Annual CIO Roundtable
Schedule
Wed Oct 29 2025 at 12:00 pm to 01:30 pm
UTC-04:00Location
Union Club | Cleveland, OH
About this Event
Join CFA Society Cleveland for our annual CIO Roundtable Lunch at The Union Club
October 29th, 12pm
The Union Club
Panelists
Debbie Cunningham, CFA, Chief Investment Officer of Global Liquidity Markets,Federated Hermes
Russ Koesterich, Global Multi-Asset Investor, Portfolio Manager and Chief Strategist, BlackRock
Kurt Nye, CFA, Managing Partner and Chief Investment Officer, MAI Capital Management
Sponsored by Blackrock, Man Group
Valet Parking will be provided by CFA Society Cleveland at The Union Club
Debbie Cunningham, CFA, Federated Hermes
Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team as well as the lead portfolio manager on the GA Selects model portfolio strategies. Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the Fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of three books, including his most recent "Portfolio Construction for Today's Markets."
Kurt Nye, MAI
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member . Check our website for membership information, join as a local member and attend most events free!
Local Member $150
Candidate Member $125
Student Member $50
Where is it happening?
Union Club, 1211 Euclid Ave, Cleveland, United StatesEvent Location & Nearby Stays:
USD 0.00 to USD 50.00
