5th Annual CFA Society Cleveland Wealth Management Conference

777 St. Clair Ne,Cleveland OH 44114

09 September, 2021

Description

Join us IN PERSON or LIVESTREAM for the CFA Society Cleveland Wealth Management Conference, September 9th, 11am to 5pm, Westin Cleveland CFA Society Cleveland Wealth Management Conference , September 9th, 11:00am- 5:00pm , The Westin Cleveland Downtown, 777 St. Clair NE Cleveland, OH 44114 LIVESTREAM ALSO AVAILABLE FOR THOSE WHO CANNOT ATTEND IN PERSON, livestream will only include speakers Join leading financial industry professionals for the CFA Society Cleveland’s 5th Annual Wealth Management Conference. The event will feature lunch, three presentations and happy hour to network with colleagues, clients and industry leaders CFA Cleveland Members/CFA Institute Members                     Free Non-Members/Students/Candidates                                         $79 Tables of 6                                                                     $400 Registration Fee admits you to all programming 11:00am – 5:00pm Want to join CFA CLE?  Apply Here $150 Local Members, $125 Candidates, $100 Students -conference is free if you join the local society 11:00am to 12:15pm     Buffet Lunch and Networking 12:15 to 1:15pm Alternative Income Panel Moderator, Svetlana Loshakov, CFA, Clearstead Panelist, Prashant Tewari, Townsend Panelist, Tom Lynch, CFA , Cliffwater Panelist, Casey Frazier , Versus 1:40 to 2:35pm Brian Abely, Fidelity Digital Assets Understanding Bitcoin Better: A Straightforward Review for Investors 3:00 to 4:00pm Ivy Zelman, Zelman & Associates 4:00 to 5:00pm Networking Happy Hour Valet Parking Provided by CFA CLE at the Westin Interested in sponsorship?  Email [email protected] for more details Gold $5000 Silver $3000 Bronze $2000 Sponsorship Information Thanks to all our generous sponsors! Gold Sponsor T. Rowe Price Bronze Sponsor White Oak Global Advisors Speaker Sponsor Versus Capital   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.