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Investment Club: 2014 SMIFC Agenda

Thursday, October 2, 2014

12:00 - 1:15 p.m. - Check In - HMSU, Dede I

1:15 - 1:30 p.m. - Opening Remarks - HMSU, Dede I

Dr. Brien Smith, Dean College of Business and Co- Founder of SMIFC
Dr. Tarek Zaher, Professor of Finance and Co-Founder of SMIFC

1:30 - 2:20 p.m. - Session 1, Keynote Speaker - HMSU, Dede I

Alternative Investments Allocation in a Diversified Portfolio

Mike Alley, Commissioner, State of Indiana Department of Revenue

2:20 - 2:35 p.m. - Break

2:35 - 3:25 p.m. - Session 2, Keynote Speaker - HMSU, Dede I

Innovation in the Markets with thinkorswim

John Hart, Director, Trading Products at TD Ameritrade thinkorswim

3:25 - 3:40 p.m. - Break

3:40 - 4:30 p.m. - Session 3, Panel Discussion - HMSU, Dede I

Student Managed Investment Fund (SMIF) practices in Portfolio Management, Financial Analysis and Asset Allocation

Moderator: Sharon Robinson, CFP

Panelists:

1.    SMIF Team 1 (Indiana State University)
2.    SMIF Team 2 (Oberlin College)
3.    SMIF Team 3 (University Tennessee Martin)

4:30 - 5:00 p.m. - Break

5:00 - 6:30 p.m. - Session 4, Scott College of Business, Federal Hall - Rm. FD122

SMIF Partners Organizational Meeting (SMIF partners only) Scott College of Business

(Federal Hall, Rm. 122)

6:30 p.m. - Dinner (by invitation), Scott College of Business, Federal Hall - Room FD223

Friday, October 3, 2014

9:00 - 9:50 a.m. - Session 5, Workshop, Scott College of Business, Minas Center (Federal Hall, Rm. FD123)

Uses and Applications of thinkorswim Platform

Mary Ryan, thinkorswim, TD Ameritrade

9:50 - 10:00 a.m. - Break

10:00 - 10:50 a.m. - Session 6, Workshop - Scott College of Business, Minas Center (Rm. FD123)

The Value of Establishing Trading Rooms at Business Schools

Ryan Cahoy, President, Rise Display

10:50 - 11:00 a.m. - Break

11:00 - 11:50 a.m. - Session 7, Keynote Speaker - HMSU, Dede I

Financial Planning Today and Investment 101

Randall K. Minas, CFP, Senior Vice President, Financial Advisor at City Securities Corporation

11:50 - 1:10 p.m. - Lunch - HMSU, Dede III

*Career Fair will run concurrently with Lunch* Dede I

1:10 - 1:50 p.m. - Session 8, Keynote Speaker- HMSU, Dede I

Technical Analysis - Pump Up the Volume

What is the Market Technician Association Educational Foundation (MTAEF)?  How can I benefit from MTAEF?

Buff Dormeier, CMT, Representative of the Market Technician's Association Educational Foundation

1:50 - 2:00 p.m. - Break

2:00 - 2:50 p.m. - Session 9, Panel Discussion - HMSU, Dede I

Investment Management and Asset Allocation (Individual vs. Institutions)

Moderator: Dr. Mahmoud Haddad, Professor of Finance, University of Tennessee at Martin

Panelists:

Don Edwards, CFA, President, Wabash Capital, Inc.

Shawn A. Sabau, CFP, Vice President, Financial Advisor at City Securities Corp.

2:50 - 3:00 p.m. - Closing Remarks - HMSU, Dede I

Tarek Zaher, Professor of Finance, Scott College of Business, Indiana State University