Students Meet Warren Buffet
October 25, 2013
For the last 9 years, students from the University of Minnesota have been invited to attend a one-day event hosted by Warren Buffett. During the event, students get the opportunity to tour Buffett's first furniture store, go out to lunch with him, and listen to the expert talk about his life-long experiences and valuable insight into the financial industry. This year, 12 members of the Carlson Funds Enterprise had the pleasure of attending the annual trip.
CFE Students Present at Federated Insurnace
October 16, 2013
The 3rd Annual Client Roadshow kicked off on Wednesday. 5 CFE students made the trip down to Owatonna, MN to visit with Federated Insurance representatives and give attendees an overview of the portfolios' performance and the analysis behind their investment decisions. The Client Roadshow allows students in the CFE to have in-depth conversations with our participants, while presenting program updates and insights. Thank you Federated for your continued support and partnership.
Technical Analysis with Bob Dickey
March 7, 2013
Bob Dickey, Technical Analyst from RBC Wealth Management recently met the CFE class over lunch and discussed how technical analysis shapes the views of many investors. Bob presented many interesting charts and graphs to the students and we looked at many our current equity holdings to get Bob's opinion on direction.
Overdraft: A Nonpartisan Look at the National Debt
February 27, 2013
On February 27, the Carlson School of Management and Carlson Funds Enterprise teamed up with the Travelers Institute to present a public screening of their one-hour documentary that explores the depth and impact of America's debt crisis at the federal and state levels. This made for public television video presents a compelling explanation of America's federal debt crisis, how it impacts American lives, and choices to address the problem. The screening was part of the Travelers Institute's national Overdraft University Symposia Series. Immediately following the screening, attendees heard from a panel of business, economic and policy experts on this important issue.
"Where are the Women?" Event Success
February 13, 2013
On February 13, 2013, the CFE hosted Mellody Hobson, President of Ariel Investments, as keynote speaker of "Where are the Women? A Conversation on Gender Balance in Finance". Over 200 attendees were able to network, hear a dynamic national keynote speaker, and learn from a panel of knowledgeable financial professionals. The session, moderated by Roshini Rajkumar, provided an insightful discussion on a variety of topics including how an inclusive workplace can benefit financial organizations, how firms are attracting female talent and how support systems enhance work/life balance. View the program guide online to see a list of our panelists and sponsors.
The purpose of this luncheon was to open the conversation about opportunities for the finance industry through a higher level of gender balance. We received a lot of feedback from this session that will help transform next year's event into a more focused discussion.
Growth Fund Mentor Presentation
November 21, 2013 @ 3:30 p.m.
Faegre Baker Daniels Office
Wells Fargo Center, 22nd Floor
90 South Seventh Street
Minneapolis, MN 55402
Carlson Alumni Magazine - Fall 2012
Real-World Challenges, Real-World Results
MinnPost - 8/1/12
Examining Wayzata Investment Partners' business deals
The Star Tribune - 4/18/12
Piper to Trim Workforce Up to 3%
The Minnesota Daily - 02/01/10
High-Stakes Homework: Managing $28.8 Million