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Wealth Management Conference

Event Description

Please join CFA Society Cleveland for our 4th Annual CFA Society Cleveland Wealth Management Conference

Conference will use Zoom and Zoom registration information will be in your confirmation email.

12:00 to 12:45 Dr Kelly, J.P. Morgan, Guide to the Markets

Dr. David Kelly will share his updated views on the Global Economy and Markets, his view on the recovery and discuss risks and opportunities for portfolios

12:45 to 1:30 Heather Brilliant, CFA, Diamond Hill Capital Management, Aaron Filbeck, CFA, CAIA, CIPM, Navigating Rapid Change in the Investment Management Industry

The investment management industry was already undergoing seismic changes when COVID-19 changed the way we work. What are the short and long term implications of COVID-19 on the investment management industry? How can firms and investment professionals navigate this period of change to emerge stronger over the long term?

Dr. Kelly

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

Heather Brilliant, CFA

Heather Brilliant, CFA, serves as Chief Executive Officer and President for Diamond Hill Capital Management. She joined the firm in 2019, and brings more than 20 years of domestic and international investment industry experience to this role. Prior to joining Diamond Hill, she served as Chief Executive Officer, Americas, with First State Investments. Heather also spent nearly 14 years with Morningstar, where she served as Global Head of Equity & Credit Research before advancing to Chief Executive Officer, Morningstar Australasia. She also has experience serving as an equity research analyst for boutique investment firms, covering a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail. Heather is a frequent speaker at industry conferences including CFA Society events around the world and has appeared in several industry publications. Heather earned a bachelor’s degree in economics from Northwestern University, an MBA from the University of Chicago Booth School of Business, and serves on the CFA Institute Board of Governors.

Aaron Filbeck, CFA, CAIA, CIPM

Associate Director, Content Development at CAIA Association

Aaron Filbeck serves as Associate Director of Content Development at CAIA Association, where he supports the curation, development, and execution of the organization’s content strategy and CAIA Charter Program curriculum.

A demonstrated writer, Aaron has published on topics such as environmental, social and governance (ESG) investing, liquid alternatives, commodities, and asset pricing/factor investing. Most recently, he co-authored a paper, “Performance Assessment of Firms Following Sustainalytics ESG Principles,” in The Journal of Investing.

Prior to his role at CAIA Association, Aaron served as a portfolio manager at The Joseph Group Capital Management, a registered investment adviser (RIA) in Columbus, OH. Here, he oversaw manager research and portfolio construction efforts for $500 million worth of high net worth individuals and institutional retirement plans.

Aaron earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. His holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), and Certificate in Investment Performance Measurement (CIPM) designations. He is President of CFA Society Columbus and serves on multiple advisory boards for the Sam & Irene Black School of Business at Penn State Behrend.

Event Type

Career; Featured

Education Topic


Start Time

9/10/2020 12:00 PM

End Time

9/10/2020 1:30 PM





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Recording of 4th Annual CFA Society Cleveland Wealth Management Conference


9/10/2020 1:30 PM

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4th Annual CFA Society Cleveland Wealth Management Conference

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Event Short Info

4th Annual CFA Society Cleveland Wealth Management Conference


Content Type: MyCFA Calendar
Created at 8/27/2020 6:37 AM by [email protected]
Last modified at 9/30/2020 10:00 AM by [email protected]