Upcoming Events

August Networking Happy Hour Downtown at AJ Rocco's, Hosted by Hartford Funds

Grab your friends and co-workers and join us downtown at AJ Rocco's for a networking happy hour, hosted by Hartford Funds, CFA CLE is creating networking opportunities for the financial community of Cleveland REGISTER HERE CFA CLE is meeting members where they are! We are happy to host happy hour downtown at AJ Rocco's HOSTED BY HARTFORD FUNDS Please register so we know how many to expect and invite co-workers and friends to join us Please remember CFA CLE Happy Hour's 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

Happy Hour and Panel Discussion Unlocking Opportunities: Navigating the Future of Alternative Invest

Please join us for an insightful discussion on emerging trends, innovative strategies, and the evolving landscape reshaping alternative investments. This event offers a unique opportunity to connect with industry experts and peers to explore how to position your portfolio and your organization for long-term growth and resilience. Guests are welcome! Please invite your colleagues to join and learn more. REGISTER HERE When Date: Thursday, August 20, 2026 Time: 5:00-7:00 pm ET Where Huntington Bank Field 100 Alfred Lerner Way Cleveland, OH 44114 Agenda: 5:00-5:30 pm – Registration and drinks 5:30-6:15 pm – Panel discussion 6:15-7:00 pm – Networking happy hour (finger foods and beverage will be provided)  Meet the Moderator:  Bill Burns Endowments & Foundations Segment Leader Mercer, a Marsh Business Meet the speakers: Craig Cimoroni Head of Business Development and Investor Relations Elizabeth Park Rich Powers Head of Private Markets Product Management Vanguard Scott T. Sargent Director of Institutional Asset Management Huntington National Bank Please RSVP by Friday, August 14, 2026, to secure your seat. Space is limited, so we encourage you to respond at your earliest convenience. For further inquiries, please contact   [email protected] .  

Breakfast, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap

Join us for a breakfast roundtable, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap with Hartford Funds and Wellington Management REGISTER HERE Julia Dempsey – Institutional Consultant, Hartford Funds Brian Doherty – Fixed Income Investment Director, Wellington Management As a Fixed Income Investment Director, Brian collaborates with investors and macro strategists across the firm, as well as Wellington clients and prospects, to provide expertise on fixed income market dynamics and strategies with a particular focus on core bond plus, multi-sector bond and muti-currency solutions. Brian will offer perspectives on the macroeconomic and market forces shaping today’s investment landscape, from the outlook for inflation, growth, and monetary policy to opportunities emerging across US credit markets. Topics will include: • The outlook for inflation, growth, and US interest rates • The path of monetary policy and the Federal Reserve’s reaction function • Fiscal policy and its implications for the US economic cycle • How AI may reshape the labor market and broader macro conditions • Yield and spread opportunities across US credit markets • How shifts in private credit demand may influence issuance and market dynamics Septmember 9th 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 and 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 Hartford Funds Learn about Hartford Funds Here 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, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap

Join us for a lunch roundtable on the Westside, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap with Hartford Funds and Wellington Management REGISTER HERE Julia Dempsey – Institutional Consultant, Hartford Funds Brian Doherty – Fixed Income Investment Director, Wellington Management As a Fixed Income Investment Director, Brian collaborates with investors and macro strategists across the firm, as well as Wellington clients and prospects, to provide expertise on fixed income market dynamics and strategies with a particular focus on core bond plus, multi-sector bond and muti-currency solutions. Brian will offer perspectives on the macroeconomic and market forces shaping today’s investment landscape, from the outlook for inflation, growth, and monetary policy to opportunities emerging across US credit markets. Topics will include: • The outlook for inflation, growth, and US interest rates • The path of monetary policy and the Federal Reserve’s reaction function • Fiscal policy and its implications for the US economic cycle • How AI may reshape the labor market and broader macro conditions • Yield and spread opportunities across US credit markets • How shifts in private credit demand may influence issuance and market dynamics Septmember 9th 12:00 to 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 ) and Westside Lunch at Wild Mango, Crocker Park Breakfast and lunch brought to you by Hartford Funds Learn about Hartford Funds Here 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

September Networking Happy Hour Westside at Sibling Revelry, Hosted by Invesco

Grab your friends and co-workers and on the westside at Sibling Reverly for a networking happy hour, hosted by Invesco, CFA CLE is creating networking opportunities for the financial community of Cleveland REGISTER HERE CFA CLE is meeting members where they are! We are happy to host happy hour on the westside at Sibling Revelry HOSTED BY INVESCO Please register so we know how many to expect and invite co-workers and friends to join us Please remember CFA CLE Happy Hour's 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

Lunch and Roundtable Company Update with Applied Industrial Technologies

Join us for our next lunch roundtable company update at the Union Club of Cleveland with Applied Industrial Technologies, Ryan Cieslak, Vice President - Investor Relations & Treasury REGISTER HERE Ryan will share a company update and answer questions Learn more about Applied Industrial Technologies here Ryan Cieslak, Vice President - Investor Relations & Treasury Finance professional with over 20 years of experience across corporate finance and capital markets with a focus on investor relations, corporate strategy & development, treasury & capital structure management, equity research/valuation, financial analysis, and corporate communications. Currently Vice President of Investor Relations & Treasury at Applied Industrial Technologies - leading the Company's strategy, relationship development, and communication with shareholders and the broader investment community; supporting the Company's corporate strategy and business development; and overseeing its global capital structure, liquidity & capital allocation, and financial risk management. Recognized as a top Investor Relations Professional & Program by Extel (formerly Institutional Investor) over the past three years including ranked #1 in 2025 among Mid-Cap Business Services companies, as well as received the Most Honored Company recognition on Extel's All-America Executive Team. Prior, spent over 13 years in equity research and capital markets including as Vice President, Senior Analyst of Industrial Distribution from 2013-2019. Received the Thomson Reuters’ StarMine Analyst Award in 2017 as the #2 stock picker in the U.S. for the Trading Companies and Distributors Industry. Spent 11 years at KeyBanc Capital Markets as part of the industrial research team recognized in several consecutive years by Greenwich & Associates as #1 or #2 in the U.S. for small/mid cap industrials research. Built recognition among senior management, institutional investors, and industry peers through strong relationship management, proprietary analysis, and broad knowledge of the industrial sector. 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