CFA Society Indianapolis

A Member of the CFA Institute Global Network of Societies

 

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 Take Note!

CFA Indy 2017 Golf Outing

Don't miss CFA Indy's 2017 annual CFA Golf Outing Monday, August 7, 2017 from 11:30 AM to 6:00 PM EDT! This year's event features a lunch with keynote speaker, Daniel Siluk of Janus Henderson Investors followed by best-ball scramble at the Pete Dye championship course. REGISTER EARLY - FOURSOMES ARE LIMITED!  THIS EVENT WILL SELL OUT!


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.

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Daniel Siluk is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Absolute Return Income strategy and Short Duration Income ETF (VNLA). Mr. Siluk joined Janus when it acquired Kapstream in 2015. Prior to joining Kapstream in 2009, Mr. Siluk served as manager of Investment Analytics at Challenger, a position he held from 2007 to 2009. At Challenger, Mr. Siluk was responsible for providing attribution and risk metrics for the firm's internal funds management business, as well as their boutique partnerships, which included Kapstream. Before Challenger, Mr. Siluk spent four years in London, where he implemented and tested attribution and risk systems. Mr. Siluk's employers included Insight Investment, the funds management arm of Halifax Bank of Scotland and Northern Trust.  Mr. Siluk holds a bachelor of applied finance from Macquarie University. He has 14 years of financial industry experience.

 

 THANK YOU TO OUR SPONSORS!

PLATINUM

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GOLD

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SILVER
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Where

The Bridgewater Club
3535 East 161st Street
Carmel, IN 46033

Agenda

11:30am Networking and Registration
12:00pm Lunch & Presentation

1:00pm Lunch Ends
1:30pm Golf Outing Begins


Cost

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

Pictures may be taken at this event.

Register Now!

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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!

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Compensation Survey Results are In!

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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.

Click here to access the report.  The white paper summarizes high-level survey findings in an easy-to-read format.  Feel free to share this output 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).

Next year, we hope to expand the survey to include results from neighboring cities such as Cincinnati, Dayton, and Louisville to provide an even more comprehensive report for all of our regional markets.  Thank you for your interest, and continued involvement with CFA Indy!  Please contact us with any questions or feedback.

 


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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

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.

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 WHAT IS CFA INSTITUTE?

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

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 Our Sustaining Sponsors

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 INVESTOR EDUCATION

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 charterholder can bring Knowledge, Ethics, and Results to your organization, please click here. If you would like to learn more, we encourage you to email us.

 Annual Survey

Watch for details via email on a 2017 CFA Society of Indianapolis Annual Survey. A link to the survey will also be posted here.

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 CONTACT US

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