Coming Events

August 12, Happy Hour, Downtown, AJ Rocco’s, Hosted by Hartford Funds, Register Here
August 20, Huntington Bank Field, Happy Hour and Panel Discussion with
 Mercer, Vanguard and Huntington, Register Here
Unlocking Opportunities: Navigating the Future of Alternative Investments
September 9, Asset Manager Breakfast and Lunch, Hartford Funds,
Register Here for Breakfast, Register Here for Lunch
Perspectives from Wellington Management: Fixed Income Outlook & Roadmap
September 17, Westside Happy Hour, Sibling Revelry, Hosted by Invesco
Register Here
September 25, Roundtable Company Update with Applied Industrial Technologies,
Union Club of Cleveland, Register Here
September 30, Asset Manager Breakfast and Lunch, Star Mountain, Private Credit Market
October 1, Happy Hour at Hopping Frog Brewery in Akron hosted by Beese Fulmer
October 7, Lunch 
October 10-13, NABE National Conference, Downtown Hilton,
CFA Members receive discounted registration
October 14, Annual CIO Roundtable, Healthcare, John Colla, Clearstead, Tim Compan, CCF, Daniel Schmitz, UH, Union Club of Cleveland
October 21, Conference with Janus Henderson, Union Club of Cleveland
November 4, Roundtable Discussion with Andrew Burger, Cerity Partners, CLE index of 33 CLE publicly traded co. and how it outperforms the S&P 500
November 5, Happy Hour Downtown, Masthead Brewing
November 12, Lunch at Union Club of Cleveland, AI and Finance Services
November 18, Asset Manager Breakfast and Lunch, Alliance Bernstein Private Credit-Asset Base Lending
December 3, Happy Hour
December 9, Virtual Soft Skills Training

Learn More Here

Not a CFA CLE Member? Join today! You must be a CFA CLE member to participate in the Mentorship Program, Apply For Membership Here

Join CFA Cleveland today, yearly dues:

Local Member $150

Candidate Member $125

Student Member $50

Apply For Membership Here

Join CFA Society Cleveland as a Local Member

Did you know you can join CFA Society Cleveland as a Local Member?  You do not need to be a candidate or have the CFA Charter to join as a local member and attend events free!

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Apply For Membership

CFA Society Cleveland is excited to announce our 2026 Asset Manager Partners, Local Partner and University Partners!  Thanks for the support of CFA CLE

Position your firm as an industry leader. Cultivate relationships with key clients. Maximize your exposure in the financial services industry. Become a CFA Society Cleveland corporate sponsor. Chose a sponsorship package that maximizes your return on investment, no matter your budget size. Sponsorship puts your firm in front of an elite audience and aligns you with our society’s mission to promote best practices and the highest ethical standards in the industry. You’re invited to connect with influential investment managers and financial decision-makers throughout Northeast Ohio.
Learn more.