CFA Society Indianapolis

A Member of the CFA Institute Global Network of Societies


 Take Note!


May Luncheon: Agricultural Market Update

at Ruth's Chris Steakhouse at Ironworks! 


 David Oppedahl


We are excited to share that David Oppedahl, Senior Business Economist at the Federal Reserve Bank of Chicago, will join us to present an update on the overall state of the agricultural sector and rural development. Mr. Oppedahl publishes the quarterly AgLetter and will also provide an update as to the Midwest's farmland values. A graduate from Wheaton College (B.S., Mathematics) and the University of Wisconsin-Madison (M.S., Statistics), Mr. Oppedahl also provided econometric research at the Federal Reserve Bank of Dallas.



Tuesday, May 22, 2018



Ruth's Chris Steakhouse at Ironworks
2727 E 86th St.
Indianapolis, IN 46204



11:30am - Networking and Registration

12:00pm - Luncheon Begins

1:30pm - Luncheon Ends



David Oppedahl is a senior business economist in the economic research department at the Federal Reserve Bank of Chicago. Oppedahl conducts research on the agricultural sector and rural development, as well as analyzing business conditions and the regional economy. He directs the Chicago Federal Reserve District's survey of agricultural banks on agricultural land values and credit
conditions and publishes the results in AgLetter-the Chicago Fed's quarterly agricultural publication. In addition to his research, he regularly briefs the Chicago Fed's president on the agricultural economy. 

Before starting his career at the Chicago Fed as an associate economist in 1998, Oppedahl was a consultant in
the economic research department at the Federal Reserve Bank of Dallas. While at the Dallas Fed, he provided
research support in the area of econometrics.

Oppedahl received a B.S. in mathematics from Wheaton College, Wheaton, Illinois, and an M.S. in statistics
from the University of Wisconsin-Madison. He also completed graduate-level course work in economics while
attending Southern Methodist University.



- FREE to CFA Indy members (if you use one of your two free lunches)

- $20 for members, $30 for non-members



June 2018 Live Mock CFA® Exam



Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial.


The Live Schweser Mock Exam includes:

  • Fully proctored and timed 6-hour exam
    (two 3-hour sessions)
  • CFA Institute topic weightings
  • Printed answer key and online answer explanations
  • Online scoring and performance tracking with
    a comparison to other Mock Exam takers
  • LOS and CFA curriculum page references for every question
  • Catered lunch provided


Included Mock Exam Tutorial

Simply click on any question you missed and get an audio and whiteboard explanation of the CFA curriculum material on which the question is based. With approximately 10 hours of targeted instruction at each level, this is the most effective way to fill in the gaps in your knowledge just prior to exam day.


Mock Exam Location:

Katz Sapper Miller Conference Center, Parkwood 800 Building

800 E 96th St., 1st Floor

Indianapolis, IN 46240


Date:  Saturday June 02, 2018

Registration: 8:30 AM

Morning Session: 9:00 AM - 12:00 PM

Lunch (provided): 12:00 PM - 1:00 PM

Afternoon Session: 1:00 PM - 4:00 PM


Cost:  $20.00 (includes catered lunch)


Register for the Live Mock Exam!

Level I »     Level II »     Level III »



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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2018 CFA Mock Exam

8:30 AM - 4:00 PM

2018 Annual Meeting

11:30 AM - 1:30 PM

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 Our Sustaining Sponsors



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