Upcoming Events

Soft Skills Lunch: Achieving Next Level Career Success by Leveraging Relationships with Fran Skinner

CFA Society Cleveland invites you and your colleagues to attend our next Soft Skills Lunch:   Achieving Next Level Career Success by Leveraging Relationships   with Fran Skinner, CFA, CPA, AUM Partners LLC. Achieving Next Level Career Success by Leveraging Relationships REGISTER HERE In this one-hour session, Fran Skinner, CFA, CPA will briefly share her unusual journey towards achieving her CFA designation, which changed her career trajectory in positive and unexpected ways. Through interactive exercises, participants will learn practical techniques you can begin using right away to achieve “next level” success and to help others achieve success in their career by leveraging existing relationships. This session will explore: · Being open to new possibilities regardless of prior career and education decisions · How to manifest advocates in your own life to support your development and career · How to be an advocate for others, helping to drive creation of “Leaders at Every Level” on your team · Simple questions that can immediately reveal specifics about where your “Next Level” success may be Non-members welcome April 16th, 12:00 to 1:30pm Corporate College, 4400 Richmond Road, Warrensville Heights Fran Skinner, CFA, CPA  is an investment industry leader with more than three decades of experience in finance, leadership and talent development within top-tier firms such as Mellon Bank, Allstate Investments, and Diamond Hill Capital Management. She is co-founder and partner of AUM Partners, LLC, a consulting firm dedicated to developing leaders and building high-performing teams across the investment community. A seasoned keynote speaker and workshop facilitator, Fran regularly presents to senior leaders and investment professionals at industry events including CFA Society programs, Barron’s forums, and Bob Veres Insider’s Forum among others. Audiences appreciate her ability to translate leadership and talent insights into practical, actionable strategies that improve team performance and firm outcomes. Fran’s strategic influence extends beyond consulting and speaking—she serves as an independent corporate board member for Peoples Bank (NASDAQ: PEBO) and Fenimore Asset Management and has held key leadership roles shaping compensation, governance, and high-performance culture. She is also co-author of the book High Performing Investment Teams and was a regular contributor to Barron’s (2016 – 2021) on topics such as talent, leadership, and organizational culture, demonstrating her thought leadership on issues that directly affect investment professionals today. Attendees at Fran’s sessions gain unique access to deep, experience-driven insights into career navigation, team dynamics, and leadership excellence that are essential in our rapidly evolving financial industry landscape. 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

Roundtable Breakfast, Small Caps: Consistency Hidden in Plain Sight

Join us for a breakfast roundtable discussion on Small Caps: Consistency Hidden in Plain Sight, Jeremy Javidi, CFA, Columbia Threadneedle While large cap equities have generated impressive returns recently with the emergence of the Mag 7, small caps continue to deliver. Now that mega cap trade is arguably extended, investors are realizing they aren’t the only game in town. Join us for a lively discussion with Senior Portfolio Manager Jeremy Javidi as he discusses American Exceptionalism through small cap investing. REGISTER  HERE April 22nd 7:45am to 9:00am Corporate College, 4400 Richmond Road, Warrensville Heights 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 Columbia Threadneedle Learn about Columbia Threadneedle Here Jeremy Javidi i s the lead portfolio manager for the for the Small Cap Value team at Columbia Threadneedle Investments. He is responsible for research, stock selection and portfolio construction for two small-cap value mutual funds as well as these strategy’s institutional assets. Jeremy joined Columbia Threadneedle out of college as a junior portfolio manager on a MultiCap (Large/Mid) Value team in 2000, joined the Small Cap Value Discovery strategy as a portfolio manager in June 2002 and became lead portfolio manager in January 2013. He became leader portfolio manager on the Small Cap Value & Inflection strategy in 2023.He has been a member of the investment community since 2000. Jeremy double majored in quantitative economics/mechanical engineering at Tufts University. In April 2023, he received his M.S. in applied business analytics. In addition, he has held the CFA® designation since 2004 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 on Small Caps: Consistency Hidden in Plain Sight

