Congratulations

It was a close-run competition but congratulations to the winners of the poster competition.

1st: Lipscomb University - Kyle Joaquin, & Kendal Matas. Advisor: Dr. Han-Sheng Chen

2nd: Kennesaw State University - Cain Beatty, Mambaye Diagne, Amitai Ilan, & Eric McCart. Advisor: Dr. Govind Hariharan  

3rd: George Mason University - Kanwal Ahmad, Jaehee Lee, Julianna Silinsky. Advisor: Dr. Derek Horstmeyer  

The Lipscomb University team who won the poster competition

2nd place went to Kennesaw State University and 3rd was George Mason University
Kennesaw State University also came second in the Firm Performance Analysis competition

Sponsored by:  

The 2022 SMIFC poster session will be held on Thursday, October 6, 2022, at the Palmer House, Honore Room at 3:00 - 4:00 p.m. The poster session provides the SMIFC teams a way to display information about their SMIF including performance during 2022. As an incentive to participate in the poster session competition, Scott College of Business at Indiana State University will recognize and present awards for the three teams that demonstrate Posters of Excellence for outstanding performance and outstanding visual presentation. Presenters will participate in engaging their colleagues at other SMIFC schools. All presenters are responsible for bringing or delivering the posters to the conference and removing it after the conference. Posters presenters are expected to arrive at least 15 minutes before the start of the poster session. We encourage all SMIFC teams to participate in the poster session.

Submissions and Representation

Each SMIFC team who plans to participate in the poster session competition should send an email to Michelle Swick at michelle.swick@indstate.edu by 5:00 pm eastern time on September 25, 2022. Each team is also required to report their fund time weighted rate of return (TWRR) on a spread sheet and send it to us along with a letter or statement from the brokerage house that host their SMIF for the period from January 1, 2021, to December 31, 2021. If the school hosts more than one fund and are managed by different teams up to three teams (1-3 students) can participate in the competition.

The teams are expected to use 48 inches by 36 inches tri-fold boards to display their posters.

Evaluation Rubric

SMIF performance measured by Sharpe ratio (40%)
Visual presentation (30%)
Presentation to judges (30%)

To determine the performance score for each team, the teams will be ranked by their risk adjusted rate of return. The team that has the highest adjusted rate of return would receive a score of 40. The score for each team would be reduced by the difference in return between its adjusted rate of return and the first team adjusted rate of return. For example, if the first team has an adjusted return of 30% and second team has an adjusted return of 27% then the second team receives a score of 37. The score on the visual presentation and presentations to visitors will be determined at the conference by the two Judges who will stop by the table of each participating team and ask questions about the teamwork.

Evaluation Method

We will use the Sharpe ratio to measure SMIF team’s performance over the period January 1, 2021 through December 31, 2021. The return used in the ratio is the time weighted return.

While we would like SMIF teams to be innovative in what to include on and how to set up their posters, we expect the posters to highlight among other things, the SMIF performance, history, investment policy, Investment strategies and student role in decision making process.

Prizes

Poster session prizes (courtesy of Scott College of Business at Indiana State University)

First Place - $1,500
Second Place - $750
Third Place - $500

Information

If more information is required about this competition please contact Dr. Tarek Zaher - Tarek.Zaher@indstate.edu