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CFA Connect: 

The Newsletter of the CFA Society of Minnesota

 October, 2011
Greetings!

As fall in Minnesota is ushered in by beautiful October skies, CFA Society of Minnesota is fast building momentum for our 2012 calendar!  This month, join your colleagues for a variety of great events - get more out of your membership; learn how to build a Hedge Fund portfolio; discuss industry trends with Asset Managers; learn about a day in the life of a Fixed Income Analyst; network, socialize, celebrate, volunteer and study for the December L1 exam!
 
With all this, and more on the October calendar, we're sure there's something for every member.  Get active! 
 
Best Regards,
 
Maren Amdal,
Executive Director
Want to get the most out of your local CFA Membership?
October Monthly Luncheon is all about Member Value 

 

In our recent Strategic Planning session, your Board of Directors talked a lot about member value:  What value do we provide?  How can we get better at it?  The Society is doing a lot of things well, and being recognized for them internationally.  Your society has changed a great deal over the past few years.  Do you know what benefits you're paying for, but not taking advantage of?  We think some of you may not... So, we've enlisted our Volunteer of the Year, Adam Palmer, and our Membership Chair, Josh Howard, to present a luncheon on getting the most from your membership. 

 

A brief overview of the society will be followed by a summary of:

  • Member Benefits
  • Networking and Job Support Opportunities
  • Intro to new series', events and educational support
  • Other ways you can derive tangible value from your membership

This event is targeted to new members, new Charterholders, and especially to members who have been unengaged for the past few years.  Don't just write a check, add it to your resume and forget about us -- Get involved!

 

Thursday, October 6th, 2011

11:30am Registration opens
12:00pm Presentation begins

 

The Oak Grill
12th Floor, Macy's

700 Nicollet Mall

Minneapolis, MN 55402

 

Click Here for more information and to register.

"A Day in the Life" of a Fixed Income Analyst
October 14th, 2011

 

Join Larry Sitcawitch of Travelers for this inside look at the finance industry. The event begins bright and early at 7:30am with coffee and snacks.

CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN 55402

Attendance is free to members and only $15 for non-members.
Annual New Charterholder Celebration
Come! Be entertained while celebrating with your newest colleagues!

 

The CFA Society of Minnesota will host its annual New Charterholder Dinner on Thursday, October 27, 2011.
 
This event will honor all those who passed Level III of the CFA Exam this past June and those who have fully earned their charter. A brief awards ceremony will follow an entertaining keynote presentation perfect for family and colleagues alike, by Minnesota's own:  The Laughing Stockbroker, David Goldman.
 
October 27th, 2011
5:30 Networking and Registration
6:00pm Event begins
 
The Oak Grill Restaurant
12th Floor, Macys, Minneapolis
For more information and to register, click here.
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Upcoming Events 
"Off the News" Poll

Sponsor Ad  

  

QS World MBA Tour are the biggest and best MBA fairs visiting 90 cities worldwide - bringing together top international and local business schools, their alumni and you - business leaders of tomorrow.

Did you know? 

We're begining to drop hints about our January Economic Dinner... Click here for the first one.

 

Connect to Employment 

There are 15 new postings on our Job Board  since last month.
Click Here  
Congratulations
 New Charterholders
 

Join us on 10/27
to celebrate!

Click Here 
What did I Miss?
Study Group and CFA-led Level 1 Prep Class began last week...  


Last week registered candidates met to discuss forming a study group for December's Level 1 Exam. For more information on joining this group or forming your own, please contact Travis at 
t.simon.350@gmail.com. 


And 9 students are participating in the Saturday morning Prep Class, led by Josh Howard, MBA, CFA.
Good luck to these candidates and to everyone taking the exam!

For more news and events please visit our Industry Partners' websites

Globe University Lunch & Learn with Buffie Blesi, 10/25

FPA Presents Symposium 2011: Planning for Success, 10/24-25 

       

With Thanks to our Premiere Partner

 

- and our Annual Sponsors - 

 
       

Founded in 1952, the CFA Society of Minnesota is one of the oldest chapters of the prestigious CFA Institute. The CFA Society of Minnesota is the 16th largest society of analysts among the 140+ member societies and affiliates worldwide. For more than 50 years we have endeavored to play a vital role within the Twin Cities investment community.

 

Mission

To enhance the investment profession by promoting ethical behavior, professional excellence, and fellowship through high quality, innovative programming.