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David MacGregor, CFA on the History of the Investment Industry in Cleveland (Part 3)

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Manage episode 489222377 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://ppacc.player.fm/legal.

In part three of our special series on the history of Cleveland’s investment industry, we're joined by David MacGregor, CFA, co-founder and President of Longbow Research. David first came to Cleveland in the 1990s as a sell-side analyst, and in the early 2000s, he co-founded Longbow Research. Over the past two decades, he's led the firm through multiple market cycles, keeping it independent and steadily growing its presence in the industry. In this episode, David shares what it's like running a sell-side research firm in Cleveland, the big changes he's seen in the financial world, and how Longbow has managed to attract and keep great talent, even during turbulent times. Thanks for listening, and we hope you enjoy this episode with David MacGregor. Connect with David here:

David MacGregor 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.

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34 episodes

Artwork
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Manage episode 489222377 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://ppacc.player.fm/legal.

In part three of our special series on the history of Cleveland’s investment industry, we're joined by David MacGregor, CFA, co-founder and President of Longbow Research. David first came to Cleveland in the 1990s as a sell-side analyst, and in the early 2000s, he co-founded Longbow Research. Over the past two decades, he's led the firm through multiple market cycles, keeping it independent and steadily growing its presence in the industry. In this episode, David shares what it's like running a sell-side research firm in Cleveland, the big changes he's seen in the financial world, and how Longbow has managed to attract and keep great talent, even during turbulent times. Thanks for listening, and we hope you enjoy this episode with David MacGregor. Connect with David here:

David MacGregor 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

34 episodes

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