Annual CIO Roundtable

CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has approximately 500 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 127,000 members, who include the world's 130,000 CFA charterholders, in 150 countries and territories.

CFA Society Cleveland

CIO Roundtable with panelists Debbie Cunningham, CFA, Federated Hermes, Russ Koesterich, Blackrock and Kurt Nye, CFA, MAI Capital Management

Union Club

Join CFA Society Cleveland for our annual CIO Roundtable Lunch at The Union ClubOctober 29th, 12pmThe Union ClubModeratorScott Richter CFA, CMT, CHP is the Chief Investment Officer of a Trust Company Family OfficesScott has over 25+ years of investing experience and has seen and navigated the investment process through many market cycles. He specializes in asset allocation, manager due diligence, portfolio strategy, and risk management. Scott serves as the investment chair for two private foundations. He also serves as an appointed investment expert for a major public pension system. Scott is a graduate of the University of Rochester, NY and Harvard Graduate School of Business. He enjoys hiking with his family, working out, and live music.Trust Company Family Offices is a multi-family office with locations in Toledo and Findlay, OH. Trust Company provides Trustee Services, Wealth Planning, and Investment Management Services to families and institutions.Panelists Debbie Cunningham, CFA, Chief Investment Officer of Global Liquidity Markets,Federated HermesRuss Koesterich, Global Multi-Asset Investor, Portfolio Manager and Chief Strategist, BlackRockKurt Nye, CFA, Managing Partner and Chief Investment Officer, MAI Capital ManagementSponsored by Blackrock, Man Group, Federated HermesValet Parking will be provided by CFA Society Cleveland at The Union ClubDebbie Cunningham, CFA, Federated HermesRuss Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team as well as the lead portfolio manager on the GA Selects model portfolio strategies. Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the Fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of three books, including his most recent "Portfolio Construction for Today's Markets."Kurt Nye, MAICFA 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!Local Member $150Candidate Member $125Student Member $50<a href="https://form.jotform.com/CFASocietyCleveland/cfa-society-application" title="https://form.jotform.com/CFASocietyCleveland/cfa-society-application" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Apply Here</a>

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Annual CIO Roundtable

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