Guardians Of Finance With Matt McLaughlin podcast

Player FM - Internet Radio Done Right

Додано two роки тому

Innhold levert av CFA Society Cleveland. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CFA Society Cleveland eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
The Icelandic Art of Intuition with Hrund Gunnsteinsdóttir | 307 40:34

for 16 dager siden40:34

Spill senere

Lister

Lik

Likt

40:34

We’ve turned intuition into a buzzword—flattened it into a slogan, a gut feeling, or a vague whisper we don’t always know how to hear. But what if intuition is so much more? What if it's one of the most powerful tools we have—and we’ve just forgotten how to use it? In this episode, I’m joined by Hrund Gunnsteinsdóttir , Icelandic thought leader, filmmaker, and author of InnSæi: Icelandic Wisdom for Turbulent Times . Hrund has spent over 20 years studying and teaching the science and art of intuition through her TED Talk, Netflix documentary (InnSæi: The Power of Intuition), and global work on leadership, innovation, and inner knowing. Together, we explore what intuition really is (hint: not woo-woo), how to cultivate it in a culture obsessed with logic and overthinking, and why your ability to listen to yourself might be the most essential skill you can develop. In This Episode, We Cover: ✅ Why we’ve misunderstood intuition—and how to reclaim it ✅ Practical ways to strengthen your intuitive muscle ✅ What Icelandic wisdom teaches us about inner knowing ✅ How to use intuition during uncertainty and decision-making ✅ Why trusting yourself is an act of rebellion (and power) Intuition isn’t magic—it’s a deep, internal guidance system that already exists inside you. The question is: are you listening? Connect with Hrund: Website: www.hrundgunnsteinsdottir.com TedTalk: https://www.ted.com/talks/hrund_gunnsteinsdottir_listen_to_your_intuition_it_can_help_you_navigate_the_future?utm_campaign=tedspread&utm_medium=referral&utm_source=tedcomshare Newsletter: https://hrundgunnsteinsdottir.com/blog/ LI: www.linkedin.com/in/hrundgunnsteinsdottir IG: https://www.instagram.com/hrundgunnsteinsdottir/ Book: InnSæi: Icelandic Wisdom for Turbulent Times Related Podcast Episodes: How To Breathe: Breathwork, Intuition and Flow State with Francesca Sipma | 267 VI4P - Know Who You Are (Chapter 4) Gentleness: Cultivating Compassion for Yourself and Others with Courtney Carver | 282 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…

Guardians of Finance with Matt McLaughlin

Del

Serier hjem•Feed

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.

32 episoder

Guardians of Finance with Matt McLaughlin

updated for 3 dager siden

Del

Serier hjem•Feed

32 episoder

Усі епізоди

1
Nancy Benacci, CFA on the History of the Investment Industry in Cleveland (Part 1) 30:40

for 3 dager siden30:40

30:40

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 episode with Nancy Benacci. Connect with Nancy here: Nancy Benacci LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President of the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn We would like to thank the CFA Society Cleveland's 2025 Asset Manager Sponsors, First Trust, Invesco, State Street Global Advisors, and BlackRock. The support from these and other event sponsors allows the CFA Society to bring engaging content to our members.…

1
Ryan McGovern – Managing Director at Star Mountain Capital 40:24

for 24 dager siden40:24

40:24

In 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 our conversation with Ryan McGovern. Connect with Ryan here: Ryan McGovern LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President of the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn We would like to thank the CFA Society Cleveland's 2025 Asset Manager Sponsors, First Trust, Invesco, State Street Global Advisors, and BlackRock. The support from these and other event sponsors allows the CFA Society to bring engaging content to our members.…

1
Craig Cimoroni, CFA – Head of Business Development and Investor Relations at Elizabeth Park Capital Management 33:32

for 5 weeks siden33:32

33:32

In 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: Craig Cimaroni LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn We would like to thank the CFA Society Cleveland's 2025 Asset Manager Sponsors, First Trust, Invesco, State Street Global Advisors, and Blackrock. It is the support from these and other event sponsors that allows the CFA Society to bring engaging content to our members.…

1
Andrew Rising & Mike Nieset – Encore Venture Labs 37:07

for 19 weeks siden37:07

37:07

In 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 LinkedIn Mike Nieset LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn We would like to thank the CFA Society Cleveland's 2025 Asset Manager Sponsors, First Trust, Invesco, and State Street Global Advisors. It is the support from these and other event sponsors that allows the CFA Society to bring engaging content to our members.…

