CFA Society Cleveland - Podcast Details

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$Cleveland\'s CEOs You Should Know$ Cleveland's CEOs You Should KnowBrad Knapp, CEO ClearSteadOn January 1, 2025, Brad was named President and CEO of Clearstead, succeeding longtime partner David Fulton who has assumed the role of Chairman Emeritus. As CEO, Brad is now leading a larger and more complex firm than existed ten years ago, with revenues and earnings having grown significantly and the number of employees and assets under advisement increasing several times. The firm has acquired eleven firms in the past ten years and has added capabilities in tax compliance and financial planning while also forming Clearstead Trust, a nondepository trust company. Brad’s appointment as CEO was part of a longstanding management su...2025-08-0612 min $Cleveland\'s CEOs You Should Know$ Cleveland's CEOs You Should KnowBrad Knapp, CEO ClearsteadAs CEO, Brad is now leading a larger and more complex firm than existed ten years ago, with revenues and earnings having grown significantly and the number of employees and assets under advisement increasing several times. The firm has acquired eleven firms in the past ten years and has added capabilities in tax compliance and financial planning while also forming Clearstead Trust, a nondepository trust company.Brad’s appointment as CEO was part of a longstanding management succession plan at Clearstead. He will continue to be instrumental to strategic initiatives at Clearstead, including accelerating organic growth through the ad...2025-07-2412 min

Guardians of Finance with Matt McLaughlinGreg Halter, CFA, Director of Research at Carnegie Investment CounselToday, we’re sitting down with Greg Halter, CFA, Director of Research at Carnegie Investment Counsel. Greg’s path through the financial planning side of the business, his formative experience at the Federal Reserve, and his unique insights into Cleveland’s evolving investment landscape give us a lot to unpack.We talk about why the planning side of finance caught his attention, what he saw behind the scenes at the Fed, and the impact of working at Great Lakes Review. We also cover how Carnegie is approaching the rising tide of AI in investment research—an especially timely t...2025-07-0828 min

Guardians of Finance with Matt McLaughlinDavid MacGregor, CFA on the History of the Investment Industry in Cleveland (Part 3)In part three of our special series on the history of Cleveland’s investment industry, we're joined by David MacGregor, CFA, co-founder and President of Longbow Research. David first came to Cleveland in the 1990s as a sell-side analyst, and in the early 2000s, he co-founded Longbow Research. Over the past two decades, he's led the firm through multiple market cycles, keeping it independent and steadily growing its presence in the industry. In this episode, David shares what it's like running a sell-side research firm in Cleveland, the big changes he's seen in the financial world, and how Longbow ha...2025-06-1727 min

Guardians of Finance with Matt McLaughlinScott Roulston on the History of the Investment Industry in Cleveland (Part 2)In part two of our special series on the history of Cleveland’s investment industry, we sit down with Scott Roulston, former CEO of Roulston & Co. Scott’s family has played a central role in Cleveland’s investment industry for more than 50 years, and he shares personal insights from his own journey, including becoming CEO at a young age and making the bold decision in the late 1990s to shift the firm away from sell-side research toward personalized wealth management. Today, Scott serves on several influential boards and joins us to share stories, lessons learned, and valuable perspectives from his ex...2025-06-0332 min

Guardians of Finance with Matt McLaughlinNancy Benacci, CFA on the History of the Investment Industry in Cleveland (Part 1)In this episode, we begin our series diving into Cleveland's investment history—where it's been, how it's evolved, and the influential figures who've shaped it. I'm thrilled to kick off this series by sitting down with a true industry pioneer, Nancy Benacci. Nancy has built a distinguished career here in Cleveland, witnessing firsthand the transformation of the investment landscape over the decades. We'll dive into her journey, discuss her pivotal role throughout the years, and gain valuable insights into the driving forces behind the evolution of our vibrant investment community. Thanks for listening, and we hope you enjoy this epi...2025-05-2030 min

