CFA Society Indianapolis on LinkedIn: Congratulations to our Board Member, Thomas J. Lyons III, for completing… (2024)

🏌♂️ ⛳ CFA Society Indianapolis Annual Charity Golf Outing 🏌♂️ ⛳ CFA Society Indianapolis is excited to announce the next iteration of our Charity Golf Outing, which will be October 1st at Purgatory Golf Club. This year, CFA Indianapolis is excited to partner with La Plaza, Inc.. La Plaza's mission is:"As a trusted liaison between Latinos and the larger community in Central Indiana, La Plaza empowers Latinos by providing and increasing access to essential social, education, and workforce development services."There will be an Early Bird deal ending July 31st for both individual tickets and foursomes. CFA Society Members will receive $20 dollars of the cost with their e-mail as a promo code. Multiple Sponsorship opportunities are available, so reach out to Ted Argus, CAIA, CIPM at executivedirector@cfasocietyindy.com.Thank you to our early sponsors of the event:Drink Cart Sponsor: State StreetHole sponsors: Fort Washington Investment Advisors, Inc. Connetic Ventures Ambrose Property Group

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📣 📣 📣 CFA Society Indianapolis July 2024 Event Announcement 📣 📣 📣 Join CFA Indy July 11th at @Cohatch Zionsville to hear from Scott Wentworth of Wentworth Financial Communications as he discusses how to master Financial Writing.Are you a portfolio manager, analyst, or financial professional seeking to elevate your writing game? Look no further. In this interactive session, Scott Wentworth will unveil the secrets to enhancing your writing skills by leveraging a structured approach. Learn how to seamlessly translate your investment ideas into compelling white papers, blogs, client letters, and emails.During this engaging presentation, you'll gain insights into developing an efficient writing process tailored to your style and job requirements. Discover how to infuse elements of journalism and storytelling into your communications, effectively avoiding common pitfalls with ingenious "writing hacks."Don't let the blank screen intimidate you any longer. Join us and bid farewell to the frustration of translating your investment thesis into impactful prose. Become a master of financial communication with Scott Wentworth's expert guidance.Learning Objectives:- Develop an efficient writing process aligned with your personal style and professional demands.- Integrate journalistic and storytelling elements into your written communications.- Utilize "writing hacks" to navigate common challenges effortlessly.- Craft a compelling narrative around your investment thesis.- Overcome the fear of the dreaded blank screen and unlock your full writing potential.Thank you to Erin Sikorski, CFP®, CExP™ for putting this together!All financial professionals well. CFA Society Members get in free with their e-mail as a promo code.

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📰 📰 📰 CFA Society Indianapolis June 2024 Newsletter📰 📰 📰Check out our monthly Newsletter to see everything going on CFA Indianapolis! https://lnkd.in/gYKEb-5VWe want to highlight this Friday's Venture Breakfast! Do not miss it!Also wanted to thank our sustaining sponsoring Harding Loevner LP for providing this month's white paper on Growing In Hard Times: Reinvesting During China’s TurbulenceThank you to all firm members: Valeo Financial Advisors LLC Reams Asset Management and InvstThank you to all sustaining sponsors: AcreTrader Ambrose Property Group Sandhill Investment Management State Street Macquarie Group Fort Washington Investment Advisors, Inc. John Hanco*ck Capital Group Harding Loevner LP

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🚀 Join Us for an Inspiring Venture Breakfast thanks to The Hoosier Hub ! 🍳Are you ready to kickstart your day with some entrepreneurial and venture development inspiration? 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.🗓 Date: Friday, June 7🕒 Time: 8:00 AM - 10:30 AM📍 Location: Indiana Biosciences Research Institute at 16 Tech Innovation DistrictThis event is perfect for RIA's, business leaders, investors, and anyone interested in the world of startups, venture capital, and wealth management. Our lineup of speakers includes industry experts who will share their experiences, challenges, and success stories.✨ Why Attend?· Network with industry leaders and fellow entrepreneurs· Gain actionable insights and strategies· Enjoy a delicious breakfast while learning· Don't miss out on this opportunity to grow your network and expand your · knowledge. Register now to secure your spot!🔗 Register here: https://lnkd.in/gN8d3Q7VLooking forward to seeing you there!#VentureBreakfast #Networking #Entrepreneurship #StartupCommunity #BusinessGrowth

