CFA Society Cleveland

A Member of the CFA Institute Global Network of Societies

 

 

​​​The mission of CFA Society Cleveland is to promote professional development, ethics, and awareness through outreach to and engagement with the financial community.

Thank you to the following sponsors for their support of CFA Society Cleveland:

 Luncheon Sponsors

​Ed Saracino, Vanguard Lunch
April 19th 2017
​Charles Anderson, Oppenheimer Lunch
​March 15, 2017
​Marie Dzanis, Northern Trust/Flexshares Event at Great Lakes Brewing Company
March 9, 2017
​Marie Dzanis, Northern Trust/Flexshares Luncheon
​March 9, 2017

​​Terry Simpson, Blackrock, 2017 Forecast Event
February 7th 2017

Isabel Blunt, State Street Global Advisors, Sponsored by State Street Global Advisors
January 25, 2017
Stuart Sweet, Capitol Analysts Network, Sponsored by First Trust
January 19, 2017
ESG Panel at Cleveland Botanical Gardens, Sponsored by MSCI and Flexshares Northern Trust
November 10, 2016
Nathan Tooft, Sponsored by John Hancock
November 9, 2016
David Lebovitz Luncheon
September 7th, 2016
Tony Crescenzi Luncheon
September 28th, 2016
David Mann Luncheon
April 20, 2016
Mark Carlson, CFA, Northern Trust Happy Hour
April 6, 2016
Peter Chiappinelli, CFA, GMO Luncheon
March 16, 2016
Cocktails, Liquidity, and Fish
February 11, 2016
Chad Cleaver, CFA
Feb. 10, 2016
Annual Forecast Lunch
Andrew Patterson, CFA
Feb. 3, 2016
Women in Leadership Series
Kathleen McQuiggan, PAX World
moderated by Sally Gries, Gries Financial
Jan. 27, 2016
Jim Pearson Luncheon
Jan. 13, 2016
Charter Awards Luncheon
Bobby Lamy, CFA, CFA Institute
Jan. 6, 2016
Heather Ettinger, Fairport Asset Management
with featured host Marie Dzanis, Northern Trust Asset Management
November 18, 2015
Jim Powers, CFA
Water Island Capital
October 14, 2015
Panel Luncheon featuring Chris Hogan, KBCM,
Dan Haynes, The Riverside Company,
John Siemborski, Ernst & Young
and moderated by Sean Ward, Blue Point Capital
September 2, 2015
Tony Rospert, Thompson Hine LLP, Steve Buffo and Jeff Mordaunt,
Stout Risius Ross, Inc., Luncheon
May 6, 2015
Shane Bigelow Luncheon
April 1, 2015
Chris Gannetti Luncheon
March 11, 2015
Oleg Sydyak Luncheon
February 4, 2015
Stewart Kohl Luncheon
January 28, 2015
Russ Koesterich Luncheon
December 17, 2014
Josh Feuerman Luncheon
October 29, 2014
Charter Awards Lunch
Tom Brakke, Speaker
October 22, 2014
Ted Gardner Luncheon
October 1, 2014
Annual Membership Dinner
June 25, 2014
Bob Stein Luncheon
June 4, 2014
John Escario Luncheon
May 14, 2014
Joe Becker Luncheon
Apr. 23, 2014
Joe Miskel Luncheon
Apr. 16, 2014
Elizabeth Allen Luncheon
Apr. 9, 2014
Paul Rogers Luncheon
Mar. 12, 2014
Jeremy Schwartz Luncheon
Mar. 5, 2014
Josh Chisari Luncheon
Feb. 12, 2014
Linda Duessel Luncheon
Jan. 15, 2014
Macroeconomic Forecast Luncheon
Dec. 9, 2013
Rob Arnott Luncheon
Oct. 24, 2013
Donald Straszheim Luncheon
Oct. 16, 2013
William Strauss Luncheon
Oct. 7, 2013
David Mazza Luncheon
Oct. 2, 2013
Simon Derrick and Samarjit Shankar Luncheon
Sept. 18, 2013
Mark Pogharian Luncheon
May 22, 2013
James Rowley Luncheon
May 1, 2013
Craig Blessing Luncheon
Apr. 24, 2013
John Rogers Luncheon
Apr. 17, 2013
John Hofmeister Luncheon
Apr. 10, 2013
Sandra Pianalto Luncheon
Mar. 27, 2013
Sovran Self Storage Luncheon
Mar. 20, 2013
Chris Piros Luncheon
Feb. 6, 2013
Ken Mayland & James Meil Luncheon
Jan. 29, 2013
Heidi Richardson Luncheon
Jan. 23, 2013
Stephen Malinak Luncheon
Jan. 16, 2013
Charter Awards Dinner
Nov. 14, 2012

