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Annual Dinner at the Q: Featuring Henry "Chip" Dickson, CFA, co-founder of DISCERN and Charles "Chip" Deale, Head of Society Relations at CFA Institute

Cleveland

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5/16/12 5:30PM - 8:30PM

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CFA Society of Cleveland

The CFA Society of Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to the northeast Ohio based membership. The CFASC has approximately 450 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January of 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 90,000 investment professionals in over 135 countries.

Events

Annual Dinner at the Q: Featuring Henry "Chip" Dickson, CFA, co-founder of DISCERN and Charles "Chip" Deale, Head of Society Relations at CFA Institute 5/16/12 5:30PM - 8:30PM 2012-05-16 17:30:00 2012-05-16 20:30:00

Quicken Loans Arena 1 Center Court Cleveland , OH | View map

An evening with Chip at the Q and Horseshoe Casino Please join us for our annual dinner at the Q Arena featuring two renowned speakers....

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CFA Mock Exam (administered by CFASC) 5/19/12 8:30AM - 4:30PM 2012-05-19 08:30:00 2012-05-19 16:30:00

Cleveland State University John Marshall College of Law Building, 2nd Floor
Room LB 241 Cleveland , OH | View map

What: Live Mock Exam Who: Level I, Level II, and Level III candidates When: Saturday, May 19, 2012 8:30...

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Luncheon: "The Economy and Its Impact on Community Banks," presented by John Gulas, CEO of Farmers National Bank 5/23/12 12PM - 1:30PM 2012-05-23 12:00:00 2012-05-23 13:30:00

The City Club 850 Euclid Ave.
2nd Floor Cleveland , OH | View map

Presenters: John S. Gulas, JD, President & CEO of Farmers National Bank John S. Gulas is the President & Chief Executive Officer for...

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Luncheon: "Winning From the Middle," presented by Fareed Khan, Senior VP & CFO, and Cody Phipps, President & CEO, of United Stationers, Inc. 5/30/12 12PM - 1:30PM 2012-05-30 12:00:00 2012-05-30 13:30:00

The City Club 850 Euclid Ave.
2nd Floor Cleveland , OH | View map

Presenters: Fareed Khan, Senior VP & CFO, and Cody Phipps, CEO, of United Stationers, Inc. Fareed Khan joined United Stationers as its...

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CFASC After-Exam Party 6/2/12 4:30PM - 7PM 2012-06-02 16:30:00 2012-06-02 19:00:00

Sheraton Cleveland Airport Hotel 5300 Riverside DR. Cleveland , OH | View map

The CFA Society of Cleveland is hosting an After-Exam Party to provide an opportunity for test-takers to unwind and meet some...

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Luncheon: Steve Baisden, Vice President, Strategy - Asia & Jessica Moran, Director, Investor Relations, at Cliffs Natural Resources, Inc. 5/9/12 12PM - 1:30PM

Cleveland | View Map

Presenters: Steve Baisden, Vice President, Strategy - Asia & Jessica Moran, Director, Investor Relations, at Cliffs Natural Resources,...

Featured

Annual Dinner at the Q: Featuring Henry "Chip" Dickson, CFA, co-founder of DISCERN and Charles "Chip" Deale, Head of Society Relations at CFA Institute

CFA Society of Cleveland

Events

Annual Dinner at the Q: Featuring Henry "Chip" Dickson, CFA, co-founder of DISCERN and Charles "Chip" Deale, Head of Society Relations at CFA Institute 5/16/12 5:30PM - 8:30PM 2012-05-16 17:30:00 2012-05-16 20:30:00

CFA Mock Exam (administered by CFASC) 5/19/12 8:30AM - 4:30PM 2012-05-19 08:30:00 2012-05-19 16:30:00

Luncheon: "The Economy and Its Impact on Community Banks," presented by John Gulas, CEO of Farmers National Bank 5/23/12 12PM - 1:30PM 2012-05-23 12:00:00 2012-05-23 13:30:00

Luncheon: "Winning From the Middle," presented by Fareed Khan, Senior VP & CFO, and Cody Phipps, President & CEO, of United Stationers, Inc. 5/30/12 12PM - 1:30PM 2012-05-30 12:00:00 2012-05-30 13:30:00

CFASC After-Exam Party 6/2/12 4:30PM - 7PM 2012-06-02 16:30:00 2012-06-02 19:00:00

Luncheon: Steve Baisden, Vice President, Strategy - Asia & Jessica Moran, Director, Investor Relations, at Cliffs Natural Resources, Inc. 5/9/12 12PM - 1:30PM

Luncheon, co-sponsored by CFASC & CABE: "The Great Differentiation - Reflections on the Financial Crisis and Thoughts About the Future," presented by Kevin T. Ferry, Founder and President of Cronus Futures Management, LLC 5/7/12 12PM - 1:30PM

Luncheon: Eric Pollackov, Managing Director of ETF Capital Markets for Charles Schwab & Co. 5/3/12 12PM - 1:30PM

