Upcoming Events

Lunch and Panel Trade Wars and Tailwinds: Investing Globally Amid Tariffs, Tensions, and Transition

Join us for lunch and a panel discussion on Trade Wars and Tailwinds: Investing Globally Amid Tariffs, Tensions, and Transition Moderator: Svetlana Loshakov, CFA, Ridama Capital LLC , Chief Investment Officer Panelists: Krishna Mohanraj, Diamond Hill, Portfolio Manager Martin Schulz, Federated Hermes, Group Head of International Equity/Senior Portfolio Manager International Growth April 23, 2025 12pm to 1:30pm The Union Club, 1211 Euclid Avenue, Cleveland Trade Wars and Tailwinds: Investing Globally Amid Tariffs, Tensions, and Transition As global headlines focus on rising tariffs, shifting trade alliances, and geopolitical flashpoints such as U.S.-China tensions, Middle East conflicts, and a reindustrializing Europe, international investing has never been more complex or more important. Join us for a dynamic panel discussion with leading global investors as we explore how recent developments in trade policy, supply chains, and geopolitics are reshaping the international investing landscape. Learn where opportunities are emerging, where risks are growing, and how to position portfolios for both short-term dislocations and long-term global shifts. Sponsored by Diamond Hill and Federated Hermes Krishna Mohanraj, CFA, Diamond Hill Krishna serves as a portfolio manager for Diamond Hill and joined the firm in 2012. Prior to joining Diamond Hill, Krishna was a senior research associate at Sanford C. Bernstein from 2011 to 2012. From 2008 to 2009, he was a quantitative analyst at Exelon Corporation. From 2005 to 2008, Krishna was a product manager with MCA Solutions. From 1999 to 2004, he was a solution architect with i2 Technologies. Krishna has a Bachelor of Technology from the Indian Institute of Technology, Madras (Chennai, India), a Master of Science from the University of Texas at Austin, and a Master of Business Administration from the London Business School (with distinction). Martin Schulz, Federated Hermes Group Head of International Equity/Senior Portfolio Manager International Growth Sponsored by Diamond Hill and Federated Hermes 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 Her e

Lunch for the 2025 Mentor Lunch Participants at The Union Club

Lunch for the 2025 Mentor Lunch Participants at The Union Club REGISTER HERE April 24, 2025 12pm to 1:30pm The Union Club, 1211 Euclid Avenue, Cleveland TRACY KONJOVIC, GPCC, BCC, PCC Certified Coach & Career Facilitator After more than 25 years in leadership, one thing is clear to me, change is inevitable and it is the foundation from which all things can grow and progress. In 2015, I formed TLK Coaching with the purpose of helping coach, facilitate and motivate intentional change for both individuals and businesses. Whether seeking to gain new skills, achieve specific goals, improve your performance, discover new knowledge, or overcome obstacles that are getting in your way, T LK Coaching provides a personal partnership that begins with courageous conversations and leads to strategic actions that are uniquely yours and are in support of achieving your desired outcome. 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 Her e

Breakfast Roundtable with Meb Faber, Cambria Investment Management

Join us for a breakfast roundtable, Stuck in Stocks? How a 351 Conversation Can Help with Meb Faber, CEO and CIO, Cambria Investment Management REGISTER HERE April 29th 7:45am to 9:00am Corporate College 4400 Richmond Road Warrensville Heights What You’ll Learn: 351 to ETF Contribution: Learn how you can contribute assets (such as stocks) to an ETF without recognizing taxable gains or losses. Macro Ideas: 1 Warning, 1 Investment Idea, 1 Head Scratcher. Whether you’re looking to enhance portfolio diversification or explore tax-conscious strategies, this is one you won’t want to mis This roundtable will have only one eastside location: Eastside Breakfast at the Corporate College, Warrensville Heights Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast brought to you by Cambria Investment Management Learn about Cambria Here Meb Faber , Chief Investment Officer Mr. Faber is the founder and CEO of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber hosts The Meb Faber Show podcast and has authored numerous leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s , The New York Times , and The New Yorker . Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. 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

First Thursday Happy Hour, Akron, 35 Brix, Hosted by Beese Fulmer

Grab your friends and co-workers and join us in Akron for a networking happy hour at 35 Brix, hosted by Beese Fulmer, CFA CLE is creating networking opportunities for the financial community of Cleveland CFA CLE is meeting members where they are! We are happy to host happy hour in Akron with Beese Fulmer REGISTER HERE HOSTED BY BEESE FULMER Please register so we know how many to expect and invite co-workers and friends to join us Please remember CFA CLE Happy Hours 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

