Events Calendar - Past Events

Sign In

		Title	Start Time	Image	Recording
		Hack Your Brain: Unlocking your Potential in the Digital Age	1/12/2021 12:00 PM		Recording of Hack Your Brain: Unlocking your Potential in the Digital Age
		Money, Happiness, and the Future of Wealth Management, Brian Portnoy, CFA, PhD	12/9/2020 12:00 PM		Recording of Money, Happiness, and the Future of Wealth Management, Brian Portnoy, CFA, PhD
		Smart Marketing: How to Get More Clients Like Your Best Clients, MFS, David Grundfast	12/2/2020 12:00 PM		Recording of Smart Marketing: How to Get More Clients Like Your Best Clients
		No Event this Week - Happy Thanksgiving	11/25/2020 12:00 PM
		Investment Trends Through a Diverse Lens Moving Forward: Creating a More Equitable and Inclusive Environment	11/18/2020 12:00 PM		Recording of Investment Trends Through a Diverse Lens Moving Forward: Creating a More Equitable and Inclusive Environment
		No Event This Week - Happy Veteran's Day	11/11/2020 12:00 PM
		The Dumb Timing Luck of Smart Beta, Corey Hoffstein, Newfound Research	11/4/2020 12:00 PM		Recording of The Dumb Timing Luck of Smart Beta, Corey Hoffstein, Newfound Research
		CFA Program Candidate Overview	10/29/2020 12:00 PM		Recording of CFA Program Candidate Overview
		Introduction to Commercial Litigation Finance: a Fast Emerging Alternative Investment Strategy, Bill Farrell, Langford Capital	10/28/2020 12:00 PM
		Women In Investment Management Networking Lunch	10/23/2020 12:00 PM
		Election 2020: A Defining Moment for America, Karl Rove, David Axelrod, Michael Arone, brought to you by State Street Global Advisors	10/21/2020 2:00 PM
		Investing in Timberland, Jon Sokol, Forest Investment Associates	10/21/2020 12:00 PM		Recording of Investing in Timberland, Jon Sokol, Forest Investment Associates
		Retail Commercial Real Estate – Opportunities and Risks in a COVID-19 World , CIRE Equity, Josh Volen, brought to you by Vivaldi Funds	10/14/2020 12:00 PM		Recording of Retail Commercial Real Estate – Opportunities and Risks in a COVID-19 World , CIRE Equity, Josh Volen, brought to you by Vivaldi Funds
		Opportunity Zone Update, CIM Group, Steve Glickman and Sean Morris	10/7/2020 12:00 PM		Recording of Opportunity Zone Update, CIM Group, Steve Glickman and Sean Morris
		Countdown to the 2020 US Election—and Its Investment Implications, Rick Brink Alliance Bernstein	9/30/2020 12:00 PM		Recording of Countdown to the 2020 US Election—and Its Investment Implications, Rick Brink Alliance Bernstein
		M&A and the Covid-19 Impact: Crisis or Opportunity? Stephanie Cohen, Goldman Sachs, Women in Investment Management Series	9/29/2020 5:00 PM
		2020 GIPS® Standards World Tour, Ken Robinson, CFA Institute and Ivana Bertuzzelli, CIPM Intech Investment Management	9/23/2020 12:00 PM		Recording of 2020 GIPS® Standards World Tour
		Wealth Management Conference	9/10/2020 12:00 PM		Recording of 4th Annual CFA Society Cleveland Wealth Management Conference
		21st Annual Harry W. Millis Memorial Golf Outing, Canterbury Golf Club	8/31/2020 11:30 AM
		Ignorance Is Bliss: Systematic Techniques to Navigate Uncertainty, Man AHL	8/5/2020 4:00 PM
		The Global Search for Alpha: All Roads Lead to Emerging Markets, CFA Institute	7/29/2020 11:00 AM
		Halftime Review ETF Flows for 2020, First Trust	7/16/2020 3:00 PM
		The Innovation Premium: Explaining Today’s Binary Equity Market	7/15/2020 12:00 PM
		How Women Communicate and How to Improve Based on Tara Mohr's book Playing Big with Jennifer Cohen, Ratliff & Taylor	7/15/2020 8:00 AM
		Investment Trends Through a Diverse Lens, CFA Society Chicago	7/14/2020 2:30 PM
		SPDR ETFs gives an update on the Fed Secondary Market Corporate Credit Facility (FSMCCF)	7/14/2020 10:00 AM
		Impacts on the Corporate Bond Market Resulting from the Covid-19 Crisis, CFA Society Minnesota	7/9/2020 1:00 PM
		Learn how organizations can foster positive relationships across differences: Stephanie J. Creary will be part of a special online panel discussion	7/2/2020 1:00 PM
