Hoosier Money powered by CFA Society Indianapolis

Recorded on February 21, 2024 Carter Malloy joins the podcast to discuss an important asset class in Indiana, farmland!  Carter has created two businesses that support farmland investing.  Acretrader.com allows investors easier access to farmland spread across the country.  Acres.com seeks to become “Zillow for farmland”.  In this episode, we talk about the nature of farmland as an investment including its sensitivity to interest rates. Helpful Links: Book Recommendation: No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings Book Recommendation: Think Again: The Power of Knowing What You Don't Know by Adam Grant  Acretrader: https://acretrader.com/ Acres: https://www.acres.com/ Guest Bio:Carter Malloy, Founder and CEO of AcreTrader, grew up in an Arkansas farming family and has maintained a lifelong passion for agriculture and investing. At AcreTrader, Carter has led the company to exponential growth across the company's two business divisions, which include AcreTrader and Acres, the land research platform. Before founding AcreTrader in 2018, he spent five years as part of the founding team of a successful global equity investment firm. Prior to his time at the firm, Carter was a Managing Director with Stephens Inc., a large private investment bank, where he was an equity research analyst focused on the Data & Analytics and Property Technology sectors. Prior to Stephens, he owned businesses focused on internet marketing and sustainable fuel technologies. Malloy graduated from the University of Arkansas in 2004 with a bachelor's degree in Physics and is a member of the Agribusiness Industry Council of the Federal Reserve Bank of St. Louis and a Northwest Arkansas Council Executive Board Member.   Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.          

Recorded on March 8th 2024 Chelsea Marburger subbed in for Matt in this episode as we spoke with TechPoint CEO Ting Gootee.  Ting is an Indiana VC veteran and provides listeners with a discussion of the role venture capital has to play in supporting the growth of the Hoosier economy.  We discuss the state of VC and the profound changes we have seen in the past several years.  Ting also elaborates on the role of RIAs in expanding the local pool of LPs.   Helpful Links: Ting's Book Recommendation: Give and Take by Adam Grant Chelsea's Book Recommendation: Poems by Chen Chen Techpoint Mira Awards Connect with Ting: LinkedIn Guest Bio: Ting Gootee is a seasoned venture development and community builder with in-depth experience leading and managing impact-driven programs across public, private and academic sectors. She joined TechPoint, as president and CEO in May 2022.  Gootee co-developed the original vision and strategy for Elevate Ventures in 2011 and served as the organization's vice president of investment until 2014, when she was named chief investment officer. In addition to focusing on investment funds formation and evaluating and supporting pre-seed to later-stage investment opportunities at Elevate Ventures, Gootee played an instrumental role in standing up all aspects of its operations from day one. Prior to Elevate Ventures, Gootee was the deputy director of the Indiana 21st Century Research & Technology Fund. She came to that position from Lionhart Investments Limited, Office of Global Counsel, where she served as a business and legal analyst from 2003 to 2006. A native of China, Gootee earned her Masters of Business Administration from the Indiana University Kelley School of Business in Bloomington, Ind. after earning a Master of Arts degree from Purdue University in West Lafayette, Ind. She earned her undergraduate degree from Peking University in Beijing. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Recorded on February 29th 2024 In this episode, we discuss Brad's vision for growing the Hoosier economy and why it's so important to do so.  Brad's experience as a businessman and real estate investor make for a unique conversation on how the state should think about investing in everything from infrastructure to attracting outside investment to promoting entrepreneurship and enhancing educational opportunities. Relevant Links: https://chambersforindiana.com/ https://www.linkedin.com/in/bradley-b-chambers-62b4a310 https://twitter.com/ChambersforIN https://buckingham.com/ https://indianacapitalchronicle.com/2024/03/06/iu-health-ceo-asks-peers-to-donate-to-chambers-to-head-off-industry-harm/ https://www.ibj.com/articles/brad-chambers-indiana-needs-a-job-creator-not-a-career-politician Brad's Recommendations:Sapiens: A Brief History of Humankind The Tao of Charlie Munger Founders Podcast Guest Bio Hoosier-born and raised, Brad Chambers is a political outsider and self-made entrepreneur who started his business in college and grew it into a real estate portfolio exceeding $3 billion and employing hundreds of Hoosiers. Brad recently concluded a two-year term as Indiana's Secretary of Commerce, where he stepped away from his business and ushered in an unprecedented $51 billion in planned capital investment, tens of thousands of jobs and wages 30% higher than any time in state history, taking only $1 a year. Looking to continue his service to Indiana, Brad is now seeking the Republican gubernatorial nomination. He and his wife, Carol, have one son, Nick. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded on January 30 th 2024 Caleb is a serial entrepreneur, starting out in lawncare and branching out into real estate investing from multi-family to land acquisition and development. In addition, Caleb has started a software company to help lawncare companies capture leads and generate estimates for customers. Today, his lawncare company, Precision Outdoors, has evolved into a high end exterior design firm including pools and patios. To round out Caleb's portfolio, he shares his thoughts on publicly traded stocks and his aspirations to start a fund. We discuss Caleb's unique investment philosophy which has allowed him to find extraordinary value in land investments by incorporating classic value investment tenants such as margin of safety with the idea of investing in the path of progress. Relevant Links: Software Business: The Service Estimator Exterior Design Business: Precision Outdoors Book Recommendation: Titan: The Life of John D. Rockefeller, Sr. by Ron Chernow Caleb's VR  Display @ Flower and Patio Show, March 9th-17th: Indiana Flower and Patio Show Guest Bio:Caleb Harbert is the Managing Partner of Precision Outdoors, a local design and build firm, and Precision Cut Lawn Service. While also owning real estate, being a pretty active investor, and owning The Service Estimator, a software solution for all things lawn care sales and beyond. He is happily married, father of 2. Went to Purdue for Mechanical Engineering but dropped out senior year to go all in of his businesses.