The MaxLife Podcast with Ben Laws#10: The Battle for Truth: Markets, AI, and the Inner Game with Luke GromenIn this timely episode, Luke Gromen—known for forecasting global macro shifts—pulls back the curtain to explore how entrepreneurs can navigate truth in a world shaped by AI, liquidity, and narrative-driven markets.Host Ben Laws and Luke trace massive inflection points—9/11, 2008, and today’s tech revolution—and uncover the deeper emotional patterns behind courage, intuition, and self-trust.More than finance, this is about clarity in complexity. How do we make sense of the noise? And how do we bet on ourselves when the rules keep changing?For high performers, these insights g...2025-05-151h 36

Guardians of Finance with Matt McLaughlinRyan McGovern – Managing Director at Star Mountain CapitalIn this episode, we're joined by Ryan McGovern, Managing Director at Star Mountain Capital. Originally from the West Coast, Ryan's educational and career journey took him around the world before he eventually landed in Cleveland, where he has now lived for over a decade. Ryan has extensive expertise in private markets, having transitioned early in his career from public market investing to private equity and credit. We dive into his professional path, discuss how the private markets landscape has evolved, and explore the areas Star Mountain Capital focuses on for its investments. Thanks for listening—we hope you enjoy ou...2025-04-2940 min

Valley Investors Podcast with Nathan EricksonBuilding Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community ImpactIn this episode of the Valley Investors Podcast, Don Opatrny shares his path from Cleveland to Cornell, through Wall Street and eventually to philanthropic leadership in Arizona. Don reflects on a dynamic career at Goldman Sachs that spanned corporate finance, international restructuring, and asset management. Now based in Phoenix, he’s channeling his expertise into nonprofit investment strategy—especially through his work at the Arizona Community Foundation. From practical insights on endowment management to stories about building impactful cultural and educational institutions, Don offers a masterclass on financial stewardship and civic engagement. Key Discussions in Th...2025-04-1855 min

Guardians of Finance with Matt McLaughlinCraig Cimoroni, CFA – Head of Business Development and Investor Relations at Elizabeth Park Capital ManagementIn this episode, we talk with Craig Cimoroni, Head of Business Development and Investor Relations at Elizabeth Park Capital Management. Craig was born and raised on the east side of Cleveland and returned to the area immediately following college. He's worked for several well-known companies in Northeast Ohio and is very active in his local community and with the CFA Society Cleveland, where he is a past President. We dive into all of these experiences and more during the podcast. Thanks for listening, and we hope you enjoy the episode with Craig Cimoroni. Connect with Craig here: Crai...2025-04-1533 min

Guardians of Finance with Matt McLaughlinAndrew Rising & Mike Nieset – Encore Venture LabsIn this episode, we talk with Andrew Rising & Mike Nieset of Encore Venture Labs. Both Andrew and Mike were born and raised in NE Ohio before exploring other parts of the US and then brought their experiences back to Cleveland. We talk about these experiences and what led them back to Cleveland as well as what they are doing at Encore Venture Labs in this wide-ranging but informative conversation about venture capital and startups. Thanks for listening and we hope you enjoy this episode with Andrew Rising & Mike Nieset. Connect with Andrew and Mike here: Andrew Rising Link...2025-01-0737 min

The Great ConversationReading Our Times: A Conversation with an Artist and a Macroeconomic Thought LeaderMost of us have experienced the gnawing doubt of our purpose. Few have leaned into that doubt and set out on a journey of exploration, knowing they are seafarers navigating the risks and opportunities of the voyage. This Great Conversation is with a woman who pursued formal education in business and economics at Harvard. It became her future core competency. She is now acknowledged as a thought leader in macroeconomic analysis and multi-asset capital allocation. But before that she said the great “Yes” to a passion centered in music earning her Doctorate in Musical Arts from...2024-12-2823 min

Guardians of Finance with Matt McLaughlinNick Raich, CFA – Founder & CEO of The Earnings ScoutIn this episode, we talk with Nick Raich, Founder & CEO at The Earnings Scout. Nick was born and raised in Youngstown before his career journey took him to Chicago and then back to NE Ohio where he now lives on the west side of Cleveland. After working for several large organizations, he founded The Earnings Scout in 2013, using his background in analyzing publicly traded companies to help his clients navigate company earnings and different economic environments. Nick talks about his motivation for starting his own company, the potential impact of AI on analyzing companies, and much more. Thanks for list...2024-11-0533 min