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📷 📷 📷 CFA Society Indianapolis 2024 Investment Forum Photo Dump!!! 📷 📷 📷 Had a blast at the 2024 Investment Forum sponsored by Bloomberg? Or missed out? Either way check out some of the photos from the event!So many people to thank for making this event outstanding! Mork Productions thank you for providing the wonderful photos and the upcoming highlight reel!Chelsea Marburger thank you for running point on the day and facilitating all of the setup! Leila Spann thank you for getting all of the marketing together for the event!Ted Argus, CAIA, CIPM Jared Luegers, CFA Scott Ryan, CFA, CAIA, Roger Lee thank you for providing leadership and speaker planning!To all of our event speakers and sponsors that you see in the photos, Thank you! George Walker Chris Fus, CFA Brad Rateike, David Rosenberg Chad Hutchinson Blair Webb, CFA Keith Bareman Dan Kaminski Bryan High James Bianco Aasif Bade Chris Dickson, CFA Chris Merrill James Mattingly Tyler Foxworthy Gareth W. Anurag Rana Senator Braun Thank you to the board members that made introductions! Jeron Peoples Jonathan Kopp Luke Zhang Chris Reckley, CFA

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The days of Indiana being a "flyover state" have long since passed thanks to the relentless pursuit of INNOVATION at every opportunity: in business, in public private partnerships, in ideas, & beyond!We hope to see you at this year'sVenture Club of Indiana, Inc.Innovation Showcase on Tuesday, June 5 to celebrate and support INNOVATION alongside incredible sponsors and partners like the Indiana Economic Development Corporation, TechPoint, & more! 🎟️ 🔗 :https://lnkd.in/gvFxzi_p

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⌛ ⌛ ⌛ Counting down to the next CFA Society Indianapolis event ⌛ ⌛ ⌛ In conjunction with Indiana Economic Development Corporation and TechPoint, we are excited to bring you our next event, Venture Breakfast at Indiana Biosciences Research Institute on the 16 Tech Innovation District campus.CFA Society Members get in free with their e-mail as a promo code. https://lnkd.in/gN8d3Q7VAgenda:Fireside Chat:The morning will kick off with a thought-provoking fireside chat between Chelsea Linder, VP Innovation & Entrepreneurship of TechPoint, and Ryan Locke, Vice President of Venture Finance at the IEDC. They will discuss "Navigating the Investment Landscape: Insights into Funding Trends," providing attendees with valuable insights into current funding trends and the investment landscape.Panel Discussion:Following the fireside chat, attendees will hear from John Wortman of Valeo Financial Advisors LLC and Scott Kraege of Ivy Ventures. This discussion will highlight how Ivy Ventures has flipped the script on LP investing in a challenging macro investing environment. The conversation will be moderated by CFA Board Member and Valeo Financial Advisors Director of Technology, Andrew Tellitocci, CFP®.

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Lots of great things happening in the Indianapolis Investment community. Congratulations Scott Davis, CFA !

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The 2024 CFA Society Indianapolis Investment Forum has officially waved the green flag at the iconic Indianapolis Motor Speedway. With State of Indiana Governor Eric Holcomb delivering a special welcome to our 325 attendees, we're all set for an exhilarating day. Get ready for a high-speed journey through knowledge building and networking right here at IMS. Let’s accelerate into an unforgettable day of insights and connections!Next up, Secretary of Commerce David Rosenberg takes the stage for a fireside chat moderated by Brad Rateike of BAR Communications. They'll discuss the current state of the Indiana economy and explore future investment directions. This session is a highlight of The Hoosier Hub series at the Forum, proudly presented by the Indiana Economic Development Corporation.

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