The Hoosier Hub

???? 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.

?? Only 2 Days Left! ?? We’re just TWO days away from our highly anticipated RIA M&A Industry Leader Roundtable at Ruth's Chris Steak House—and tickets are almost SOLD OUT with 71 registrations already! This event is a must-attend for those looking to dive into the latest trends shaping the RIA industry. Don't miss your chance to secure a seat! Partnering with ACG Indiana and presented by Oak Street Funding, this The Hoosier Hub event will feature top industry leaders discussing critical topics like: ?? ?? M&A Market Update – What’s happening with recent deal volumes & trends?? ?? Succession Planning – Smooth leadership transitions in today’s market?? ?? Advisor Breakaways – The shift toward independence for advisors?? ?? Private Equity’s Role – PE’s growing influence on the RIA landscape?? ?? Valuation Trends – Current valuations and deal structures to watch ?? Thursday, October 10 | 5:30 - 8:30 PM?? ?? Ruth’s Chris Steak House | 2727 E. 86th Street, Indianapolis Meet Our Expert Panelists: Jeffrey Brand | Managing Director, Raymond James?? Alicia Chandler | President, Oak Street Funding?? Kevin Sweet, CFP? | Principal, CAPTRUST?? Matthew Reynolds, AIF(R) | President, Thurston Springer Financial?? Susie McEuen | VP of Strategic Markets, Oak Street Funding If you're an RIA professional, investor, or financial advisor, this event is for you! This is your chance to hear from industry experts on the latest M&A trends, valuation strategies, and much more.? CFA Society members: Use your membership email for FREE tickets. ACG members, reach out to cgallegos[@]missioncontrolhq.com for your promo code. ?? in the comments to register. See you there!

?? Just over two weeks left—and tickets are sizzling away! Don't miss your chance to be part of the next installment of The Hoosier Hub series at Ruth's Chris Steak House!

We’re counting down the days to the next Hoosier Hub event—less than one month away! ?? The RIA M&A landscape is a hot topic from so many angles right now, and we’re thrilled to dive deep into it in partnership with ACG Indiana.

Cody Riles, the Market Officer for Indianapolis and Louisville at Prologis, will bring a wealth of knowledge on leasing, dispositions, and capital deployment within the industrial real estate sector. Prologis, the global leader in logistics real estate, offers a significant perspective, especially considering their expansive portfolio as the #1 owner of industrial real estate in the world! ?? Thanks for joining us, Cody! Times running out! Grab your seats for this conversation: https://lnkd.in/gNynsHUu

Shoutout to Ken Martin, Senior Managing Director at JLL and head of the Indianapolis office for JLL Capital Markets for joining us for our upcoming CFA Society Indianapolis event on August 15! With a career overseeing more than $3.1 billion in transactions, Ken will share insights from the debt and lending world, drawing from his vast experience in financing, disposition, and re-capitalization of investment real estate. Be sure to register while seats are still available: https://lnkd.in/gNynsHUu

John Sweet, Chief Investment Officer at Strategic Capital Partners, LLC has a comprehensive background in capital markets and structuring, joint ventures and lending, as well as acquisitions, dispositions and development strategies. With a track record that includes significant roles in investment and portfolio management, John’s insights will be invaluable for understanding market dynamics. ???????? Thank you for joining us, John! Snag your spot for this our upcoming event on August 15: https://lnkd.in/gNynsHUu

We're looking forward to hosting you at The Speakeasy on August 15 for a panel discussion covering crucial topics such as: · The impact of the Chips and Science Act and federal incentives · The growing demand for data centers driven by advances in artificial intelligence · Trends in advanced manufacturing and onshoring/nearshoring strategies · The ever-expanding e-commerce sector. Thank you Danny Scheidler of JLL for collaborating with The Hoosier Hub & CFA Society Indianapolis on moderating this conversation! ??? Register Here: https://lnkd.in/gNynsHUu

Indianapolis is buzzing with activity June 5th-7th you won't want to miss! ?? Next Level Fund Summit (June 5th morning) 50 South Capital invites you to attend its sixth annual NLF Summit. The NLF Summit will include an update on the growth of the?Next Level Fund?portfolio over the last 12 months, including a series of discussions with leading venture capitalists, spotlight sessions with founders and management teams of exciting and innovative venture-backed companies as well as with thought leaders to discuss the state of innovation, entrepreneurship, and venture capital in Indiana. Register here: https://lnkd.in/gZyPZYNC ?? Innovation Showcase (June 5th afternoon) Join Venture Club of Indiana, Inc. at the Indiana State Museum for the 16th Annual Innovation Showcase! Featuring inspiring keynote speakers, dynamic startup pitches, and invaluable networking opportunities. Don't miss the chance to connect with industry leaders and investors. Register now to secure your spot: https://loom.ly/PN9ljh4 ?? TechPoint's Venture Connect (June 6th all day) Looking for your next career move? Head over to the Indiana Convention Center for the IndyX Tech Jobs Fair. Meet with top tech companies, explore job opportunities, and learn about the latest trends in the tech industry. A must-attend for job seekers and tech enthusiasts alike. Register today (waitlist): https://lnkd.in/gjzvhUX7 ?? CFA Society Indianapolis Venture Breakfast (June 7th morning) We're thrilled to invite you to our first Venture Breakfast presented by TechPoint and the Indiana Economic Development Corporation where you'll have the chance to connect with like-minded professionals, gain valuable insights, and fuel your passion for venture innovation. Register at the link: https://lnkd.in/gCyMQPji

Do you have your tickets to this year's Venture Club of Indiana, Inc. Innovation Showcase?! We're excited to hear from: ?? ?? Max Yoder of Lessonly (now Seismic Learning) ?? ???? Amy Brown from Authenticx ?? ???????? Don Aquilano of Allos Ventures ...and of course to listen to the day's pitches! Get your tickets ASAP: https://lnkd.in/gvFxzi_p