Guardians of Finance with Matt McLaughlinMichael Murphy – Co-Founder & CEO at Cleveland Professional SoccerIn this episode, we talk with Michael Murphy, Co-Founder and CEO of Cleveland Professional Soccer. Michael is a St. Ignatius graduate and has lived in several different parts of the country before returning to Cleveland. He has a wide range of experiences, from law to the military and even film production. We discuss his connection to Cleveland, his winding journey to his current role in sports business, and go in-depth as to why Cleveland is ready for professional women's soccer. Thanks for listening, and we hope you enjoy the episode with Michael Murphy. Connect with Michael here: Mi...2024-08-0632 min

InvestTalkInvestTalk 6-25-2024 – Nvidia's Stock Surges, Then Stumbles: What's Next for Investors?Nvidia's stock has been on a rollercoaster ride lately, surging to unprecedented heights before experiencing a sudden and sharp pullback. This dramatic turn of events has left investors and analysts alike wondering: what led to Nvidia's meteoric rise, what factors are behind its recent stumble, and what lies in its future? Today's Stocks & Topics: CLF - Cleveland-Cliffs Inc., Market Wrap, AFRM - Affirm Holdings Inc. Cl A, Nvidia's Stock Surges, Then Stumbles: What's Next for Investors?, DTM - DT Midstream Inc., CBYYX - Pioneer CAT Bond Fund Y, DOCS - Doximity Inc., Cash, NUE - N...2024-06-2646 min

Guardians of Finance with Matt McLaughlinAndrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and PartnershipsIn 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 consulting to operations, venture capital, and even lemonade stand management. Andrew talks to us about some of the skills and knowledge he's acquired in those roles and how he uses those to help small businesses in his current role. Thanks for listening, and we hope you...2024-06-1832 min

Guardians of Finance with Matt McLaughlinJoe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis InvestmentsIn 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 the Carolinas where he lived through college and early in his career before returning. We talk with Joe about the origins of his Substack newsletter, how he integrates security selection into portfolios as a registered investment advisor, and some of h...2024-06-0431 min

Guardians of Finance with Matt McLaughlinGeorge Mateyo – Chief Investment Officer at KeyBankIn 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 market outlook. Thanks for listening and we hope you enjoy this episode with George Mateyo. Connect with George here: George Mateyo LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Direc...2024-05-2132 min

Guardians of Finance with Matt McLaughlinTony Gattuso – Senior Director, Investments at the Cleveland FoundationIn 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 nickname (one of the best we've heard on the podcast). Thanks for listening and we hope you enjoy this episode with Tony Gattuso. Connect with Tony here: Tony Gattuso LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at D...2024-05-0726 min

Guardians of Finance with Matt McLaughlinRussell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLCIn 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 Cleveland Grand Prix. Thanks for listening and we hope you enjoy this episode with Russell Moenich. Connect with Russell here: Russell Moenich LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Mana...2024-04-0231 min

Guardians of Finance with Matt McLaughlinMatt Rodak – CEO and Founder of Upright, formerly Fund that FlipIn 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, we talk about his still strong connection to Cleveland, leaving his career path to start a business, and why sleep is classified as a hobby. Thanks for listening and we hope you enjoy this episode with Matt Rodak. Connect with Matt here...2024-03-1932 min

Guardians of Finance with Matt McLaughlinLauren Rich Fine, CFA – Senior Managing Director at Gries FinancialIn 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 in her career and why she moved back to Cleveland as well as her passion for the arts, service on numerous non-profit boards, and much more in this wide-ranging conversation. Thanks for listening and we hope you enjo...2024-03-0529 min

The Secret Sauce PodcastBe Thankful / Be Content / Be Generous with Dan Stanko“Our ability to lead is directly proportional to who we follow.” Dan Stanko - Owner/Operator at CFA Macedonia in the Cleveland, OH market joins the podcast to share how his secret sauce starts with faith and who he follows. He’ll also discuss valuable lessons from the ups and downs of life and the Be Attitudes to stay grounded through it all: Be Thankful Be Content Be Generous Lastly, Dan discusses his super power of vulnerability and authenticity. Connect with your host J...2024-02-2842 min

