Roundtable Lunch, Boyd Watterson, Zach Segal, All Infrastructure is Local, 15 May | Event in Westlake | AllEvents

Roundtable Lunch, Boyd Watterson, Zach Segal, All Infrastructure is Local

CFA Society Cleveland

Highlights

Thu, 15 May, 2025 at 12:00 pm

1.5 hours

Wild Mango, Crocker Park

Starting at USD 0

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Date & Location

Thu, 15 May, 2025 at 12:00 pm to 01:30 pm (GMT-04:00)

Wild Mango, Crocker Park

139 Crocker Park Boulevard, Westlake, United States

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About the event

Roundtable Lunch, Boyd Watterson, Zach Segal, All Infrastructure is Local
Join us for a Westside Lunch, Boyd Watterson, Zach Segal, All Infrastructure is Local

About this Event

Join us for a lunch roundtable, Boyd Watterson, Zach Segal, All Infrastructure is Local

May 15th 12:00 to 1:30pm
Wild Mango
139 Crocker Park Blvd, Westlake, OH 44145

This roundtable will have two locations:
Eastside Breakfast at the Corporate College, Warrensville Heights
(please register for this at the separate registration link here)
Westside Lunch at Wild Mango, Crocker Park

Presentation Summary
Infrastructure is a large, deep, necessary, and under owned asset class that warrants consideration in portfolios. Learn how Boyd Watterson is approaching the infrastructure market and navigating the changing policy landscape by leaning into government connectivity across Federal, State, and Local governments

Breakfast and lunch brought to you by Boyd Watterson

Learn about Boyd Watterson

Zachary Segal

Executive Vice President, Co-Chief Investment Officer, Real Estate

As Co-Chief Investment Officer of the Real Estate team, Zachary L. Segal co-leads the investment process, focusing on current real estate products, new product development, and strategic initiatives. Zach is Portfolio Manager on a number of the company’s funds and sits on the respective Investment and Allocation Committees. He is responsible for collaborating with other CIOs in the development, review, and continual improvement of the company’s investment approach and themes. Further, he is a conduit between the investment team and client communications, ensuring understanding and transparency. Zach is also a leader in the research, proposal, and launch of new investment products.

Prior to joining Boyd Watterson in April of 2022, Zach was a Partner and Special Situations Group Director of Asset Management at The Townsend Group, executing and managing real estate private equity investments across property types, markets, and structures. Zach also held real estate finance and principal investing roles at Polinger Development Co., Goldman, Sachs & Co., and Charles River Realty Investors, LLC. During the global financial crisis, Zach served as Director of Strategic Initiatives and Credit Market Programs at the U.S. Department of the Treasury, where he managed Troubled Asset Relief Program (TARP) investments.

• MBA from the Tuck School of Business at Dartmouth

• BA in English from Dartmouth College, cum laude

You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free!

Join CFA Cleveland today, yearly dues:

Local Member $150

Candidate Member $125

Student Member $50

CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.




Also check out other Workshops in Westlake.

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Ticket Info

Tickets for Roundtable Lunch, Boyd Watterson, Zach Segal, All Infrastructure is Local can be booked here.

Ticket type Ticket price
CFA Institute/CFA Society Cleveland Member Free
Guest of Boyd Watterson Free
Non-CFA Cleveland Members 40 USD
CFA Candidate 25 USD
Students 10 USD
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Event Tags

Nearby Hotels

Wild Mango, Crocker Park, 139 Crocker Park Boulevard, Westlake, United States

Just a heads up!

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Host Details

CFA Society Cleveland

CFA Society Cleveland

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Roundtable Lunch, Boyd Watterson, Zach Segal, All Infrastructure is Local, 15 May | Event in Westlake | AllEvents
Roundtable Lunch, Boyd Watterson, Zach Segal, All Infrastructure is Local
Thu, 15 May, 2025 at 12:00 pm
USD 0