Recorded on January 24 th, 2024 Ian Illig, the cofounder of Stompbox, is an expert in helping B2B founders scale sales. Ian walks us through his “Rules of Sales” that he uses with his clients to accelerate their growth. This is a very thoughtful and fun conversation that can benefit anyone that wants to grow their business. The Rules of Sales (Austin's notes) 1. Focus (on specific customer) 2. Consistent process 3. Prepare the customer (like a doctor tells a patient what's about to happen at the beginning of a visit) 4. Sell to people the way you would want to be sold to 5. Don't mistake having a good conversation with having the right conversation 6. Experimentation – if you consistently lose sales bc of price or a certain feature, bring it up at the beginning to weed people out and disarm, experiment consistently and adjust 7. Companies don't buy stuff, only people buy stuff (target a specific individual at a company) 8. Transparency in the sales process will attract the right buyers (if you have no customers,say so, it's an opportunity for the right buyer 9. Outbound prospecting – plant seeds, it may not be the right time even if you have the right solution 10. Sustainable momentum is found in river currents, not waterfalls – there are budgets at companies for problems they are trying to solve – discover the customer messaging, don't try to create it. Take the customers exact wording about their problem to inform and describe how you are solving it   Helpful Links: Book Recommendation: Mistborn series by Brandon Sanderson Product Market Fit: https://growthx.com/blog/5-steps-to-confirm-product-market-fit/ Stompbox: www.stompbox.io Connect with Ian: LinkedIn   Guest Bio: Ian Illig is the Founder & Managing Partner at Stompbox, an Indianapolis-based consultancy that helps B2B business owners grow revenue by developing their sales people, process, and positioning. Before founding Stompbox, Ian spent the previous decade working in various GTM roles at early-stage B2B SaaS startups, two of which grew from $0 >$5M ARR > exit in under 5 years (Emplify and Bluebridge). Outside of work, you'll occasionally find him onstage with his band GREGØRIAN, volunteering locally, and traveling with family and friends. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.

Recorded on 10/20/2023  Municipal bonds play a key role in advancing public infrastructure projects.  In this episode, we focus on the Indiana Convention Center, its role in the local economy, its bonds and the relative attractiveness of municipal debt issued in the Hoosier State.  If you've always wondered about the plumbing of how financing gets raised for public projects like the expansion of the convention center and what opportunities that creates for investors, this episode is for you! Relevant Links: Indianapolis Convention Center: https://www.icclos.com/ 6th expansion in its history (since 1972) recently broke ground - https://www.icclos.com/about-us/indiana-convention-center-expansion-project/ Indiana Finance Authority - https://www.in.gov/ifa/ ISBA - https://www.in.gov/iscba/ Book Recommendations The Power Broker: Robert Moses and the Fall of New York by Robert Caro Neuromancer by William Gibson Guest Bios Jack Muller, CFA Jack joined MacKay Shields in 2023 as a Research Analyst. Before joining to MacKay Shields, he was a Municipal Strategist at Citigroup, where he spent ten years in various capital markets roles. Jack graduated from the University of Pennsylvania with a B.A. in International Relations and Economics, and he is a CFA Charterholder. He has been in the financial services industry since 2013. Background on MacKay Shields MacKay Shields is a global boutique investment firm with $129 billion in assets under management (as of 9/30/2023).   We provide investors with specialty fixed income expertise across global fixed income markets including municipal bonds, structured credit, corporate credit and emerging markets debt.  For decades, our dedicated teams of specialists have delivered customized solutions backed by disciplined research and a commitment to delivering long-term value for its clients. The MacKay Shields client experience provides investors direct access to senior investment professionals.  MacKay Shields is a wholly owned subsidiary of New York Life Investment Management Holdings LLC, which is wholly owned by New York Life Insurance Company.  We have been managing assets for New York Life Insurance Company since 1985. Visit our website: www.mackayshields.com   Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Recorded September 29th 2023 Strap in for a behind the scenes look at the founder/investor relationship.  Amid a global pandemic, John Harden (backed by Michael Kelly) launched Saaslio to help managed service providers (MSPs) manage a quickly growing list of SaaS applications.  By the end of 2022, the company successfully exited with a sale to Auvik.  John recounts his big mistake while pitching the company.  Michael reveals both his biggest reservations about the deal as well as the moment he decided that John was a founder he should back.  Finally, Michael shares his “Hipster, Hacker, Hustler” philosophy and why curiosity is such an important trait in a founder. Book Recommendations John – The Sales Acceleration Formula by Mark Roberge Michael –  The End of the World is Just the Beginning: Mapping the Collapse of Globalization by Peter Zeihan (Austin seconds this recommendation!) Red Rising by Pierce Brown Relevant Links: Saaslio: https://www.saaslio.com/ Auvik: http://auvik.com/ Auvik acquires Saaslio: https://www.businesswire.com/news/home/20221012005283/en/Auvik-Expands-to-the-Last-Mile-of-the-Network-with-Acquisition-of-Saaslio-and-Boardgent https://www.ibj.com/articles/indianapolis-based-tech-firm-saaslio-acquired-by-canadian-company Connect with John and Michael: https://www.linkedin.com/in/john-harden/ https://www.linkedin.com/in/michaeldkelly/ https://www.michaeldkelly.com/ https://developertown.com/ Guest Bios John Harden John Harden has spent 15+ years in the IT & MSP industry, starting his career in the MSP NOC, moving into software engineering and operations, and eventually becoming the founder of Saaslio. Auvik acquired Saaslio in 2022, where John joined as a Sr. Product Marketing Manager - SaaS Management. In this role, John serves as a subject matter expert for all things Auvik SaaS Management and has spent many years studying & challenging the problem in the industry. Michael Kelly I help corporate leaders and founders craft a vision for new products by working with them to put together strategies, teams, and funding to help launch, validate, and grow those products and businesses. At DeveloperTown we do both that by partnering with our clients on these opportunities, as well as (occasionally) taking the risk ourselves. Current DeveloperTown companies include: DeveloperTown, DeveloperTown Starts, DeveloperTown Investments, FullStack, DevStrategies / Tenant Tracker, Waterly, Piano In A Flash, Startup Competitors, Monon Property Management, and Start Something Ventures. I'm also an active advisor and/or board member at a number of organizations, including: the Nashville Entrepreneur Center, TechPoint Foundation for Youth, AcreBin, Venue Intelligence, Peerview Data, Peoplocity, and the Indiana National Federation of Independent Business (NFIB). Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded July 27th 2023 From the INDOT's Major Moves I-69 Project & Propel Indy to Hydrogen Hub, Brad & Jonathan share their stories and experiences using communications as a tool to get infrastructure projects in Indiana to the finish line.  With numerous and diverse stakeholders with interest in these projects, Brad discusses the process to “Define Yourself” as well as the strategy and legwork to ensure success.  