Events Calendar - Past Events

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		Title	Start Time	Image	Recording
		Refining Your Asset Allocation: The Best Opportunity in 40 Years, Meb Faber, Cambria Investment Management	6/13/2019 12:00 PM
		Networking, Cocktails, Appetizers and Games at Backyard Bocce in The Flats	6/6/2019 5:00 PM
		CFA Mock Exam	6/1/2019 9:00 AM
		Expanding the Efficient Frontier by Capturing the Volatility Risk Premia (VRP), Sean Heron, CFA, Glenmede Investment Management	5/29/2019 12:00 PM
		No Lunch This Week Indians Game at 1pm	5/22/2019 12:00 PM
		EVENT CANCELLED Remarks from Peter Navarro, Ph.D. Trump Administration, Director of the Office of Trade and Manufacturing Policy	5/15/2019 12:00 PM
		Measuring Risk & Trends in Private Credit and the U.S. Lower Middle-Market, Brett Hickey, Star Mountain Capital LLC, May 8th, 2019, 12PM, The City Club	5/8/2019 12:00 PM
		No Lunch This Week Indians Game at 1pm	4/24/2019 12:00 PM
		STUDENTS & PROFESSORS Ethical Dilemmas in the Finance Industry, Michael McMillan, CFA, Director of Ethics Education, April 17, 2019, 6PM, Monte Ahuja College of Business at Cleveland State University	4/17/2019 6:00 PM
		Ethical Dilemmas in the Finance Industry, Michael McMillan, CFA, Director of Ethics Education,	4/17/2019 12:00 PM
		Threading the Needle – Fixed Income Strategies for the Elusive Soft Landing., Brian LoDestro, CFA, Principal and Senior Portfolio Strategist, PGIM Fixed Income, April 10, 2019, The City Club	4/10/2019 12:00 PM
		No Lunch This Week	4/3/2019 12:00 PM
		No Lunch This Week	3/27/2019 12:00 PM
		Special Joint Breakfast Meeting with CFA CLE and FPA - FPA Northeast Ohio Monthly Education Program	3/21/2019 8:00 AM
		John Mauldin, Mauldin Economics, Tuesday, March 12, 11:30am to 1:00pm at the Winking Lizard Gateway District	3/12/2019 11:30 AM
		Happy Hour with Panel Discussion on Raising Capital for Small Business with Jumpstart, Launchhouse and Detroit Shoreway	3/6/2019 5:00 PM
		Investing In The New America: Using Point and Figure Technical Analysis To Manage Risk and Identify Opportunity, PNC, Bill Prebel, CFA, The City Club	2/27/2019 12:00 PM
		Investing in Your Career	2/22/2019 11:30 AM
		Research Challenge Competition, Career Day for Students and Employers, Holiday Inn, Independence	2/22/2019 9:00 AM
		A Tour of the Credit Markets, Alex Wright, Apollo Management, Managing Director, The City Club	2/13/2019 12:00 PM
		EM Evolution & China A-Shares, Josh Berger CFA, CMT, Wellington Management, Managing Director and Associate Director, Investment Products and Strategies,The City Club	2/6/2019 12:00 PM
		RiverNorth, Andrew Kerai, CFA Portfolio Manager, Senior Credit Strategist, Navigating the Investment Opportunities & Challenges Within the BDC Market	1/23/2019 12:00 PM
		SOLD OUT Women in Finance Networking Breakast	1/16/2019 7:30 AM
		David Bianco, Chief Investment Officer for DWS Americas	1/9/2019 12:00 PM
		Happy Hour at Southern Tier Brewing Company	12/11/2018 5:00 PM
		CIO Rountable, December 5, 2018 The City Club	12/5/2018 12:00 PM
		Big Data, Goldman Sachs, November 14th, 2018, The City Club	11/14/2018 12:00 PM
		Liability Driven Investment,Legal & General Investment Management America, Ciaran Carr and Katie Launspach	11/7/2018 12:00 PM
		Disruption in the Healthcare Sector, Lunch and Panel Discussion, October 22, 2018, 12pm, Huntington Convention Center, Room 8	10/22/2018 12:00 PM
		CityMark Capital, Dan Walsh. CEO, October 17, 2018, The City Club	10/17/2018 12:00 PM
		Professional Development Series, Financial Speed Reading Workshop, Iris Reading LLC	10/10/2018 12:00 PM
		Retaining Heirs: How to Connect with the Next Generation of Clients,Vanguard, Amy Thurlow	10/3/2018 12:00 PM
		Wealth Management Conference	9/21/2018 11:30 AM
		Riverside Acceleration Capital, Jim Toth, Managing Partner and Fund Manager, Why the World Needs Alternative Models of Venture Capital	9/12/2018 12:00 PM
		Capital Group, Stephen Deschenes, Research and Development Director at American Funds, Understanding the Capital Advantage	9/5/2018 12:00 PM
		19th Annual Harry W. Millis Golf Outing - Shaker Heights Country Club	8/20/2018 11:30 AM