Breakfast Roundtable, Boyd Watterson, Zach Segal, All Infrastructure is Local

Join us for a breakfast roundtable, Boyd Watterson, Zach Segal, All Infrastructure is Local REGISTER HERE May 15th 7:45am to 9:00am Corporate College 4400 Richmond Road Warrensville Heights Presentation Summary Infrastructure is a large, deep, necessary, and under owned asset class that warrants consideration in portfolios. Learn how Boyd Watterson is approaching the infrastructure market and navigating the changing policy landscape by leaning into government connectivity across Federal, State, and Local governments This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights 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 Boyd Watterson Learn about Boyd Watterson Here Zachary Segal Executive Vice President, Co-Chief Investment Officer, Real Estate As Co-Chief Investment Officer of the Real Estate team, Zachary L. Segal co-leads the investment process, focusing on current real estate products, new product development, and strategic initiatives. Zach is Portfolio Manager on a number of the company’s funds and sits on the respective Investment and Allocation Committees. He is responsible for collaborating with other CIOs in the development, review, and continual improvement of the company’s investment approach and themes. Further, he is a conduit between the investment team and client communications, ensuring understanding and transparency. Zach is also a leader in the research, proposal, and launch of new investment products. Prior to joining Boyd Watterson in April of 2022, Zach was a Partner and Special Situations Group Director of Asset Management at The Townsend Group, executing and managing real estate private equity investments across property types, markets, and structures. Zach also held real estate finance and principal investing roles at Polinger Development Co., Goldman, Sachs & Co., and Charles River Realty Investors, LLC. During the global financial crisis, Zach served as Director of Strategic Initiatives and Credit Market Programs at the U.S. Department of the Treasury, where he managed Troubled Asset Relief Program (TARP) investments. • MBA from the Tuck School of Business at Dartmouth • BA in English from Dartmouth College, cum laude 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, Boyd Watterson, Zach Segal, All Infrastructure is Local

Join us for a lunch roundtable, Boyd Watterson, Zach Segal, All Infrastructure is Local REGISTER HERE May 15th 12:00 to 1:30pm Wild Mango 139 Crocker Park Blvd, Westlake, OH 44145 This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights (please register for this at the separate registration link here ) Westside Lunch at Wild Mango, Crocker Park Presentation Summary Infrastructure is a large, deep, necessary, and under owned asset class that warrants consideration in portfolios. Learn how Boyd Watterson is approaching the infrastructure market and navigating the changing policy landscape by leaning into government connectivity across Federal, State, and Local governments Breakfast and lunch brought to you by Boyd Watterson Learn about Boyd Watterson Here Zachary Segal Executive Vice President, Co-Chief Investment Officer, Real Estate As Co-Chief Investment Officer of the Real Estate team, Zachary L. Segal co-leads the investment process, focusing on current real estate products, new product development, and strategic initiatives. Zach is Portfolio Manager on a number of the company’s funds and sits on the respective Investment and Allocation Committees. He is responsible for collaborating with other CIOs in the development, review, and continual improvement of the company’s investment approach and themes. Further, he is a conduit between the investment team and client communications, ensuring understanding and transparency. Zach is also a leader in the research, proposal, and launch of new investment products. Prior to joining Boyd Watterson in April of 2022, Zach was a Partner and Special Situations Group Director of Asset Management at The Townsend Group, executing and managing real estate private equity investments across property types, markets, and structures. Zach also held real estate finance and principal investing roles at Polinger Development Co., Goldman, Sachs & Co., and Charles River Realty Investors, LLC. During the global financial crisis, Zach served as Director of Strategic Initiatives and Credit Market Programs at the U.S. Department of the Treasury, where he managed Troubled Asset Relief Program (TARP) investments. • MBA from the Tuck School of Business at Dartmouth • BA in English from Dartmouth College, cum laude 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

Professor Jeremy Siegel, WisdomTree, Senior Economist, What’s Ahead for the Markets and Economy

Join us for lunch with WisdomTree's Professor Jeremy Siegel,  What’s Ahead for the Markets and Economy REGISTER HERE This meeting will also be our Annual Members Meeting with a kickoff for voting for the 2025-2026 CFA Society Cleveland Board Slate May 21, 2025 12pm to 1:30pm The Union Club, 1211 Euclid Avenue, Cleveland What’s Ahead for the Markets and Economy Based on his extensive research, WisdomTree Senior Economist, Professor Jeremy J. Siegel focuses his unique perspective on helping you better understand the current issues facing the global markets and the economy, where global equity valuations are and where they may be headed, and how everything fits into a longer-view historic context. Jeremy J. Siegel (WisdomTree Senior Economist) WisdomTree’s Senior Economist, is the Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. His second book, The Future for Investors, was a bestseller, and his research on dividend investment strategies in that book coincided with WisdomTree’s development of its original family of dividend-weighted stock ETFs, the first of which launched in 2006. Currently, Professor Siegel and WisdomTree collaborate on a suite of Model Portfolios that incorporate Professor Siegel’s outlook for stock and bond returns and the latest research from the sixth edition of Stocks for the Long Run. 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 Her e

26th Annual Harry W. Millis Golf Outing

Canterbury Golf Club 22000 South Woodland Road, Shaker Heights, Ohio 44122 Golfer registration will open in April 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 First Trust Lunch Invesco Dinner SWP Investment Management Contest JP Morgan Happy Hour FIT Technologies Cart Elizabeth Park Cart Ft. Washington Investment Advisors Locker Room - Available Locker Room - Available Beverage Janus Henderson Beverage - Cohen & Steers Beverage- HPS Investment Partners Hole Sponsors Blackrock John Hancock Man Group MFS Nuveen Shaker Investments Star Mountain Capital State Street Global Advisors TD Securities Third Federal Thornburg 7 Hole Sponsorships AVAILABLE Sponsorships still available, Details here Available Sponsorships Locker Room $2500 includes foursome Hole $600 - 10 available Email [email protected] for sponsorship information