Join us for a lunch roundtable discussion on Small Caps: Consistency Hidden in Plain Sight, Jeremy Javidi, CFA, Columbia Threadneedle While large cap equities have generated impressive returns recently with the emergence of the Mag 7, small caps continue to deliver. Now that mega cap trade is arguably extended, investors are realizing they aren’t the only game in town. Join us for a lively discussion with Senior Portfolio Manager Jeremy Javidi as he discusses American Exceptionalism through small cap investing. REGISTER HERE April 22nd 12-1:30pm Wild Mango, Crocker Park This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights and Westside Lunch at Crocker Park Eastside Breakfast, Corporate College (please register for this at the separate registration link here ) Breakfast and lunch brought to you by Columbia Threadneedle Learn about Columbia Threadneedle Here Jeremy Javidi i s the lead portfolio manager for the for the Small Cap Value team at Columbia Threadneedle Investments. He is responsible for research, stock selection and portfolio construction for two small-cap value mutual funds as well as these strategy’s institutional assets. Jeremy joined Columbia Threadneedle out of college as a junior portfolio manager on a MultiCap (Large/Mid) Value team in 2000, joined the Small Cap Value Discovery strategy as a portfolio manager in June 2002 and became lead portfolio manager in January 2013. He became leader portfolio manager on the Small Cap Value & Inflection strategy in 2023.He has been a member of the investment community since 2000. Jeremy double majored in quantitative economics/mechanical engineering at Tufts University. In April 2023, he received his M.S. in applied business analytics. In addition, he has held the CFA® designation since 2004 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

April Networking Happy Hour in Uniontown at 35 Brix

Grab your friends and co-workers and join us in Uniontown for a networking happy hour at 35 Brix, hosted by Beese Fulmer, CFA CLE is creating networking opportunities for the financial community of Cleveland REGISTER HERE CFA CLE is meeting members where they are! We are happy to host happy hour in Akron with Beese Fulmer 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 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

Roundtable Breakfast, Beyond Beta: Winning in a More Demanding Bond Market

Join us for a breakfast roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard The path ahead for bonds continues to look favorable, but the drivers of performance are shifting—away from broad beta and increasingly toward the ability to capitalize on rising dispersion and actively manage volatility. Join Vanguard as they share insights on the state of fixed income markets, discuss portfolio construction considerations, and present implementation ideas for today’s market environment. REGISTER HERE May 6th 7:45am to 9:00am Corporate College, 4400 Richmond Road, Warrensville Heights This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights and 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 Vanguard Learn about Vanguard Here Dan Larkin is a Senior Client Portfolio Manager in Vanguard’s Investment Management Division. Mr. Larkin works with Vanguard’s fixed income investment team and is responsible for supporting the active taxable fixed income product lineup. His primary responsibilities include meeting with clients to share portfolio positioning, performance, and investment outlook, authoring investment thought leadership content, and supporting the research and design of new fixed income products. Prior to joining Vanguard in 2016, Dan worked as a fixed income performance & risk analyst at Barclays Capital and prior to that was a mortgage-backed securities analyst at Standard & Poor’s. He was also the Director of Fixed Income for Nationwide Financial’s Manager Research Team and was charged with the oversight and manager search efforts for all of Nationwide’s sub-advised fixed income mutual fund strategies. Dan is a CFA charterholder. 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

Roundtable Lunch, Beyond Beta: Winning in a More Demanding Bond Market

Join us for a lunch roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard The path ahead for bonds continues to look favorable, but the drivers of performance are shifting—away from broad beta and increasingly toward the ability to capitalize on rising dispersion and actively manage volatility. Join Vanguard as they share insights on the state of fixed income markets, discuss portfolio construction considerations, and present implementation ideas for today’s market environment. REGISTER HERE May 6th 12:00pm to 1:30pm Wild Mango, Crocker Park This roundtable will have two locations: Eastside Breakfast at Corporate College, Warrensville Heights ( please register for this at the separate registration link here ) and Westside Lunch at Wild Mango, Crocker Park Breakfast and lunch brought to you by Vanguard Learn about Vanguard Here Dan Larkin is a Senior Client Portfolio Manager in Vanguard’s Investment Management Division. Mr. Larkin works with Vanguard’s fixed income investment team and is responsible for supporting the active taxable fixed income product lineup. His primary responsibilities include meeting with clients to share portfolio positioning, performance, and investment outlook, authoring investment thought leadership content, and supporting the research and design of new fixed income products. Prior to joining Vanguard in 2016, Dan worked as a fixed income performance & risk analyst at Barclays Capital and prior to that was a mortgage-backed securities analyst at Standard & Poor’s. He was also the Director of Fixed Income for Nationwide Financial’s Manager Research Team and was charged with the oversight and manager search efforts for all of Nationwide’s sub-advised fixed income mutual fund strategies. Dan is a CFA charterholder. 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, Navigating the $1 Trillion US CEF, BDC, and Interval Fund Market

