Join CFA Society Cleveland for our 1st Annual Investment Symposium featuring Mario Gabelli, GAMCO Investors and Don Schneider, Piper Sandler. There will be two speaker sessions followed by drinks, appetizers and networking
Sponsored by Invesco and REGAN Capital
This event will NOT be livestreamed, please join us in person at The City Club
Symposium Agenda
2:30pm Registration
3:00-4:00pm Don Schneider, Piper Sandler, US Policy and Election Outlook
4:15-5:15pm Mario Gabelli, GAMCO Investors
Fundamental Research: Does it still have a place in a Quant/ETF world?
5:15-6:30pm Drinks, Appetizers and Networking
Mario J. Gabelli, CFA, GAMCO Investors
Mario J. Gabelli is Chairman and Chief Executive Officer of GAMCO Investors, Inc. and LICT Corp. He is Executive Chairman of Associated Capital Group, Inc.
Mr. Gabelli is a member of the Board of Overseers of Columbia University Graduate School of Business and the Board of Trustees of Roger Williams University and he is a Trustee Associate of Boston College.
He is a member of the Board of Directors of the Foreign Policy Association, American-Italian Cancer Foundation and the Foundation for Italian Art & Culture. He is a Trustee of the Winston Churchill Foundation of the United States and the E. L. Wiegand Foundation.
Mr. Gabelli is a summa cum laude graduate of Fordham University and holds an MBA degree from Columbia University Graduate School of Business, and an Honorary Doctorate Degree from Roger Williams University and Fordham University.
Donald Schneider, Piper Sandler
Donald Schneider is currently the Deputy Head of US Policy at Piper Sandler. Previously, he was a member of the US policy research team at Cornerstone Macro. Before entering the private sector, Schneider served as Chief Economist for the House Committee on Ways and Means under Chairmen Brady and Ryan. During his tenure at Ways and Means he helped to craft the 2017 tax reform legislation and worked on numerous other bills including BBA15, BBA18, and the FAST Act (the infrastructure bill preceding IIJA). Schneider was also charged with handling the debt limit and a broad range of budgetary and economic issues. Schneider also served under Chairman Ryan at the House Budget Committee where he contributed to the Chairman’s anti-poverty and upward mobility agenda.
Schneider received a master’s degree in applied economics from Johns Hopkins University and a bachelor’s degree in economics from the College of Charleston.
Sponsorship is available for this event:
Gold Sponsor: $5000, comes with a table for 8 at the event and marketing, 1 available
Silver Sponsor: $2500, comes with a table for 4 at the event and marketing, 2 available
Bronze Sponsor: $1000, comes with 1 attendee spot and marketing, 5 available
Each sponsor will have a table in the room with the drinks and appetizers
Email [email protected] for more information
