00pm
Taxes done, Chair Jessica Murray and committee are beginning development of a
long-term financial plan.
Education Committe
Next Meeting:
06/09 @ 3:00 pm Global IRC sub-committee is forming for 2012 and mock exams are nearly upon us. Contact Chair Jake Seltz to get involved! EmploymentCommittee Next Meeting:
6/07 @ 4:00pm
Career Day is still the focus of this active committee. Contact Kristine Mogollon for more details. MembershipCommittee
Next Meeting:
06/14 @ 3:30 pm
Think softball sounds fun? What about a pubcrawl? Contact Josh Howard to engage with social program planning! Program Committee
Next Meeting: July 2011
Time to plan for the 2011-12 academic year; Suggestions welcome! Send them to Chair Kim Brustuen. Marketing Committee
Next Meeting: weekly
Chair Karen Florez is welcoming new members to help with a number of public awareness and marking initiatives, including development of a media directory.
|
| Welcome New Members |
12 new members
joined CFA Minnesota in April. Welcome! |
| Recommended Reading | |
The Intelligent Investor
 Graham's sage advice, analytical guides, and cautionary tales are still valid for the contemporary investor, and Zweig's commentaries demonstrate the relevance of Graham's principles in light of 1990s and early twenty-first century market trends.Since it was first published in 1949, Graham's investment guide has sold over a million copies and has been praised by such luminaries as Warren E. Buffet as "the best book on investing ever written."
REMEMBER: every time you shop at Amazon.com, use the portal on our website to support your CFA Society! |
| HELP! |
Update your CFA Account:
Have you Moved?
Gotten a New Job?
New Title?
We often find that members don't always have the correct information on their name badges at events or miss our emails, because they didn't update their account. Please take a minute to update your account information.
|
| Financial Funny | |
"My roller derby name is 'Wall Street' because it's thrilling when I jump, scary when I fall, and everyone gets hurt when I crash." |
| Networking |
|
Join the CFA Minnesota Linkedin Group! |
| Join Our List |
 | |
|
|
"O ye'll tak' the high road, and I'll tak' the low And I'll be in Scotland afore ye For me and my true love will ne'er meet again On the bonnie, bonnie banks o' Loch Lomond."
- Andrew Lang
Greetings!
I have the pleasure of writing you from the Isle of Skye, in bonny Scotland, having just today driven by Loch Lomond. I am here for the CFA Institute Annual Society Leader Conference this week in Edinburgh and came in a few days early for some sight-seeing. What a beautiful country to host this truly unique opportunity to meet society leaders from around the world to exchange ideas. Minnesota has three representatives at this conference - myself, our President and Vice President - and we're all certain to come home invigorated and inspired with new and creative ideas to offer our local society members.
So, onto the news of the Society! Preliminary feedback from the Annual Survey showed a preference for a "tighter" newsletter, so this is our first attempt to do this for you.
Please take a moment to review and put some of these events on your calendar. We'd love for you to join us:
These events provide just a fraction of the ways you can get involved with the local Society and its members. Read on for more ways to get involved. We look forward to seeing you soon.
Best Regards,
Maren Amdal
Executive Director
|
| UPCOMING SOCIETY EVENTS: |
(Register for Society events on our calendar page) | |
|
5/12/11 - The Risks that Hide in Plain Sight | | |
Breakfast!
with John P. Gavin, CFA
Using data culled from the thousands of SEC filings routinely examined by its analysts, Disclosure InsightŪ founder and CEO, John P. Gavin, CFA will use real world examples of how public companies can often use careful word choice, omission, and spin to mislead investors about disclosed risk events. You will be educated on the reasons why investors seemingly ignore obvious risks, disclosure "tricks" that can be used against you, and questions you should ask when risk events are disclosed. This thought-provoking session will better equip you to assess those risk events that are disclosed with an aim toward avoiding potential problems that can hurt performance.
Thursday, May 12, 2011
7:00am - Registration & Networking
7:30am - Presentation & Continental Breakfast Minneapolis Radisson 35 S. Seventh St. Minneapolis, MN 55402
Click HERE for event information.
Click HERE for event registration. |
|
Annual Membership Renewal Time | | |
Springtime is also our Membership Renewal time and we would like to take this opportunity to welcome you back! Your membership places you among nearly 1200 other Twin Cities professionals who have chosen to pursue and maintain the CFA designation and uphold ethics in our industry and community.