 

 

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 Event Videos

​To view videos from some of our events, please click here.

 Connect with CFA Society Cleveland

 

 


 
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Join CFA CLE And NABE September 26th  
Blockchain as a Disruptor:Break Out Session
Followed by Lunch with Janet Yellen 

 
Sponsor a VIP Luncheon Table or Join us for the Day 
   
Treat your clients or colleagues to the luncheon with keynote speaker Janet Yellen, Chair of the Federal Reserve System, on Tuesday, September 26. For more information, please contact NABE Executive Director Tom Beers at tbeers@nabe.com.
 
Table Purchase includes CFA CLE Breakout Session

10:50am  
Blockchain as a Disruptor: Implications for Central Banks, Governments, and Businesses  Presented by CFA Society Cleveland and NABE            

            David Andolfatto, Vice President, Federal Reserve Bank of St. Louis
            Christopher Calicott, Managing Director, Trammell Venture Partners 

 

NABE Annual Meeting Information

Registration

CFA Society Cleveland Member Rates*:

Full Conference Registration: $845

One-Day Registration: $375

*Early-Bird deadline is September 20th​. Prices will increase after this date.

Rates include savings of up to $150. Use promo code "AM2017CFA" at checkout to receive these rates.**


 


**New registrations only REGISTER NOW

As a participant in the CFA Institute Approved-Provider Program, NABE has determined that this program qualifies for 20 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. Please provide your CFA member number at the registration desk to claim your CE credit.

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CFA Society Cleveland Wealth Management Conference               

October 17th 11:30AM - 5PM REGISTER HERE
Aloft Cleveland

CFA Society Cleveland Wealth Management Conference, Aloft Hotel, October 17th, 2017.  The event will begin with lunch, followed by three sessions and a keynote speaker. (agenda below). The day will end with a networking happy hour including drinks and appetizers.  The event will be free to CFA Society Cleveland Members and CFA Institute Members and $79 for non-members.  Tables are available for $500. 

CFA Cleveland Members/CFA Institute Members                    Free
Non-Members/Students/Candidates                                        $79
Tables of 8                                                                             $500

Admittance Fee admits you to the all programming 11:30am – 5:00pm
Want to join CFA CLE?  Apply Here $150 Local Members, $125 Candidates, $100 Students

Agenda

11:30 -12:15PM            Buffet Lunch

12:15 – 1:00PM            Ross Znavor, Blackrock                                        
                                      Digital Wealth Landscape and Technology Overview     

1:15 – 2:00PM              Michael DiJoseph, Vanguard
                                       Goals Based Investing

2:15 – 3:00PM              The Direct Lending Spectrum Panel featuring:

                       Richard Jackobson    Golub Capital
                       Jon Moll                     White Oak Globak Advisors
                       Andrew Kerai             Rivernorth

3:15 – 4:00PM            Tom Brakke, tjb Research
                                     Improving Due Diligence and Manager Selection

4:00 - 5:00PM             Networking Happy Hour

Tables available for the event, $500 per table for 8, attend all events for the day

Interested in sponsorship?  Email cfa@cleveland.cfasociety.org for more details 
REGISTER HERE

Speaker Biograhies and Event Information

Thanks to all our generous sponsors!

2017 Wealth Management Sponsors

2017 18th Annual Harry W. Millis Golf Outing
August 14th, Lakewood Country Club
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