Thursday, October 6, 2022

12:00 - 1:00 p.m. - Check in

Palmer House, Empire Room

10:00 - 1:20 p.m. - Opening Remarks

Palmer House, Empire Room

Dr. Tarek Zaher, Professor of Finance/Co-Founder and Managing Director of SMIFC, Scott College of Business, Indiana State University

Dr. Terry Daugherty, Dean, Scott College of Business, Indiana State University

1:20 - 2:20 p.m. - Current Economic Conditions and Future Outlook

Palmer House, Empire Room

Andrew Opdyke, CFA, Senior Economist, First Trust

2:20 - 2:30 p.m. - Break

2:30 - 3:00 p.m. - Speaker

 Palmer House, Empire Room

Brian Bruce, Chair of Board of Directors, The Center for Investment Research

3:00 - 4:00 p.m. - SMIFC Teams Poster Session Competition

Palmer House, Honore Room

Sponsored by CMT Association

3:40 - 4:00 p.m. - Poster Session Judges Meeting

Palmer House, Empire Room

4:10 - 4:50 p.m. - SMIFC Partners Meeting

Palmer House, Empire Room

Agenda

SMIFC Journal
Advisory Board
SMIFC Regional Meetings
Additional Sponsorships
Recommendations for program changes
SMIFC Database

5:00 - 6:00 p.m. - Dinner

Palmer House, Empire Room

Friday, October 7, 2022

9:00 - 9:50 a.m. - The Value of Getting the CFA Designation

Palmer House, Empire Room

Kristan Rowland CFA, Portfolio Manager, UBS Global

9:50 - 10:00 a.m. - Break

10:00 - 10:50 a.m. - Student Managed Investment Fund (SMIF) Practices in Portfolio Management and Financial Analysis

Palmer House, Empire Room

Moderator: Dr. Mahmoud Haddad, Professor of Finance, College of Business and Public Affairs, University of Tennessee at Martin.

Panelists:

SMIF Team 1 (Indiana State University)
SMIF Team 2 (University of Tennessee at Martin)
SMIF Team 3
SMIF Team 4
SMIF Team 5

The panelists will share insights into their management of their funds including; structure, investment policies, strategies, and asset allocation.

10:50 - 11:00 a.m. - Break

11:00 a.m. - 12:00 p.m. - Use of Derivatives in Investment Fund Management

Palmer House, Empire Room

Matt Moran, Head of Index Insights, Cboe Options Institute

12:00 - 1:50 p.m. - Lunch,  and Announcement of Competitions Awards

Palmer House, Empire Room

Poster Session Competition Awards

Sponsored by Indiana State University

Financial Analysis Competition Awards

Sponsored by Indiana State University

Competition winners will be announced and awards distributed followed by a short presentation by winning teams

2:00 - 3:00 p.m. - Q & A Session on Investment Management

Palmer House, Empire Room

John W. Rogers, Jr. Chairman & Co-CEO, Ariel Investments

 Moderator: Dr. Anne Drougas,  Professor of Finance/Quantitative Methods & Department Chair of Accounting, Finance, and Entrepreneurship, Dominican University

3:00 p.m. - Closing Remarks and Instructions on Cboe Visits

Dr. Jin Park, Chairperson - Accounting, Finance, and Insurance and Risk Management (AFIRM), Scott College of Business, Indiana State University