CFA Society Cleveland

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] .