		Volatility: The Bumpy Road to Normal, CFA Society Minnesota	6/30/2020 1:00 PM
		The Case for Bitcoin in Institutional Investment Portfolios, CFA Society Pittsburgh	6/25/2020 12:00 PM
		Technical Tools for Navigating Volatility and Managing Uncertainty, CMT	6/24/2020 5:00 PM
		After the Virus: An Acceleration of Trends, CFA Society Pittsburgh	6/24/2020 9:00 AM
		Risk Mitigation or Income: What May Make Sense in Today's Options Markets, CFA Society Pittsburgh	6/17/2020 12:00 PM
		Fixed Income Management—Navigating Risks to Bond Markets from COVID-19, CFA Institute	6/10/2020 2:00 PM
		Current Issues In Sustainable Investing for Asset Allocators, Invesco, CFA Society Columbus and CAIA	6/10/2020 12:00 PM
		A Walk Around The Fringes of Finance with Grant Williams, CFA Society Detroit	6/9/2020 12:00 PM
		Market volatility and the role innovation plays during market extremes, Catherine D. Wood, founder, CEO and CIO of ARK Invest, CFA Chicago	6/8/2020 3:30 PM
		Improving Outcomes with Overlay Solutions – Monetizing the Volatility Risk Premium, CFA Society Pittsburgh	6/3/2020 12:00 PM
		Asset Owner's Series: What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective	6/1/2020 6:00 PM
		The Best is Yet to Come James A. Bowen Chief Executive Officer First Trust	5/29/2020 11:00 AM
		2020…The Year of the Sequoia William Housey, CFA Senior Portfolio Manager Managing Director of Fixed-Income First Trust	5/28/2020 11:00 AM
		The Impact of the Fed on the Corporate Bond ETF Market, CFA Society Chicago	5/27/2020 5:00 PM
		Coronavirus Update and Economic Outlook Brian Wesbury Chief Economist First Trust	5/27/2020 11:00 AM
		Asset Owner Series Virtual Summit: Reflections on a Career Serving the Public Pension System	5/26/2020 6:00 PM
		Annual Meeeting of the CFA Society Cleveland Members	5/21/2020 12:00 PM
		Does our industry need more than PPE?, Rosemont and Focus Consulting Group	5/20/2020 3:00 PM
		73rd CFA Institute Virtual Annual Conference Strategies for Investing Through the Crisis	5/20/2020 11:00 AM
		Volatility: The Bumpy Road to Normal, Volatility: The Bumpy Road to Normal, Sean Heron, CFA & Stacey Gilbert, Glenmede	5/20/2020 12:00 PM
		73rd CFA Institute Annual Virtual Conference Psychology and Personal Advice for Living and Working Through the Global Crisis	5/19/2020 1:00 PM
		73rd CFA Institute Virtual Annual Conference Global Macro and Market Outlook in Uncertain Times	5/18/2020 1:00 PM
		Quantifying the earnings impact of COVID-19 with Talley Leger, Invesco	5/18/2020 12:30 PM
		Building Business Momentum In and Through the Crisis, First Trust	5/15/2020 11:00 AM
		Uncovering MBS Opportunities & Value in Uncertain Times, First Trust	5/14/2020 11:00 AM
		Investing in Turbulent Times: Ideas to Remain Focused and Make Better Decisions	5/13/2020 2:00 PM
		Coronavirus Update and Economic Outlook, Brian Wesbury, Chief Economist, First Trust	5/13/2020 11:00 AM
		First Trust ETF Institute	5/12/2020 4:15 PM
		POWER Series: President Loretta J. Mester, Federal Reserve Bank of Cleveland	5/12/2020 3:00 PM
		Resilient Advisor Program, Brett Van Bortel, Invesco Consulting	5/12/2020 12:00 PM
		A Global View from the former Chief Strategy Officer of the Saudi Arabian Sovereign Wealth Fund	5/11/2020 6:00 PM
		Are Munis Finding Their Sea Legs?, John Wilhelm, First Trust	5/8/2020 11:00 AM
		Managing Wealth Through a Pandemic, CFA Society Chicago, Must Register by 4:00 PM on May 6, 2020.	5/7/2020 3:00 PM
		Event Driven Investing and the Impacts of a Changing Regulatory Landscape, Curtis Watkins, Water Island Capital, Conference Call	5/7/2020 12:00 PM
		Esports - The Future of Live Media and Entertainment, Will Hershey, CFA, Roundhill Investments	5/6/2020 12:00 PM
		Earning Investors Trust, CFA Institute and Greenwich Associates	5/6/2020 11:00 AM
		Innovation Investing: Navigating Accelerating Change in an Evolving Economy, Thomas Ricketts, CFA Founder of Evolutionary Tree Capital Management	5/5/2020 11:00 AM
		An Asset Owner CIO View from APAC	5/4/2020 6:00 PM
