SMIFC 2022 Conference Agenda
The 9th Annual Student Managed Investment Fund Consortium (SMIFC) Conference will take place in Chicago at the Palmer House Hotel on Thursday/Friday, October 6/7, 2022
Look for us on social media #SMIFC2022
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