Best Cfa Society Cleveland Podcasts (2024)

1
Andrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships 32:33

30d ago32:33

32:33

In this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consu…

1
Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments 31:36

2M ago31:36

31:36

In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to th…

1
George Mateyo – Chief Investment Officer at KeyBank 32:43

2M ago32:43

32:43

In this episode, we talk with George Mateyo, Chief Investment Officer at the KeyBank. George has worked for several prominent organizations in the NE Ohio investment community and he shares his career journey with us. George also talks about his background and expertise in implementing alternative assets into portfolios as well as Key's current mar…

1
Tony Gattuso – Senior Director, Investments at the Cleveland Foundation 26:21

2M ago26:21

26:21

In this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation. The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history. Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nick…

1
Russell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLC 31:57

4M ago31:57

31:57

In this episode, we talk with Russell Moenich, Executive Chairman & Investment Analyst at North Beach Holdings, LLC. Russell is a lifelong Clevelander, a Buffet/Munger disciple, and an extreme sports enthusiast. We dive into all of those interests and more in this conversation that starts with a lawn care business and ends with mentions of the 1995…

1
Matt Rodak – CEO and Founder of Upright, formerly Fund that Flip 32:59

4M ago32:59

32:59

In this episode, we talk with Matt Rodak, CEO and Founder of Upright. Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate. Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing. Despite living somewhere else now, …

1
Lauren Rich Fine, CFA – Senior Managing Director at Gries Financial 29:31

5M ago29:31

29:31

In this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial. Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland. Lauren is also a woman of many passions outside of the workplace. We talk about challenges early i…

1
Meet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIA 30:24

5M ago30:24

30:24

We continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA. Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board. We talk with both of them about their backgrounds and roles on the Board. Have you ever wondered which CFA Cleveland Board member was once on…

1
Michael McKeown, CFA, CPA - Chief Investment Officer at Marcum Wealth 25:18

6M ago25:18

25:18

In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth. If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community. What you may not know is Mike's story. How he got started i…

1
Ezra Stark, CEO of Stark Enterprises 41:13

7M ago41:13

41:13

In this episode, we talk with Ezra Stark, CEO of Stark Enterprises. Stark and Ezra have been and continue to be involved in many well-known real estate properties in NE Ohio and have also been expanding outside of Ohio. After growing up on the east side, Ezra went to college and lived in Boston and New York before coming back to Cleveland. We talk …

1
Dave Fulton, CFA, Co-Chair and CEO of Clearstead 30:22

7M ago30:22

30:22

In this episode, we talk with Dave Fulton, CFA, Co-Chair and CEO of Clearstead. Dave has a long and distinguished career in Northeast Ohio. We talk about his career progression and work at both big and small firms around Cleveland, we go into detail about Clearstead's past, present and future, and also dive into Dave's personal life passions where …

1
Brad Wheeler, President of Shaker Investments 27:21

8M ago27:21

27:21

In this episode, we talk with Brad Wheeler, President of Shaker Investments. Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio. We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his…

1
Meet the Board Series with Sam Wass & Colby Krahe 22:55

9M ago22:55

22:55

This is the second episode in a series where we talk with the leadership of CFA Cleveland. We talk today with Sam Wass, Career Services Chair, and Colby Krahe, Membership Chair. In their professional life outside of CFA Cleveland Sam is an Investment Analyst at RIK Enterprises and Colby is and Institutional Investment Advisor with PNC Institutional…

1
Meet the Board Series with Cindy Nace & Jon Dominy 31:26

9M ago31:26

31:26

This is the first episode in a series where we talk with the leadership of CFA Cleveland. We start by talking to CFA Cleveland's full-time Executive Director Cindy Nace as well as CFA Cleveland's current President, Jon Dominy. In his professional life outside of CFA Cleveland Jon is a Vice President with Alliance Bernstein. We talk with Cindy & Jon…

1
Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International 31:47

10M ago31:47

31:47

In this episode, we talk with Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International. Matt has lived and worked all over the world before coming back to Ohio where he grew up and settling in Cleveland. We talk with Matt about his experiences living abroad as well as his career path to Investor Relations, and about his involve…

1
Yoel Mayerfeld, Co-CEO of Chase Properties Ltd. 33:17

11M ago33:17

33:17

In this episode, we talk with Yoel Mayerfeld, Co-CEO of Chase Properties Ltd. Yoel has a fascinating career path that started with him working through a temp agency to get his first job on Wall Street in New York City. He then worked his way up a derivatives trading desk before he and his family relocated to Cleveland work in a private real estate …

1
Rich Veres, CFA, Co-founder & President of Highland Consulting Associates 43:45

11M ago43:45

43:45

In this episode, we talk with Rich Veres, CFA, Co-founder & President of Highland Consulting Associates. Rich has a long and distinguished career in institutional investment consulting and has been a well-known figure in the NE Ohio investment community for quite some time. We talk to Rich about his journey from Akron to founding Highland, we dive …

