CFA Society Indianapolis

Meet the Moderators for Finance Forward: Women’s Roundtables! CFA Society Indianapolis is excited to partner with Women Investors Network, LLC for Finance Forward: Women’s Roundtables on Careers & Markets, a unique opportunity for women in finance to connect, learn, and grow. Guiding the conversations are six outstanding industry leaders: Lisa Cantú – Portfolio Specialist | Goelzer Investment Management Paige McHugh, J.D., M.B.A. – Attorney | Barnes & Thornburg LLP DeAndra Ballard – Manager of Investment Performance & Reporting | Purdue Research Foundation Jayna Cacioppo – Board Member | Executive Women in Finance Indiana & Partner | Taft Stettinius & Hollister LLP Ariana Meiser – Market President | Merchants Bank of Indiana Kirsten Bayer-Petras – Relationship Specialist | Capital Group ?? Tuesday, March 18 | ? 6:00 – 8:00 PM EDT ?? The Indianapolis Propylaeum Join us for a night of engaging roundtable discussions, career insights, and valuable networking. This event is almost sold out—secure your ticket today! ?? Register Here: https://lnkd.in/grvwGsvX #WomenInFinance #Networking #CareerGrowth

?? ?? ?? CFA Society Indianapolis April Event Announcement ?? ?? ?? We are excited to announce our April event, "The Art of Investment Risk Management" sponsored by MSCI Inc. April 17th 5:30-8:30 at 317 BBQ. Come here our local panel dig into the risk framework they use for implementing and managing their investment pools. We have brought together practitioners from different verticals to compare and contrast different ways to think about risk. Key Details ?? Thursday, April 17th ?? 317 BBQ in Broad Ripple ?? 5:30-8:30 P.M. ??? https://lnkd.in/gbs7c7a2 Local Society Members get in free with e-mail as promo code. Our local Panel: Tom Askey, CFA Chief Investment Officer, Valeo Financial Advisors Craig Lehman, CFA VP Fixed Income Securities, OneAmerica Financial Ted Argus, CAIA, CIPM Investment Officer of Risk and Quant Analytics, Indiana University Health Scott L. Freeman, CFA, Board Member CFA Society Indianapolis.

ICYMI : check out the blog below to get more insight on what Joe Tracy shared at the CFA Research Challenge last month. ?? We're proud to collaborate with Jim Bullard, Joe Tracy, and the Purdue University Daniels School of Business. Thank you for all that you do for students and for our society.

?? ?? ?? March CFA Society Indianapolis & Women Investors Network, LLC Event Announcement ?? ?? ?? Come join us March 18th for an Evening of Women's roundtables discussing Careers and Markets! Thank you to Select Sector SPDRs for being the event sponsor! CFA Society and WIN Members get in Free! ?? March 18th ?? 6:00-8:00 P.M. ?? The Indianapolis Propylaeum, 1410 North Delaware Street Indianapolis, IN 46202 Moderators: · Lisa Cantú: Portfolio Specialist | Goelzer Investment Management · Paige McHugh, J.D., M.B.A.: Attorney | Barnes & Thornburg · DeAndra Ballard: Manager of Investment Performance and Reporting | Purdue Research Foundation · Jayna Cacioppo: Board Member | Executive Women in Finance (EWF) & Partner | Taft, Stettinius, & Hollister · Ariana Meiser: Market President | Merchants Bank of Indiana · Kirsten Bayer-Petras: Relationship Specialist | The Capital Group

?? SPONSOR SHOUT OUT! ?? Thank you to our presenting sponsor Select Sector SPDRs for their support in next month's Finance Forward event! Not only will we have four unique roundtable discussions led by spectacular moderators, attendees can also learn about Sector SPDR's Unique Exchange Trade Funds (ETFs) that divide the S&P 500 into elven sector index funds!

Last week, Indiana's best students in finance competed at the 2025 CFA Indianapolis Research Challenge, presenting their analysis and recommendation for the subject company, Simon Property Group! ?? We are happy to announce the Champions of our 2025 Research Challenge,?Kelley School of Business Indianapolis: Elias Arnett, Trevor Pettey, Brian Smith,?Joe Monaghan, MBA Candidate, and Carla Glodowski, along with their Advisors Larissa J. Adamiec, Ph.D. and?Russell Rhoads, PhD, CFA! ?? Special shout-out to the runner-ups,?DePauw University:?Gabriella Ethel Nabitaka, Thien Truong, Tram Pham, Tracy Bui, and Thu Tran, along with their Faculty Advisor Bin Qiu?and Industry Mentor Fergus Washington-Smith! A huge thank you goes to our keynote speaker,?Joe Tracy,?from the?Purdue University Daniels School of Business,?and moderator?Catherine Bonser-Neal, Ph.D.?from the?Kelley School of Business Indianapolis,?for the valuable Fireside Chat. We want to thank?Taylor Cornelius, Alexandria "Lexie" Seward,?and?Erin Bradburn?for hooking us up with the event space at?The Heritage Group! And, of course, we want to thank?Bryce Bettag?of?BB Focus Visuals?for the fantastic photography you see below. Finally, we want to thank all our volunteers who continue to make the Research Challenge a valuable opportunity for students. Thank you for your time and support!