Guardians of Finance with Matt McLaughlinMeet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIAWe 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 Oprah and which one is the likely winner of a spelling bee? Listen in and find out on this episode with Cara Wood and Suzana Vujasin. Connect with Cara & Suzana here: Cara W...2024-02-2030 min

Guardians of Finance with Matt McLaughlinMichael McKeown, CFA, CPA - Chief Investment Officer at Marcum WealthIn 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 in the businesses and how he became Chief Investment Officer of one of Cleveland's most prominent registered investment advisers. We talk with Mike about his professional background, other organizations he's involved with, and a couple of his pers...2024-02-0625 min

Guardians of Finance with Matt McLaughlinEzra Stark, CEO of Stark EnterprisesIn 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 with Ezra about his background, Stark's involvement in properties around Cleveland, and his passion for Cleveland sports. Thanks for listening and we hope you enjoy this episode with Ezra Stark. Connect with Ezra here: Ezra...2024-01-1641 min

Guardians of Finance with Matt McLaughlinDave Fulton, CFA, Co-Chair and CEO of ClearsteadIn 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 he stays active on multiple fronts. Thanks for listening and we hope you enjoy this episode with Dave Fulton. Connect with Dave here: Dave Fulton LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamo...2024-01-0230 min

Guardians of Finance with Matt McLaughlinBrad Wheeler, President of Shaker InvestmentsIn 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 career to more client-facing positions and we even talk about explaining American football to his former clients in the UK. Thanks for listening and we hope you enjoy this episode with Brad Wheeler. Connect with Brad here: Brad Wheeler LinkedIn 2023-12-0527 min

My Worst Investment Ever PodcastLuke Gromen – Start Small, Then Grow as You LearnBIO: Luke Gromen has 25 years of experience in equity research, equity research sales, and as a macro/thematic analyst.STORY: Luke put a large position in a private equity investment because it had a great founder who had previously created and sold some tech companies. Additionally, one of Luke’s dearest friends went to work there. However, he didn’t realize that the company was overvalued, so when the founder couldn’t raise funding, the company collapsed, and Luke lost all his money.LEARNING: Position sizing is crucial. Don’t get too excited and emotionally invested...2023-11-2251 min

Guardians of Finance with Matt McLaughlinMeet the Board Series with Sam Wass & Colby KraheThis 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 Asset Management. We talk with Sam & Colby about their backgrounds and current responsibilities for CFA Cleveland and also stumble upon an interesting parallel in their backgrounds that the listeners should reach out and thank them for. Thanks for listening and we hope you...2023-11-1422 min

Guardians of Finance with Matt McLaughlinMeet the Board Series with Cindy Nace & Jon DominyThis 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 about their backgrounds and current responsibilities for CFA Cleveland. Also, we get their thoughts on what is going on at the CFA Institute and what challenges our society faces over the next 12-18 months. Thanks for listening and we hope you e...2023-10-2431 min

Guardians of Finance with Matt McLaughlinMatt Schlarb, CFA, Senior Director of Investor Relations at RPM InternationalIn 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 involvement in a local organization that promotes French culture in Northeast Ohio. Thanks for listening and we hope you enjoy this episode with Matt Schlarb. Connect with Matt here: https://www.linkedin.com/in/matthewschlarb/ Host Matt McL...2023-10-0331 min

Guardians of Finance with Matt McLaughlinYoel Mayerfeld, Co-CEO of Chase Properties Ltd.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 investment firm. We talk with Yoel about his journey, some of his mentors, and about what has been happening in real estate over the past couple of years. Thanks for listening and we hope you enjo...2023-09-1233 min

Guardians of Finance with Matt McLaughlinRich Veres, CFA, Co-founder & President of Highland Consulting AssociatesIn 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 into some of the changes he's seen in investment consulting, and how balancing business and family life is important to Rich. Thanks for listening and we hope you enjoy this episode with Rich Veres. Connect with Rich here: https://www.linkedin.com/in...2023-08-2243 min

Guardians of Finance with Matt McLaughlinBrent Zimmerman, CEO & Co-founder of Saucy Brew WorksIn 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 career in buy-side investing, running a hedge fund, and eventually starting Saucy Brew Works while also using his financial analysis skills to do actively participate in NE Ohio’s real estate market. Connect with Brent here: https://ww...2023-08-0133 min

Guardians of Finance with Matt McLaughlinDanielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington ManagementIn 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 prepared her well for a career in buy-side investing as well as her passion for travel and how her kids became interested financial markets. Connect with Danielle here: https://www.linkedin.com/in/danielle-williams-cfa-0a9835/ Host Matt McLaughlin, CFA, CAIA, is a Port...2023-07-1231 min

Guardians of Finance with Matt McLaughlinFred Cummings, President & Founder of Elizabeth Park Capital ManagementIn 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 home. In this conversation, we touch on many topics in Fred's background and, given his expertise as a bank analyst, we get his thoughts on the recent turmoil in regional banks. Connect with Fred here: https://www.linkedin.com/in/fredcummings-epcm/Ho...2023-06-2039 min

Guardians of Finance with Matt McLaughlinRyan Ruggaard talks investing in investing from childhood, navigating the Chicago investment scene, and taking over the family businessIn 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 of hobbies and experiences and he shares some of the best ones in today's conversation. Connect with Ryan here: https://www.linkedin.com/in/ryanruggaard/Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Manage...2023-05-3035 min

Guardians of Finance with Matt McLaughlinDan Bandi, CFA and Chief Investment Officer at Integrity Asset ManagementIn 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’s son still holds against him. Connect with Dan here: https://www.linkedin.com/in/daniel-bandi-1b162311/Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director for the C...2023-05-0944 min

Guardians of Finance with Matt McLaughlinRichard Barone talks Washington DC in the 1960s, his views on inflation, and stories from decades of investingIn 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 shares stories of those interactions. We also talk about his personal passions including his famous red sauce and his collection of porcelain art.Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as...2023-04-1843 min

Guardians of Finance with Matt McLaughlinCorrie Menary talks leaving banking for private equity, starting a family while advancing her career, and her passion for public educationIn 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 into her passions for community involvement, traveling to national parks, and helping other women in their careers. Connect with Corrie here: https://www.linkedin.com/in/corrie-menary-private-equity-/Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He curre...2023-03-2824 min

Guardians of Finance with Matt McLaughlinBen Mackovak talks starting multiple investment firms, investors who shaped his philosophy, and joking with Jim CramerIn 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 coaster of Cleveland sports moments of the last 10 years and tells us about his favorite hidden gem establishment that will make you “sweat”. Connect with Ben here: https://www.linkedin.com/in/benjamin-mackovak/Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist a...2023-03-0734 min

Guardians of Finance with Matt McLaughlinWelcome to the Guardians of Finance PodcastReady 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 and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment...2023-02-0601 min

InvestTalk12-26-2022 – Can You Avoid the Early Withdrawal Penalty for IRAs?Generally, retirement savers can’t touch their individual retirement account or 401(k) funds before age 59½ without penalty, but there are exceptions. Today's Stocks & Topics: Economic Stats, The Stock Market Moving Up, Financial Trends That Killed the Market in 2022, Billionaires & Market Downturns, CLF - Cleveland-Cliffs Inc., OGN - Organon & Co., Utility Companies and Electric Cars, WDFC - WD-40 Co., C - Citigroup Inc., MRK - Merck & Co. Inc., Recession, SAGPX - Principal SAM Conservative Growth Portfolio A, Diversified Account.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy 2022-12-2745 min

CFA DFW Charterholder ChatterEpisode 20: Local Investment Legend Series featuring Tom TullWhat’s it like to be responsible for investing $35 billion on behalf of state employees and retirees and managing a staff of 80 people? While at the Employees Retirement System of Texas, Tom Tull was involved with over 200 completed investment transactions totaling $13 billion encompassing private equity, private credit, private real estate, global credit, hedge funds, and special situations. He served in this capacity since 2009 and was responsible for all aspects of public and private markets investments. Prior to ERS, Tom was the Founding Partner of Gulfstream Global Investors and managed the pension investments for LTV Corporation and Cleveland-Cliffs Ir...2022-11-1720 min

