Episode 4 - David Franklin: From Math Major to Chief Investment Officer

The Hoosier Hub Podcast

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.