In addition, learn why experts believe Indiana is poised to become for hydrogen what Texas is for oil as the Hoosier state becomes a player in green hydrogen. Book RecommendationsBrad – A Pirate Looks at Fifty by Jimmy Buffett Jonathan – The Long Game: A Memoir by Mitch McConnell Relevant Links: Midwest Alliance for Clean Hydrogen: https://machh2.com/ Midwest Hydrogen Coalition MOU: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.in.gov/oed/files/Final-H2-MOU.pdf Propel Indy: https://propelindy.com/ INDOT Major Moves I-69 Project: https://www.in.gov/dot/div/contracts/i69.htm Connect with BAR Communications: Website: https://barcommunications.com/ Twitter: https://twitter.com/BarComms Instagram: https://www.instagram.com/barcomms/ Connect with Brad & Jonathan: https://www.linkedin.com/in/bradrateike/ https://www.linkedin.com/in/jonathan-kopp-331b73105/ Brad Rateike Brad Rateike is the founding principal of BAR Communications where he has directed public relations strategy and message development for corporate, government and nonprofit clients in the Midwest and in Washington, D.C. since 2010. Brad has created and managed public affairs campaigns for Fortune 50 companies in addition to directing media relations and grassroots outreach for small businesses and startup companies. Brad took a hiatus from the firm in 2016 to serve as a communications and policy advisor for the Donald J. Trump for President Campaign and the Trump/Pence Presidential Transition Team. After being recruited to join the White House Office of Communications, Brad served as the director of Cabinet communications where he coordinated message strategy and rollout of Presidential priorities with Federal agencies in addition to assisting agencies with crisis management. Additionally, Brad served as the communications lead in assisting Cabinet nominees through the Senate confirmation process. Prior to founding the firm, Brad served for five years as deputy press secretary and policy director for former Indiana Governor Mitch Daniels. In that role, he handled media outreach and worked with state agencies and external stakeholder groups on grassroots initiatives to advance the governor's legislative agenda. In November 2021, Indiana Governor Eric Holcomb appointed Brad to the White River State Park Development Commission. He is also a contributing columnist on business and political issues for the Indianapolis Business Journal and is a volunteer with the White House Office of Presidential Advance. Brad was selected as a member of the Stanley K. Lacy Executive Leadership Series Class XLI and was recognized as a member of the Indianapolis Business Journal's “Forty Under 40” Class of 2020. Brad serves as a pro bono communications advisor for the Global War on Terrorism Memorial Foundation and has been a mayoral appointee and chairman of the Indianapolis Citizens Police Complaint Board. Brad served as an organizational development volunteer in the United States Peace Corps and has experience in trade association management. He received a bachelor's degree in English from Franklin College, where he was president of the student body. He is married to Lawren Mills, chair of the public affairs practice group at Ice Miller LLP. They split their time between Indianapolis and Washington, D.C. Jonathan Kopp Jonathan Kopp is the Director of Strategic Communications for BAR Communications. Jonathan has over five years of experience in communications and public affairs, most recently serving as the director of a grassroots energy advocacy organization where he organized support for local projects, educated elected officials, and created and curated content for social media. Prior to that, Jonathan served the Indiana GOP and Eric Holcomb for Indiana in the communications department, as well as on a U.S. Senate Primary campaign where he worked with the political and communications teams. Jonathan is a graduate of Marian University in Indianapolis, where he graduated summa cum laude in Management as a member of the men's soccer team. He is also a member of the Indiana Leadership Forum Class of 2022, the American Enterprise Institute Millennial Leadership Network, and the Marketing & Communications Co-Chair for the CFA Society of Indianapolis Board. Originally from Avon, Indiana, Jonathan now resides in downtown Indianapolis. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Should we allocate capital in the community to provide the most impact? Jennifer Bartenbach (New CEO of Central Indiana Community Foundation) and Tom Kilian Jr. (President of Hamilton County Community Foundation and IMPACT Central Indiana) join the podcast to discuss their philosophy of “recycling philanthropy”. Learn about their partnership with Cook Medical and Goodwill to create jobs in Indianapolis, IMPACT's Pitch Feast competition for entrepreneurs and more! Book Recommendations Tom: Traction by Gino Wickman Jennifer: Anything by Colleen Hoover Relevant Links Participate: https://www.cicf.org/giving/impact-central-indiana/ The Movement of 10,000: https://mvmt10k.org/ White Paper: Business Case for Racial Equity (issuelab.org) CICF: https://www.cicf.org/ Pitch Feast: https://www.pitchfeast.org/pitchfeast-event Guest Bios Jennifer Bartenbach As the number two executive at the Central Indiana Community Foundation (CICF), Jennifer Bartenbach leads the internal workings of the foundation – the financial operations, information technology, marketing & communications, facilities and people & culture. She is responsible for the fiscal oversight, regulatory compliance and operational effectiveness of CICF's $1 billion in assets. She cofounded and co-leads IMPACT Central Indiana, a multi-member limited-liability company created to facilitate social-impact investments in the community. Prior to CICF, Jennifer started her career doing a three-semester co-op at Toyota Motor Manufacturing while finishing her degree at the University of Evansville. She moved to Indianapolis in 2001 to pursue a career in public accounting at BKD, LLP (now Forvis) where she joined the not-for-profit/governmental team. After a quick stop at Sigma Micro, she returned to the philanthropic sector, spending eight years at the Indianapolis Museum of Art (Newfields) – four as CFO and one as the internal interim CEO before joining CICF.   Thomas J. Kilian, Jr.As an experienced executive with more than 20 years of professional experience, 18 of those years devoted to philanthropy and fundraising, Tom Kilian, President of the Hamilton County Community Foundation and IMPACT Central IN has noteworthy expertise in strategic planning, major and planned gift acquisition, community development and accountability, foundation infrastructure and policies, board management, and innovative revenue generation. Throughout his professional career, Tom has managed the creation and implementation of programs, services, and operations while creating significant internal and external relationships throughout the philanthropic landscape. In his current role as the President of the Hamilton County Community Foundation, Tom has overseen the creation and implementation of the first comprehensive strategic plan of the foundation, ideated and implemented the first Not-For-Profit Collaboration Hub in Central Indiana, and increased assets from 53 million to 120 million in five years. In addition to his role as the President of the Foundation, Tom is also the co-creator and President of IMPACT Central Indiana. IMPACT Central Indiana deploys capital to underappreciated communities and invests in the development of entrepreneurs within those communities who do not have traditional access to capital. Since launching in the spring of 2020, IMPACT Central Indiana has invested more than $7 million into the community. Prior to Hamilton County Community Foundation, Tom's career largely focused on higher education. Playing leadership roles in the development and execution of several philanthropic campaigns across various campus landscapes. Most recently, as Executive Director of the Ivy Tech Community College Foundation in Central Indiana, where he successfully launched the largest regional campaign in college history. Prior to joining Ivy Tech, Tom had extensive experience raising money in support of large four-year public institutions, as well as a small four-year private institution. Tom earned a B.S. from Indiana State University, an M.S. from Indiana University, and an executive certificate from the University of Notre Dame. Outside the office, Tom volunteers with several organizations, including sitting on the board of directors for the YMCA of Central Indiana. Both professionally and personally Tom strives to make a difference in the lives he touches. He is a results driven leader, eager to help individuals and organizations pursue their mission, create their vision and strategically achieve their goals. When he isn't working or volunteering, he enjoys spending time with his wife Jennifer and their daughters, Samantha and Ellison. He loves the culinary scene, and tries to spend as much time as possible outdoors. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Recorded June 2nd 2023   The hard tech corridor extends from Indianapolis to Lafayette and is expected to spur of wave of investment in everything from advanced manufacturing to life sciences.  At the center of it all is the 4,000 acre LEAP District in Lebanon which has already won a multi-billion dollar commitment from Eli Lilly.  As a VC investor, startup mentor and ecosystem builder in the hard tech space, Nida is the perfect guest to bring us up to speed on this huge development in the Hoosier state! Nida's Book Recommendations:  Burn Rate by Andy Dunn Being Mortal by Atul Gawande When Breath Becomes Air by Paul Kalanithi Hard Tech Links: Forbes: Hard Tech Corridor in the Heartland Indiana Chamber: Indiana Poised to Become Home to Hard Tech Corridor Karmic Partners Twitter LinkedIn Connect with Nida: LinkedIn Twitter 2023 IBJ Forty Under 40 Pack Away Hunger Donations Guest Bios Nida has been in Indiana since 2021 and is CEO of karmic partners, a consultancy that works with innovation districts, startups, and corporate innovation groups. Karmic hopes to help with ecosystem building in the midwest by helping to connect these groups to the resources they need. Most recently, she's worked in venture capital and set up an early-stage hardtech accelerator. Prior, Nida has also worked in strategy and innovation for companies like Georgia Pacific and Westrock. Her work has included managing P&L of product lines globally, leading engineering and operations teams to launch products for large multinationals, some of which are in upwards of 50+ countries.  Nida serves on multiple nonprofit boards including Pack Away Hunger and Immigrant Welcome Center (Treasurer). She also mentors for Techstars and Gener8tor, and is on the Technical Advisory Committee for NextCycle. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Recorded May 26th 2023   Myles Grote joins Hoosier Hub for a wide-ranging discussion on venture capital investing.  Myles shares his investing philosophy around secular tailwinds and unfair advantages.  We also discuss the venture studio model and how it helps connect universities and corporations with founders to unlock innovation and create value.  Other topics include sports tech and Myles experience as a founder.   Myles' Book Recommendations: Shoe Dog by Phil Knight, The Boys in the Boat by Daniel James Brown Myles' Movie Recommendations: Ford vs. Ferrari, Air  Omnidollar: https://substack.com/@omnidollarHigh Alpha: https://www.highalphainno.com/our-team/myles-grote Twitter: https://twitter.com/mylesgroteLinkedIn: https://linktr.ee/mylesgrote Guest BiosMyles Grote, Head of Portfolio Success at High Alpha Innovation Myles was an early pioneer in the Sports Tech space, co-founding Upper Hand, which exited its early investors in 2019. After a decade innovating within sports, he has continued to proliferate Sports Tech by creating the first ever global syndicate in the State of Indiana, Omnidollar Ventures. He has served as EIR for the Techstars Sports Powered by Indy program for 3 years and currently is Head of Portfolio Success at High Alpha Innovation. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Recorded April 24 th 2023 Today we have 28-year-old real estate entrepreneur Aaron Laster. Aaron shares his story from growing up on the Far Eastside of Indianapolis to his start in bootstrapping a real estate portfolio while still in college. Learn how Aaron finds local real estate deals while supporting affordable housing development using tax credits to square the economics. Aaron is also developing an innovative platform called Ardhio to provide access to fractional ownership in real estate, lowering the barriers to investing. Aaron's Book Recommendation: Why Should White Guys Have All the Fun?: How Reginald Lewis Created a Billion-Dollar Business Empire IBJ 20 in their Twenties 2021: https://www.ibj.com/articles/2021-20-in-their-twenties-aaron-laster LinkedIn: https://www.linkedin.com/in/aaronlaster/ Ardhio: https://www.ardhio.com/ Guest Bios Meet Aaron Laster, a 28-year-old real estate entrepreneur from the Far Eastside of Indianapolis. With a sharp eye for property investment opportunities and a passion for real estate, Aaron has established a solid reputation in the industry. His drive to succeed has made him a rising star in the Indianapolis real estate scene and he was in the inaugural class for the Indianapolis Business Journal's 20 in their Twenties. Aaron has an extensive network in the local real estate community and has become known for his exceptional negotiation skills, market knowledge, and ability to close deals efficiently. When he is not making real estate investments or networking in the startup community, Aaron enjoys giving back to his community and spends several hours each month serving on multiple boards of non-profit organizations. After graduating from Lawrence Central High School, he received a bachelor's degree from Indiana University Bloomington. While at IUB, he started using his refunds from financial aid and used a few different creative strategies to acquire his first few properties. Starting with a small single-family rental home on the Near Westside of Indianapolis, Aaron has built a portfolio of 10+ properties including vacant land for future development, single-family homes, small multifamily properties, & commercial buildings. In addition to personal investments, he is building Ardhio, a digital platform for fractional ownership in real estate. Ardhi means land in Swahili and we added the “o” because we are bringing things full circle as we democratize real estate investing for all. By using technology and Regulation A+ offerings, both accredited and non-accredited investors will have the opportunity to invest in institutional-grade real estate assets with as little as $100. Visit ardhio.com to join our investor waitlist. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded April 13th, 2023   Today we have Patrick Nessenthaler, Vice President of Finance & Head of Real Estate Capital Markets at Keystone Group, to discuss commercial real estate developments in downtown Indianapolis.  Patrick talks about the evolution and financing of Eleven Park, the future home of the Indy Eleven which is part of a multi-use development.  We also discuss the Intercontinental Hotel development that will feature the city's first rooftop bar.  