This agenda is tentative and subject to change without notice

Thursday, October 4

Noon - Registration / Check in

Boxed lunch courtesy of Bloomberg

1:00 p.m. - Welcome & Opening Remarks

Brien N. Smith, Dean, Scott College of Business, Indiana State University

Tarek Zaher, Professor of Finance, Scott College of Business, Indiana State University

1:10 p.m. - Global Issues for 2019 and Beyond

Charlie Bobrinskoy, Vice Chairman, Ariel Investments

Chaos Theory and Investing - Is the Future Predictable?

Can investment performance be predicted? Bobrinskoy examines two fundamentally different investment philosophies: Determinism and Chaos Theory.

2:00 p.m. - U.S. Economic Outlook and Monetary Policy

Dr. Daniel Sullivan, Chief Economist, Federal Reserve Bank, Chicago

2:50 p.m. - Break

3:00 p.m. - CFA Panel Discussion - Active Versus Passive Investment Strategies

John L. Emerson, CFA - Portfolio Manager, Columbia Wanger Asset Management, LLC

Garrett Glawe, CFA - Director, Asset Owners Channel at S&P Dow Jones Indices

Jeff Kernagis, CFA - Vice President and Senior Portfolio Manager, Investpro PowerShares Capital Management LLC

Marie Winters, CFA, CAIA - Senior Vice President, Team Leader and Senior Research Analyst, Northern Trust Asset Management

Moderator: Shannon J. Curley, CFA Chief Executive Officer, CFA Society Chicago

4:00 p.m. - The US Political and Economic Outlook

Robert Stein, Deputy Chief Economist, First Trust Advisors L.P.

4:50 p.m. - Break

5:00 p.m. - Consortium Partners Meeting

Agenda

Revenue

Membership Fees
Additional Sponsorships
Professional Registration Fees (i.e., professional societies like CFA, etc.)

SMIFC Journal
SMIFC Logo

Debriefing

Dates and venue for next year’s conference
Recommendations for logistical changes

5:00 p.m. - Indiana State University Alumni Reception

Willis Tower

7:00 p.m. - Dinner

“People’s Choice” Pitch Competition

Courtesy of Kaplan

Friday, October 5

8:00 a.m. - Breakfast

While the tours are in progress there will be breakout sessions available at 9:00, 10:00, and 11:00 a.m.

9:00 a.m. - Federal Reserve Bank Tour (45 minutes)

For Security Check: Please bring government issued photo I.D.

Group A: Ashland University, Auburn University, Hofstra University, Nazareth College, Radford University, University of Lynchburg, University of Nebraska-Kearney, & University of Northern Colorado.

9:00 a.m. - Thinkorswim Workshop

Brad Nave, Director of Trader Services, TD Ameritrade

The uses and applications of TD Ameritrade's Thinkorswim platform

9:45 a.m. - Break

10:00 a.m. - Chicago Board of Trade Tour (90 minutes)

For Security Check: Please bring government issued photo I.D.

Group A: Ashland University, Auburn University, Hofstra University, Nazareth College, Radford University, University of Lynchburg, University of Nebraska-Kearney, & University of Northern Colorado.

Group C: College of Wooster, University of Central Missouri, University of Detroit-Mercy, & Xavier University, 

10:00 a.m. - Federal Reserve Bank Tour (45 minutes)

For Security Check: Please bring government issued photo I.D.

Group B: Cedarville University, Eastern Illinois University, Indiana State University, Le Moyne College, Marquette University, Ohio Wesleyan, Smith College, & University of Wisconsin-Eau Claire, 

10:00 a.m. - Technical Analysis: Basics and Uses, for Risk Management or Career Paths

Julie R. Dahlquist, Ph.D., CMT, President, Technical Analysis Educational Foundation, Associate Professor of Professional Practice, Neeley School of Business

Buff Dormeier, CMT. Managing Director, Investments, Senior PIM Portfolio Manager, Well Fargo Advisors, LLC

10:45 a.m. - Break

11:00 a.m. - Federal Reserve Bank Tour (45 minutes)

For Security Check: Please bring government issued photo I.D.

Group D: California State-Fresno, Indiana State University, Northern Illinois University, Truman State University, University of Nebraska-Lincoln,

11:10 a.m. - Professional Conduct and Ethical Codes are Good for Risk Management Practices!

Dr. Majed R. Muhtaseb, CFA, CAIA, Professor of Finance, California State Polytechnic University

12:00 p.m. - Working Lunch - Rethink Portfolio Diversification Solutions through Alternative Risk Premia (ARP)

Joseph Cusick, Director of OIC Education and Business Development, The Options Industry Council

Investors and asset owners are challenged to meet target returns in an environment of low yields and reduced diversification. Traditional asset allocation (60/40) is not what it used to be which is why asset managers are looking for Alternative Risk Premia, (ARP) strategies as a solution. Joseph Cusick will discuss how ARP may provide a solution toward better diversification and better risk-adjusted returns. It is time to dive into the expanding industry of Risk Premia.

1:15 p.m. - Closing Remarks

Tarek Zaher, Professor of Finance, Scott College of Business, Indiana State University

1:45 p.m. - Chicago Board of Trade Tour (90 minutes)

For Security Check: Please bring government issued photo I.D.

Group B: Cedarville University, Eastern Illinois University, Indiana State University, Le Moyne College, Marquette University, Ohio Wesleyan, Smith College, & University of Wisconsin-Eau Claire.

Group D: California State-Fresno, Indiana State University, Northern Illinois University, Truman State University, & University of Nebraska-Lincoln,

2:00 p.m. - Federal Reserve Bank Tour (45 minutes - optional) 

For Security Check: Please bring government issued photo I.D.

Group C: Auburn University, College of Wooster, University of Central Missouri, University of Detroit-Mercy, & Xavier University