CFA Society Cleveland

Happy Hour and Panel Discussion Unlocking Opportunities: Navigating the Future of Alternative Invest

Please join us for an insightful discussion on emerging trends, innovative strategies, and the evolving landscape reshaping alternative investments. This event offers a unique opportunity to connect with industry experts and peers to explore how to position your portfolio and your organization for long-term growth and resilience. Guests are welcome! Please invite your colleagues to join and learn more. REGISTER HERE When Date: Thursday, August 20, 2026 Time: 5:00-7:00 pm ET Where Huntington Bank Field 100 Alfred Lerner Way Cleveland, OH 44114 Agenda: 5:00-5:30 pm – Registration and drinks 5:30-6:15 pm – Panel discussion 6:15-7:00 pm – Networking happy hour (finger foods and beverage will be provided)  Meet the Moderator:  Bill Burns Endowments & Foundations - Segment Leader, M ercer, a Marsh Business Meet the speakers: Craig Cimoroni Head of Business Development and Investor Relations, Elizabeth Park Rich Powers Head of Private Markets Product Management, Vanguard Scott T. Sargent Director of Institutional Asset Management, Huntington National Bank Please RSVP by Friday, August 14, 2026, to secure your seat. Space is limited, so we encourage you to respond at your earliest convenience. For further inquiries, please contact   [email protected] .  

Breakfast, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap

Join us for a breakfast roundtable, Perspectives from Wellington Management: Fixed Income Outlook & Roadmap with Hartford Funds and Wellington Management REGISTER HERE Julia Dempsey – Institutional Consultant, Hartford Funds Brian Doherty – Fixed Income Investment Director, Wellington Management As a Fixed Income Investment Director, Brian collaborates with investors and macro strategists across the firm, as well as Wellington clients and prospects, to provide expertise on fixed income market dynamics and strategies with a particular focus on core bond plus, multi-sector bond and muti-currency solutions. Brian will offer perspectives on the macroeconomic and market forces shaping today’s investment landscape, from the outlook for inflation, growth, and monetary policy to opportunities emerging across US credit markets. Topics will include: • The outlook for inflation, growth, and US interest rates • The path of monetary policy and the Federal Reserve’s reaction function • Fiscal policy and its implications for the US economic cycle • How AI may reshape the labor market and broader macro conditions • Yield and spread opportunities across US credit markets • How shifts in private credit demand may influence issuance and market dynamics September 9th 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 Hartford Funds Learn about Hartford Funds Here Join CFA Society Cleveland as a local member and attend events free. Find membership information here , Apply For Membership Here 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.