Patrick shares what brought him to Indianapolis and the opportunities they see in Indianapolis real estate. Guest Bios Patrick Nessenthaler is a real estate investment strategist and business developer with more than 15 years in the commercial real estate industry sourcing, negotiating, and closing $3.7BN+ of complex debt and equity transactions in a variety of asset classes. Mr. Nessenthaler began his career in a valuation & consulting role at Integra Realty Resources conducting valuations, market studies, and feasibility studies on a diversity of commercial property types, including retail, industrial, office, and multifamily. He has also provided counseling services on niche and esoteric asset classes, with a primary focus on seniors' housing and other healthcare-related real estate. After completing his real estate graduate studies at the Baker Program in Real Estate at Cornell University, Patrick joined The Ackman-Ziff Real Estate Group, LLC in 2012. During his tenure at the firm, he was responsible for all aspects of the underwriting process, structuring, and placement of debt, mezzanine, and joint venture and Co-GP equity opportunities for a broad range of commercial real estate assets. He also originated on an exclusive basis over $700MM in debt and equity capital mandates for healthcare real estate transactions. Mr. Nessenthaler currently serves as Vice President of Finance & Head of Real Estate Capital Markets at Keystone Group and focuses on growing Keystone's multiple service lines and real estate portfolio as well as establishing Keystone Capital Markets Division. Mr. Nessenthaler holds a Bachelor's degree in Real Estate Finance from the University of North Texas, a Master's degree in International Real Estate Finance, a Master's degree in Healthcare Leadership, and a Master's of Business Administration from Cornell University. Patrick is also a CFA Charterholder, CAIA Charterholder, Member of the Appraisal Institute, and a Counselor of Real Estate. He is also an Adjunct Professor at the University of Louisville and Rutgers University teaching “Real Estate Finance & Investments”, “Real Estate & Alternative Investments”, and “Real Estate Investments” to undergraduate and graduate students. Patrick's Book Recommendation: The Lords of Easy Money by Christopher Leonard Upcoming CFA Society Event May 16th from 9 am to 6 pm at Indianapolis Motor Speedway - 2023 Investment Forum Eleven Park: https://www.indyeleven.com/news/2023/02/17/eleven-park-designs/ Intercontinental Hotel: https://www.keystone-corp.com/portfolio-item/the-intercontinental-hotel/ Keystone Corp: https://www.keystone-corp.com/ Patrick's LinkedIn: https://www.linkedin.com/in/patricknessenthaler/ Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor at the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing portfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded January 26th 2023   Continuing our data science theme from last episode, Luke and Tyler are at the cutting edge in using data science to improve our decision-making.  We ask Tyler and Luke about the emergence of ChatGPT and why they believe the proliferation of AI will lead to industry consolidation.  Tyler and Luke delve into the utility of decision science as it pertains to making investment decisions and position sizing.  We also debate the case against relying upon price volatility as a measure of risk and how to use these concepts in a portfolio management context.   Book Recommendations (lots of books mentioned in this one!) Austin – All I Want to Know is Where I'm Going to Die So I'll Never Go There: Buffet & Munger by Peter Bevelin Austin - The Bond King by Mary Childs Tyler - Safe Haven: Investing for Financial Storms by Mark Spitznagel Tyler - Fortune's Formula by William Pountstone Tyler - The Misbehavior of Markets by Benoit Mandelbrot Luke - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Upcoming CFA Society Event March 9th from 6-8pm - Fireside Chat with Mary Childs Guest Bios Tyler Foxworthy Tyler is a data scientist, entrepreneur and investor. He has spent his career solving business problems with mathematics and statistics. His AI software-consultancy, Vertex Intelligence, was acquired in 2021. He is now serving as the Chief Scientist at Greenlight Guru, the world's leading medical device technology platform - where he and his team focuses on using AI to help medical device companies create safer, more effective products and improve the overall quality of life.  Luke ZhangAs a "Fresh Off the Boat" kid who came to the United State 12 years ago to pursue a better education, Luke finished top of the his class at Montverde Academy in Florida. During his high school years, Luke won 3 consecutive years of National Mathematics Competition and multiple state and regional titles for programming, science and basketball. After high school, Luke continued his education at Rose-Hulman Institute of Technology as a triple major Computer Science, Software Engineer and Mathematics undergrad.  Upon graduation, Luke decided to start his career at Indianapolis despite plentiful offers from Silicon Valley companies because he believed in the potential growth of Indiana. He led the R&D team at his prior employer, DemandJump, and made significant contributions applying machine learning to digital marketing. During the peak of COVID-19 pandemic, Luke returned to Resultant as a Senior Data Scientist to work side by side with Indiana Governor Holcomb and Indiana Department of Health to apply data science to deal with the unprecedented crisis. He made significant contribution to the Covid project by leading the data science effort. Outside of the Covid project, Luke continues to make huge impact on other clients' projects as well. During Luke's free time, he continues to invest in himself with continuing education. Luke has taken more than a dozen online courses and earned related certifications. He recently finished his Master's Degree in Computer Science with a specialization in Machine Learning from the Georgia Institute of Technology. Luke loves to give back to the community. He was selected as one of the elite 19 fellows of Mitch Daniels Leadership Foundation. Luke was also one of the members of Stanley K. Lacy Executive Leadership Series (SKL) - Class XLV to learn more about building up community. Luke promotes Indy as the vice president of the Young Professionals of Central Indiana, acts as Indyfluencer Ambassador for the Indy Chamber's Life in Indy initiative, Indy Chamber Ambassador and IndyHub City Ambassador. Luke is also passionate about STEM Education, other than being a long term mentor for Nextech, he continues to advocate and volunteer for TechPoint and TechPoint Youth Foundation, serves on United Way of Central Indiana Technology Fund Work Group. Also, he writes columns for the IBJ, volunteers for SecondHelpings, and is a frequent speaker and contributor at Meetup groups like IndyPy, IndyAWS and IndyDataScience. Luke's hard work and community engagement have been wildly recognized by the State of Indiana with multiple awards from different organizations and agencies.   Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Show notes Recorded January 23rd 2023   Reuben Vandeventer joins the podcast from Bloomington, Indiana to discuss digital assets (think databases, not crypto) in depth.  Mr. Vandeventer has an extensive background in applying data science to solve finance problems.  Prior to becoming an entrepreneur (currently the founder and CEO of SecondSight), Reuben ran quantitative research at CNO Financial and was the Chief Data Officer at Bridgewater. We discuss the need to update accounting standards to reflect digital assets to better understand a business and provide additional access to financing.  Reuben also enlightens us on how digital assets can impact M&A due diligence.  Cyber insurance pricing, especially as it relates to digital assets is also a discussion point. Reuben's Book Recommendations Titan: The Life of John D. Rockefeller, Sr. Principals for Dealing with the Changing World Order: Why Nations Succeed and Fail Guest BiosFor more than 15 years, Mr. Vandeventer has been driving innovation in data and analytics, with a particular focus in finance and data science.  He's currently serving as the CEO and Founder of SecondSight.ai, and the managing partner of a research fund d2.ai.  