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.
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
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!
THANK YOU TO OUR 2018 ANNUAL INVESTMENT FORUM SPONSORS
A special thank you to our 2018 Sustaining Sponsors!
These great sponsors make all of our events possible. Thank you!
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.
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: