Upcoming Events

Women's Networking Walk, Terrestrial Brewing to Edgewater Park

September 26th, 5pm Terrestrial Brewing Company Women in Finance Networking Walk Register Here Join us for a networking walk from Terrestrial Brewing Company to Edgewater Park and back to Terrestrial Brewing, stay for drinks after the walk. This event is for women in finance or business. Please feel free to invite friends and co-workers to join us. Plan to park at Terrestrial Brewing Company Terrestrial Brewing Company 7524 Father Frascati Dr, Cleveland, OH 44102 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. 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 Apply Here

Breakfast Roundtable, State of the High Yield Market with Bill Zox, Brandwine GLOBAL

Join us for a breakfast roundtable, State of the High Yield Market with Bill Zox, Brandwine GLOBAL Register Here Bill Zox is an award-winning active high yield manager. Join us for a discussion on all things credit and to hear where he and his team are finding opportunities. This roundtable will have two locations: Eastside Breakfast at the Marriott East, Warrensville Heights Westside Lunch at Wild Mango, Crocker Park   (please register for this at the separate registration link   here ) October 9th 7:45am to 9:00am Marriott East, 26300 Harvard Road,   Warrensville Heights Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast brought to you by Brandywine GLOBAL Learn more about   Brandywine GLOBA L Bill is a portfolio manager for the Firm’s High Yield and Corporate Credit Strategies. He joined the Firm in 2021. Previously, Bill was a portfolio manager with Diamond Hill Capital Management 2001 – 2021 and a Tax Partner at Schottenstein, Zox & Dunn, LPA from 2000 to 2001. From 1993 to 1999, he was an Associate at Schottenstein, Zox & Dunn. Bill is a CFA charterholder and earned a Juris Doctor from The Ohio State University (with honors), a Master of Law in Taxation from University of Florida College of Law and B.A. in Political Science from Williams College. 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 Roundtable, State of the High Yield Market with Bill Zox, Brandwine GLOBAL

Join us for a lunch roundtable, State of the High Yield Market with Bill Zox, Brandwine GLOBAL Register Here Bill Zox is an award-winning active high yield manager. Join us for a discussion on all things credit and to hear where he and his team are finding opportunities. This roundtable will have two locations: This roundtable will have two locations: Eastside Breakfast at the Marriott East, Warrensville Heights (please register for this at the seperate registration link here ) Westside Lunch at Wild Mango, Crocker Park October 9th 7:45am to 9:00am Marriott East, 26300 Harvard Road,   Warrensville Heights Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast brought to you by Brandywine GLOBAL Learn more about   Brandywine GLOBA L Bill is a portfolio manager for the Firm’s High Yield and Corporate Credit Strategies. He joined the Firm in 2021. Previously, Bill was a portfolio manager with Diamond Hill Capital Management 2001 – 2021 and a Tax Partner at Schottenstein, Zox & Dunn, LPA from 2000 to 2001. From 1993 to 1999, he was an Associate at Schottenstein, Zox & Dunn. Bill is a CFA charterholder and earned a Juris Doctor from The Ohio State University (with honors), a Master of Law in Taxation from University of Florida College of Law and B.A. in Political Science from Williams College. 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

Happy Hour Downtown, Masthead Brewing Co, Networking Happy Hour

Join us Downtown for Happy Hour at Masthead Brewing Co with this month's sponsor Columbia Theadneedle Investments Register Here CFA CLE is meeting members where they are! We are happy to host happy hour downtown Please register so we know how many to expect and invite co-workers and friends to join us CFA Society Cleveland Happy Hour's are intended for financial professional 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

Boardroom Presenting: Winning when the stakes are highest

Join us for lunch at The Union Club for our first presentation in our new series, Essential Skills to Boost Your Career. Invesco's Mike Head will share insights on Boardroom Presenting: Winning when the stakes are highest. REGISTER HERE CFA Society Cleveland Series: Essential Skills to Boost Your Career Boardroom Presenting: Winning when the stakes are highest Invesco will share investor-tested, researched-based information on boardroom presenting for high-net-worth investors and institutions. They will discuss the “client-centered opener,” team presenting skills, and how to close with a “benefits-based close” Mike Head, CIMA®, CEPA®, Market Leader, Invesco As a Market Leader with Invesco, Mike Head partners with Financial Advisors in driving asset growth, asset retention, and the right investments that can help clients stay on track to meet their goals. Mike holds the Certified Investment Management Analyst® and Certified Exit Planning Advisor® designations and has been with Invesco for over 18 years. When Mike’s not working, he enjoys snow skiing, playing guitar, hot sauce, Cleveland sports, and spending time with his wife Katie, 6-year-old Ryan, and 4-year-old George. Please help me in welcoming Mike Head. Valet Parking will be provided by CFA Society Cleveland at The Union Club 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. 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 Apply Here

First Thursday Networking Happy Hour Westside, Sibling Revelry Brewing, Westlake

Calling All Westsiders, First Thursday Happy Hour, Sibling Revelry Brewing, Westlake, join us for a Networking Happy Hour Register Here Interested in sponsoring? Email Cindy  [email protected] CFA CLE is meeting members where they are! We are happy to host happy hour on the westside of Cleveland CFA Society Cleveland happy hours are intended for financial professionals to network Please register so we know how many to expect and invite co-workers and friends to join us 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! 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.

Lunch at The Union Club, Guhan Venkatu, Group Vice President, Federal Reserve Bank of Cleveland

Join us for lunch at The Union Club for a joint lunch with CFA Society Cleveland and the Estate Planning Council featuring remarks from Guhan Venkatu, Group Vice President, Federal Reserve Bank of Cleveland REGISTRATION COMING SOON Valet Parking will be provided by CFA Society Cleveland at The Union Club 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. 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 Apply Here

First Thursday Networking Happy Hour, Southside's Wild Eagle Steak & Saloon, Broadview Heights

Grab friends and co-workers and join us for a networking happy hour at the Southside's Wild Eagle Steak & Saloon, Broadview Heights Register Here Location: Wild Eagle Steak & Saloon, 5001 E Royalton Road, Broadview Heights Interested in sponsoring this event? Email [email protected] CFA CLE is meeting members where they are! We are happy to host happy hour on the southside 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

26th Annual Harry W. Millis Golf Outing

Canterbury Golf Club 22000 South Woodland Road, Shaker Heights, Ohio 44122 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. 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 2025 Sponsors Title  Lunch  Dinner  Contest Happy Hour  Cart Cart  Locker Room   Beverage  Beverage  18 Hole  Email [email protected] for sponsorship information