Mr. Vandeventer founded and exited multiple companies, including OpenINSIGHTS and Data Clairvoyance Group. In the latter role, he was deeply involved in the creation of Allstate's Drivewise telematics program for car insurance and helped build the carrier's in-house data and analytics practice. Mr. Vandeventer's background also includes multiple corporate leadership roles (Chief Data Officer) for some of the world's top financial services and life sciences organizations. The throughline of his career is a passion for creating business models that leverage digital assets as real, tangible assets — rather than the intangible nature the rest of the world applies — which enables growth in competitive industry verticals. An MBA and alumni of Indiana University, Mr Vandeventer also holds black belt Six Sigma and PMP certifications, as well as an FMVA (financial modeling and valuation analyst) certification and other advanced credentials. He is an avid writer and commentator, keynote speaker, and TED Talk participant. Helpful LinksReuben's Digital and Cyber Risk Company: Reuben's Research Fund: Who are the hosts?Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded December 15th 2022   The SEC has recently made a number of changes and/or proposals around the marketing of performance reporting, due diligence on outsourcing for registered investment advisors, private funds and ESG.  Kerry Potter McCormick, a partner at Indianapolis-based law firm Barnes & Thornburg, helps us understand the evolving regulatory landscape for investment firms and the implications for investment professionals. Kerry's Book Recommendation – The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street Guest BioKerry Potter McCormick, a partner at Barnes & Thornburg LLP, represents investment advisers and fund sponsors in connection with the launch and ongoing operations of various investment products and structures, including private funds, managed accounts, funds-of-one, and co-investment products. Kerry advises investment advisers (including those registered with the SEC and those exempt from such registration) with respect to ongoing regulatory compliance and services clients across a broad range of strategies, including private equity, hedge, credit, real estate, and funds-of-funds. She represents advisers throughout a product's life cycle, from negotiating with seed and other early investors in start-up managers to fund restructurings and wind-downs. She also represents institutional investors, pension plans, foundations, family offices and high net worth individuals with respect to their investments with such advisers. Kerry is a Member of the New York City Bar Association Private Investment Funds Committee, and also serves as the Chairwoman of the ESG Task Force for Women in Funds. SEC Linkshttps://www.sec.gov/regulatory-actions/how-to-submit-comments https://www.sec.gov/comments/s7-14-19/s71419.htm https://www.sec.gov/rules/proposed.shtml https://www.sec.gov/rules/final.htm Helpful Links from Barnes & Thornburghttps://btlaw.com/people/kerry-potter-mccormick https://btlaw.com/en/insights/alerts/2022/compliance-date-approaching-for-new-marketing-rule-for-investment-advisers https://btlaw.com/insights/alerts/2022/proposed-sec-rule-would-expand-private-fund-compliance-obligations-investor-protections https://btlaw.com/en/insights/alerts/2022/sec-proposes-new-rule-with-respect-to-outsourcing-by-investment-advisers Want to get Barnes & Thornburg alerts regularly?  Sign up here: https://insights.btlaw.com/34/967/landing-pages/dedicated-subscribe.asp Link to the Economist chart Austin referenced regarding the correlation of testosterone and face-width to investment performance https://www.economist.com/graphic-detail/2018/02/20/are-alpha-males-worse-investors   Who are the hosts?Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded October 6th 2022   On today's show Dr. Siva Nalabotu tells his story, starting VetCheck out of Fishers, Indiana in 2016 to meet an unmet need in pet urgent care.  He quickly realized the model could work in other markets and decided to begin franchising the concept to allow for rapid expansion.  Today, Dr. Siva also offers a private investment vehicle to help fuel that growth and allow investors to participate in the potential upside.  A disclaimer should be added here in that cohost Matt Henry is employed by VetCheck and as such has a conflict of interest, which is also noted in the recording. Guest BiosDr. Siva Nalabotu, DVM, MS, PhD Is a board-eligible veterinary toxicologist with several years of experience in veterinary medicine. His experience includes preventative care medicine, evidence-based medicine, surgical care, and emergency medicine. Growing up in rural India, Dr. Siva has long been passionate about caring for animals in need. In fact, he turned down an offer to go to medical school in favor of pursuing veterinary medicine. As the leader of VetCheck Pet Urgent Care, Dr. Siva has provided exceptional wellness, emergency, and urgent care for countless pets in the Indiana area. Driven by his passion for making high-quality care both convenient and compassionate, he has built a successful veterinary practice and wants to help other veterinarians experience the joy and satisfaction of practice ownership. Siva's Book Recommendation –Beyond Entrepreneurship 2.0 by Jim Collins Linkshttps://vetcheckforpets.com/ - Franchisee sitehttps://investvetcheck.com/ - PE fund Who are the hosts?Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.

Recorded September 22nd   John started NEXT Studios in 2020 after a successful exit on his own venture in the internet of things software space.  One of the things that makes NEXT Studios unique is it's B Corp status with a social mission helping underrepresented founders in Indiana.  The NEXT Studios model allows the firm to accept capital as either donations or investment.  He holds periodic “lean startup bootcamps” to help new founders learn the ropes of starting a business and think through their idea which also serves as a way to find opportunities to fund new ventures.  John provides some interesting statistics on the role of business creation in job growth and how organizations like NEXT are uniquely situated to improve the local economy.  We also learn about the process for local communities to incubate startups through John's paradigm of Capital, Talent, and Place. John's Book Recommendation –Wicked Fishers by Robert Bowling https://shop.indianahistory.org/products/wicked-fishers Guest Bios MANAGING ENTREPRENEUR | NEXT STUDIOSJohn McDonald has over twenty years of experience as an entrepreneur, most recently as the founder and CEO of ClearObject, a leading Internet of Things company which successfully exited to private equity in 2019, and at IBM, where he led technical sales for their software development tools brand in New York.  He is a founder and board member of the Indiana Technology & Innovation Association, chairman of the Technology & Innovation Committee of the Indiana Chamber of Commerce, an Executive in Residence at Ivy Tech Community College, a board member of TechPoint, and of the Indianapolis Chamber of Commerce. At Purdue University, John is an Adjunct Professor for the Certificate Program in Entrepreneurship and Innovation, a member of the Dean's Council for the Purdue Polytechnic Institute, and a member of Purdue's President's Club.  A graduate of Lawrence North High School in Indianapolis, John studied business management, computer science, and meteorology before receiving degrees in Software Development and Computer Information Technology from Purdue University at West Lafayette, where he was also the Student Body Vice President and Treasurer. John was named Purdue's Distinguished Technology Alumnus in 2007 and Lawrence North's Distinguished Alumnus in 2017.  Email: john@nextstudios.orgWebsite: https://nextstudios.org/ Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.

