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Indianapolis Investment Forum

Event Description

After a 2 year pandemic driven hiatus, we are very excited to relaunch the CFA Society Indianapolis Investment Forum for 2022 with a bang! We are rolling full throttle, wide open at none other than the Indianapolis Motor Speedway just before Indy 500 Race Week. We are fired up to bring our community to the Brickyard and would love for you to join us. We expect to have close to 300 guests in attendance representing major institutions, money managers, law firms, government agencies, and a flurry of business leaders of different sectors from across the state and Midwest. We welcome all guests... you do not need to be a CFA charterholder to join us.

Investment fans will be spectating 12 separate speaker/panel discussions across disciplines with high profile guests from both finance and government. We will be covering a broad array of topics that have material short term and long term implications for investment markets across asset classes.

Speaker confirmed for the Investment Forum include:

  • Eric Holcomb, Indiana Governor
  • Jim Bianco, President & Macro Strategist, Bianco Research
  • Paul Veradittakit, Partner, Pantera Capital
  • Reuben Munger, Founder, Vision Ridge Partners
  • Dario Franchitti, Former IndyCar Driver and 3 Time Indy 500 winner
  • James Hinchcliffe, Former IndyCar Driver
  • David Hooper, Partner at Barnes & Thornburg
  • Eric Tobias, Partner, High Alpha
  • Jim Bergstrom, Co-CIO, IU Foundation
  • Chris Dillon, CFA, Investment Specialist, T. Rowe Price
  • Heather Brilliant, CEO, Diamond Hill
  • Brad Chambers, Indiana Secretary of Commerce
  • Scarlett Andrews, Indianapolis Director of Metropolitan Development
  • Chris Lowery, Indiana Commissioner for Higher Education
  • Luke Zhang, Senior Data Scientist, Resultant
  • Judith Thomas, Deputy Mayor, City of Indianapolis

Your Emcee for the event is none other than Emmy award winning Sports Anchor Anthony Calhoun.

In addition to our incredible lineup of speakers, we'll be networking in the legendary Gasoline Alley! All of our attendees will receive garage access to get up close and personal with race teams during a live practice day on the track. If you're a race fan, this is definitely not an event you want to miss. If you're not a race fan, this event will give you an unforgettable look under the hood at our legendary track. Don't forget your earplugs!

Agenda Time Line

  • 9:00 AM to 9:45 AM - Check-In & Networking
  • 9:45AM to 10:00 AM - Welcome from CFA Society Indy Team
  • 10:00AM to 12:20PM - Speaker/Panel Sessions
  • 12:20 PM to 12:50 PM - Lunch
  • 12:50 PM to 4:35 PM - Speaker/Panel Sessions
  • 4:35 PM to 6:00 PM - Food & Beverage Reception & Garage Tours


  • IMS gates open at 8:00 AM
  • Guests will have multiple parking options as we will send out details to attendees
  • Guests will be sent a digital ticket 1 week before the event begins

Event Type

Social; Educational; Featured

Education Topic


Start Time

5/17/2022 9:00 AM

End Time

5/17/2022 6:00 PM





Event Country


Event Region


Location Info

​Indianapolis Motor Speedway



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price




All Day Event




Hosted by

Other Organization


CFA Society of Indianapolis

Event Link

Indianapolis Investment Forum

Event Link Leads To New Tab


Event Short Info



Content Type: MyCFA Calendar
Created at 4/25/2022 11:06 PM by [email protected]
Last modified at 4/25/2022 11:06 PM by [email protected]