		Investor Trifecta: Navigating a Wild Presidential Election, a Pandemic and a Recession Stuart Sweet President Capitol Analysts Network	5/1/2020 11:00 AM
		Fixed-Income 2020: The Year of the Sequoia William Housey, CFA Senior Portfolio Manager Managing Director of Fixed-Income First Trust	4/30/2020 11:00 AM
		Behavioral Finance in the Time of COVID-19, Meir Statman, Hosted By CFA Institute	4/29/2020 1:00 PM
		Coronavirus Update and Economic Outlook Brian Wesbury Chief Economist First Trust	4/29/2020 11:00 AM
		Machine Learning and AI: An Intuitive Introduction, Sri Krishnamurthy, CFA, President at QuantUniversity, Hosted By CFA Institute	4/29/2020 9:00 AM
		Volatility in Oil Markets: Understanding the Recent Volatility and What to Expect Going Forward, Dr. Carole Nakhle, CEO of Crystol Energy, Hosted By CFA Institute	4/28/2020 11:30 AM
		Culture in a Virtual World, Jim Ware, Focus Consulting Group	4/27/2020 10:00 AM
		First Trust, Why "Stay-At-Home" Should Not Apply to Your Fixed-Income Fund Bryan Whalen, CFA Group Managing Director Fixed-Income TCW	4/24/2020 11:00 AM
		Live Webinar Multialternative Strategy: Optimizing Allocations Beyond Stocks and Bonds, Yung-Shin Kung, Credit Suisse’s Quantitative Investment Strategies	4/22/2020 12:00 PM
		Live Webinar, Recent Markets Discussion, Robert Forsyth, SPDR Americas Client Enablement Group State Street Global Advisors	4/15/2020 12:00 PM
		Live Webinar, Loretta Mester, Federal Reserve Bank of Cleveland, Maintaining Economic Health During a Crisis	4/10/2020 12:30 PM
		Rescheduled! Live Webinar First Trust Outlook (broad views on economy) & Buffered ETFs…new and exciting Target Outcome ETFs…perfect for uncertain times like these with Andrew Opdyke, First Trust and Jeff Chang, Cboe Vest	4/9/2020 12:00 PM
		Live Webinar Opportunities in Disruptive Innovation – Battery Storage, Robotics, and Space Exploration, Sam Korus, ARK	4/8/2020 12:00 PM
		Give Back and Volunteer to Teach Financial Literacy! CFA Society Cleveland and Junior Achievement, Day at the John Hay Campus	3/10/2020 8:00 AM
		Topgolf, join CFA CLE and our sponsors for a Networking Happy Hour, March 4, 5PM-8PM	3/4/2020 5:00 PM
		Hedge Funds are Dead…Long Live Hedge Funds!, Fund Evalution Group, Greg Dowling	2/26/2020 12:00 PM
		Investing in Your Career, Career Day for Students and Employers	2/21/2020 11:30 AM
		Counting Cards In BioTech, Mike Caldwell, Driehaus	2/19/2020 12:00 PM
		Myths and Realities about Financial Crises , Robert F. Bruner, Darden Graduate Business School	2/13/2020 12:00 PM
		Networking Lunch for Female Charterholders	2/3/2020 12:00 PM
		Genomics-Informed Precision Healthcare , Charis Eng, MD, PhD, FACP, Cleveland, Clinic Foundation	1/29/2020 12:00 PM
		Charter Awards Lunch and Forecast Lunch with Andrew Opdyke, First Trust	1/22/2020 12:00 PM
		Kevin Wojton, Technology Workshop: Diving into coding/How to leverage technology effectively	1/8/2020 12:00 PM
		Drinks, Appetizers and Networking at CFA CLE Airing of Grievances Happy Hour, House of Blues Cambridge Room Members and Non-Members Welcome	12/11/2019 5:00 PM
		Junior Achievement Stock Market Challenge, CSU, Volunteers Needed!	12/5/2019 9:00 AM
		Allocators Roundtable, Tony Gattuso, Cleveland Foundation, Al Hemmingsen, Parkland Management	12/4/2019 12:00 PM
		No Lunch This Week	11/27/2019 12:00 PM
		Dude, Where's My Alpha? Alec Litowitz, Magnetar Capital	11/20/2019 12:00 PM
		Macro Strategy Update, Preshant Tewari, The Townsend Group	11/13/2019 12:00 PM
		The Race to Scalability for Advisors, Laura Gregg, Flexshares/Northern Trust	11/6/2019 12:00 PM
		Solar power and Alternative Energy, Yuri Horwitz, Sol Systems	10/30/2019 12:00 PM
		Networking Happy Hour at Southern Tier Brewing Company Sponsored by Invesco Members and Non-Members Welcome	10/24/2019 5:00 PM
		Private Equity Update. Michael Elio, StepStone	10/16/2019 12:00 PM
		Elephant in the Room: Why Active Asset Management Needs to Change,Lauren Cochran, Aperture Investors	10/9/2019 12:00 PM