? Last Call for Tickets! 2025 CFA Research Challenge ? Don’t miss the 2025 CFA Research Challenge, where top university teams will debate an investment in Simon Property Group and showcase their analytical skills in front of industry professionals. Can’t join us for the full day? Join us at noon for an insightful keynote session featuring Joseph Tracy, followed by student presentations. ?? Keynote Speaker: Joe Tracy Distinguished Fellow, Mitch Daniels School of Business, Purdue University Former Executive VP, New York & Dallas Federal Reserves ?? Moderator: Catherine Bonser-Neal, Ph.D. Associate Professor Emeritus of Finance, Kelley School of Business, Indiana University ?? Date: Friday, February 21, 2025 | 9AM - 4PM with a keynote at lunch followed by student presentations. ?? Location: The Center at The Heritage Group: 6320 Intech Way, Indianapolis, IN 46278 ?? Reserve your spot now: https://lnkd.in/gHNKbQvE #CFAResearchChallenge #FutureOfFinance #InvestmentDebate

?? Join Us for Finance Forward: Women’s Roundtables on Careers & Markets In collaboration with the Women Investors Network, LLC, CFA Society Indianapolis invites you to an empowering evening designed exclusively for women in the finance community. This engaging event will feature small-group roundtable discussions led by accomplished industry leaders, providing a unique opportunity for networking, career insights, and market perspectives. ?? Date: Tuesday, March 18 | 6-8 P.M. ?? Location: The Indianapolis Propylaeum ?? Moderators: ? Lisa Cantú, Portfolio Specialist, Goelzer Investment Management ? Paige McHugh, J.D., M.B.A., Associate, Barnes & Thornburg LLP ? DeAndra Ballard, Manager of Investment Performance & Reporting, Purdue Research Foundation; Women Investors Network, LLC ? Jayna Cacioppo, Partner, Taft Stettinius & Hollister LLP; Board Member, Executive Women in Finance Indiana ? Ariana Meiser, Market President, Merchants Bank of Indiana ? Kirsten Bayer-Petras, Relationship Specialist, Capital Group Don't miss this opportunity to connect, learn, and elevate your career alongside fellow women in finance. ?? : https://lnkd.in/gTvZduzk #FinanceForward #WomenInFinance #CFAIndy

???? Looking to accelerate your investment knowledge base and network? ?? We're thrilled to announce the?2025 CFA Society Indianapolis Investment Forum?at the?Indianapolis Motor Speedway?on?Tuesday, May 13th, again on the opening day of practice for the Indianapolis 500 where the cars will be going around the track live. Last year, the Indianapolis Investment Forum drew 350 attendees... this year, we're going bigger, bolder, and faster –?literally We've secured the entire Pagoda Pavilion, meaning we can host?over 500 attendees?this year with no sound issues! We're bringing together investment professionals, financial advisors, and business leaders from across the Midwest for a day of insightful discussions and unparalleled networking. Plus,?Indiana Governor Mike Braun?will kick things off with a welcome address. Get ready for a deep dive into current investment topics at IMS. We'll have?6+ sessions covering a variety of hot topics in the markets. Check out our recap video from last year's event below. Confirmed Speakers include: Michael Mauboussin Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management, and Author. Gabriela Santos Managing Director, Chief Market Strategist for the Americas, Global Market Insights Strategy Team at J.P. Morgan Asset Management. Sign up at the link in the comments. CFA Society Members get 25% off! Have ideas for speakers or topics to round out our lineup? Reach out! We're still finalizing the agenda.

?? ?? ?? CFA Society Indianapolis 2025 Investment Forum is live!!! ?? ?? ?? Get set to turbocharge your financial journey at the CFA Society Indianapolis 2025 Investment Forum at the iconic Indianapolis Motor Speedway. Where finance meets the fast lane. Engage with visionary speakers on cutting-edge market trends, innovative strategies, and the future of investing. Connect with a dynamic crowd—seasoned pros and rising stars—in an atmosphere buzzing with ambition. Network where racing legends made history, feeling the pulse of possibility on track and in your career. Don't miss this chance to rev up your professional development. ??? Grab your ticket now ??? and join us in driving the future of finance forward. Society Members get 25% off! ??? https://lnkd.in/gxuf7nWF