the cfa brief
Save the date for the Chapter’s 25th Annual
Golf Invitational on September 11 at Geneva National Golf Club in Lake Geneva, WI.
CFA’s Minnesota Chapter presented its
Credit Market Update Panel on April 16
at 4: 30 p.m. at the Golden Valley Golf and
Country Club. Panelists included David
McFarland, senior vice president/chief
credit officer of Marquette Commercial
Finance; Jeff Bajek, senior vice presi-dent/credit risk officer, Venture Bank;
Jay Jensen, senior vice president/special
assets manager, Bremer Bank, and Roger
Janikowski, executive vice president/
senior credit officer, Anchor Bank.
On June 11 the Chapter will present a
panel: “Legal Issues in Lending” at Briggs
and Morgan in Minneapolis, MN.
Save the date for October 22, when the
Chapter will present Economist Toby
Madden of The Federal Reserve Bank of
Minneapolis. The location is yet to be
The 2014 Turnaround of the Year Awards
Gala was held with TMA’s Northeast
Chapter on May 5, at the Seaport Hotel
in Boston, MA. The Chapter’s 20th Annual Golf Tournament to benefit the
Ron Burton Training Village will be held
June 2 at the Blue Hills Country Club in
On May 27, the Chapter will hold its
golf and tennis outing at the Crestmont
Country Club in West Orange, NJ.
The Chapter will host its annual softball
outing in Central Park on May 29. The
Chapter’s Annual Golf & Tennis Outing
will be held June 23, starting at 9:00
a.m., at Willow Ridge Country Club in
Harrison, NY. The tentative schedule
of events is: registration and breakfast
from 9:00 a.m. - 11: 30 a.m., Golf Practice
Range and Golf Clinic (TBD) at 9: 45 a.m.;
golf shotgun start at 12: 30 p.m.; tennis
tournament at 12: 30 p.m. and the cock-
tail reception/dinner/awards ceremony
from 5: 30 p.m. - 8: 30 p.m.
On April 23, the Chapter held a Regulation Panel at The City Club in San
Francisco. The Chapter’s Annual Golf
Tournament will be held at Harding Park
Golf Course on June 9. Registration and
lunch will be held at 10: 30 a.m. followed
by a shotgun start at noon. Entry fee
will include lunch, green fees, cart,
prizes, parking and dinner immediately
following golf. On August 12, there will
be a San Francisco Giants game outing,
and networking happy hour prior to the
game at Pete’s Tavern in San Francisco.
The Chapter held its Day One at the Masters event on April 10 at Fox & Hound in
Philadelphia. The Chapter’s 20th Annual
Golf Outing was held on May 12 at the
Green Valley Country Club in Lafayette
On March 26, the Chapter held a happy
hour at the Yard House in Raleigh, NC.
The Chapter hosted “Doing Business
with Emotional Intelligence”, presented
by Craig Savage of Credit-Suisse Securities LLC on April 9 at Coquette in Raleigh.
Prior to the luncheon and presentation, attendees enjoyed a half hour of
Savage joined Credit Suisse in 2010
after spending 12 years at Goldman
Sachs Private Wealth Management. Prior
to joining the firm, he taught calculus at
Vanderbilt and started his own business,
The Chapter presented “How to
Critically Assess a 13-week Cash Flow
Forecast” on May 7 at 18 Seaboard in
Raleigh. The event featured networking, a luncheon and presentation.
Deloitte CRG presenters included Sugi
Hadiwijaya and Chuck Kuoni.
For more information on CFA Chapters,
please visit www.cfa.com