InvestTalk10-13-2022 – Is Delaying Social Security Still Smart?Volatile markets and concerns over the program's finances should affect claiming decisions for pre-retirees and early retirees. Today's Stocks & Topics: Treasury Inflation-Protected Securities (TIPS), Strong Dollar, Inflation and Profit Margins, ESS - Essex Property Trust Inc., NKE - Nike Inc. Cl B, BGS - B&G Foods Inc., AMD - Advanced Micro Devices Inc., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, LTC - LTC Properties Inc., CLF - Cleveland-Cliffs Inc., BCC - Boise Cascade Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy 2022-10-1446 min

InvestTalk6-6-2022 – 25% of Americans Are Delaying Retirement Due to InflationBMO Harris Bank says that 36% of Americans have already seen their savings hit by inflation. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Best Stocks During Inflation, Annuities, IDXXI - DEXX Laboratories Inc., CLF - Cleveland-Cliffs Inc., NNI - Nelnet Inc. Cl A, Roth I-R-A Contributions, XOM - Exxon Mobil Corp., BIG - Big Lots Inc., MLI - Mueller Industries Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy 2022-06-0747 min

Frontline IB: Conversations With International Business ScholarsRaj AggarwalCurrently, Raj Aggarwal is with the Kent State University Foundation serving as a member of its Board of Directors. In addition to a mechanical engineering degree from the Indian Institute of Technology and an MBA and a PhD in Business from Kent State University, Raj is also a holder of the Chartered Financial Analyst (CFA) designation. Dr. Aggarwal is a graduate of Leadership Cleveland, class of 2004 and is an experienced academic, executive, and board member. His career includes successful stints both in business and academia. He serves on or has served on business boards that include (until...2022-06-0232 min

InvestTalk4-26-2022 – Oil Is Falling and Analysts Are Backing Off Super High PredictionsOil just dropped below $98 a barrel and market watchers have a theory as to why-- but are they right? Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, PLBY - PLBY Group Inc., Sings of Strong Economy, Earnings, China’s Economy, MEDP - Medpace Holdings Inc., TROW - T. Rowe Price Group Inc., MTH - Meritage Homes Corp., DOV - Dover Corp., GOOGL - Alphabet Inc. Cl A, AMRK - A-Mark Precious Metals Inc., CLF - Cleveland-Cliffs Inc. TRIVIA QUESTION: "According to TRIPLE A --- the AVERAGE price of gas in the U.S...2022-04-2746 min

InvestTalk3-28-2022 - 5-Year and 30-Year Treasury Yields Inverted Briefly Sparking Recession FearsHistorically, the yield curve has inverted prior to recessions, with investors selling out of short-dated government debt and buying into longer-dated bonds. Today's Stocks & Topics: CLF - Cleveland-Cliffs Inc., Dividends, SBLK - Star Bulk Carriers Corp., Portfolio Management, Commodities, RIG - Transocean Ltd., BA - Boeing Co., Airlines, AT&T and Warner Bros. Merge, Part Time Retirement.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy 2022-03-2947 min

InvestTalk3-9-2022 - 3 Financial Moves that Could Benefit ‘High Earners’ that Are Not Yet WealthyDespite generous salaries, some high earners don’t think they’ll become rich due to factors like punishing tax rates. Today's Stocks & Topics: DISH - DISH Network Corp. Cl A, CLF - Cleveland-Cliffs Inc., Oil Spike History, Food Prices Worldwide, VHI - Valhi Inc., NFLX - Netflix Inc., KEYS - Keysight Technologies Inc., Capital Gains Tax Rates, Portfolio Management, TGT - Target Corp., Brokerage Account for Kids, HACK - ETFMG Prime Cyber Security ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy 2022-03-1046 min