		Happy Hour- What do you want to see in the future with CFA CLE?	7/26/2018 5:00 PM
		CFA Exam Level I, II, III	6/23/2018 8:00 AM
		Punch Bowl Social for Networking, Drinks, Appetizers & Activities. Invite friends and co-workers for a fun night out to Celebrate You and Your CFA CLE Membership, June 14th 5:30 to 8:30PM	6/14/2018 5:30 PM
		Kwang Lee, JD, Hartford Funds, Avoiding the Pitfalls in Smart Beta	6/5/2018 12:00 PM
		Mock Exam	6/2/2018 9:00 AM
		The Gender Advantage and the Growing Influence of Women,, Heather Ettinger, Fairport Asset Management and Anne Greenwood, PAX Ellevate Management LLC	5/23/2018 12:00 PM
		Fireside chat with Jeff Gramm, Dear Chairman and Ben Mackovak, Strategic Value Bank Partners, May 16, 12pm, The City Club	5/16/2018 12:00 PM
		Blocktower Capital, Ari Paul, Evolving Market for Cryptocurrency	5/2/2018 12:00 PM
		Night at the Natural History Museum with Lucas White, GMO, The Case for Climate Change Equities	4/25/2018 5:30 PM
		Philip Palanza, State Street, The Cost of Overdiversification	4/18/2018 12:00 PM
		Happy Hour and Remarks by Mark Carlson, Flexshares on the Fed's Presentation by Ellis Tallman, Reducing the Fed's Balance Sheet, April 21, 2018, 5-8PM, Metropolitan at The 9	4/11/2018 5:00 PM
		SOLD OUT Lunch at Federal Reserve Bank of Cleveland	4/11/2018 12:00 PM
		CANCELLED Dan Walsh, CityMark Capital, Cleveland Real Estate Update	3/21/2018 12:00 PM
		William Gilchrist, Capital Management Company, L.P. , Automotive Renaissance – it’s about driverless cars and improvement in safety	3/14/2018 12:00 PM
		Ben Hunt, Salient, Epsilon Theory	3/7/2018 12:00 PM		https://youtu.be/JoadPTPBo6k
		Tayfun Icten, Morningstar, Liquid Alternatives: Challenges and Opportunities	2/28/2018 12:00 PM
		Research Challenge Competition	2/17/2018 8:00 AM
		Paz Grimberg , Water Island Capital, Cybersecurity: Get Your Business Security in Check	2/14/2018 12:00 PM		https://youtu.be/T9_DnPfhaJE
		Leigh Drogen, Estimize, Crowd Sourced Earnings Estimate Platform.	2/7/2018 12:00 PM		https://youtu.be/h3FAptDcJts
		Forecast Lunch with Candice Tse, Goldman Sachs	1/31/2018 12:00 PM
		Dan Fuss, Loomis Sayles, Bond Market Outlook	1/24/2018 12:00 PM
		Holiday Happy Hour at Cibreo with Terry Simpson, Blackrock	12/13/2017 5:30 PM
		The 2018 Global Economic and Risk Outlook, Michael Weidokal, President, ISA (International Strategic Analysis)	12/6/2017 12:00 PM		Michael Weidokal, ISA, The 2018 Global Economic and Risk Outlook
		Machine Learning in Investment Management, Rick Roche, LIttle Harbor Advisors, November 29th	11/29/2017 12:00 PM		Rick Roche, Little Harbor Advisors, The 2018 Global Economic and Risk Outlook
		Women's Networking Breakfast at Hilton Cleveland Downtown, Members and Non-Members Welcome, November 28, 7:30am to 9:00am	11/28/2017 7:30 AM
		Great Lakes Brewing Company with CEO, Bill Boor, CFA	11/16/2017 5:30 PM
		CFA Society Cleveland Research Challenge Kickoff Event at Sherwin Williams	11/14/2017 9:00 AM
		The Trillion Dollar Shortfall: Investment Opportunities in U.S. Infrastructure, Ferris J. Hussein, Carlyle Global Infrastructure Opportunity Fund	11/8/2017 12:00 PM
		Quant Investing and the Future of Active Management, Brian Hurst, AQR, November 1, 2017	11/1/2017 12:00 PM		Brian Hurst, AQR,Quant Investing and the Future of Active Management
		Wealth Management Conference	10/17/2017 11:30 AM
		Current Trends in US Banking Sector and Rising M&A Opportunities, Elizabeth Park Capital, Fred Cummings, October 11, 2017	10/11/2017 12:00 PM		Elizabeth Park Capital, Fred Cummings, Current Trends in US Banking Sector and Rising M&A Opportunities
		Teams, Time, and Alignment: Building effective teams and orienting them along a longer-term framework, MFS Investment Management, Sean Kenney and Bob Marren, Westin Hotel	10/4/2017 12:00 PM		Teams, Time, and Alignment: Building effective teams and orienting them along a longer-term framework, MFS Investment Management, Sean Kenney and Bob Marren
		Regulation in the Trump Era, Brian Laliberte Tucker Ellis, September 27, 2017, Luncheon held at Tucker Ellis	9/27/2017 12:00 PM
