Bob Stein, First Trust, Deputy Chief Economist, Macroeconomic

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Page 1 of 5 May 29, 2014 Bob Stein, First Trust, Deputy Chief Economist, Macroeconomic Outlook, June 4th, 2014 Luncheon Sponsored by First Trust Robert Stein is Deputy Chief Economist at First Trust

1 Page 1 of 5 May 29, 2014 Bob Stein, First Trust, Deputy Chief Economist, Macroeconomic Outlook, June 4th, 2014 Luncheon Sponsored by First Trust Robert Stein is Deputy Chief Economist at First Trust Advisors L.P. a financial services firm based in Wheaton, Illinois. At First Trust, Mr. Stein is responsible for forecasting and analyzing economic indicators as well as writing economic commentaries. Immediately prior to joining First Trust, Mr. Stein was Assistant Secretary for Economic Policy at the U.S. Treasury Department. At the Treasury Department, Mr. Stein was responsible for briefing the Secretary of the Treasury on U.S. macroeconomic developments and formulating policy proposals. Day to day, Mr. Stein was responsible for leading a team of twenty economists conducting in-depth economic analysis and research. Between 1996 and 2002 Mr. Stein was chief economist for the Senate Budget Committee on Capitol Hill and an economist for the Senate Banking Committee and Joint Economic Committee. Prior to his tenure on Capitol Hill and the Treasury Department, Bob was a journalist for Investor's Business Daily, where he covered the economy and authored many front page stories. Originally from New Jersey, Mr. Stein received a B.A. in both Economics and Government from Georgetown University. He is also a CFA Charter holder. Click Here to Register for this Event CFA SOCIETY CLEVELAND BOARD NOMINATIONS Wayne Chamberlain Brad Knapp Grant Guyuron President Program Chair Membership Chair

Page 2 of 5 Deborah Kidd John Silvis Mike Santelli Matt Scullen Tom Jalics Arthur Stupay Education Chair Treasurer Advocacy Chair Public Awareness Chair Career Services Chair Special Advisor

Millis Memorial Golf Outing Monday, August 25th, 2014 Lake Forest Country Club 100 Lake Forest Drive, Hudson Ohio BSAS PRACTICE EXAM In collaboration with the Boston, Massachusetts affiliate

2 Page 2 of 5 Deborah Kidd John Silvis Mike Santelli Matt Scullen Tom Jalics Arthur Stupay Education Chair Treasurer Advocacy Chair Public Awareness Chair Career Services Chair Special Advisor Vote by Proxy Save the Date... Annual Dinner June 25th, details to follow SAVE THE DATE... 14th Annual Harry W. Millis Memorial Golf Outing Monday, August 25th, 2014 Lake Forest Country Club 100 Lake Forest Drive, Hudson Ohio BSAS PRACTICE EXAM In collaboration with the Boston, Massachusetts affiliate of the CFA Institute (BSAS), we are pleased to offer the following: Practice Exam - US$149. A full-length, properly formatted practice exam based on CFA Institute's 2013 Body of Knowledge which includes a detailed answer key with LOS and curriculum references, and calculations.

3 Page 3 of 5 As a special bonus for Level I and II candidates, receive the BSAS Online Test Bank at no extra charge (a US$99 value) when you purchase the Practice Exam PDF. The online testb bank gives you access to extra exam questions online: 700 Level I questions and 360 for Level II. To purchase, visit Upon purchase, enter your coupon code CLEVE to receive the online test bank for free with your purchase of the Practice Exam and test yourself for success! CLICK HERE TO BUY THE PRACTICE EXAM

4 Page 4 of Platinum Sponsor

Page 5 of 5 Society Administration CFA Society Cleveland 216.696.8066 cfa@cleveland.cfasociety.org To view our full calendar of events, click here.

5 Page 5 of 5 Society Administration CFA Society Cleveland cfa@cleveland.cfasociety.org To view our full calendar of events, click here. STAY CONNECTED Forward this This was sent to cfa@cleveland.cfasociety.org by cfa@cleveland.cfasociety.org Update Profile/ Address Instant removal with SafeUnsubscribe Privacy Policy. CFA Society Cleveland Lyman Blvd Shaker Heights OH 44122

Annual Meeting to Elect Board Thursday May 22

Annual Meeting to Elect Board Thursday May 22 Page 1 of 6 May 22, 2014 Annual Meeting to Elect 2014-2015 Board Thursday May 22 PLEASE JOIN US ON THURSDAY MAY 22ND AT 12PM FOR AN INSIGHTFUL PRESENTATION BY MATT MORAN, CHICAGO BOARD OPTIONS EXCHANGE.