If you are a member of both CFA Institute and the CFA Society of Minnesota, you will receive renewal information from CFA Institute, or you can simply log onto your MyCFA account and renew. If you are a local Society member only and not yet a member of CFA Institute, you should have received an email about membership renewal recently with easy instructions regarding the renewal process. Anyone who renews their membership in the 4th quarter (April, May, June) of the membership year (July 1st through June 30th) will be renewed through the end of the next membership year (June 30th, 2012). Contact Cynthia Reiber, Membership Coordinator for any needed assistance with your renewal process. |
|
Board Nomination Committee | | |
Now forming ...
The CFA Society of Minnesota will have a few Board positions open up in September, the beginning of the 2011-2012 fiscal year. Former Board President, Tony Carideo, is now forming a Nominating Committee. This ad-hoc subcommittee will have the primary role of identifying and recommending a slate for Board election. Two to three members at large are needed to join two to three members from our current Board of Directors to enact this search. Contact Tony Carideo if you are interested in participating on this Sub-Committee. |
|
CFA Minnesota Media Directory | | |
Great New Member Asset in development!
The Media Directory is meant to do what Cliffs Notes did for English Class: help the average guy find someone who can cut to the point and provide a better understanding of finance related topics. This directory will be a phonebook-like listing of qualified members of CFAMN who are willing to answer the phone and able to share their expertise on a range of specific industry topics.
For more information, click here. To be listed in the directory, click here. If you'd like to get involved with the development of this resource, contact Sam Smith or Karen Florez. |
|
2012 Annual Economic Dinner Sub-Committee | | |
Now forming ...
It is time to identify and hire the speaker for our 2012 Annual Economic Dinner. If you would like to contribute to our largest annual event, this is the time to hop on board! To be a part of this selection process, please contact Maren Amdal. |
| JOB BOARD SPOTLIGHT: |
To feature an open position at your firm, click here | |
Nearly twenty positions currently posted! | |
 Employer: Your Firm Name Here
Location: Twin Cities, MN
Each month, more than 3,750 Twin Cities Investment Professionals recieve this newsletter. Promote your open position here! For more details, click here, or go straight to the main CFAMN Job Board page. |
| WHAT DID I MISS?: |
April Events Summary | |
| 04/28/11 - 2011 Annual Career & Professional Development Day | |
Fifteen speakers, including a recruiter panel and an HR Expert Panel, provided a host of information for the more than 100 attendees of the 2011 Annual Career & Professional Development Day conference. We found our mojo with Theresa Rose, discovered how to heighten our reputation with Cathy Paper, mastered resume's with Dough Rickart, became media savvy and presentation smart with Tony Carideo and Maren Amdal, got LinkedIn with Mathew Youngquist and Lee Tyree, and so much more!
If you haven't ever attended the CFAMN Annual Career & Professional Development Day, mark your calendar for the last Thursday in April, 2012 and plan to take advantage of all the talent, inspiration and wisdom we line up for your personal and professional benefit. |
| INDUSTRY EVENTS: |
Other industry related associations may submit relevant listings directly to info@cfamn.org | |
| Our Industry Collaborator's May 2011 Events | |
We appreciate our Industry Collaborators, and we hope you will take a moment to look at the many events they are hosting in May. In our recent member survey, you indicated you wanted us to shorten this section up, so we've quickly complied!
Click on the logos below and you will be taken to their Event Calendars:
  
  
|
| Exam Admission Tickets NOW AVAILABLE! | | |
Exam admission tickets for the June 2011 CFA exam are now available on the CFA Institute website.
|
| Educational Support Providers | | |
Click the logos below to be taken to more information about the support offerings of each of these Educational Collaborators.
 
|
| CFAMN Hosting Post-Exam Party! Jun 4, 2011 | | |
Congratulations to our Candidates who are sitting for the CFA exam levels in June! We would like to treat you to a little refreshment and back-patting following your exam session. Please join us across the street from the Xcel Center for drinks and appetizers when you are through!
Eagle Street Grille
174 7th Street West
Saint Paul, MN 55102-2521
4:00 pm - 7:00 pm |
|
|
|
|
|
|
Annual Premier Sponsor | | |
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. |
|
Thank You to our Annual Sponsors: | | |
 
  |
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.
|
|
|