		Janet Yellen Lunch at NABE Annual Meeting, CFA CLE Breakout Session	9/26/2017 7:30 AM
		2017 Investing in Your Career, September 21 12PM	9/21/2017 12:00 PM
		ESG Investing, Avantika Saisekar and Chris Fronk, Northern Trust, Monday September 11th, 12PM	9/11/2017 12:00 PM
		Masthead Brewing Co., Networking Happy Hour, September 6th, 5:00PM, Members and Non-Members Welcome!	9/6/2017 5:00 PM
		Webinar: More than an exam: why membership matters and how to apply, September 5, 12PM Webinar	9/5/2017 12:00 PM
		Investing in a World of Uncertainty, David Lebovitz, JP Morgan, Global Market Strategist, August 30th, 2017	8/30/2017 12:00 PM
		18th Annual Harry W. Millis Golf Outing	8/14/2017 12:00 PM
		CFA CLE Women's Luncheon, featuring Cathy Belk, President, JumpStart, July 12th, 12PM, Aloft	7/12/2017 12:00 PM
		CFA CLE Volunteer Happy Hour - Want More from Your Society? Get Involved! Winking Lizard, June 29th 5PM	6/29/2017 5:00 PM
		Ivy Zelman, Zelman & Associates, Chief Executive Officer of Zelman & Associates, Insights into the Future of Housing	6/7/2017 12:00 PM
		Maddi Dessner, CFA, Managing Director, JPM Multi-Asset Solutions, An Overview of 2017 Long-Term CMAs and Active Asset Allocation Views from J.P. Morgan	5/31/2017 12:00 PM
		RIA in Box®, GJ King, President, Compliance Best Practices, Current Regulatory Hot Topics and Audit Priorities	5/17/2017 12:00 PM
		CFA Mock Exam, John Carroll University	5/13/2017 9:00 AM
		Join CFA CLE and Paul Smith, CFA, CEO CFA Institute for a Night of Drinks, Appetizers and Networking at Nuevo Mexican Restaurant	5/11/2017 5:30 PM
		LaGuardia Reynolds & Associates, Organizational Behavior in the Workplace and How it Benefits Firms	5/3/2017 12:00 PM
		CABE Event - CABE and James Halloran Present: Energy Trends: Dealing With Unintended Consequences	4/20/2017 12:00 PM
		Ed Saracino, Vanguard, Senior Product Manager, Vanguard’s Perspectives on the Municipal Bond Market	4/19/2017 12:00 PM
		Andy Laperriere, Cornerstone Macro, Head of US Policy Research, Trump Administration 100 Day Update	4/12/2017 12:00 PM
		Behavior, Momentum, & ETFs, Aptus Capital Advisors, LLC, April 5th 2017	4/5/2017 12:00 PM
		Charles Anderson, Oppenheimer SteelPath, Senior Client Portfolio Manager, MLP’s: A Prospect for Growth and Income	3/15/2017 12:00 PM
		"Brewing Factors to Perfection" at Great Lakes Brewing Co, Marie Dzanis, Flexshares, Northern Trust, March 9th 5:30PM	3/9/2017 5:30 PM
		Marie Dzanis, Flexshares Northern Trust, Head of Distribution, March 9th 12PM	3/9/2017 12:00 PM
		Global M&A Outlook for 2017, Panelists Joe Lee, Riverside, Peter Taft, MPE Partners, Phil Trem, Marsherry, Rebecca White, Western Reserve Partners, March 1, 2017 Panelists Joe Lee, Riverside Peter Taft, MPE Partners Rebecca White, Western Reserve Partn	3/1/2017 12:00 PM
		Russell Rhoads, CBOE, Implied Volatility and the VIX	2/22/2017 12:00 PM
		Bruce Fallick, Federal Reserve Bank of Cleveland, Microeconomics Group Lead, Thursday February 16, 2017	2/16/2017 12:00 PM
		CFA Cleveland Forecast and Networking Happy Hour with Terry Simpson, CFA, CAIA, Director Multi-Asset Investment Strategist, Blackrock, The Schofield Hotel Ballroom, February 7th, 5:30 - 8:00pm	2/7/2017 5:30 PM
		Isabel Blunt, Principal and Practice Management Strategist, State Street Global Advisors, Intergenerational Shift in Wealth: Are Clients Getting What They Want?	1/25/2017 12:00 PM
		Stuart Sweet, President, Capitol Analysts Network, Investment Implications for Washington’s Current Policies	1/19/2017 12:00 PM
		Abhay Deshpande, CFA, Chief Investment Officer, Centerstone Investors, International Investing for Cautious Investors, Centerstone Investments	1/11/2017 12:00 PM
		Greg Valliere, Horizon Investments, Chief Global Strategist, Change Comes to Washington, from Politics to the Federal Reserve	12/14/2016 12:00 PM		https://youtu.be/bgrHEMhNFUM
		New Charterholder's Lunch Featuring Michael Falk , CFA, CRC, Focus Consulting Group, CFA Research Foundation, A dialogue with Michael Falk, RF Monograph author of "Let's All Learn How to Fish… to Sustain Long-term Economic Growth"	12/6/2016 12:00 PM