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TRANSCRIPT
2011ANNUAL
REPORT
2012
34567910
MEETING MINUTES
PAST PRESIDENTS’ EVENT
NOMINATIONS
TREASURER’S REPORT
PROGRAMMING REPORT
PROGRAMING HIGHLIGHTS
UPCOMING EVENTS
PG TABLE OF CONTENTS
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4
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May 11, 2012
Dear Member:
The bylaws of the CFA Society of Indianapolis require we notify you of the officer and board of director nominations in advance of our annual meeting. Therefore, the Nominating Committee of the CFA Society of Indianapolis would like to recommend the following persons be brought before the voting membership at the 2012 annual meeting for the purpose of being approved as officers and/or board members for the 2012-2013 year.
Board Members
President
Jim Bergstrom, CFA
Vice-President
Todd Sears, CFA
Secretary
Tony Huang, CFA
Treasurer
Tim Voegele, CFA
Board of Directors
Jim Bergstrom, CFA
Bradford Ferguson, CFA
Ryan Fuhrmann, CFA
Sunjay Goel, CFA
Tony Huang, CFA
W. Travis Koldus, CFA
Charlotte Lippert, CFA
Sunil Mohandas, CFA
Robert S. Neal, Ph.D.
Todd Sears, CFA
Robert Twitchell, CFA
Tim Voegele, CFA
Bill Wendling, CFA
Respectfully Submitted,
Bill Wendling, CFAChair, Nominating Committee
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2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
Subtotal (+)
2010-2011
2012-2013
Subtotal (-)
2011-2012 Admin
2011-2012 Scholarship
2011-2012 Golf Outing
Bank Fees
2011-2012 Lunch Program
2011-2012 Charter Event
2012 Half Day Expenses
2011-2012 Level 2 Expenses
2012 Annual Meeting
2012 Happy Hour
IT
Past President’s Event
2011-2012 Administrative Assistance
Expenses for 2011-2013
2010-2011 Level 2 Expenses
2012 Golf Outing
Expenses for 2011-2013
($2,538.74)
$0.00
($7,820.43)
($15.00)
($16,337.96)
($4,314.79)
($11,245.70)
$0.00
$0.00
$0.00
($386.87)
($1,015.01)
($2,190.00)
($45,864.50)
($8,578.00)
$0.00
($54,442.50)
(A) Net Cashflow from from Current Period 2011-2012
(B) Balance As of June 30, 2011
(A) + (B)
End of May 31, 2012 balance
$20,026.15
$63,469.73
$83,495.88
$83,495.88
$66,448.65
($45,864.50)
Collections for 2011-2012:
2011-2012 Expenses:
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
2011-2012
Subtotal (+)
2012-2013
2010-2011
2010-2011
2010-2011
Total (+)
Interest
2011-2012 Society Dues
2011 Golf Outing Revenue
2011-2012 Lunch Fees
2011-2012 Level 1 Reinbursement
2012 Half Day Event
2011-2012 Level 2 Funding
Subtotal (+)
2012-2013 Society Dues
2010-2011 Lunch Fees
2010-2011 Level 2 Reinbursement
2010-2011 Annual Day
Total Cash in
$42.13
$22,076.76
$4,843.36
$2,590.36
$8,426.00
$28,470.02
$0.0
$66,448.65
$0.0
$20.00
$8,000.00
$0.00
$74,468.65
Cashflow
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Date Event Type Speaker Firm Topic Location Attendance Notes
6/22/2012 Annual meeting ‐ ‐ ‐Harry & Izzy's Downtown
TBA
5/17/2012 Luncheon Don Yacktman Yacktman Funds Value Investing Conrad 65
4/26/2012 Luncheon Jim Paulsen Wells Capital Equity markets Sheraton Keystone 78
Roughly 48 of those attendees came from 2 Wells advisory groups in
townMichael
MauboussinLegg Mason