Join CFA CLE for Lunch, Navigating the $1 Trillion US CEF, BDC, and Interval Fund Market: Opportunities and Risks , John Cole Scott, CEF Advisors REGISTER HERE Presentation Outline Market Landscape & Fund Structures Overview of the $1 trillion CEF, BDC, and interval fund universe, including history, growth trends, and the structural drivers of discounts, leverage, and liquidity. Data-Driven Insights & Activism How normalized fund data, NAV/market price dislocations, and activism (mergers, conversions, liquidations) shape performance, distribution policies, and investor outcomes. Manager Quality & Future Trends Evaluating portfolio companies through management depth, board oversight, and fee structures, while highlighting the rise of interval funds, private credit, and new fund models. May 13th , 12:00pm to 1:30pm The Union Club , 1211 Euclid Avenue, Cleveland CFA Society Cleveland provides valet parking at The Union Club for our guests. Please enter the garage from E. 12th Street. Non-members welcome, please pay the non-members registration fee, events are open to financial professionals Find more information about CEF Advisors here Event sponsored by Aberdeen John Cole Scott is a second-generation specialist with over 25 years in the closed-end fund, business development company, and interval fund space. He is President and Chief Investment Officer of Closed-End Fund Advisors (CEF Advisors), a 1989-founded RIA focused on customized, income-oriented portfolios, and the founder of CEFData.com, an industry-leading database tracking more than 825 US closed-ended management companies and $1 trillion in assets. He also serves as Founder and Executive Chairman of the Active Investment Company Alliance (AICA), which hosts the weekly NAVigator podcast and other investor resources. John is widely quoted in the financial media, speaks frequently at industry conferences, and has developed a suite of CEF/BDC benchmarks. A graduate of The College of William & Mary, he is active in professional and philanthropic organizations, including leadership roles with the CFA Virginia chapter, the New York State Society of the Cincinnati, and William & Mary’s Endowment 1693 Partners Fund Board. 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

Breakfast, Ex US Marks the Spot: Where Future Returns are Heading

Join us for a breakfast roundtable, Ex US Marks the Spot: Where Future Returns are Heading, Hannah Hastings, CFA, Harding Loevner REGISTER HERE Over the last 14 years, a powerful narrative around the exceptionalism of US equity markets took root. Dominant tech stocks, prolonged low interest rates, and economic stability led to higher returns for US stocks and caused many to question the necessity of international allocations. However, the tide has shifted in the last year; international equities have outperformed. Harding Loevner Portfolio Specialist Hannah Hastings will discuss the recent shift in market leadership and what the next decade might hold for global equity markets. May 27th 7:45am to 9:00am Corporate College, 4400 Richmond Road, Warrensville Heights This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights and 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 Harding Loevner Learn about Harding Loevner Here Hannah Hastings, CFA Portfolio Specialist Hannah Hastings, CFA is a portfolio specialist for Harding Loevner. She has been with the firm for over 12 years. Prior to her current position, Hannah was a product manager for the firm from 2018 to 2019, and, prior to that, a business development associate from 2015-2017 and a marketing associate from 2013-2014. She was an associate case manager at Kroll Advisory Solutions before joining Harding Loevner in 2013. She holds a B.A. in International Studies from American University and is a CFA Charterholder. 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, Ex US Marks the Spot: Where Future Returns are Heading

Join us for a lunch roundtable, Ex US Marks the Spot: Where Future Returns are Heading, Hannah Hastings, CFA, Harding Loevner REGISTER HERE Over the last 14 years, a powerful narrative around the exceptionalism of US equity markets took root. Dominant tech stocks, prolonged low interest rates, and economic stability led to higher returns for US stocks and caused many to question the necessity of international allocations. However, the tide has shifted in the last year; international equities have outperformed. Harding Loevner Portfolio Specialist Hannah Hastings will discuss the recent shift in market leadership and what the next decade might hold for global equity markets. May 27th 12:00 to 1:30pm Wild Mango, Crocker Park This roundtable will have two locations: Eastside Breakfast at Corporate College, Warrensville Heights ( please register for this at the separate registration link here ) and Westside Lunch at Wild Mango, Crocker Park Breakfast and lunch brought to you by Harding Loevner Learn about Harding Loevner Here Hannah Hastings, CFA Portfolio Specialist Hannah Hastings, CFA is a portfolio specialist for Harding Loevner. She has been with the firm for over 12 years. Prior to her current position, Hannah was a product manager for the firm from 2018 to 2019, and, prior to that, a business development associate from 2015-2017 and a marketing associate from 2013-2014. She was an associate case manager at Kroll Advisory Solutions before joining Harding Loevner in 2013. She holds a B.A. in International Studies from American University and is a CFA Charterholder. 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