1
Nick Raich, CFA – Founder & CEO of The Earnings Scout 33:49

for 28 weeks siden33:49

33:49

In 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 listening, and we hope you enjoy this episode with Nick Raich. Connect with Nick here: Nick Raich LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

1
Michael Murphy – Co-Founder & CEO at Cleveland Professional Soccer 32:07

for 41 weeks siden32:07

32:07

In 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: Michael Murphy LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 48 weeks siden32:33

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 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 enjoy the episode with Andrew Newsome. Connect with Joe here: Andrew Newsome LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 50 weeks siden31:36

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 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 his favorite golf courses in the area. Thanks for listening and we hope you enjoy this episode with Joe Koster. Connect with Joe here: Joe Koster LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 1 year siden32:43

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 market outlook. Thanks for listening and we hope you enjoy this episode with George Mateyo. Connect with George here: George Mateyo LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn *The following contains the thoughts and opinions of George Mateyo, Chief Investment Officer of Key Private Bank. Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates. This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment strategy. KeyBank, nor its subsidiaries or affiliates, represent, warrant, or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.…

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

for 1 year siden26:21

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 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 LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 1 year siden31:57

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 Cleveland Grand Prix. Thanks for listening and we hope you enjoy this episode with Russell Moenich. Connect with Russell here: Russell Moenich LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 1 year siden32:59

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, 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: Matt Rodak LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 1 year siden29:31

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 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 enjoy this episode with Lauren Rich Fine. Connect with Lauren here: Lauren Rich Fine LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 1 year siden30:24

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 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 Wood LinkedIn Suzana Vujasin LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 1 year siden25:18

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 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 personal passions. Thanks for listening and we hope you enjoy this episode with Mike McKeown. Connect with Mike here: Michael McKeown LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn *The following contains the thoughts and opinions of Michael McKeown, of Marcum Wealth, LLC. Marcum Wealth is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The statements herein are intended as brand and general educational and informational content only, and no viewer/listener should construe any statements as an offer of Marcum Wealth’s advisory services. Viewers/Listeners are encouraged to discuss the content of this broadcast with, and direct any questions to, the financial professional of their choosing.…

1
Ezra Stark, CEO of Stark Enterprises 41:13

for 1 year siden41:13

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 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 Stark LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 1 year siden30:22

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 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 LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

1
Brad Wheeler, President of Shaker Investments 27:21

for 1 year siden27:21

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 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 Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 2 years siden22:55

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 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 enjoy this episode with Sam Wass and Colby Krahe. Connect with Sam & Colby here: Sam Wass LinkedIn Colby Krahe LinkedIn Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: Matt McLaughlin LinkedIn…

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

for 2 years siden31:26

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 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 enjoy this episode with Cindy Nace and Jon Dominy. Connect with Cindy & Jon here: Cindy - https://www.linkedin.com/in/cindy-nace-5843b4a3/ Jon - https://www.linkedin.com/in/jon-dominy-cfa/ Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden31:47

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 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 McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden33:17

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 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 enjoy this episode with Yoel Mayerfeld. Connect with Yoel here: https://www.linkedin.com/in/yoelmay/ Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden43:45

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 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/richard-veres-32a09713/ Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden33:29

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 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://www.linkedin.com/in/brentzimmerman11/ Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden31:14

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 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 Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden39:07

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 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/ Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden35:56

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 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 Management. He currently serves as Programing Director for the CFA Society of Cleveland. He is a transplant to Cleveland and has grown to love the city in his relatively short time here. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden44:19

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’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 CFA Society of Cleveland. He is a transplant to Cleveland and has grown to love the city in his relatively short time here. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/…

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

for 2 years siden43:20

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 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 Programing Director for the CFA Society of Cleveland. He is a transplant to Cleveland and has grown to love the city in his relatively short time here. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/ Guardians of Finance is presented by CFA Society of Cleveland. You can learn more about the society and the CFA charter at https://www.cfasociety.org/cleveland…

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

for 2 years siden24:39

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 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 currently serves as Programing Director for the CFA Society of Cleveland. He is a transplant to Cleveland and has grown to love the city in his relatively short time here. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/ Guardians of Finance is presented by CFA Society of Cleveland. You can learn more about the society and the CFA charter at https://www.cfasociety.org/cleveland…

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.