1
Brent Zimmerman, CEO & Co-founder of Saucy Brew Works 33:29

1y ago33:29

33:29

In this episode, we talk with Brent Zimmerman, CEO & Co-founder Saucy Brew Works. While on the surface CEO of Saucy Brew Works might not seem like a title of someone with a background in financial services, Brent tells us his story of how he began his business endeavors a provider of liquidity starting at age 8 and then he takes us through his …

1
Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management 31:14

1y ago31:14

31:14

In this episode, we talk with Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management. Danielle grew up in Cleveland before college and her career took her to the east coast where she now lives. In this conversation, Danielle talks about how her work in credit underwriting and passion for deep research prepar…

1
Fred Cummings, President & Founder of Elizabeth Park Capital Management 39:07

1y ago39:07

39:07

In this episode, we talk with Fred Cummings, President & Founder of Elizabeth Park Capital Management. Fred is a passionate supporter of everything NE Ohio. He grew up in Akron, went to Oberlin College where he played football, started his career at some well-known Cleveland firms and even named his current firm after a place close his childhood ho…

1
Ryan Ruggaard talks investing in investing from childhood, navigating the Chicago investment scene, and taking over the family business 35:56

1y ago35:56

35:56

In this episode, we talk with Ryan Ruggaard, Director of Research at Ruggaard & Associates. Ryan has a fascinating background that has taken him from Hudson, to SW Ohio, and to Chicago with many trips and stops along the way. While Ryan is lives in Chicago, he maintains strong personal and professional connections to Cleveland. He has a wide range …

1
Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management 44:19

1y ago44:19

44:19

In this episode, we talk to Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management. Dan’s story begins in Pittsburgh and takes him across the country before he settled here in Cleveland and helped build a successful buy-side investment firm. We discuss Dan’s journey as well as many other topics such as the investment decision Dan…

1
Richard Barone talks Washington DC in the 1960s, his views on inflation, and stories from decades of investing 43:20

1+ y ago43:20

43:20

In this episode, we talk to Richard Barone, Chairman of Arch Eagle Family Office. We discuss Richard growing up in South Euclid, his experiences in Washington D.C. in the 1960s, his views on inflation, and the many investment firms he's been involved with in Cleveland. Richard has had personal interactions with many well-known investors and he shar…

1
Corrie Menary talks leaving banking for private equity, starting a family while advancing her career, and her passion for public education 24:39

1+ y ago24:39

24:39

In this episode, we talk to Corrie Menary, Partner at Kirtland Capital Partners. We discuss Corrie’s deep eastside connection, what led her to start her career in commercial banking, her path from grad school into private equity, navigating a successful career and simultaneously starting a family, and misconceptions of private equity. We also dive …

1
Ben Mackovak talks starting multiple investment firms, investors who shaped his philosophy, and joking with Jim Cramer 34:59

1+ y ago34:59

34:59

In this episode, we talk to Ben Mackovak, Founder and Managing Member of Strategic Value Bank Partners. We discuss Ben’s eastside upbringing, what caused him to begin his pursuit of finance in college, his journey through the world of buy-side investing, and his successful and unsuccessful investment ventures. Ben has been witness to the roller coa…

1
Welcome to the Guardians of Finance Podcast 1:06

1+ y ago1:06

1:06

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, C…

Podcasts Worth a Listen

Cfa Society Cleveland Podcasts

Podcasts Worth a Listen

1
Guardians of Finance with Matt McLaughlin

CFA Society Cleveland

1
Andrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships 32:33

1
Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments 31:36

1
George Mateyo – Chief Investment Officer at KeyBank 32:43

1
Tony Gattuso – Senior Director, Investments at the Cleveland Foundation 26:21

1
Russell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLC 31:57

1
Matt Rodak – CEO and Founder of Upright, formerly Fund that Flip 32:59

1
Lauren Rich Fine, CFA – Senior Managing Director at Gries Financial 29:31

1
Meet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIA 30:24

1
Michael McKeown, CFA, CPA - Chief Investment Officer at Marcum Wealth 25:18

1
Ezra Stark, CEO of Stark Enterprises 41:13

1
Dave Fulton, CFA, Co-Chair and CEO of Clearstead 30:22

1
Brad Wheeler, President of Shaker Investments 27:21

1
Meet the Board Series with Sam Wass & Colby Krahe 22:55

1
Meet the Board Series with Cindy Nace & Jon Dominy 31:26

1
Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International 31:47

1
Yoel Mayerfeld, Co-CEO of Chase Properties Ltd. 33:17

1
Rich Veres, CFA, Co-founder & President of Highland Consulting Associates 43:45

1
Brent Zimmerman, CEO & Co-founder of Saucy Brew Works 33:29

1
Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management 31:14

1
Fred Cummings, President & Founder of Elizabeth Park Capital Management 39:07

1
Ryan Ruggaard talks investing in investing from childhood, navigating the Chicago investment scene, and taking over the family business 35:56

1
Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management 44:19

1
Richard Barone talks Washington DC in the 1960s, his views on inflation, and stories from decades of investing 43:20

1
Corrie Menary talks leaving banking for private equity, starting a family while advancing her career, and her passion for public education 24:39

1
Ben Mackovak talks starting multiple investment firms, investors who shaped his philosophy, and joking with Jim Cramer 34:59

1
Welcome to the Guardians of Finance Podcast 1:06

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