03/21/2018 Jason Beumer, VP & Senior Investment Portfolio Manager, US Bank Private Wealth Management: "Outlook for the Markets and the Economy". Host: Barry Kelner.
As a Senior Portfolio Manager, Jason provides investment services to help clients work toward their goals. Jason uses his experience to establish an integrated investment approach, offering asset allocation strategies and recommendations based on short- and long-term financial objectives, financial status and risk profiles.
Jason began his career in the investment management profession in 2001. Prior to joining U.S. Bank Private Wealth Management, he was a Senior Portfolio Manager with U.S. Trust, where he was responsible for approximately $600 million in client assets. He is a former member of the Bank President Leadership Committee, where he was Chairman of a community volunteer effort. He was also an Investment Officer with Marquette Asset Management. In addition, Jason was a Portfolio Management Analyst at Wells Fargo.
Jason enjoys playing golf, running, volunteering and spending time with his family. He lives in Orono, Minnesota with his wife and three sons.
03/28/2018 John Kirkwood, Deputy Director of Global Security, Land O' Lakes Inc: "From Local and Federal Law Enforcement to Private Sector Security - An Inside Look at the Journey". Host: Gene Hoff.
John Kirkwood, a native of Omaha, Nebraska, started his law enforcement career in 1981 as an Officer for the Lincoln, Nebraska Police Department. He was hired by the U.S. Secret Service as a Special Agent in 1985, where he was assigned to the Omaha Field Office for five years. John served ten years in Washington D.C., five of them on the Presidential Protective Division and Counter Assault Team, and two years at the Secret Service Headquarters, Liaison Division. John was then assigned as the Resident Agent for Portland, Oregon Office from 2000-2002, then as the Resident Agent in Charge in Spokane, Washington Resident Office from 2002-2004. John Kirkwood was named the Special Agent in Charge of the Minneapolis Field Office in March 2004 and held that position until his retirement on December 31st, 2010. On January 3rd, 2011 he was sworn in as the Chief Deputy for the Ramsey County Sheriff’s Office. In addition to his duties with Ramsey County, John also served as a member of the Minnesota Financial Crimes Task Force Advisory Board, the Violent Crimes Task Force Advisory Board, and the Crime Stoppers of Minnesota Executive Board.
In February of 2015, John retired from law enforcement and took a position in the private sector with Land O’Lakes in their Global Security Department as Deputy Director. He currently serves on the Minnesota Chiefs of Police Foundation Board and the Ramsey County Sheriffs Foundation Board. He holds a Bachelor of Arts Degree in Criminal Justice and Political Science from the University of Nebraska at Kearney. John has 3 daughters, 26, 23 and 19 years of age.
04/04/2018 James Johns, Lt. Col. Retired, Author and Public Speaker: "The Real Story About Pearl Harbor". Host: Roger O'Daniel.
04/11/2018 Member Tom Horner: "A Bridge Too Far? Finding Common Ground in Today's Era of Extremism".
Tom Horner Introduction
Tom Horner is a well-known name to those familiar with public affairs and public relations in Minnesota.
In his public relations career, Tom has worked with clients in diverse fields, helping them manage crises, advance their business agendas and build strong relationships with key audiences. He was co-founder of one of the region’s best-known public affairs firms, Himle Horner. He sold that firm in 2010 and now is president of Horner Strategies LLC.
Horner also has had prominent roles in public policy and politics. He was chief of staff to former U.S. Senator Dave Durenberger and, in 2010, was the Independence Party candidate for governor of Minnesota. The Minneapolis StarTribune in its endorsement editorial, said Horner “loves Minnesota; he's a serious student of government and economics, and he feels called to service…Horner seeks to apply the lessons of a lifetime spent working in and around public policy to the restoration of this state's vitality.”
Horner also has worked in community journalism and was an adjunct professor at the University of St. Thomas for more than 25 years. Throughout his career, Horner has been a member of many community boards and organizations. He and his wife Libby live in Edina and have three adult children.
04/25/2018 Bob Dickey, Managing Director and Technical Strategist, RBC Wealth Management: "The Stock Market Ahead - Better Than You Think". Host: Dan Biersdorf.
Bob Dickey has been with RBC Wealth Management for over 45 years in several roles that have all had a focus on working with the firm’s advisors and the equity markets. Bob has a large following of individual and institutional investors in the U.S. and Canada.
As the firm’s Technical Strategist, Bob publishes the “Technical Update,” a daily public market commentary, and also a monthly chart pack, “Market Maps,” which seek to guide advisors and their clients in the equity, commodity, and fixed income markets. Bob is a past winner of the Business Week Magazine Market Predicting Contest and the Wall Street Journal Dartboard Contest, and was awarded “Best in Business” by Twin Cities Business Monthly Magazine.
Prior to joining the Portfolio Advisory Group in 1988, Bob managed the Options Department for eight years, and also worked for six years in the Margin Department of RBCWM.
Bob is a lifelong resident of Edina, Minnesota where he lives with his wife and three grown children who are sill close by. Bob majored in Architecture at the University of Minnesota.
Be careful of letting the short-term noise of the news and the many different random opinions from distracting you of your long-term goals.
The stock market is about 1/3 of the way into a long-term secular bull market that began in 2009 and has much more upside potential over the next several years.
The near-term volatility represents future opportunity after it settles down again.
Group rotation and positioning in the right market areas will continue to be an important theme going forward.
05/02/2018 Dave Racer: "Passion for Patients - Comments on Health Care Today". Host: Roger O'Daniel.
Dave Racer Biographical sketch:
Author, lecturer, educator, publisher, talk-show host, entrepreneur. These titles and more aptly describe Dave Racer’s life work.
Born and raised in St. Paul, Dave majored in Music Education at Macalester College and the University of Minnesota. While still serving in the U.S. Air Force (1967-1971), Dave studied at the University of Southern Mississippi, where he changed his major to Educational Psychology. In the Air Force Dave served as a classroom instructor and course writer. Upon discharge, he worked in retail sales. In 1974, Dave became self-employed, by founding two ServiceMaster franchises and successfully building them into the second-largest operation in Minnesota. Dave has remained self-employed ever since.
Presentation Topic: Passion for Patients- Comments on Health Care Today
Passion for Patients is the title of one of his books. He plans to bring along a dozen copies of this book for those who wish to buy one.
05/09/2018 Grant J. Merritt: "Iron and Water", a Memoir of Family, Mining Pioneers and Unscrupulous Magnates, and the Fight for Minnesota's Natural Resources. Host: Cliff Erickson.
05/23/2018 MN State Senator Melisa Franzen: "Review and Discussion of the 2017 Legislative Session". Host: Mike Casserly.