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Title

Wealth Management Conference, September 9th, 11:00am- 5:00pm

Event Description

CFA Society Cleveland Wealth Management Conference, September 9th, 11:00am- 5:00pm

Westin Cleveland Downtown, 777 St. Clair NE Cleveland, OH 44114

Join leading financial industry professionals for the CFA Society Cleveland’s 5th Annual Wealth Management Conference. The event will feature lunch, three presentations and happy hour to network with colleagues, clients and industry leaders

CFA Cleveland Members/CFA Institute Members                    

Free

Non-Members/Students/Candidates                                      

$79

Tables of 6                                                                    

$400

Registration Fee admits you to the all programming 11:00am – 5:00pm

Want to join CFA CLE?  Apply Here $150 Local Members, $125 Candidates, $100 Students -conference is free if you join the local society

11:00am to 12:15pm     Buffet Lunch and Networking

12:15 to 1:15pm Alternative Income Panel

Moderator, Svetlana Loshakov, CFA, Clearstead

Panelist, Prashant Tewari, Townsend

Panelist, Cliffwater, Tom Lynch, CFA

Panelist, Versus, Casey Frazier

1:40 to 2:35pm

Brian Abely, Fidelity Digital Assets

Understanding Bitcoin Better: A Straightforward Review for Investors

3:00 to 4:00pm Ivy Zelman, Zelman & Associates

A Comprehensive Overview of the Current Housing Market Landscape

4:00 to 5:00pm Networking Happy Hour

Valet Parking Provided by CFA CLE at the Westin

Interested in sponsorship?  Email cfa@cleveland.cfasociety.org for more details

Gold $5000

Silver $3000

Bronze $2000

Sponsorship Information

Thanks to all our generous sponsors!

Gold Sponsor T. Rowe Price

Speaker Sponsor Versus Capital

Livestream Login Information


Please click the link below to join the webinar:
https://us02web.zoom.us/j/86483414378?pwd=WWRjdDdkc25WTzYzSWRIMFBTdXFEZz09
Passcode: 681933
Or One tap mobile :
    US: +13126266799,,86483414378#,,,,*681933#  or +19292056099,,86483414378#,,,,*681933#
Or Telephone:
    Dial(for higher quality, dial a number based on your current location):
        US: +1 312 626 6799  or +1 929 205 6099  or +1 301 715 8592  or +1 346 248 7799  or +1 669 900 6833  or +1 253 215 8782
Webinar ID: 864 8341 4378
Passcode: 681933
    International numbers available: https://us02web.zoom.us/u/k1IpGvaS0



Event Type

Career; Featured

Education Topic

 

Start Time

9/9/2021 11:00 AM

End Time

9/9/2021 5:00 PM

City

Cleveland

State/Province

Ohio

Event Country

USA

Event Region

Americas

Location Info

Westin Cleveland Downtown

777 St. Clair NE
Cleveland, OH 44114

Speaker

 

CE Credits

Yes

SER Credit

No

Currency

$0

Member Price

$0

Non-Member Price

$79

Candidate Price

$79

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

9/9/2021 5:00 PM

Event Link

CFA Society Cleveland IN PERSON Wealth Management Conference, September 9th, 11:00am- 5:00pm

Event Link Leads To New Tab

Yes

Event Short Info

Join leading financial industry professionals for the CFA Society Cleveland’s 5th Annual Wealth Management Conference. The event will feature lunch, three presentations and happy hour to network with colleagues, clients and industry leaders

Attachments

Content Type: MyCFA Calendar
Created at 3/16/2021 1:13 PM by cfa@cleveland.cfasociety.org
Last modified at 9/9/2021 5:24 AM by cfa@cleveland.cfasociety.org