Upcoming Events

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

Annual CIO Roundtable

Join us for lunch at The Union Club for our Annual CIO Roundtable with Aneet Deshpande, Clearstead, DeAnne Mannion, OPERS, Zach Segal, Boyd Watterson REGISTER HERE Moderator:   Lauren Fine, Gries Financial Panelists: Aneet Deshpande, CFA, CIO, Clearstead DeAnne Mannion, Deputy CIO, OPERS Zach Segal, EVP, Co- Deputy Chief CIO, Real Estate, Boyd Watterson Sponsorship Opportunities are available, $1000 per sponsor and includes a table at the event and marketing on our website and at event 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

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.

Long-term Care Provision and Insurance in the US with Dr. Karen Kopecky, Federal Reserve Bank of CLE

Join us for lunch discussion at The Union Club in a joint event with the Estate Planning Council on Long-term Care Provision and Insurance in the US with Dr. Karen Kopecky, Federal Reserve Bank of Cleveland Tuesday, November 12, 2024 ∙ 11:30 am – 1:30 pm The Union Club Please arrive at 11:30 am for networking time in advance of lunch. Lunch will be served at 11:45 am with the meeting beginning at 12:15 pm. REGISTER HERE DEADLINE TO REGISTER IS NOVEMBER 8TH 10AM The risk of needing long-term care in old-age is significant and paying for long-term care can be expensive. Moreover, Medicare and Medicaid don’t cover all the costs. As society ages, the need for long-term care will only increase. One might expect that the private market for long-term care insurance would be healthy and growing. Yet surprisingly, only 10 percent of American retirees have a private insurance policy. How do Americans currently cope with long-term care risk? Why is the private insurance market so small? And what can public policy do to help families prepare for and cope with a long-term care event? Dr. Karen Kopecky is Director of the Program for Economic Inclusion at the Federal Reserve Bank of Cleveland where she is an economic and policy advisor in the research department. Her major field of study is macroeconomics with interests in public finance, insurance markets, retirement, health, inequality and family economics. Dr. Kopecky is also a visiting scholar and adjunct professor in the economics department at Emory University. Prior to joining the Bank in 2023, Dr. Kopecky spent 13 years as a Research Economist and Advisor at the Federal Reserve Bank of Atlanta and four years as an Assistant Professor of economics at the University of Western Ontario. Dr. Kopecky has a BA in economics and a BS in mathematics from the State University of New York at Buffalo and earned both her MA and PhD in economics from the University of Rochester. 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