Guardians of Finance with Matt McLaughlin
By CFA Society Cleveland
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Category: Investing
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Episodes: 34
Description
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, CAIA 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 community.
Subscribe to the podcast on your favorite podcast platform and head to Guardiansoffinance.com where you can connect or reconnect with the CFA Society of Cleveland and attend an educational or social event, and find volunteer opportunities.
| Episode | Date |
|---|---|
|
David MacGregor, CFA on the History of the Investment Industry in Cleveland (Part 3)
|
Jun 17, 2025 |
|
Scott Roulston on the History of the Investment Industry in Cleveland (Part 2)
|
Jun 03, 2025 |
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Nancy Benacci, CFA on the History of the Investment Industry in Cleveland (Part 1)
|
May 20, 2025 |
|
Ryan McGovern – Managing Director at Star Mountain Capital
|
Apr 29, 2025 |
|
Craig Cimoroni, CFA – Head of Business Development and Investor Relations at Elizabeth Park Capital Management
|
Apr 15, 2025 |
|
Andrew Rising & Mike Nieset – Encore Venture Labs
|
Jan 07, 2025 |
|
Nick Raich, CFA – Founder & CEO of The Earnings Scout
|
Nov 05, 2024 |
|
Michael Murphy – Co-Founder & CEO at Cleveland Professional Soccer
|
Aug 06, 2024 |
|
Andrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships
|
Jun 18, 2024 |
|
Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments
|
Jun 04, 2024 |
|
George Mateyo – Chief Investment Officer at KeyBank
|
May 21, 2024 |
|
Tony Gattuso – Senior Director, Investments at the Cleveland Foundation
|
May 07, 2024 |
|
Russell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLC
|
Apr 02, 2024 |
|
Matt Rodak – CEO and Founder of Upright, formerly Fund that Flip
|
Mar 19, 2024 |
|
Lauren Rich Fine, CFA – Senior Managing Director at Gries Financial
|
Mar 05, 2024 |
|
Meet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIA
|
Feb 20, 2024 |
|
Michael McKeown, CFA, CPA - Chief Investment Officer at Marcum Wealth
|
Feb 06, 2024 |
|
Ezra Stark, CEO of Stark Enterprises
|
Jan 16, 2024 |
|
Dave Fulton, CFA, Co-Chair and CEO of Clearstead
|
Jan 02, 2024 |
|
Brad Wheeler, President of Shaker Investments
|
Dec 05, 2023 |
|
Meet the Board Series with Sam Wass & Colby Krahe
|
Nov 14, 2023 |
|
Meet the Board Series with Cindy Nace & Jon Dominy
|
Oct 24, 2023 |
|
Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International
|
Oct 03, 2023 |
|
Yoel Mayerfeld, Co-CEO of Chase Properties Ltd.
|
Sep 12, 2023 |
|
Rich Veres, CFA, Co-founder & President of Highland Consulting Associates
|
Aug 22, 2023 |
|
Brent Zimmerman, CEO & Co-founder of Saucy Brew Works
|
Aug 01, 2023 |
|
Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management
|
Jul 12, 2023 |
|
Fred Cummings, President & Founder of Elizabeth Park Capital Management
|
Jun 20, 2023 |
|
Ryan Ruggaard talks investing in investing from childhood, navigating the Chicago investment scene, and taking over the family business
|
May 30, 2023 |
|
Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management
|
May 09, 2023 |
|
Richard Barone talks Washington DC in the 1960s, his views on inflation, and stories from decades of investing
|
Apr 18, 2023 |
|
Corrie Menary talks leaving banking for private equity, starting a family while advancing her career, and her passion for public education
|
Mar 28, 2023 |
|
Ben Mackovak talks starting multiple investment firms, investors who shaped his philosophy, and joking with Jim Cramer
|
Mar 07, 2023 |
|
Welcome to the Guardians of Finance Podcast
|
Feb 06, 2023 |