Name: Annual CIO Roundtable
Start: 2025-10-29T12:00:00-04:00
End: 2025-10-29T13:30:00-04:00
Location: Union Club

CIO Roundtable with panelists Debbie Cunningham, CFA, Federated Hermes, Russ Koesterich, Blackrock and Kurt Nye, CFA, MAI Capital Management
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

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