CFA Society Indianapolis

A Member of the CFA Institute Global Network of Societies


 Take Note!

CFA Indy's Annual Golf Outing on September 25th
Join us for an afternoon with Jamie Ziegler and golf at the Bridgewater Club!


September 25, 2018
11:30 AM - Networking and Registration
12:00 PM - Lunch and Presentation
1:00 PM - Lunch Ends
1:30 PM - Golf Outing Begins
The Bridgewater Club
3535 East 161st Street
Carmel, IN 46033

Golf + Lunch - $50
Lunch Only - Free to CFA Indy members (one of your two free lunches), $20 for non-members

About the Speaker
Jamie Ziegler, founder of JZA Coaching and partnering consultant with Focus Consulting Group, is an international speaker, author and leadership consultant with a 30 year history of advising and developing investment organizations.  She is co-author of "High Performing Investment Teams" (Wiley, 2006) a book on best practices in investment teamwork and decision-making.  Her upcoming book, Type, Talent and Teamwork, co-authored with Jim Ware and Liz Severyns, reveals how investment professionals can use the Enneagram of personality to leverage their personal strengths and work more effectively with others.  Jamie is a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University and a retained speaker for the CFA Institute. 

About the Course
The Dye Course is the Bridgewater Club's championship 18-hole, par 72 Pete Dye designed course - an Indiana treasure distinct in its character and presentation.

CFA Society Indianapolis Donates $1,000 to Indianapolis Neighborhood Housing Partnership
​Every year the CFA Society of Indianapolis donates to local charitable organizations and this year we awarded $1,000 to the Indianapolis Neighborhood Housing Partnership (INHP).  The mission of INHP is to increase affordable and sustainable housing opportunities for individuals and families and serve as a catalyst for the development and revitalization of neighborhoods.  Click here to learn more about INHP and how it serves Indianapolis.​

A special thank you to our 2018 Sustaining Sponsors!

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These great sponsors make all of our events possible.  Thank you!


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2018 Annual Investment Forum​

On Thursday, March 8, please join CFA Society Indianapolis for our biggest event of the year!  The Annual Investment Forum has an outstanding line-up of incredible speakers, and is open to CFA Indy members as well as members of the public. Bring your colleagues, your clients, and your friends to this incredible event.

Register Now!


This year's Forum features a blockbuster line-up of excellent speakers from the financial industry:

​Howard Marks, CFA, Co-Chairman, Oaktree

Andrew Fastow, Former CFO, Enron

Jeffrey Sherman, CFA, Deputy CIO, DoubleLine

Chen Zhao, Chief Strategist and Founding Partner, Alpine Macro

Richard Mathieson, CA, Senior Portfolio Manager, BlackRock


View their bios here



Ritz Charles     Get Directions

12156 N Meridian St.

Carmel, IN 46032



​7:30 - 8:20am                     Registration & light breakfast

8:20 - 8:30am                     Opening remarks

8:30 - 9:30am                     Howard Marks, Oaktree Capital Group

9:40 - 10:40am                   Chen Zhao, Alpine Macro

10:50 - 11:50am                 Richard Mathieson, BlackRock

12:30 - 1:30pm (lunch)      Andy Fastow, former CFO, Enron

1:30 - 2:30pm                     Jeffrey Sherman, DoubleLine



​$50 for CFA Society Indianapolis members

$100 for non-members



  • Access to all presentations
  • Breakfast
  • Lunch

Bring your colleagues, clients, and friends for a nearly unrivaled line-up at an incredible cost.  We can't wait to see you on March 8th!


Register Now!




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New Charterholder Ceremony at Dallara Indycar Factory, December 6, 2017




Compensation Survey Results are In!


These survey results contain a wealth of information about salaries, incentive pay, and other compensation for many different positions and education / experience levels in the financial industry.  As you evaluate your current compensation package, discuss the topic with potential new employers, or look to be competitive in the effort to attract new talent to your firm, this data could be invaluable in achieving a great outcome for all parties.

In addition, please take a look at the new Consolidated Report incorporating nearly 3,000 responses from all 20 CFA Societies that participated in the most recent compensation survey.  You'll find information on salary ranges, education, experience, and other factors broken down for 10 different market areas.


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Click here to access the consolidated report.                             Click here to access the Indianapolis report.


CFA Society Indianapolis is excited to release the results of our 2016 Financial Compensation Survey.  This in-depth look at compensation levels in our area was conducted with tremendous help from CFA Society Minnesota.

The reports summarize high-level survey findings in an easy-to-read format.  Feel free to share these reports with anyone who may benefit from it, including colleagues, hiring managers, professors, and so forth.  Also, if you sent this survey to anyone not involved with CFA Society Indianapolis, please forward this message to them, as we have no way to track who took the survey (it was completely anonymous).

In 2018, we hope to expand the survey to include a regional report with results from neighboring cities such as Cincinnati, Dayton, and Louisville.  Thank you for your interest, and continued involvement with CFA Indy!  Please contact us with any questions or feedback. 



The CFA Society of Indianapolis would like to congratulate the winner of the 2017 Local CFA Research Challenge – Butler University!


CFA Indy partnered with the CFA Society of Louisville on the local level competition.  Special thanks to the participating schools (listed below), John Watkins of the CFA Society of Louisville for serving as the Competition Chair, several CFA Indy volunteers (James Glueck, Brad Ferguson, Tony Huang, Bo Ramsey, Eric Thornburgh, Tom Evans, John Marske and Matt Henry), and our subject company: Cummins, Inc.

Best of luck to Butler at the Regional Finals in Seattle!

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Congratulations to our 2016 Forecast Challenge Winners!




2016-2017 Annual Report

Click on the link below to download an Adobe PDF of our 2016-2017 Annual Report. This report covers the activities of the CFA Society of Indianapolis from July 2016 through June 2017 while the society was under the leadership of President Mitchell DePoy. Contained in the report:

  • President's Letter
  • Minutes from 2016 Annual Meeting
  • Secretary's Report
  • Scholarship Committee Report
  • Membership Committee Report
  • Treasurer's Report
  • Programming Report
  • Education and Outreach Activities
  • Compensation Survey Update
  • Sponsorship
  • Nominating Committee Report

Click to download 2016-2017 Annual Report PDF


CFA Society Indianapolis promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

Read More....


The CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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CFA Indy Golf Outing

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Why Choose a Charterholder?

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation. Learn more

 For Employers

Our members who possess the CFA charter can make a profound impact on your business or non-profit investment committee. By hiring a CFA charterholder, you’re hiring someone with unparalleled financial knowledge and communication skills as well as someone who’ll contribute to the integrity and credibility of your organization. To see how a local CFA charterholder, someone with the CIPM or Investment Foundations designations can bring Knowledge, Ethics, and Results to your organization, click her​e​. If you would like to learn more, we encourage you to email us.

 Annual Survey

Thank you for participating in the 2017 annual survey.  We are pleased to report that over 85% of respondents described themselves as “highly satisfied” with the member value being offered by CFA Indy.  We received a number of helpful suggestions for improvement and will work to implement many of them in the fiscal year beginning July 2017!

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For more information on our society, employer resources, or to connect with a CFA Charterholder, email us