March 15, 2025


No Charter Required to Join CFA Society Cleveland

or Attend CFA Society Cleveland Events


Visit CFA Society Cleveland's Website


University Connections Newsletter

Stock Pitch Competition for Students Submit your video today! Video Deadline April 31st

Regional CFA Stock Pick Challenge 


Give us your best pitch! 


Participate in the regional CFA Stock Pick Challenge! This new event will provide opportunities to network, meet employers and win a cash prize 

CFA societies in Columbus, Cleveland, Cincinnati and Louisville will each select and send up to 5 participants to the finals, held on September 19, 2025, in Columbus, Ohio. 



Compete and Win

First place: $1,000 Second place: $600 Third place: $400 


Submission guidelines 


Who is eligible? 

All undergraduate students in the Cleveland area with a graduation year of 2026 or later. 


Develop your pitch 

Pick any publicly traded equity security -- US or non-US 

Pitches should be no more than 2 minutes 

You may provide 2-5 pages of supplemental material 


Record your pitch 

Use any web-based app to record your pitch. 

Your pitch must be 2 minutes or under. 

Your pitch must be delivered intact, i.e., you may not cut or edit the recording. 


Submit your pitch 

Send a link to your recorded pitch, any supplemental materials (2-5 pages) and a bio to cfa@cleveland.cfasociety.org. Submissions must be received by April 31, 2025. Up to five finalists from the Cleveland area will be notified by May 1.


The Finals! 


All finalists will have 2 minutes to pitch a stock live. They may include 2-5 pages of supplemental material. Each pitch will be followed by 10 minutes of Q&A from the judges. 

Five finalists will be selected to pitch live one last time. They will be given up to 3 minutes to pitch in front of an audience, with 10 minutes of Q&A. 

Further logistical details will be provided to finalists. 


Link to Marketing for Pitch Contest


COMING EVENTS

APRIL EVENTS


April 3, Eastside Happy Hour

Saucy Brew Works, Pinecrest Sponsored by State Street Global Advisors

REGISTER HERE



April 9, Breakfast, Corporate College, Warrensville Heights

Albert Chu, Man GLG, Extracting the Best from Natural Resources

Sponsored by Man Group

REGISTER HERE



April 9, Lunch, Wild Mango, Westlake

Albert Chu, Man GLG, Extracting the Best from Natural Resources

Sponsored by Man Group

REGISTER HERE


April 10, Women in Finance Networking Event Ronald McDonald House Insights on How to Get Involved with Volunteering and Board Positions with Judy Hubbard, RMHC, Heather Englander, BVU and Su Buddenbaum, BigHearted Blooms REGISTER HERE


April 29, Breakfast, Corporate College, Warrensville Heights

Meb Faber, CEO and CIO, Cambria Investment Management

Stuck in Stocks? How a 351 Conversation Can Help Sponsored by Cambria Investment Management

REGISTER HERE


MAY EVENTS

May 1, Southside Happy Hour Location Coming Soon Sponsored by Beese Fulmer REGISTRATION COMING SOON


May 15, Breakfast, Corporate College, Warrensville Heights

Boyd Watterson, Zach Siegel, Infrastructure Real Estate Strategy

Sponsored by Boyd Watterson

REGISTRATION COMING SOON


May 15, Lunch, Wild Mango, Westlake

Boyd Watterson, Zach Siegel, Infrastructure Real Estate Strategy Sponsored by Boyd Watterson

REGISTRATION COMING SOON


CFA Institute University Affiliate Program

CFA Society Cleveland is committed to helping local schools take advantage of the CFA Institute University Affiliate Program.


Learn more about the program and it's benefits here

University Ambassador Program

CFA Society Cleveland has launched our University Ambassador Program. University Ambassadors are local CFA's and financial professionals who are alumni of northeast Ohio universities and will act as a liaison between CFA Society Cleveland and local universities.


Learn more about the program here

CFA Society Cleveland Career Center

Who is hiring in Cleveland? Check out the CFA CLE Career Center for local and regional job postings, this is a great resource for students!


Looking to post a job? Find more information at the Career Center


CFA Society Cleveland Career Center

CFA Society Cleveland

Discord Candidate Group

Now Open! Join the CFA Society Cleveland Candidate Discord Group today! Connect with other northeast Ohio candidates


  • ask questions
  • set up study groups
  • share resources
  • find out what's happening at CFA CLE
  • and more!


Join CFA CLE Discord Group Here


CFA Society Clevland

 Guardians of Finance Podcast



Listen Here


Ready to connect with the investment community here in Cleveland?  Want to learn about the people, events, projects, and firms that are making a difference?  Want all of that but feel like you don’t have the time?  This is the show for you.


Welcome to Guardians of Finance.


Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Cleveland's investment community. Listen to the podcast on your favorite streaming channels or here


Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here



You can find the Guardians of Finance Podcast where you listen to your favorite podcasts or at the links below

Listen Here
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