Market Overview

FREE Registration for Midwest Investment Conference 2016 Extended Through June 20 for CFA Institute Members


CFA Society Cleveland leaders today announced free registration is extended for all CFA Institute members through June 20.

Midwest Investment Conference 2016 will be held at the Renaissance Cleveland Hotel in downtown Cleveland on June 22, 2016. The event will feature senior management teams from publicly traded companies. Those executives will make presentations in general sessions, and host one-on-one and small group breakout meetings with investors.

"As a means of continuing the CFA Institute's ‘Putting Investors First' initiative beyond the month of May, we are pleased to extend free registration to all CFA Institute members through June 20," said Matthew J. Dennis, CFA, Midwest Investment Conference Organizer.

Registration includes access to all auditorium presentations, breakfast, a keynote buffet luncheon, snacks and beverages. After June 20, a late registration will be assessed.

Luncheon Keynote

CNBC and MSNBC contributor Ron Insana, who was named one of the "Top 100 Business News Journalists of the 20th Century," will make a keynote address at the conference luncheon. Insana is a highly respected business journalist and money manager of nearly three decades. His career began at the Financial News Network in 1984 and he later joined CNBC when FNN and CNBC merged in 1991. He plans to discuss the imminent 2016 Republican National Convention taking place in Cleveland in July, and the potential economic ramifications of the November election.

Latest Roster of Attending Public Companies:

  • AmTrust Financial Services, Inc. (Nasdaq: AFSI)
  • Applied Industrial Technologies (NYSE: AIT)
  • CBIZ Inc. (NYSE: CBZ)
  • Diversified Restaurant Holdings, Inc. (Nasdaq: SAUC)
  • Evans Bancorp Inc. (NYSE MKT: EVBN)
  • Financial Institutions, Inc. (Nasdaq: FISI)
  • Gas Natural Inc. (NYSE MKT: EGAS)
  • Graham Corporation (NYSE: GHM)
  • Lincoln Electric Holdings Inc. (Nasdaq: LECO)
  • Mace Security International, Inc. (OTCPINK: MACE)
  • Olympic Steel Inc. (Nasdaq: ZEUS)
  • OMNOVA Solutions Inc. (NYSE: OMN)
  • PolyOne Corporation (NYSE: POL)
  • Rand Capital Corporation (Nasdaq: RAND)
  • Stepan Co. (NYSE: SCL)
  • The J. M. Smucker Company (NYSE: SJM)
  • Transcat Inc. (Nasdaq: TRNS)

Below is the auditorium schedule (subject to change):

7:00 AM   4:00 PM   Conference Registration
8:00 AM 8:40 AM LECO RAND
8:50 AM 9:30 AM AIT TRNS
9:40 AM 10:20 AM OMN GHM
10:30 AM 11:10 AM POL EVBN
11:20 AM 12:00 PM ZEUS FISI
12:00 PM 1:30 PM Luncheon in Gold Room
1:40 PM 2:20 PM AFSI EGAS
2:30 PM 3:10 PM CBZ SAUC
3:20 PM 4:00 PM SCL MACE

To register, visit the conference website at:

"CFA Institute's mission of globally leading the investment profession—by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society—is consistent with our conference model. We are putting investors first and providing direct corporate access, which has been ranked by institutional investors as one of the most valuable forms of due diligence," Dennis said. "Professional investors from as far away as California will be coming to Cleveland on June 22 for this unique opportunity. The conference also benefits public companies that appreciate corporate transparency and aspire to increase their investor and analyst following. Executives do not need to travel to New York or Boston to meet with targeted analysts and buy-side investors."

Financial support for Midwest Investment Conference 2016 comes from a supplemental fee paid by the presenting public companies and from donations by industry sponsors. This year's supporting sponsors include Platinum Sponsors, Business Wire, a global market leader in commercial press release distribution; FactSet Research Systems, a company which aids the world's investment community in performing sophisticated financial analysis through data and analytics; and, Nasdaq, a leading provider of trading, clearing, exchange technology, listing, information and public company services across six continents; and Gold Sponsors, CFA Institute, a global association of investment professionals that sets the standard for excellence in the industry; Key Private Bank a leading provider of wealth management solutions and advice to high-net worth and ultra-high-net worth clients; and, RR Donnelley, a global provider of integrated communications. Contributing Sponsors are Clear Perspective Group, LLC, an employee-owned investor relations consulting firm that helps public companies increase institutional investor and analyst following; KEI Advisors an investor relations services firm that helps small-cap and micro-cap companies optimize their market value; and the Cleveland/Northern Ohio Chapter of the National Investor Relations Institute (NIRI), a non-profit organization that promotes the common interests of individuals engaged in the investor relations profession.

Additional conference sponsorships are still available and offer a valuable touchpoint with decision-makers at public companies and asset-management firms. To learn more about sponsorship opportunities and to showcase an organization's commitment to corporate transparency and the capital markets, or for details on how a company can register to present, please visit: or call 216-255-6290.

About Midwest Investment Conference

The Midwest Investment Conference model was created in 2012 to conduct institutional investment conferences addressing the needs of both publicly held companies and professional investors. The unique model provides a conflict-free and cost effective means of enhancing corporate transparency and investor relations initiatives for companies, while providing direct corporate access for institutional investors and analysts. For more information on the 2016 conference, follow conference updates on Twitter at @MWInvConference and visit the event website at

About CFA Society Cleveland

CFA Society Cleveland was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. CFA Society Cleveland has 479 members, and is a member society of CFA Institute, which represents 109,000 members including 100,000 CFA Charterholders in more than 130 countries worldwide.

For CFA Society Cleveland
Tim Cox, 216-255-6290

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