CFA Society Indianapolis

?? Join Us for Our Holiday Happy Hour! ?? Celebrate the season with CFA Society Indianapolis at our Annual Holiday Happy Hour! Enjoy an evening of great conversation, festive cheer, and a chance to connect with fellow finance professionals in a relaxed and fun atmosphere.? ?? : Wednesday, December 11th?? ? : 5:30 PM?? ?? : Four Day Ray Brewing, Fishers?? ??? : https://lnkd.in/gQ9KHKGY Don’t miss this opportunity to toast to a successful year and spread holiday cheer. We can’t wait to see you there!? #HolidayHappyHour #Networking #FinanceProfessionals??

Join CFA Society Indianapolis for the final event of 2024! We want to thank all of our members and sponsors for making 2024 another excellent year! ?? December 11th, 2024 ?? 5:30 - 8:30 p.m. ?? Four Day Ray Brewing 11671 Lantern Road Fishers, IN 46038 A call out for our year long sponsors you helped to make this year possible! 2024 Firm Member Sponsors: Barnes & Thornburg LLP Reams Asset Management Valeo Financial Advisors LLC Invst 2024 Sustaining Sponsors: Ambrose Property Group Fort Washington Investment Advisors, Inc. State Street Global Advisors John Hancock Macquarie Group Capital Group Sandhill Investment Management AcreTrader Harding Loevner LP

Join Us for the 2025 CFA Society Indianapolis Annual Investment Forecast Symposium! Start your year off right by joining us for one of the most anticipated events in the Midwest investment community—the 2025 Annual Forecast Symposium! It’s an evening of exclusive insights, networking, and a bit of fun at Gainbridge Fieldhouse. We’re expecting a record 300 guests this year, so make sure you’re there to be part of it! Our events are open to the community. ?? When: Tuesday, January 14, 2025, 5:00 p.m. ?? Where: Gainbridge Fieldhouse Featured Speakers: Kenneth Caplan, Global Co-Chief Investment Officer at Blackstone, will bring his expertise on real estate and investment strategy. As the former Co-Head of Blackstone Real Estate, Kenneth had control of the $60 billion BREIT real estate fund and will share his deep insights into the broader market outlook, as well as how to navigate today’s complex real estate landscape. Corey Hoffstein, CEO & CIO of Newfound Research, will present on the innovative world of quantitative investing. Newfound Research is a quantitative investment and research firm dedicated to helping investors unlock the benefits of diversification through return stacking. To top off the night, we’ll be cheering on the Indiana Pacers as they face the Cleveland Cavaliers! Tickets are limited—purchase yours through the link in the comments before they sell out! Check out a highlight from last year’s symposium featuring Howard Marks below. #CFAIndy #ForecastSymposium #InvestmentCommunity #Networking

2025 Sponsorship opportunities are now available with CFA Society Indianapolis! Becoming a sponsor is a great way to showcase your firm’s commitment to the investment profession, support our educational and networking initiatives, and connect with top finance professionals in our community. If you're interested in learning more, contact our Executive Director,?Ted Argus, CAIA, CIPM, to discuss how sponsorship can benefit your organization. ?? : [email protected]

Join us for our Annual Holiday Happy Hour at Four Day Ray Brewing on Wednesday, December 11, at 5:30 PM This festive gathering is perfect for connecting with fellow CFA members, enjoying great food and drinks, and spreading holiday cheer. ?? Four Day Ray Brewing?| Fishers, IN?? ??? : https://lnkd.in/gQ9KHKGY #CFASocietyIndy #Networking #HolidayCheer

Last week, we proudly recognized the newest CFA Charterholders at our Annual Dinner and New Charterholder Ceremony at the beautiful Hotel Carmichael, Autograph Collection. The evening featured a compelling panel discussion with David Malpass, the 13th President of the World Bank Group, and David Cooper, CFA, CAIA Investment Officer at Purdue Research Foundation, as moderator. Together, they explored how agility and responsiveness are critical in navigating the forces shaping today's financial landscape. Congratulations to all our new Charterholders—you are shaping the future of finance! A heartfelt thank you to our event sponsors—your support empowers the next generation of financial leaders. Purdue University, Lumina Foundation, Goelzer Investment Management, Kelley School of Business Indianapolis #CFASocietyIndy #CFACharter #FinanceLeadership #Networking #CFA

Great recap of David Malpass’s comments from our Annual Dinner this past Wednesday! Thank you David for speaking to our members and guests.

Join Us for the 2025 Annual Forecast Symposium! We are thrilled to kick off 2025 with one of the most anticipated events of the year—the Annual Forecast Symposium! This event brings together the Indianapolis investment community for an evening of insight, connection, and fun at Gainbridge Fieldhouse. ?? When: Tuesday, January 14, 2025, 5:00 p.m. ?? Where: Gainbridge Fieldhouse Join us to hear from our featured speakers: Kenneth Caplan, Global Co-Chief Investment Officer at Blackstone, sharing his expertise in real estate and investment strategy and Corey Hoffstein, CEO & CIO of Newfound Research, offering cutting-edge perspectives on quantitative investing. Wrap up the evening by cheering on the Indiana Pacers as they face the Cleveland Cavaliers. Don’t miss this chance to start the new year with fresh insights and meaningful connections. Purchase your tickets today. They will sell out: https://lnkd.in/gtHpM56Y #CFAIndy #ForecastSymposium #InvestmentCommunity

Thank you to all the incredible supporters of our new Charterholders! We are immensely grateful to everyone who has supported our new CFA charterholders on their journey—whether as mentors, colleagues, friends, or family. Your encouragement has been instrumental in helping them achieve this significant milestone. We look forward to celebrating this incredible achievement at our Annual Charterholder Dinner tonight. Let’s come together to honor their dedication and commitment to the highest standards in the investment profession. Here’s to celebrating their success and the community that uplifts them! See you tonight. #CFASocietyIndy #NewCharterholders #AnnualDinner

Join Us in Supporting the Local Investment Community! We are seeking Firm Sponsors to help grow and strengthen the Indianapolis investment ecosystem.? This sponsorship is perfect for organizations looking to:? ?? Demonstrate their commitment to the local financial community ?? Build connections with investment professionals? ?? Align with CFA Society Indy’s mission of fostering financial excellence Email our team today to learn how your firm can get involved and make an impact!? #CFAIndy #LocalLeadership #SponsorshipOpportunity??