Upcoming Events


  • Wednesday
    21
    May

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

    May 21, 12:00 PM - 01:30 PM (ET)
    Join us for lunch with WisdomTree's Professor Jeremy Siegel,  What’s Ahead for the Markets and Economy This event is sold out 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
    Cleveland, OH, United States

  • Monday
    9
    June

    26th Annual Harry W. Millis Golf Outing

    Jun 9, 11:00 AM - 07:00 PM (ET)
    Canterbury Golf Club 22000 South Woodland Road, Shaker Heights, Ohio 44122 This event is sold out - join the waitlist and we will notify you if we have spots open up to golf 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. 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 - GLAS Funds Locker Room - Available Beverage Janus Henderson Beverage - Cohen & Steers Beverage- HPS Investment Partners Hole Sponsors Abbott Capital Blackrock Carnegie Investment Counsel Fairport Wealth John Hancock MAI Capital Management Man Group MFS Nuveen Shaker Investments Star Mountain Capital State Street Global Advisors TD Securities Third Federal Thornburg 4 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
    Shaker Heights, OH, United States