Add to Calendar

The 10th Annual Cleveland Economic Summit

June 26, 4:00 PM - 6:30 PM


2018 Econ Summit Logo

We look forward to welcoming you and your guests on Tuesday, June 26, 2018, as we celebrate our 10th year hosting one of Northeast Ohio’s most insightful and informative events for local investors and members of the business community.

  • Gain perspective on today’s most relevant economic and political issues from leading experts on the financial, economic and political landscape.

  • Learn what you should be thinking about now as an Ohio investor, taxpayer, or business owner.

  • Arrive early to enjoy time networking with local business leaders, our speakers and host at our cocktail reception.

  • Stay late to enjoy a private stroll through Cleveland’s spectacular Botanical Gardens, open until 8pm
    exclusively for our guests.

Speakers and Host

John Lynch Head ShotJohn Lynch
Executive Vice President
Chief Investment Strategist, Research
LPL Financial

As chief investment strategist, John Lynch leads the market and economic analysis for LPL’s Research team and is   responsible for the firm’s strategic and tactical investment advice. Mr. Lynch joined LPL in 2017 with more than 30 years’ experience in the financial services industry. Previously, he held roles that included senior vice president and chief investment officer for the Mid-Atlantic region of Wells Fargo Private Bank, chief equity strategist with Wells Fargo Asset Management, and chief market analyst for Wachovia and Evergreen Investments. Earlier in his career, he honed his investment skills while working in New York in the securities industry, focusing on equity strategy and portfolio management.

gregvGreg Valliere
Chief Global Strategist

Horizon Investments

For more than three decades, Greg Valliere has followed Washington for investors. He specializes in coverage of the
Federal Reserve and analyzing the impact of policy and politics on the markets. A graduate of George Washington University, Mr. Valliere co-founded The Washington Forum, linking Wall Street with Washington. He is the former Director of Research at the Charles Schwab Washington Research Group, and a frequent guest on CNBC, Bloomberg TV and radio, CNN, Fox Business News and CBS radio. Mr. Valliere is also frequently quoted in The Wall Street Journal, Barron’s, and The New York Times.

FrankProf5HeadshotFrank Fantozzi
President and Founder
Planned Financial Services

Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, is pleased to host a select group of clients, esteemed individuals, and business owners at The 10th Annual Cleveland Economic Summit. Born and raised in Cleveland, he is passionate about serving as a catalyst for change in our local communities and in the lives of his clients as they pursue their desired Return on Life®. He leads a growing Cleveland-based independent Registered Investment Advisor (RIA) firm that embraces a team-based approach to delivering timely, actionable, and relevant advice, coupled with comprehensive planning and financial education.


4:00 pm - 4:45 pm - Registration | Networking/Cocktail | Reception
4:45 pm - 5:00 pm - Welcome, Frank Fantozzi
5:00 pm - 5:45 pm - Mid-year Economic & Financial Market Outlook | Q&A, John Lynch
5:45 pm - 6:30 pm - Economic Policy & Politics | Q&A, Greg Valliere


New CBG Logo Oct. 2016    The Garden will remain open until 8:00 pm following
    the Economic Summit. Stroll through, experience,
    and become inspired by all it has to offer!

Woodland Hall    
11030 East Boulevard
Cleveland, OH 44106                        

Complimentary parking at onsite parking garage
(Validate parking ticket with attendant upon arrival


Reserve seats or a corporate table by June 18, 2018
Contact Michelle Velotta at 440.740.0130 ext. 221

Space is limited

Investment advice offered through Planned Financial Services, a Registered Investment Advisor.

Securities offered through LPL Financial. Member FINRA/SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, PA, SC, SD, TN, TX, VA, VI.

John Lynch, LPL Financial; Greg Valliere, Horizon Investments; and Planned Financial Services are all separate, unaffiliated entities.