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

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Manage episode 483827542 series 3445185
Content provided by CFA Society Cleveland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Cleveland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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, Man Group and BlackRock and also our Local Sponsor ScaleCo. The support from these and other event sponsors allows the CFA Society to bring engaging content to our members.

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 483827542 series 3445185
Content provided by CFA Society Cleveland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Cleveland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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, Man Group and BlackRock and also our Local Sponsor ScaleCo. The support from these and other event sponsors allows the CFA Society to bring engaging content to our members.

  continue reading

32 episodes

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