Name: 2026 Forecast Lunch and Charter Awards Ceremony
Start: 2026-03-11T12:00:00-04:00
End: 2026-03-11T13:30:00-04:00
Location: Union Club of Cleveland

2026 Forecast Lunch and Charter Awards Ceremony

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

2026 Forecast Lunch and Charter Awards Ceremony with Anna Rathbun, Grenadilla Advisory and Edwin Martinez, PNC Capital Markets

Union Club of Cleveland

CFA Society Cleveland invites you to join us March 11th 12pm for our annual Forecast Lunch and Charter Awards Ceremony downtown at The Union Club. This year features a fireside chat with Anna Rathbun, CFA, CAIA, Grenadilla Advisory and Edwin Martinez, PNC Capital MarketsThis year's luncheon will include a fireside conversation with Anna and Edwin, who will discuss the 2026 economic forecast, including topics such as the state of the economy and interest rates2025 New Charterholders are invited to attend with friends and family at no cost. Please register at the free ticketNon-members welcome, events are open to financial professionalsMarch 11th, 12:00pm to 1:30pm The Union Club, 1211 Euclid Avenue, ClevelandCFA Society Cleveland provides valet parking at The Union Club for our guests. Please enter the garage from E. 12th Street.Anna Rathbun, CFA®, CAIA, Founder and CEO of Grenadilla AdvisoryAnna Rathbun, CFA®, CAIA, is the founder and CEO of Grenadilla Advisory. Headquartered in Cleveland, Ohio, Grenadilla is a wealth management firm dedicated to crafting tailored investments and portfolios for individuals and families.As a widely recognized expert in macroeconomic analysis and multi-asset capital allocation, Anna believes that helping clients better understand the world around them is crucial in managing their emotions and ensuring better outcomes. Grenadilla invests across numerous asset classes, both private and public, and specializes in offering institutional-grade counsel for clients.Before founding Grenadilla, Rathbun served as Chief Investment Officer for CBIZ Investment Advisory Services, advising on more than $70 billion in assets. She was also a Managing Director specializing in private market due diligence at Clearstead, a financial advisory firm that serves wealthy families and leading institutions. Anna is a regular guest on Bloomberg TV and radio and frequently provides market commentary to Reuters, CNBC, Fox Business, and more.A classically trained musician, she served as a young faculty member at the Cleveland Institute of Music from 2008 to 2012. Anna received a Bachelor’s degree in Economics from Harvard University, as well as a Doctor of Musical Arts, Artist Diploma, and Master of Music, Vocal Performance from the Cleveland Institute of Music. For more information, please visit <a href="https://www.grenadilla-advisory.com/" title="https://www.grenadilla-advisory.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">www.grenadilla-advisory.com</a>.Edwin A. Martinez, SVP &amp; Managing Director, Derivative Products Group, PNC Capital MarketsEdwin is a Managing Director at PNC Bank’s Derivatives trading desk specializing in structuring interest rate risk management solutions for the bank’s corporate and institutional clients. He has 30 years of experience in banking and the derivatives industry. Prior to joining PNC Bank, Edwin was a Managing Director with National City Bank’s Derivative Products Group. Edwin is currently an Adjunct Professor at Case Western Reserve University’s Weatherhead School of Management where he teaches undergraduate classes in Options and Derivatives Theory and graduate classes in Quantitative Risk Modeling, and Corporate Risk Management. He also teaches at John Carroll University’s Boler College of Business where he teaches graduate classes in Options and Derivatives Theory, Managerial Economics, and Risk-Adjusted Valuation.Edwin holds an MS in Industrial Administration with a concentration in Finance from Carnegie Mellon University’s Graduate School of Industrial Administration an MA in Economics with a concentration in Mathematical Economics from the University of the Philippines School of Economics and a BA in Economics from Ateneo de Manila University.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 $150Candidate Member $125Student Member $50CFA 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.<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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2026 Forecast Lunch and Charter Awards Ceremony

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