CFA Connect
The Newsletter of the CFA Society of Minnesota |
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Become a Sponsor!
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New Packages now available!
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Committee Updates |
Education Committee Global IRC sub-committee is active! Contact Chair Jake Seltz to get involved. Membership Committee Think softball sounds fun? What about a pubcrawl? Contact Josh Howard to engage with social program planning! Program Committee Time to plan for the 2011-12 academic year; Suggestions welcome! Send them to Chair Kim Brustuen. Marketing Committee
Chair Karen Florez is welcoming new members to help with a number of public awareness and marketing initiatives, including development of a media directory. |
| Welcome New Members |
11 new members
joined CFA Minnesota in July.
Welcome! |
| Recommended Reading | |
Frontiers of Modern Asset Allocation
by Paul D. Kaplan
 Through a series of articles spanning 15 years of research, Paul D. Kaplan developed the methodologies behind the Morningstar Rating and the Morningstar Style Box, tackles the issues investors face when they attempt to put the concepts of asset allocation into practice.
REMEMBER: every time you shop at Amazon.com, use the portal on our website to support your CFA Society!
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| 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 | |
"The way I see it is unethical ethics are better than no ethics at all! |
| Networking |
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Join the CFA Minnesota Linkedin Group! |
| Join Our List |
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Greetings!
You asked for it; You got it! Starting in September, CFA Minnesota will be changing our email communication practices. Gone will be these long-format once-per-month newsletters followed later in the month by scatter-shot event reminders. In their place, per your feedback and requests, we'll be sending weekly emails each Tuesday morning before noon. The first e-newsletter issue each month will still be called CFA Connect and, while shorter, will feature more depth and information, with links to articles by society members and content on our website. The weekly Quick Connect will be a bullet-pointed quick-read format of the information important that week, such as events and deadlines. We'll still use email communication as our primary means of sharing information and hope this new streamlined distribution schedule will meet everyone's needs. I look forward to your feedback about this much-requested change come September.
A special congratulations to all those who passed the CFA Exam and received notification this past week. We especially look forward to sending our sincere congratulations in the coming weeks to those who have passed Level III and will be recognized this fall as a new CFA Charterholder. To those considering moving onto the next level or retaking, I encourage you to look into our many and varied candidate support offerings, including scholarships, mentoring, study-groups and best of all, Live Classes.
As summer is winding down, Take some time to mark these upcoming events on your calendar -- We'd love to see you!
Best Regards,
Maren Amdal
Executive Director |
| UPCOMING SOCIETY EVENTS: |
(Register for Society events on our calendar page) | |
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8/18/11 - Annual Meeting & Twins Outing
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Tickets for this great annual event are now on sale. Please join us for a great Society update followed by summer baseball at Target Field!
August 18, 2011
4:00pm Meeting @ CFA Minnesota
5:00pm Drinks @ Lyon's Pub
7:10pm Game @ Target Field
Twins vs Yankees
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Volunteer Outreach Initiative
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We recently began a new organizational campaign to stay connected with our valuable volunteers - past, present, and future. If you did not receive our initial email and you'd like to discuss volunteer opportunities at the Society, please contact Kris Kautzman. To browse available volunteer projects and opportunities, follow this link.
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CFA Minnesota Media Directory
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Great New Member Asset Nearly Complete!
This directory will be a phonebook-like listing of qualified members of CFA Minnesota who are willing to answer the phone and share their expertise on a range of specific industry topics with members of the media.
For more information, click here. To be listed in the directory, click here.
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| JOB BOARD SPOTLIGHT: |
To feature an open position at your firm, click here | |
Five new positions posted! | |
 Employer: Your Firm Name Here
Location: Twin Cities, MN
Each month, more than 4,750 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?: |
July Event Summary
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7/21/11 - How to Talk to the Media
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with special guest Tony Carideo, CFA
This multi-media presentation covered the basics of how to talk with the Media: what to say, what not to say, and how to get your true message across. If you missed this important session, you can watch online.
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7/28/11 - Vendor Event: Artio Global
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 Thinking Outside the Boxes: Opportunities in Small Cap Investing
Tim Devlin, Portfolio Strategist at Artio Global Management examined three important investment criteria - size, style and active risk - and provided a framework that views return as an equally important consideration to risk in a US equity allocation. Tim also discussed select industry themes that illustrate changing consumer behavior and/or business spending and where he sees potential investment opportunities in the coming 1-to-2 years.
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| Live CFA Review Stalla Classes | |
Tuesday evenings starting August 16th.
To enroll, click here or call 1-877-727-7232. Click here for an overview of the program. Experience Stalla before you decide. Product demo - includes a full course lecture, PassMaster diagnostic and drilling software, Study Guides, and much more. Free online webinar - 90-minute expert-led study session. Level I: Equity Analysis.
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| INDUSTRY EVENTS: |
Other industry related associations may submit relevant listings directly to info@cfamn.org | |
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Industry Collaborators' 2011 Events
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We appreciate our Industry Collaborators, and we hope you will take a moment to look at the many events they are hosting.
Click on the logos below and you will be taken to their Event Calendars:
  
  
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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. |
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Thank You to our Annual Sponsors: | | |
 
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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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