CFASocietyCleveland
@CFACleveland
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#cfasocietycleveland Promoting professional development, ethics, and awareness through outreach to and engagement with the financial community.
Cleveland, Ohio
Joined April 2011
A Guide for Investment Analysts: The Prehistory of the US Markets This historical narrative uncovers lessons crucial for modern analysts navigating an ever-changing landscape. Edward McQuarrie wraps up his three-part series...
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LAST CALL REGISTER TODAY Join us for Lunch and Panel Discussion February 12th, The Union Club: Expert Perspectives on Real Estate Markets and Investing. Thanks to Benefit Street Partners for sponsoring lunch, non-members welcome
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Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth.
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Sponsorship is now open for the 2025 Golf Outing at Canterbury Golf Club, June 9th Interested in sponsoring? Find more information on our website Available sponsorships Cart $2500 Locker Room $2500 Beverage $1250 Hole $600
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Join us for our Annual Investing in Your Career for Students, Feb 21 11:30am to 3:00pm. 2 panels and networking with finance professionals, registration is free!
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Beyond the Fed Model: Dissecting Equity Valuation Trends Daniel Fang, CFA, CAIA, explores the intricacies of the equity risk premium, scrutinizes traditional valuation models, and introduces an updated framework...
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Join us at The Union Club March 12th for a fireside chat with Mac Muirhead, Fairport Wealth and Jason Cole, FS Investments on the Impact of the 2024 Election on Policy, non-members welcome, register today!
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Using ChatGPT to Generate NLP-Driven Investment Strategies How can financial analysts use ChatGPT to generate investment strategies? A team from AI for Alpha outline a two-step sentiment extraction process to analyze Bloomberg Market Wrap news...
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Climate Change Doesn’t Care What You Think About It Climate activists can stop worrying about people who don’t believe in climate change. They can stop worrying because climate change doesn’t care what anyone thinks, Bruno Bertocci writes.
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The Modern Family Office: Balancing Legacy, Innovation, and Risk Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth...
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LAST CALL REGISTER TODAY Join us for Lunch and Panel Discussion February 12th, The Union Club: Expert Perspectives on Real Estate Markets and Investing. Thanks to Benefit Street Partners for sponsoring lunch, non-members welcome
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CFA Institute Member Content | Safe Equities: An Alternative Allocation to Bonds This paper examines an allocation to relatively safe equities within a 100 percent equity portfolio as an alternative to a stock–bonds allocation...
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Join us for our Annual Investing in Your Career for Students, Feb 21 11:30am to 3:00pm. 2 panels and networking with finance professionals, registration is free!
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Beyond Speculation: The Rise of Revenue-Sharing Tokens The rise of revenue-sharing tokens is redefining the crypto landscape, bridging the gap between speculative trading and tangible value. In his Enterprising Investor debut...
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The Discounted Cash Flow Dilemma: A Tool for Theorists or Practitioners? Discounted cash flow (DCF) valuation offers a tempting sense of numerical clarity, but 80% of that “value” can rest on uncertain terminal assumptions. Fragile, indeed. Sandeep...
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What Lies Beneath a Buyout: The Complex Mechanics of Private Equity Deals Private equity buyouts are complex financial maneuvers. By understanding the structuring that lies beneath these transactions, stakeholders can navigate...
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CFA Society Cleveland welcome's First Trust back as our Title Sponsor for our June 9th Golf Outing at Canterbury Golf Club, interested in sponsoring check out our website for details
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Episode 28 Guardians of Finance Podcast Episode Now Available: Hear Matt's conversation with Andrew Rising & Mike Nieset – Encore Venture Labs, listen today!
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THIS WEDNESDAY REGISTER TODAY Join us for Lunch and Panel Discussion February 12th, The Union Club: Expert Perspectives on Real Estate Markets and Investing. Thanks to Benefit Street Partners for sponsoring lunch, non-members welcome
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Related Content | An Investment Perspective on Tokenization This new report from Research and Policy Center examines tokenization's transformative impact on traditional assets, highlighting its process, benefits, challenges...
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