InvestTalk1-11-2022: Can Stocks Can Withstand Rising Yields?One strategist says that sectors such as technology will “struggle to outperform going forward,” but there may be good news for banks, autos, and other cyclical areas of the equity market. Today's Stocks & Topics: CURLF - Curaleaf Holdings Inc., Sector Rotation, QQQ - Invesco QQQ Trust Series I, FL - Foot Locker Inc., Oil and Gas Companies, OVV - Ovintiv Inc., CLF - Cleveland-Cliffs Inc., Quarter Earnings, SBUX - Starbucks Corp., FCX - Freeport-McMoRan Inc., HII - Huntington Ingalls Industries Inc., BIIB - Biogen Inc., The Fed. TRIVIA QUESTION: "For thos...2022-01-1245 min

InvestTalk10-12-2021: Supply Chains Are Reeling Under Severe PressureDespite the massive disruptions, are there potential investment opportunities across some affected sectors? Today's Stocks & Topics: BRBR – Bell Ring Brands Inc. Cl A, Labor Force Participation, Earnings Season and Inflation, Purchasing Managers' Index (PMI), Smart Planning & Retirement, CLF - Cleveland-Cliffs Inc., MRO - Marathon Oil Corp., INTC - Intel Corp., CRSR - Corsair Gaming Inc., Retirement Plans and Taxes. TRIVIA QUESTION: "Can you name the 12 states that DO IMPOSE an estate tax?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy 2021-10-1347 min

The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS3, Episode 18- Heidi Moawad- Careers Beyond Clinical MedicineWelcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with finances and outside of finances. This show is not always about actionable content. It is however a chance for you to see behind the curtains, to walk in another person’s shoes and experience their lives. Our next guest is a neurologist and is a graduate of Case Western Reserve University School of Medicine, and completed neurology residency training at The University of Chicago Hospital. She is an adjunct professor at Jo...2021-03-1940 min

CFA UKEpisode 10: Building high performing teams in a virtual environmentIn the tenth episode of our 'In Conversation' podcast Bo Huang, CFA, talks to Emma Cleveland, Founder and Managing Director at Cleveland & Co, a legal advisory firm, about her views on how to manage a high performing diverse team during the Covid-19 global health crisis and tips on how to be a good leader outside of a traditional office set-up.2020-11-0414 min

Conversation For AdultsBetsy Gates, Faithful Wife, Doting Mother, Huxtable prototype, Entrepreneur (Part 1 of 2)Betsy Gates is a wife and mother who owns The Simply Betsy Company, her own soap and oil imprint --- she was Denise Huxtable before Denise Huxtable. In Part 1 of this two-part opus, we discuss white flight, Bobby Brown, and how civilized people have sex. Then, we dive into how she met her (then) husband and why she’s okay with his abscond to South Africa to coach basketball in the name of Jesus Christ, like Shaquille O’Neal as, say, a recently converted, over-zealous Kwai Chang Caine. Could this get “entangled?” Oh Boy.This special two-part episode...2020-07-201h 58

Cleveland Fans AnonymousCFA S2 E10 - Cut CallawayBryce and Anthony are back with a depressing rundown of the awful game by the Bay. Hear what they saw and what they think moving forward. They also touch on the Cavs start and the Tribe's end. Enjoy Cleveland! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/clefansanonymous/support 2019-10-0840 min

Cleveland Fans AnonymousCFA S2 E9 - Super Bowl BoundThe Browns win! Horayy! Celebrate the win and get ready for your weekend with another edition of Bryce and Anthony's terrific banter. They run through all aspects of the Jets game and look ahead at Sunday Night Football against the Rams. Round it out with some fan questions and heated debate and you've got yourself an incredible show. Enjoy Cleveland! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/clefansanonymous/support 2019-09-2044 min

Cleveland Fans AnonymousCFA S2 E7 - Week One HYPEHERE WE GOOOOO! Cleveland we are back and better than ever with a brand new CFA podcast for your listening enjoyment. It is packed full of Cleveland Browns hype as they start the most hype season since 1999 on Sunday. Listen to Bryce and Anthony give their predictions, hopes, and reservations about the season ahead. Enjoy Cleveland! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/clefansanonymous/support 2019-09-0645 min

Cleveland Fans AnonymousCFA S2 E6 - Sad Day JoséBryce and Anthony return to discuss everything in the Cleveland Sports-verse. Enjoy a recap of the Tribe and a look at where they could end up. Then they move to the Browns preseason game number 3 and finish up an introduction to Bryce and Anthony's picks for MAC football. Enjoy Cleveland! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/clefansanonymous/support 2019-08-2542 min

Cleveland Fans AnonymousCFA S2 E5 - Corbett SucksBryce and Anthony are back with a bigger and better edition of the Cleveland Fans Anonymous podcast! They review the critical series vs. the Yanks and the direction of the Tribe to this point, Brown's preseason win number 2, and answer our beloved fan questions. Enjoy Cleveland! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/clefansanonymous/support 2019-08-1847 min

Cleveland Fans AnonymousCFA S2 E4"The Hawk" and Anthony are back with yet another installment of the Cleveland Fans Anonymous podcast! The pair leads off with a little Tribe talk as they head into a key series versus the Twins. There's also Browns training camp talk and a look ahead at the first preseason game against the Redskins and former OSU QB Dwayne Haskins. Stay tuned for a surprise debate... Enjoy Cleveland! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/clefansanonymous/support 2019-08-0846 min

Cleveland Fans AnonymousCFA S2 E3Cleveland Fans Anonymous is back for a brand new episode! Browns training camp is underway and Bryce and Anthony have all the latest rumors and headlines on your brownies. Along with the Browns talk there is a new installment of everyone's favorite segment, the JR Smith what the hell are you doing award of the week! Furthermore, the boys discuss the latest Indians trades and Trevor Bauer's recent outburst. Finally, they wrap up the podcast by answering a couple of questions sent in by the fans. Enjoy! --- This episode is sponsored by · Anchor: The easiest way t...2019-07-3148 min

Cleveland Fans AnonymousCFA S2 E2Bryce and Anthony are back with another great installment of the Cleveland Fans Anonymous podcast! Brighten up your muggy July days as the duo talk MLB netting, Baker Mayfield MVP odds, and the impending decisions the Tribe front office has as the trade deadline quickly approaches. They also enter a spirited debate about the future of Kevin Love and his outlook with potential suitors. Finally, a new segment is debuted. Enjoy and have a great day in the 216! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this p...2019-07-2448 min

Cleveland Fans AnonymousCFA S2 E1Bryce "The Hawk" and Anthony are back with a brand new installment of the Cleveland Fans Anonymous podcast. Today is chalk full of sports talk and plenty of spirited debate about the daily news of the Cleveland sports scene. Who says July is a dead month for sports? The boys will share their thoughts on the new Cavs rookies and discuss how good... and how bad each player has the potential to be. They then move to the Browns and analyze the Madden ratings of your orange and brown. There is a little bit of Tribe talk to round...2019-07-1850 min

Cleveland Fans AnonymousCleveland Fans Anonymous 11Bryce "The Hawk" and Anthony are back with the eleventh installment of CFA. They recap a huge Browns win coming off the leg of rookie kicker Greg Joseph. Emotions are riding high as they go through what the team did well and what they need to improve upon for week 6 against the Chargers and going forward this season. Did someone say the P-word......? Finally, the duo recaps a disappointing end to a zombie-like season as the Tribe put Chief Wahoo to the grave by getting swept by the Houston Astros. Make sure to hear Anthony's wild rant on the baseball...2018-10-0957 min

WW1 Centennial NewsEpisode #21, May 24, 2017 - First US Army personnel land 100 years ago this weekHighlights: Bulletin: Hear headlines and stories from the “Official Bulletin” |@ 02:15 Guest: Mike Shuster on the mutinies in France |@ 06:15 America’s WW1 Memorial: what CFA approval means from Edwin Fountain |@ 10:35 Memorial Day: History, significance, observance and links to activities |@ 12:00 States: Indiana article on Opha May Johnson, Alabama on National League for Woman’s Service |@ 14:30 Education: National History Day |@ 16:15 Media Spotlight: Robert Laplander / Doughboy MIA in the news |@ 19:00 Guest: Richard Rubin on his new book: “Back Over There” |@ 20:45 Guests: John Brancy and Peter Dugan on their WW1 music album |@ 25:30 Much more... ----more---- WW1 Centennial News - Weekly Podcast World War On...2017-05-2637 min