May 2, 05:00 PM - 07:00 PM (ET)
Join us for a night of drinks and appetizers at Nuevo with a panel discussion on Economic Insights from Investment Managers with Moderator Matt McLaughlin, Diamond Hill and Panelists Heidi Adelman, Victory Income Investors, Dan Bandi, Integrity Asset Management and Jay Morgan, StepStone
Location: Nuevo Modern Mexican & Tequila Bar, 1000 E 9th St, Cleveland, OH 44114 When: May 2nd, 5-7pm Who: Members and non-member financial professionals Moderator: Matt McLaughlin, CFA, Diamond Hill Panelists: Heidi Adelman, Victory Income Investors Dan Bandi, Integrity Asset Management Jay Morgan, StepStone How: Register Here
Please register so we know how many to expect and invite co-workers and friends to join us
E vent Sponsored by Integrity Asset Management, Victory Capital, Victory Income Investors
Heidi Adelman is Chief Investment Officer and lead portfolio manager of Victory’s Short Government strategy. Victory Income Investors is a Victory Capital Investment Franchise.
Ms. Adelman joined Victory Capital in 1996. Previously, Ms. Adelman worked for KeyCorp, holding positions in the audit, asset management compliance and money market asset management areas. She earned a bachelor’s of science degree in finance from The Ohio State University.
Daniel Bandi is Chief Investment Officer for Integrity Asset Management’s value equity strategies and lead portfolio manager for the company’s Small-Cap Value Equity strategy and Small/Mid-Cap Value Equity strategy. He is responsible for research coverage of the Financials and Industrials sectors.
Integrity Asset Management was established in 2003. Munder Capital Management and its wholly owned subsidiary, Integrity Asset Management, were acquired by Victory Capital in October 2014. Integrity Asset Management is a Victory Capital investment franchise.
Mr. Bandi has more than 30 years of investment management experience. He and his team have been featured in The New York Times, The Wall Street Journal, The Financial Times and Investor's Business Daily and have appeared as guests on CNBC, CNNfn TV, Bloomberg TV and other media outlets. He graduated from the University of Pittsburgh and earned an MBA from Texas A&M University-Commerce. He is a CFA® charterholder.
Jay Morgan is a member of the real estate team. Prior to StepStone, Mr. Morgan was with Courtland Partners, where he was the consultant to several state and sovereign, director of research, portfolio manager for the fund-of-funds platform and a member of the investment committee. Before that he was a partner and head of research at Hartland & Co. Mr. Morgan received his MBA from Case Western Reserve University and his BS from Denison University.
Matt McLaughlin, CFA, CAIA , is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland.
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.
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Cleveland, OH, United States