The Indianapolis Investment Forum

About

CFA Society Indianapolis is proud to host the Annual Indianapolis Investment Forum.

Every May, The Investment Forum brings together investment professionals from across the country to discuss popular investment topics at the bustling Indianapolis Speedway before the Indianapolis 500.

In 2023, this event completely sold out and we hosted over 300 industry professionals.

This past year’s speakers have included:

• Will Simpson, Partner | EQT

• Jim Mattingly, Director of Real Assets | INPRS

• Stacey Gilbert, The Options Institute

• Russell Rhoads, Indiana University Kelley School of Business

• Jeff McConnell, Partner | Dobbs Group at Graystone Consulting

• Charles Stucke, Partner | Ahakista Capital

• Claudia Sahm, Chief Economist | New Century Adivsors

• Chris Bush, Vice President of Strategy Research and Portfolio Manager | First Trust Advisors

• Sean Carroll, Client Portfolio Manager | Janus Henderson Investors

• Marc Leblond, Senior Portfolio Manager | Dimensional

• Mayor Scott Willis, City of Westfield

• Mitch Frazier, President of IBJ Media

Contact executivedirector@cfasocietyindy.com for 2024 sponsorship opportunities.