SOURCE: CFA Society of Cleveland

CFA Society of Cleveland

April 13, 2011 07:30 ET

CFA Society of Cleveland and Kent State University College of Business Present "The State of Capital Markets: A Discussion With Top Investment Professionals on Career Prospects and Market Opportunities After the Crisis"

CLEVELAND, OH--(Marketwire - Apr 13, 2011) - The CFA Society of Cleveland (CFASC) and the Kent State University College of Business will host a discussion on career prospects and market opportunities two years after the financial crisis. The event -- which will take place on Wednesday, April 20, at Kent State University's Student Center Ballroom in Kent, Ohio -- will feature Margaret E. Franklin, CFA, chair of the Board of Governors of CFA Institute and president and CEO of Kinsale Private Wealth, Inc. Also lending their insights and expertise will be Denise Farkas, CFA, chair of the Investment Committee at Sigma Investment Counselors, and Bruce McCain, Ph.D., CFA, chief investment strategist for Key Private Bank.

Registrants are invited to check in between 3:45 p.m. and 5:30 p.m. For those who are interested, the CFASC will offer a presentation on the Chartered Financial Analyst (CFA) program beginning at 4:15 p.m. The CFA program is a globally recognized standard for measuring the competence and integrity of financial analysts administered by the CFA Institute. The curriculum covers investment analysis, portfolio management, financial statement analysis, corporate finance, economics, performance measurement, and professional ethics. After the CFA program, there will be a short break with the panel discussion featuring Franklin, Farkas and McCain commencing at 5:30 p.m. The CFASC will host a networking session, complete with drinks and appetizers, from 6:45-8 p.m.

Attendance is free of charge to CFASC members as well as one guest per member, CFA candidates, students, and faculty; otherwise, a cost of $20 will apply. To register, visit or contact CFASC administrator, Katie Khoury, at 216-696-8066 or via email at Registration will remain open until 5 p.m. on Monday, April 18, or until capacity is met (250 attendees). Khoury can also provide information about sponsorship opportunities.

Margaret E. Franklin, CFA

Margaret E. Franklin, CFA, is president and CEO of Kinsale Private Wealth, Inc. Previously, she was a partner at K.J. Harrison & Partners for eight years. Before transitioning to the private client side of the business, Franklin spent more than a decade in institutional asset management. She was managing director of institutional asset management at Altamira Management, overseeing all activities related to the institutional business. Franklin was responsible for the firm's largest institutional clients, including pension plans, government agencies, corporate entities, endowments, and foundations. Her activities included setting portfolio strategy and ensuring implementation of and compliance with portfolio mandates. Franklin has also worked with Barclays Global Investors Canada, Mercer Investment Consulting, and State Street Global Advisors. She was elected to the CFA Institute Board of Governors in 2004 and currently serves as chair. Franklin formerly chaired the Audit and Risk Committee, External Relations and Volunteer Involvement Committee, and Planning Committee. She graduated from McMaster University with a B.A. in Economics.

Denise M. Farkas, CFA

Denise M. Farkas, CFA, joined Sigma Investment Counselors in 2007 bringing more than 25 years of investment related experience to the firm. Prior to joining Sigma, she was director of research at a Cleveland-based investment advisory firm. Farkas holds a business degree from Emory University and an MBA from the Weatherhead School of Management at Case Western Reserve University. She received the CFA designation in 1991. Farkas is chair of Sigma's Investment Committee and oversees the investment research process. She also serves as a relationship officer and portfolio manager on client accounts. Farkas currently serves as a member and immediate past chair of the Capital Markets Policy Committee of CFA Institute's Center for Financial Market Integrity. She is also a member of CFA Institute's Curriculum Executive Advisory Board, and was a member of the Board of Governors of CFA Institute from 1999 to 2005.

Bruce McCain, Ph.D., CFA

Bruce McCain, Ph.D., CFA, is the chief investment strategist for Key Private Bank and directs the research efforts which support that team's work. He is the past director of investment research. He serves as the investment manager on portfolios for both individuals and charitable endowments. Prior to working at Key, McCain taught courses and conducted research in organizational behavior at the Henry B. Tippie College of Business at the University of Iowa. He received a B.A. in Accounting and a B.S. in Psychology from Boise State University and received his Ph.D. in Business Administration from the University of California, Berkeley. McCain holds the CFA designation and belongs to the CFA Institute and the CFA Society of Cleveland.

About The CFA Society of Cleveland

The CFA Society of Cleveland (, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFASC has approximately 450 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 100,000 members, who include the world's 90,000 CFA charterholders, in 135 countries and territories.

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