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Join CFA Society Cleveland as a Local Member

Did you know you can join CFA Society Cleveland as a Local Member?  You do not need to be a candidate or have the CFA Charter to join as a local member and attend events free!

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Ready to connect with the investment community here in Cleveland?  Want to learn about the people, events, projects, and firms that are making a difference?  Want all of that but feel like you don’t have the time?  This is the show for you. 
Welcome to Guardians of Finance.

Learn More Here

Episode 30 Ryan McGovern – Managing Director at Star Mountain Capital-Listen Here
Episode 29
Craig Cimoroni, CFA – Head of Business Development and Investor Relations at Elizabeth Park Capital Management-Listen Here
Episode 28
Andrew Rising & Mike Nieset – Encore Venture Labs-Listen Here

Now Open! Join the CFA Society Cleveland Candidate Discord Group today! Connect with other northeast Ohio candidates

  • ask questions
  • set up study groups
  • share resources
  • find out what's happening at CFA CLE
  • and more!

Join CFA CLE Discord Group Here

Thanks to the 2025 Golf Outing Sponsors 
Interested in sponsoring? Email Cindy [email protected]

CFA Society Golf Outing Information

Golfer Registration will open in April

5 Hole Sponsorships Available, includes lunch, happy hour and dinner

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Position your firm as an industry leader. Cultivate relationships with key clients. Maximize your exposure in the financial services industry. Become a CFA Society Cleveland corporate sponsor. Chose a sponsorship package that maximizes your return on investment, no matter your budget size. Sponsorship puts your firm in front of an elite audience and aligns you with our society’s mission to promote best practices and the highest ethical standards in the industry. You’re invited to connect with influential investment managers and financial decision-makers throughout Northeast Ohio.
Learn more.

CFA Society Cleveland is excited to announce our 2025 Asset Manager Partners!

 

2025 Pitch Contest for Students - Submit your video today!  Deadline to submit May 31th DEADLINE EXTENDED
Pick any publicly traded equity security-US or non-US, pitches should be no more than 2 minutes

2025 REGIONAL STOCK PITCH CONTEST
CFA societies in Columbus, Cleveland, Cincinnati and Louisville

Give us your best pitch! 

Participate in the regional CFA Stock Pick Challenge! This new event will provide opportunities to network, meet employers and win a cash prize 

CFA societies in Columbus, Cleveland, Cincinnati and Louisville will each select and send up to 5 participants to the finals, held on September 19, 2025, in Columbus, Ohio. 

Compete and Win

First place: $1,000
Second place: $600
Third place: $400 

Submission guidelines 

Who is eligible? 

All undergraduate students in the Cleveland area with a graduation year of 2026 or later. 

Develop your pitch 

Pick any publicly traded equity security -- US or non-US
Pitches should be no more than 2 minutes
You may provide 2-5 pages of supplemental material 

Record your pitch 

Use any web-based app to record your pitch.
Your pitch must be 2 minutes or under.
Your pitch must be delivered intact, i.e., you may not cut or edit the recording. 

Submit your pitch 

Send a link to your recorded pitch, any supplemental materials (2-5 pages) and a bio to [email protected]. Submissions must be received by May 31, 2025. Up to five finalists from the Cleveland area will be notified by May 20.

The Finals! 

All finalists will have 2 minutes to pitch a stock live. They may include 2-5 pages of supplemental material. Each pitch will be followed by 10 minutes of Q&A from the judges. 

Five finalists will be selected to pitch live one last time. They will be given up to 3 minutes to pitch in front of an audience, with 10 minutes of Q&A. 

Further logistical details will be provided to finalists. 

Link to Marketing for Pitch Contest

Email submissions to: [email protected]

 

Upcoming Events


DeFi: Introduction to Blockchain and Cryptocurrency

This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

Learn More