Recorded August 18th  Jordan tells us how he got into the cannabis business and the road to cofounding KEY Investment Partners in 2018.  We discuss various legalization paths in various states and what the structure could look like in Indiana in the future.  Jordan describes the different types of business in the cannabis industry and where he sees the best opportunities.  We cover the cannabis supply chain from plant to consumer and the ancillary businesses that have popped up to service the industry.  Another topic of choice is the challenges and resulting opportunities due to the industries capital constraints. Jordan's Book Recommendation –Chasing the Scream – The First and Last Days of the War on Drugs https://chasingthescream.com/ Guest BioAt KEY Investment Partners, Jordan is responsible for developing due diligence strategy, leading co-investment syndication processes, writing blog posts and driving proactive outreach for deal sourcing opportunities. Jordan led KEY Investment Partners' investments in springbig, HERBL, XS Financial, PharmaCann and TRP.  Prior to founding KEY, Jordan spent four years as a member of Partners Group's Private Equity team responsible for sourcing investment opportunities, conducting due diligence, and executing lead, control leveraged buyout transactions for companies between $500 million and $2.5 billion in enterprise value.  Prior to Partners Group, Jordan spent four years with GE Capital predominantly in Leveraged Finance, underwriting debt facilities for business services companies in lower-middle market buyout transactions.  Jordan was born and raised in Cincinnati, OH and attended Indiana University as a Wells Scholar, majoring in Economics & Political Science. Jordan is currently enrolled in a Masters in Consciousness & Human Potential at Maharishi International University. In his free time, Jordan enjoys traveling, skiing, reading & hiking.  Email: jordan@keyinvestmentpartners.com Website: https://keyinvestmentpartners.com/ Podcast: https://keyinvestmentpartners.com/podcast/ Whitepaper: https://keyinvestmentpartners.com/cannabis-2-0/ Who are the hosts?Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded May 26th 2022  Terran Robotics co-founder and CEO Zach Dwiel joins the podcast to share his vision for solving the affordable housing crisis through an environmentally friendly, autonomous robotic solution. Terran Robotics is based out of Bloomington, Indiana.  Their solution seeks to reduce the cost of construction through labor (automation) and materials (clay subsoil, aggregate, and straw) with adobe-style construction. https://terranrobotics.ai/ Guest Bios Zach Dwiel, co-founder and CEO of Terran Robotics, was previously an AI researcher at the Intel AI Lab and CTO of energy analytics startup PlotWatt (acquired by American Efficient). He started Terran with the vision of using cutting edge AI and robotics to solve the problem of sustainable, affordable homebuilding. https://www.linkedin.com/in/dwiel/ Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded April 7th  HGTV star (Good Bones) Karen Laine joins the podcast for a fun and wide-ranging conversation. Karen describes her transition from being an attorney to starting Two Chicks and a Hammer and launching the show Good Bones with her daughter Mina.  We also learn Karen's views on managing risk in real estate investing and how to plan for surprises.  Karen discusses her philosophy around money and finance including some helpful tips for younger investors.  We also learn how her role has changed on Good Bones and her passion for landscaping. Karen describes why she's passionate Fountain Square and other iconic Indianapolis neighborhoods while expounding on ideas as to how Indiana could alleviate the negative impacts of gentrification while promoting development.  We also learn the strategy behind focusing their real estate investments in a small area. Also included are Karen's passion for costumes, the concept of “costume opportunities” and her foray into standup comedy. Guest Bios Karen E Laine, a former attorney, brings legal expertise, community-mindfulness and spirited enthusiasm to the unique home-renovation team featured in the HGTV series Good Bones. Mother/daughter home reno and flipping duo Karen E Laine and Mina Starsiak Hawk star as cohosts in the HGTV series Good Bones. Daughter Mina, a real estate agent, and mom Karen, a former lawyer, own an Indianapolis-based home renovation business with a mission to revitalize their favorite neighborhoods one house at a time. https://www.hgtv.com/profiles/talent/karen-e-laine Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Addison Perry: Addison is currently a Junior at Taylor University where she is double majoring in Accounting and Finance. She is also involved in the Women's Lacrosse club, Taylor Student Organization Leadership Programing Cabinet, and is President of a club that she started, Investing Excellence. Addison is the Executive Assistant of CFA Society Indianapolis. Ashley Merder: Ashley is a Brand Manager for a Tech company based in the Indianapolis area. She is the Executive Director and sits on the board of CFA Society Indianapolis. When she's not working with clients or deep in the flow of design, she's spending quality time with her husband and keeping up with their two little girls.   Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Recorded April 21st  David Franklin joins the podcast to discuss his career path from a math major at University of Evansville to his position as Chief Investment Officer of Diamond Capital Management.  David reminisces on his time as an industrial analyst at Old National alongside our cohost Matt Henry.  Learn why David believes focusing on quality and diversification as an equity investor is so important.  David breaks down the current market challenges and where he sees opportunity right now.  We also cover career advice for young people and David's day-to-day as CIO before learning why he enjoys staying involved with the University of Evansville. Guest BiosDavid L. Franklin, CFA, CMTVice President, Chief Investment Officer and Manager Diamond Capital Management With over 20 years' experience in the financial industry, Mr. Franklin, as Chief Investment Officer, coordinates the investment philosophy, strategy, tactics, and implementations employed by the Bank in managing approximately $2 billion in assets within Diamond Capital Management.  Additionally, he serves as a Portfolio Manager for clients. Mr. Franklin received a Bachelor of Science in Mathematics from the University of Evansville and is a member of the CFA Institute, the CFA Society of Indianapolis, and the CMT Association. https://www.nbofi.com/diamond-capital https://www.linkedin.com/in/dave-franklin-cfa-cmt/ Who are the hosts? Austin Crites, CFA: Austin is a past-president and current director of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Addison Perry: Addison is currently a Junior at Taylor University where she is double majoring in Accounting and Finance. She is also involved in the Women's Lacrosse club, Taylor Student Organization Leadership Programing Cabinet, and is President of a club that she started, Investing Excellence. Addison is the Executive Assistant of CFA Society Indianapolis. Ashley Merder: Ashley is a Brand Manager for a Tech company based in the Indianapolis area. She is the Executive Director and sits on the board of CFA Society Indianapolis. When she's not working with clients or deep in the flow of design, she's spending quality time with her husband and keeping up with their two little girls. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.

