Upcoming Events

Digital Asset Panel and Happy Hour at Nuevo

Join us for a networking happy hour and panel discussion on Digital Assets at Nuevo, Crypto in 2026: Opportunities, Risks, and Portfolio Integration Crypto in 2026: Opportunities, Risks, and Portfolio Integration Digital assets continue to evolve from a niche innovation to a topic of serious consideration for investors. Join us for an evening with an expert panel exploring the current landscape, use cases, portfolio implications, and key risks for investors. REGISTER HERE May 20th 5:00-7:00pm Nuevo Modern Mexican and Tequila Bar 1000 E. 9th Street Moderator Dan Brady, PNC, Investment Strategist Panelists Jon Casterline, VanEck, Digital Asset Product Manager Anna Nerys, Blackrock, iShares Product Strategist Charlie Perkins, Grayscale, AVP of Product & Research Jonathan Casterline is a Product Manager at VanEck , where he focuses on Digital Assets and Tokenization. Before joining VanEck, he held product strategy and institutional partnership roles at two early-stage tokenization startups focused on bringing credit markets on-chain. Earlier in his career, Jonathan was part of the team at Circle, the issuer of USDC, one of the world's largest stablecoins. He holds a B.S. in Finance from the Smeal College of Business at Penn State and began his career at Citigroup before moving into digital assets. Anna (Verhaegen) Nerys is an iShares Product Strategist covering the Thematic and Active ETF product segments In this role, she supports sales, range management, research and marketing. Previously, she was an Investment Management Associate in the US Wealth Advisory Wirehouse Channel - responsible for driving sales and client service for mutual funds, ETFs, and separately managed accounts with clients in New Jersey, Pennsylvania, and Delaware. She joined BlackRock through the 2017 Analyst Program, where she supported iShares Leaders in the Independent, Wirehouse & RIA channels. Anna graduated with a Bachelor of the Arts in Economics from New York University in May 2017. Charlie Perkins, Grayscale, AVP of Product & Research Charlie Perkins, CFA is a Research Associate at Grayscale Investments, where he focuses on digital asset market structure, valuation, and thematic research across the crypto ecosystem. Prior to joining Grayscale, he was a securitized products and mortgage whole loan portfolio manager in the Chief Investment Office at The Bank of New York and an Investment Analyst at Runa Digital Assets. Charlie holds a B.S. in Business Analytics & Information Systems from Lehigh University and is a CFA Charterholder. 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

Breakfast, Ex US Marks the Spot: Where Future Returns are Heading

Join us for a breakfast roundtable, Ex US Marks the Spot: Where Future Returns are Heading, Hannah Hastings, CFA, Harding Loevner REGISTER HERE Over the last 14 years, a powerful narrative around the exceptionalism of US equity markets took root. Dominant tech stocks, prolonged low interest rates, and economic stability led to higher returns for US stocks and caused many to question the necessity of international allocations. However, the tide has shifted in the last year; international equities have outperformed. Harding Loevner Portfolio Specialist Hannah Hastings will discuss the recent shift in market leadership and what the next decade might hold for global equity markets. May 27th 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 Harding Loevner Learn about Harding Loevner Here Hannah Hastings, CFA Portfolio Specialist Hannah Hastings, CFA is a portfolio specialist for Harding Loevner. She has been with the firm for over 12 years. Prior to her current position, Hannah was a product manager for the firm from 2018 to 2019, and, prior to that, a business development associate from 2015-2017 and a marketing associate from 2013-2014. She was an associate case manager at Kroll Advisory Solutions before joining Harding Loevner in 2013. She holds a B.A. in International Studies from American University and is a CFA Charterholder. 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, Ex US Marks the Spot: Where Future Returns are Heading

Join us for a lunch roundtable, Ex US Marks the Spot: Where Future Returns are Heading, Hannah Hastings, CFA, Harding Loevner REGISTER HERE Over the last 14 years, a powerful narrative around the exceptionalism of US equity markets took root. Dominant tech stocks, prolonged low interest rates, and economic stability led to higher returns for US stocks and caused many to question the necessity of international allocations. However, the tide has shifted in the last year; international equities have outperformed. Harding Loevner Portfolio Specialist Hannah Hastings will discuss the recent shift in market leadership and what the next decade might hold for global equity markets. May 27th 12:00 to 1:30pm Wild Mango, Crocker Park This roundtable will have two locations: Eastside Breakfast at 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 Harding Loevner Learn about Harding Loevner Here Hannah Hastings, CFA Portfolio Specialist Hannah Hastings, CFA is a portfolio specialist for Harding Loevner. She has been with the firm for over 12 years. Prior to her current position, Hannah was a product manager for the firm from 2018 to 2019, and, prior to that, a business development associate from 2015-2017 and a marketing associate from 2013-2014. She was an associate case manager at Kroll Advisory Solutions before joining Harding Loevner in 2013. She holds a B.A. in International Studies from American University and is a CFA Charterholder. 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

27th Annual Harry W. Millis Golf Outing, Canterbury Golf Club -SOLD OUT - JOIN THE WAITLIST

27th Annual Harry W. Millis Golf Outing June 8, Canterbury Golf Club 22000 South Woodland Road, Shaker Heights, Ohio 44122 Golf Outing is Sold Out - Join the Waitlist Here Canterbury Golf Club is a classical golf course located in one of Cleveland's most scenic suburbs. The facility consists of an 18 hole golf course of exceptional design originally created by Herbert Strong, acclaimed golf course architect and founding member of the PGA of America. Canterbury also has a clubhouse and restaurant, as well as a driving range facility, swimming pool, tennis courts, and paddle courts. For nearly 100 years, Canterbury has aimed to create an excellent experience for members and their guests. Golfer Fees includes $25 caddie fee this year, please add an additional gratuity for the caddie on the day of the event Golf Tournament 11:00 a.m. Guest arrival and registration 11:30 a.m. Lunch 12:00 p.m. Shotgun Start 4:00 p.m. Happy Hour 5:00 p.m. Cocktails and Dinner Golf Format - Four Person Scramble Sponsorships are Sold Ou Title Sponsor First Trust Lunch Sponsor MarshBerry Dinner Sponsor SWP Investment Management Happy Hour Sponsor FIT Technologies Contest Sponsor ScaleCo Locker Room Sponsor Boyd Watterson GLAS Funds Cart Sponsor Blackrock Glenmede Beverage Sponsor Cohen and Steers Janus Henderson Hole Sponsors Avantis Investors Capital Advisors LLC Columbia Threadneedle Diamond Hill Capital Management Grayscale Franklin Templeton Hartford Funds Hightower Signature Wealth JP Morgan MAI Capital Management Manning and Napier Manulife/John Hancock MFS Star Mountain Capital State Street Investment Management TD Securities Thornburg Van Eck Winslow Asset Management Find More Information Here

Lunch, Fireside Chat with Key Bank CEO, Chris Gorman and Ben Mackovak, Strategic Value Bank Partners

Lunch and a Fireside Chat at the Union Club with Key Bank's CEO, Chris Gorman and Ben Mackovak, Co-Founder, Managing Member at Strategic Value Bank Partners REGISTER HERE Chris Gorman, Chairman, Chief Executive Officer, and President, KeyCorp at KeyBank Ben Mackovac , Co-Founder, Managing Member at Strategic Value Bank Partners 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