Untangling Skill & Luck [8:45 AM]
John Rogers CFA Institute50th Anniversary of CFA
Charter [9:45 AM]
Howard Marks Oaktree CapitalDistressed Investing
[11:00 AM]
Josh Bleill War HeroInspirational message
[lunch speaker]
Bob Doll BlackRock Equity outlook [1:30 PM]
Mason HawkinsSoutheastern /
LongleafValue Investing [2:30 PM]
2/22/2012 Luncheon Dan Villalon AQRChasing Your Own Tail
(Risk)Conrad 42
1/31/2012 Luncheon John Tousley Goldman Sachs2012 Election:
Implications for MarketsEddie Merlot's 51
Free $25 Merlot's card for attendees [provided by EM]
12/6/2011Charterholder Ceremony
Lauren Templeton & Scott Phillips
LT Capital Management
The Templeton Way Eddie Merlot's 43Will provide books for
attendees
11/15/2011 Luncheon Sean Dobson Amherst SecuritiesMortgage market /
housingRenaissance 44
10/19/2011 Luncheon Dan Fuss Loomis Sayles Fixed income / economy Conrad 60
10/14/2011 Luncheon Roddy BoydThe Financial Investigator
Frauds, Shenanigans, Collapses
Eddie Merlot's 40Will provide books for
attendees
9/29/2011 Luncheon Anas Alhajji NGP Energy Energy markets Conrad 38
8/11/2011 Golf Outing Tony Crescenzi PIMCO Fixed income / economy Prairie View Golf Club 74
CFA Indianapolis ‐ 2011‐2012 Programming Plan
3/27/2012 Investment Forum Ritz Charles
Jim Bergstrom
189
CFA Indianapolis 2011-2012 Programming Plan
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Programming Metrics - Attendance History
Golf Outing
Half-Day Forum
Charterholder Ceremony
Annual Meeting
High
Low
Average
72
33
39
43
74-Tilson
34-Wang
50
69
Not held-ice storm
33
37
57-Horan
31-Pharma & Sloan
(tie)
40
74
189
44
TBA
78-Paulsen
38-Alhajji
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Special
Events
Luncheons
2009-2010 2010-2011 2011-2012
CFAIndycensus1994_2011.xlsx
Prepared by Timothy E. Voegele CFA 6/12/12 Page 1
CFA Society of Indianapolis Membership 1994-‐2011
Ac?ve Members Top Employers of CFA Society of Indianapolis Members (Total Membership=250)
Total % Growth CharterHolders Non-‐CFA Rank Employer Name CFA Charterholders
Non-‐Charter holder
Members
Total Members
1994 164 109 55 1 JP Morgan Chase 17 1 181995 172 4.9% 113 59 2 40|86 Advisors 12 1 131996 173 0.6% 118 55 3 Federal Home Loan Bank 10 101997 180 4.0% 122 58 4 Indiana University 7 1 81998 189 5.0% 136 53 5 OneAmerica Financial Partners 6 1 71999 202 6.9% 149 53 5 Oxford Financial Group, Ltd. 7 72000 194 -‐4.0% 146 48 7 Goelzer Investment Management 5 52001 193 -‐0.5% 153 40 7 Old Na[onal Bank 4 1 52002 201 4.1% 151 50 7 Reams Asset Management Company 5 52003 218 8.5% 165 53 10 Kirr Marbach & Co. 4 42004 236 8.3% 185 51 10 OppenheimerFunds, Inc. 4 42005 255 8.1% 194 61 10 WellPoint, Inc. 4 42006 247 -‐3.1% 194 53 as of 30-‐Nov-‐11
2007 263 6.5% 220 43
2008 247 -‐6.1% 216 31 Please renew your membership by 15July2012 at www.cfains?tute.org2009 246 -‐0.4% 223 232010 249 1.2% 225 242011 256 2.8% 231 25
NonCharterholder
Members
Please renew your membership by July 15, 2012 at www.cfainstitute.org
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Society Governance
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CFASOCIETY
INDY2011 20
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