Thursday, October 6, 2022

11:40 - 12:40 p.m. - Check in

Palmer House, Empire Room

12:40 - 1:00 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

1:00 - 1:50 p.m. - Current Economic Conditions and Future Outlook

Palmer House, Empire Room

Andrew Opdyke, CFA, Senior Economist, First Trust

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

1:50 - 2:00 p.m. - Break

2:00 - 3:00 p.m - Panel Discussions

Investment Policy Statement, Understanding Your Fiduciary Responsibilities

CMT Program and University Partnership

Job Opportunities for Business/Finance Majors

Palmer House, Empire Room

Tiffany Dolby, Relationship Manager, Advisor Services Relationship Management, Charles Schwab & Co

Buff Dormeier, CMT, Chief Technical Analyst, Kingsview Partners

Alvin Kressler, Executive Director and CEO, CMT Association

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

Introduction: Audra Doedtman

3:00 - 3:10 p.m. - Break

3:10 - 3:40 p.m. - Student Management Investment Fund Book, SMIFC Journal & Special Issue of Journal of Investing

Palmer House, Empire Room

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

Introduction: Paru Acharya 

3:45 - 4:40 p.m. - SMIFC Teams Poster Session Competition

Palmer House, Honore Room

4:20 - 4:40 p.m. - Poster Session Judges Meeting

Palmer House, Empire Room

4:40 - 5:20 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

5:20 - 6:30 p.m. - Dinner

Palmer House, Empire Room

Friday, October 7, 2022

9:00 - 9:50 a.m. - The Value of CFA Designation to Finance Majors

Palmer House, Empire Room

Kristan Rowland, CFA, Portfolio Manager, UBS Global

Introduction: Kyle Koch

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

10:00 - 11:30 a.m. - Student Managed Investment Fund (SMIF) Practices in Portfolio Management and Financial Analysis

Structure, Investment Policies, Strategies, Asset Allocation

Palmer House, Empire Room

Moderator and introduction: 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 (Loras College)
SMIF Team 4 (Northwest Nazarene University)

11:30 - 11:40 a.m. - Break

11:40 a.m. - 12:30 p.m. - Use of Derivatives in Investment Fund Management

Palmer House, Empire Room

Matt Moran, Head of Index Insights, Cboe Options Institute

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

12:30 - 1:30 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 - 2:45 p.m. - Q & A Session on Investment Management

Palmer House, Empire Room

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

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

2:45 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

3:00 p.m. – Start of Cboe Visit