Breakfast: "Commercial Real Estate Outlook for 2012 and Beyond," presented by Christopher Hartung, Director, Client Portfolio Manager, and Kipp Kjeldgaard, Senior Vice President, Client Portfolio Manager, for Lazard Asset Management LLC 5/1/12 8AM - 9:30AM

Luncheon: "What's Next for the Global Economy and the Dollar," presented by Axel Merk, President & CIO of Merk Investments 4/25/12 12PM - 1:30PM

Luncheon: "An Update on Stress Metrics in the Credit Markets," presented by K.C. Nelson, Portfolio Manager at Driehaus Credit Strategies 4/18/12 12PM - 1:30PM

Happy Hour at Market Garden 4/10/12 5PM - 8PM

Luncheon: "DDR and Retail Real Estate," presented by David Oakes, Senior Executive Vice President & Chief Financial Officer of Developers Diversified Realty 4/4/12 12PM - 1:30PM

Luncheon: Andy Hyer, CIMA, CMT, Client Portfolio Manager at Dorsey, Wright Money Management 3/28/12 12PM - 1:30PM

Investing in Your Career - Cleveland, Keynote Speaker Thomas Waltermire's Presentation ONLY 3/21/12 4:30PM - 6PM

Investing in Your Career - Cleveland 3/21/12 11:30AM - 7PM

Luncheon: General Company Update, presented by James R. Boldt, Chairman & CEO, and Brendan Harrington, Senior VP & CFO, of CTG 3/14/12 12PM - 1:30PM

Luncheon: "General Company Update," presented by Chris Connor, CEO and Chairman of The Sherwin-Williams Company 3/7/12 11:45AM - 1:30PM

Luncheon: Investible Benchmarks & Hedge Fund Liquidity, presented by Marc Freed, Mark Hurrell and Ben McMillan of Lyster Watson & Company 2/29/12 12PM - 1:30PM

Luncheon + Webinar: "Financial & Company Overview," presented by Kevin J. Degenstein, President & COO, and Thomas J. Smith, VP and CFO, of Gas Natural Inc. 2/22/12 12PM - 1:30PM

Luncheon: "Impact of Government Spending Cuts on the Aerospace and Defense Industries" 2/15/12 12PM - 2PM

Luncheon: "Guide to the Markets," presented by Joseph Tanious, CFA, Vice President, Market Strategist, J.P. Morgan Funds 2/8/12 12PM - 1:30PM

Happy Hour at Market Garden 2/1/12 5PM - 8PM

Luncheon: Dr. Fiorella Kostoris, Italian Economist, Professor at University of Rome 2/1/12 12PM - 1:30PM

Annual Forecast Luncheon: "Progress Through an Anemic Growth Cycle," presented by Bruce McCain, CFA, Chief Investment Strategist at Key Private Bank 1/25/12 12PM - 1:30PM

Luncheon: "Dodd Frank and the New Standard of Care: As an Investment Professional, Are You Prepared for Its Impact?," presented by Anthony Rospert, Partner in Thompson Hine’s Business Litigation Group 1/18/12 12PM - 1:30PM

Luncheon: Ethan Heisler, CFA, Managing Director in Fixed Income Sales and Head of Citi’s Bank Treasury Resource Group 1/11/12 12PM - 1:30PM

Luncheon: John P. Gavin, CFA, Founder and CEO of Disclosure Insight 12/14/11 12PM - 1:30PM

Luncheon: "Marathon Petroleum Corporation - Newest Independent Refiner," presented by Garry Peiffer, Executive VP, Corporate Planning and Investor & Gov't Relations 12/7/11 12PM - 1:30PM

Luncheon: Hosted by Uranium Energy Corp. 11/29/11 12PM - 1:30PM

Charter Awards Dinner: "Tour of a World in Flux," presented by Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman 11/17/11 5:30PM - 8:30PM

Luncheon: "The Unique Characteristics of the Global Infrastructure Asset Class," presented by Matthew Landy, Senior Vice President, Portfolio Manager/Analyst at Lazard Asset Management LLC (New York) 11/9/11 12PM - 1:30PM

Luncheon: "The Global Sovereign Debt Crisis and its Impact on Corporate Profits," presented by Nick Raich, CFA, Senior Vice President & Director of Research at Key Private Bank 11/2/11 12PM - 1:30PM

Luncheon: "The State of Mortgage Backed Security Markets," presented by Heidi Adelman, CIO and Lead Portfolio Manager of Victory Capital Management's Mortgage Investments Strategy 10/26/11 12PM - 1:30PM

***LUNCHEON SOLD OUT.*** Limited number of additional tickets available for a $25 late charge. Non-member, candidate, student price $40. Luncheon: William Poole, former President and CEO of the Federal Reserve Bank of St. Louis 10/19/11 12:30PM - 2PM

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LUNCHEON SOLD OUT. Limited number of additional tickets available for a $25 late charge. Non-member, candidate, student price $40. Luncheon: William Poole, former President and CEO of the Federal Reserve Bank of St. Louis 10/19/11 12:30PM - 2PM