Thursday, October 5, 2023

11:30 a.m. - 12:30 p.m. – Check in

Hyatt Regency McCormick, Hyatt Conference Center

12:30 a.m. - 12:50 p.m. – Opening Remarks

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

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

Session 1: 12:50 p.m. - 1:50 p.m. – Panel Discussion

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Madeline Hume, CFA, Morningstar

Neha Shah, CFA, Associate Director Federal Reserve Bank of New York (in Chicago)

Grant Podolski, CFA, CAIA, LGIM America

Blake Shaffer, CFA, Jones Lang Lasalle

Session 2: 2:15 p.m. - 5:00 p.m. – Corporate Connection

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

2:15 p.m. - 3:15 p.m. – Visit to Federal Reserve Bank of Chicago

Transportation on your own.

2:15 p.m. - 3:30 p.m. – Visit to Chicago Board Options Exchange (CBOE)

Transportation on your own.

Session 3: 4:45 p.m. - 6:00 p.m. — SMIFC Teams Poster Session Competition

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

4:45 p.m. - 5:15 p.m. – Poster Session Judges Evaluation Visit

5:15 p.m. - 6:00 p.m. – Poster Session Students Visit

5:15 p.m. - 5:40 p.m. – Poster Session Judges Meeting

Session 4: 5:40 p.m. – 6:00 p.m. – SMIFC Partners Meeting

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Agenda

• SMIFC Journal
• SMIFC Regional Meetings
• Additional Sponsorships
• Recommendations for program changes
• SMIFC Database

6:00 p.m. - 7:30 p.m. – Dinner

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Ano Glonti, MS, Founder and CEO, TradeUpToWallStreet LLC

Derek Horstmeyer, PhD, Co-Founder and Director of GMU Student Managed Investment Fund, Director, Financial Planning and Wealth Management, George Mason University

Friday, October 6, 2023

Session 5: 9:00 a.m. - 9:50 a.m. – Why Technical Analysis Improves the Investment Process

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Tyler Wood, CMT, Managing Director, CMT Association

9:50 a.m. - 10:00 a.m. – Break

Session 6: 10:00 a.m. - 10:50 a.m. — BlackRock for Universities: Empowering the next generation of investment professionals

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Oscar D. Pulido, CFA, Managing Director of Product Strategy for the Multi-Asset Strategies & Solutions (MASS) and a member of the MASS Executive Committee at BlackRock

Hope Collins, Models Infrastructure Team, Multi-Asset Strategies & Solutions (MASS), BlackRock 

Rodney E. Lake, Vice Dean for Undergraduate Programs, Director, GW Investment Institute at The George Washington University.

10:50 a.m. - 11:00 a.m. – Break

Session 7: 11:00 a.m. - 12:00 p.m. – Usage of CBOE’s Proprietary Derivatives Products

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Matt Moran, Head of Index Insights, CBOE Options Institute

Kathy Nguyen, Director of Product Marketing, CBOE Global Markets

Session 8: 12:00 a.m. - 1:30 p.m. – Lunch, and Announcement of Competition’s Awards

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Poster Session Competition Awards: Sponsored by CMT Association.

Financial Analysis Competition Awards: Sponsored by Indiana State University

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

Robert A. J. Patton, CEO & Founder, 548 Enterprise

Session 9: 1:30 p.m. - 2:20 p.m. – TRUST Me: Trust Administration in the 21st Century

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Nathan W. Beemster, Vice President and Senior Regional Trust Consultant, Charles Schwab Trust Company of Delaware

2:20 p.m. - 2:30 p.m. – Break

Session 10: 2:30 p.m. - 3:30 p.m. – Impact of Recent Economic Changes on Prices of Securities

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Andrew Opdyke, CFA, Senior Economist, First Trust

Session 11: 3:30 p.m. - 4:20 p.m. —  Pillars of Wealth Management, 13 Topics You Do Not Need to be an Expert in, but You Need to Know of

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

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

4:20 p.m. — Closing Remarks

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom