Upcoming Events

First Thursday Happy Hour, Southside's Wild Eagle Steak & Saloon, Broadview Heights

Grab friends and co-workers and join us for a networking happy hour at the Southside's Wild Eagle Steak & Saloon, Broadview Heights Register Here Location: Wild Eagle Steak & Saloon, 5001 E Royalton Road, Broadview Heights Interested in sponsoring this event? Email [email protected] CFA CLE is meeting members where they are! We are happy to host happy hour on the southside Please register so we know how many to expect and invite co-workers and friends to join us Please remember CFA CLE Happy Hours are intended for financial professionals to network You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply For Membership Here

Breakfast Roundtable Discussion on Powering Industrial Growth with Chris Semenuk, Tema

Join us for a breakfast roundtable discussion on Powering Industrial Growth with Chris Semenuk, Tema REGISTER HERE February 11th 7:45am to 9:00am Corporate College, 4400 Richmond Road, Warrensville Heights This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights Westside Lunch at Wild Mango, Crocker Park (please register for this at the separate registration link here ) Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast and lunch brought to you by Tema  Learn about Tema Here Chris Semenuk , Fund Manager, Tema  Chris is a global fund manager with more than 25 years of experience, 20 of which was spent managing a $5B global equities fund at TIAA, a leading US based financial services company. Chris managed the fund since inception and raised several billion dollars in assets over that time period. Chris has a Bachelor’s Degree in Economics from Union College in New York State. At Tema, Chris is the lead portfolio manager for both our American Reshoring ETF (RSHO) and Electrification ETF (VOLT). You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

Lunch Roundtable Discussion on Powering Industrial Growth with Chris Semenuk, Tema

Join us for a lunch roundtable discussion on Powering Industrial Growth with Chris Semenuk, Tema REGISTER HERE February 11th 12-1:30pm Wild Mango, 139 Crocker Park Blvd, Westlake This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights ( please register for this at the separate registration link here ) Westside Lunch at Wild Mango, Crocker Park Breakfast and lunch brought to you by Tema  Learn about Tema Here Chris Semenuk , Fund Manager, Tema  Chris is a global fund manager with more than 25 years of experience, 20 of which was spent managing a $5B global equities fund at TIAA, a leading US based financial services company. Chris managed the fund since inception and raised several billion dollars in assets over that time period. Chris has a Bachelor’s Degree in Economics from Union College in New York State. At Tema, Chris is the lead portfolio manager for both our American Reshoring ETF (RSHO) and Electrification ETF (VOLT). You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

2026 Investing in Your Career for Students

What: Investing in Your Career for Students and Early Career Professionals When: February 20, 11:30 am to 3:30 pm Where: Corporate College, 4400 Richmond Road, Warrensville Heights REGISTER HERE Join local employers and career professionals for lunch and an afternoon helping you navigate your career. The event is free for all students and early career professionals at Corporate College, Warrensville Heights Join CFA Society Cleveland for career development and networking with local employers from varying backgrounds from the finance industry. This is a unique opportunity for students from local universities to inquire about professional development, guidance on success in the industry and to better determine future career paths. We will offer two sessions of panels with expertise in professional development and the finance industry and anticipate 10-15 companies will attend to network with the students. We encourage undergraduate and graduate students, candidates and new charterholders to attend. This event is open to all majors. Event will be held in conjunction with CFA Society Cleveland Research Challenge Networking Companies Ancora Boyd Watterson CFA Institute Clearstead Elizabeth Park Highland Consulting Morgan Stanley PNC Shaker Investments More companies to be announced soon Want to network with NE Ohio’s Best and Brightest Students and Early Career Professionals? Employers register today ! Agenda 11:30-12:00pm Registration and Lunch 12:00-1:00pm Human Resources Panel Panelists Donny Ellesin, PNC, University Relations Liaison Kelly Sumey, Boyd Watterson, Human Resources 1:00- 1:45pm Networking Networking with local companies and financial professionals 1:45-2:45pm Finance Professional Panel Panelists coming soon 2:45 - 3:00 Research Challenge Winner will be Announced The event will conclude with the announcement of this year's Research Challenge winner. All students competing in the Research Challenge are invited to join Investing in Your Career when not competing .

Virtual Lunch with Wentworth Writing, How CFA Charterholders Can Become Investment-Grade Writers

Join us for a virtual lunch with Wentworth Writing, How CFA Charterholders Can Become Investment-Grade Writers REGISTER HERE February 25th 12-1pm, Zoom CFA Society Presentation Summary Title How CFA Charterholders Can Become Investment-Grade Writers Synopsis A one-hour presentation on how investment professionals at all levels can improve the returns of their writing efforts by following a disciplined, repeatable process. Description Being able to succinctly articulate an investment thesis is a critical skill for portfolio managers, analysts, product specialists, and other CFA Charterholders. But for many, turning their ideas into white papers, blogs, client letters, or even emails can be an inefficient, time-consuming, or frustrating exercise. In this interactive session, veteran financial writer Scott Wentworth will explain how investment professionals can improve their writing skills by doing something that already comes naturally to them: following a process. Scott will explain the steps of the process that he and other professional writers use and discuss how “non-writers” can apply these principles to whatever forms of writing they encounter in their jobs. Learning objectives CFA Charterholders and other attendees will learn how to: • Develop an efficient writing process that fits their personal style and job requirements • Incorporate elements of journalism and storytelling into their written communications • Use “writing hacks” to avoid common pitfalls • Develop a compelling story around their investment thesis • Eliminate the fear of staring at a blank screen About Wentworth Financial Communications Wentworth Financial Communications creates investment-grade thought leadership and content marketing for the financial services industry’s leading firms and brightest minds. As a team of writers, editors, and content strategists who are native to the investment industry, our financial services experience empowers us to tackle any topic, no matter the level of complexity. We partner with organizations that realize that their people—and their ideas—are the firm’s most valuable assets. Read more Connor J. Martin Chief Operations Officer Connor Martin is a senior member of the team at Wentworth Financial Communications where he manages client engagements, leads business development efforts, and supports the recruitment and training of new team members. His prior experience includes ten years in alternative asset management and private equity. Connor and the team of writers, editors, and content strategists at Wentworth help companies articulate their expertise through content marketing and thought leadership. Education: B.A. in economics from the University of Notre Dame; MBA from the University of Chicago Booth School of Business.

March First Thursday Happy Hour on the Westside at Sibling Revelry hosted by Highland Consulting

Grab friends and co-workers and join us for a networking happy hour on the westside at Sibling Revelry hosted by Highland Consulting Location:   Sibling Revelry, 29305 Clemens Road, Westlake REGISTER HERE Happy Hour hosted by Highland Consulting CFA CLE is meeting members where they are! We are happy to host happy hour on the westside Please register so we know how many to expect and invite co-workers and friends to join us Please remember CFA CLE Happy Hours are intended for financial professionals to network You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply   For Membership Here

Women's Networking Breakfast Featuring CFA Charterholders Jane Thornburgh and Haley Schubert

CFA Society Cleveland invites you and your colleagues to attend a women's networking breakfast featuring CFA charterholders Jane Thornburgh and Haley Schubert. Please join us for a mother-daughter discussion as they share insights into their respective career journeys and reflect on the evolution of the CFA program over the years. REGISTER HERE Non-members welcome, women only for this event March 18th, 7:45am-9am Corporate College, 4400 Richmond Road, Warrensville Heights Jane Thornburgh Jane began her investment career in 1977 at Nationwide Insurance Company in Columbus, Ohio, where she worked as an equity research analyst supporting the management of Nationwide’s equity portfolio. In 1980, she relocated to New York City to attend the New York University Stern School of Business, earning an MBA in Investments and Finance in 1982. Following graduate school, Jane joined Prudential Insurance Company, where she was part of a direct lending team managing private debt portfolios across investment grade, high-yield, and mezzanine investments, as well as private equity investments through leveraged buyouts. In 1990, Jane was recruited by Ameritrust (now KeyBank) in Cleveland, Ohio, to establish its Corporate Finance Department, where she developed the firm’s private placement offering. In 1992, she transitioned to the Trust Department as a Portfolio Manager, advising affluent, multi-generational families by coordinating investment management, trust and estate planning, tax planning, and family office services. Jane’s final role was Vice President and Senior Director at BNY Mellon, where she helped establish the firm’s Cleveland office. Jane holds a BSBA in Finance from The Ohio State University and is a Chartered Financial Analyst (CFA®). She has been actively involved in the community, serving on the Rainbow Babies & Children’s Foundation Board with responsibility for overseeing the Foundation’s investment portfolio. She also served as President of the Diabetes Association of Cleveland and as a member of the Corporate Board of the Holden Arboretum. Haley Schubert, Senior Managing Director, Clearstead Haley Schubert is a Senior Managing Director in the Private Client Group at Clearstead, where she advises affluent, multi-generational families by coordinating comprehensive investment management, trust and estate planning, tax planning, and family office services. She has worked in the investment management industry since 2017, joined Clearstead in 2021, and is a shareholder of the firm. Haley brings expertise in investment policy development, asset allocation, manager selection, and portfolio monitoring. Prior to joining Clearstead, she served as an Assistant Vice President and Investment Advisor at PNC Wealth Management in Cleveland. Throughout her career, she has led investment strategy initiatives and provided tailored advisory solutions to high-net-worth families. Haley earned a Bachelor of Science in Finance and Accounting from Miami University and holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. She is actively engaged in the community, having served on the Rainbow Babies & Children’s Foundation Associate Board, including two terms as Treasurer on the executive committee. Haley currently serves on the Ambassador Committee of First Tee – Cleveland and is Co-Chair of Membership. You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here