Upcoming Events

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

Not Golfing? Join us to Network at Happy Hour and Dinner

27th Annual Harry W. Millis Golf Outing June 8, Canterbury Golf Club 22000 South Woodland Road, Shaker Heights, Ohio 44122 Golf spots are sold out - you can join us for networking Not Golfing? Join us to Network at Happy Hour and Dinner REGISTER HERE Members - Free Non-Members - $25 Golf Tournament Networking 4:30 p.m. Happy Hour 5:00 p.m. Cocktails and Dinner Sponsorships are Sold Out 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 Charting what’s next: Economic landscape, leadership, and the modern bank Insights from the CEO of one of the largest banks in the country. Chris Gorman shares his perspective on the capital markets, the future of banking, M&A, and leadership. REGISTER HERE Chris Gorman, Chairman and Chief Executive Officer, KeyCorp at KeyBank Christopher M. Gorman is the Chairman and Chief Executive Officer of KeyCorp, one of the United States’ largest bank-based financial services companies. Chris and his team are responsible for managing $189 billion in assets, leading nearly 18,000 teammates, and serving KeyCorp’s 3.5 million clients. He is focused on, and dedicated to, delivering shareholder value; keeping the client experience central to all priorities; lifting and revitalizing communities; and maintaining an experienced and engaged board of directors and team. Prior to serving as Chairman and CEO, Chris held many roles spanning three decades of banking experience, including as KeyCorp’s Chief Operating Officer and President of Banking. Chris was also responsible for leading Key’s integration of First Niagara Financial Group, which was the largest acquisition in Key’s 200-year history. Prior to that, Chris served as the President of Key Corporate Bank, which was composed of KeyBank Real Estate Capital ® , Enterprise Commercial Payments, Key Equipment Finance ® , and KeyBanc Capital Markets ® . Earlier in his career, Chris led KeyBanc Capital Markets and held various leadership roles at McDonald Investments, a registered broker-dealer acquired by KeyCorp in 1998. Chris is a member of the Business Roundtable and serves as Chairman of the Ohio Business Roundtable; is a member of the Supervisory Board for The Clearing House; and is actively involved with the Bank Policy Institute (BPI), both on the Board of Directors and as a member of its technology policy division, the BITS Committee. Chris is also active in the Cleveland community, serving as a Trustee of the Cleveland Museum of Art, and on the board of the University Hospitals Health System, where he serves on the Finance Committee. Additionally, Chris serves as Vice Chair of the Greater Cleveland Partnership, as well as the Board of Visitors for the Farmer School of Business at Miami University. Chris received a bachelor's degree in finance from Miami University in 1983. Ben Mackovak , 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