Join Matt Henry, Ashely Merder, and Addison Perry (Austin played hooky!) as they host Justin Fath and Jacob Ferguson, both Taylor University alumni, as they discuss their role in reinventing the endowment team. A story of hard work, commitment, trail and error, and success as they developed a successful strategy to manage the over half a million that is in the endowment fund. Guest Bios Justin Fath joined Ramsier Financial Services in June of 2021. As a Client Relationship Manager, he is responsible for a variety of roles, assisting both clients and advisors at RFS.  Those roles include working with client portfolios for rebalancing, setting up withdrawals or contribution plans, creating and maintaining financial plans, sitting in advisor/client meetings and a variety of other client servicing activities. He holds the Series 7 registration with a goal of becoming a Financial Advisor. Justin is a 2017 graduate of Smithville High School and 2021 graduate of Taylor University. At Taylor, he double majored in Finance and Management as well as minoring in Mathematics. During his time at Taylor, he played on the football team and served for three years as a Residential Assistant. During his senior year, he participated in Taylor's Student Lead Endowment Teams where he and his classmates were responsible for managing about 5% of Taylor's Endowment. Jacob Ferguson joined Ronald Blue Trust in May 2021. As a Financial Planning Associate, he is responsible for developing and coordinating strategic financial plans, implementing investment allocation, and providing client service support and research as well as a variety of other activities. He is currently studying for his CFP and CKA designations. Jacob is a 2017 graduate of Evansville Reitz Highschool and 2021 graduate of Taylor University. At Taylor, he studied Finance and Biblical Literature, served as president of the class of 2021, and was heavily involved in the Taylor Student Organization's Executive Cabinet. During his senior year, he participated in the Student Lead Endowment Team where he and his classmates were responsible for managing about 5% of Taylor's endowment. Upon graduating, Jacob was named the 2021-2022 student leader of the year. Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $14.5 billion of assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to over 10,500 clients across the wealth spectrum in all 50 states.**As of 12/31/21 and subject to change Who are the hosts?Austin Crites, CFA: Austin is a past-president and current director of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Addison Perry: Addison is currently a Junior at Taylor University where she is double majoring in Accounting and Finance. She is also involved in the Women's Lacrosse club, Taylor Student Organization Leadership Programing Cabinet, and is President of a club that she started, Investing Excellence. Addison is the Executive Assistant of CFA Society Indianapolis. Ashley Merder: Ashley is a Brand Manager for a Tech company based in the Indianapolis area. She is the Executive Director and sits on the board of CFA Society Indianapolis. When she's not working with clients or deep in the flow of design, she's spending quality time with her husband and keeping up with their two little girls. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

Rex Fisher joins the podcast to discuss the Indianapolis real estate market, his career path, and why he sees a bright future for the city and the downtown area.  Learn how Rex was able to invest through the Great Financial Crisis in 2008/2009 and the Covid pandemic to build a thriving real estate business.  We also cover the rebranding of The Plat Collective to @Properties.  Guest BioLiving in the Fountain Square neighborhood, Rex has called Indianapolis his home since 2001. With over 15 years experience in multiple disciplines of residential real estate, Rex is not only passionate about helping his clients buy and sell homes but also enjoys spending time with his family, community development, golfing and kayaking. Upon receiving his bachelor of science degree in business management from Purdue University, Rex started his career in revenue management within the sports and entertainment industries. The excitement of urban economics led him to purchase his first investment property in 2005 which has since blossomed into a core focus of Rex's realty work today. In 2011, Rex became the director of development at Shepherd Community where he spent 4 years leading all fundraising and corporate partner development work. During this time he gained a tremendous appreciation for the reality of social services work and an expanded understanding of sustainable community development within the urban context of Indianapolis. As his investment real estate work expanded, Rex made the decision to become a Realtor and dedicate himself fully to his real estate work. In 2015, Rex joined Plat Collective as one of the first 10 agents and, in 2018, became a co-owner with the brokerage's founder, Mark Nottingham. Rex's affiliations past and present include board member at Edge Mentoring, board chairman at ServLife International, founding board member of the Fountain Square Music Festival, board member at Fuller Center of Central Indiana, housing committee member at SEND, and mentor at Shepherd Community. https://www.atproperties.com/site/rex@atpropertiesind.com https://www.atproperties.com/indianapolis   Who are the hosts? Austin Crites, CFA: Austin is a past-president and current director of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Addison Perry: Addison is currently a Junior at Taylor University where she is double majoring in Accounting and Finance. She is also involved in the Women's Lacrosse club, Taylor Student Organization Leadership Programing Cabinet, and is President of a club that she started, Investing Excellence. Addison is the Executive Assistant of CFA Society Indianapolis. Ashley Merder: Ashley is a Brand Manager for a Tech company based in the Indianapolis area. She is the Executive Director and sits on the board of CFA Society Indianapolis. When she's not working with clients or deep in the flow of design, she's spending quality time with her husband and keeping up with their two little girls. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.

Hoosier Money welcomes Jack Hauersperger of UBL, LLC and investor Roger Lee, CFA to the podcast.  We discuss how the business got started, how they plan to help undocumented immigrants purchase homes by providing credit and creating a credit history, and why UBL believes there is opportunity for lenders. UBL Mission: Close the homeownership gap and build credit history for undocumented immigrants with zero involuntary displacement, offering fee-simple home loans. UBL loans require a 5% down payment + 4.99% to cover closing costs, charging interest rates below 9% vs. predatory peers at 12%+. Unlike peers, we accept applicants with no FICO credit score or a minimum FICO of 500 & a DTI

This is the Trailer for the Hoosier Money Podcast, powered by CFA Society Indianapolis.  Join hosts Austin Crites, Matt Henry, and Ashley Merder as they discuss a range of investment topics impacting Hoosiers such as real estate, local entrepreneurs, venture capital. wealth management, and much more!