On August 13–14, Palisade professionals attended the CFA Society Minnesota annual Intellisight investor conference in Minneapolis. Intellisight is the largest open-access (non-broker based) investor conference in the country where institutional investors meet with company leadership teams. The first day of…

For the past eight years, Palisade’s principal Dennis Ott has served as a mentor to university students for the annual CFA Institute Research Challenge. The Challenge is a global competition where university teams analyze a publicly traded company, write a report…

According to Tom, “Even a blind squirrel can find an acorn!” A simple acorn idea is how the Lights On! program came to fruition. Palisade Principal Tom Welch read an article about the high percentage of police stops for vehicle…

Steve continues to serve the Bethel University community as a member on the Foundation’s Board of Governors and by sharing his professional expertise as an Executive in Residence for Bethel’s Student Managed Investment Fund. Launched in late 2017, the Student…

Minnesota has an extraordinarily large number of nonprofit organizations that are strongly dedicated to making a difference in the community. Throughout the year, Palisade staff has been proud to support and be involved with the following local nonprofit organizations:  …

On August 14–15, the CFA Society Minnesota hosted the 7th annual Intellisight investor conference in Minneapolis. Intellisight is the largest open-access (non-broker based) investor conference in the country where institutional investors meet with company leadership teams. The first day of…

In June, Charles Schwab hosted the annual EXPLORE conference in Avon, Colorado where select Registered Investment Advisors (RIAs) attend from all over the country. Principal Peter Rocca attended on behalf of Palisade Asset Management. The broad array of topics presented…

The CFA Institute Research Challenge is an annual global competition for university students that provides training and mentoring in financial analysis and ethics. CFA Society Minnesota hosts the local level challenge for the participating Upper Midwest universities. For the research challenge, university…

Over the years, Palisade Asset Management has been privileged to work with many nonprofit organizations, and we periodically highlight these nonprofits to our clients and business friends. The Hunt Hill Audubon Sanctuary is one of the exceptional nonprofit organizations that…

In September, Palisade hosted an evening at the Walker Art Center for our clients and friends that included tours of the new Sculpture Garden.  We were also fortunate to have guest speaker Steve Cramer, President and CEO of the Minneapolis…