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Investment Club: 2015 SMIFC Conference

Welcome to the 2015 SMIFC Conference Pages

The 3rd Annual Student Managed Investment Fund Consortium (SMIFC) Conference will take place in the Hulman Memorial Student Union building and the Scott College of Business, Federal Hall, located at 30 North Seventh Street in Terre Haute, Indiana, on November 5-6, 2015.

The purpose of the consortium is to enhance student learning and scholarship, record best practices in investment management among SMIF partners, provide a vehicle for student networking and exchange of ideas, and provide a permanent repository of relevant literature and recorded student experiences. The SMIF Consortium builds a community of institutions with a shared vision for student success and leadership in investing. The SMIF Consortium also establishes relationships with industry partners to assist in its primary goals of student education, research, and leadership.

A Welcome from our Dean, Brien Smith

Welcome to the third annual Student Managed Investment Fund (SMIF) Consortium Conference! The SMIF Consortium was formed in 2013 by 18 colleges and universities that have active SMIF groups. Scott College of Business is pleased to announce that the SMIF Consortium now has 39 members. The purpose of this consortium is to enhance student learning and scholarship; record best practice in investment management among SMIF partners; provide a vehicle for student networking and exchange of ideas; and provide a permanent repository of relevant literature and recorded student experiences. The SMIF Consortium builds a community of institutions with a shared vision for student success and leadership in investing. This common purpose provides for a broad network of support, problem solving, and friendship. The SMIF Consortium also establishes relationships with industry partners who provide opportunities for student scholarships, internships, and employment opportunities.

As this year's keynote speaker, we are pleased to have Mr. Bob Finder, Managing Director of the Investment Management Consulting Group for Wells Fargo Advisors. Before joining Wells Fargo in March, 2008, Bob was Senior Vice President and Executive Director of Wealth Management Solutions for Prudential Investments in Newark, New Jersey. Prior to joining Prudential in 1997, Bob was President and Chief Executive Officer of Johnson Heritage Trust Company in Racine, Wisconsin. In addition to being a featured speaker at numerous firm and industry conferences, Bob created and delivers one of the industry’s most challenging and highly acclaimed professional development programs – "The Premier Forces Trilogy."

We are also pleased to welcome back Mr. Randy Minas to the SMIF Consortium Conference. Mr. Minas is Executive Vice President and Financial Advisor at City Securities Corporation. Randy has been in financial services for over 37 years. He graduated cum laude from Indiana State University in 1975 with a degree in management and a minor in accounting. Through their generosity, Randy and his wife, Nancy, funded the Randall and Nancy Minas Financial Trading Lab at the Scott College of Business.

New this year, we are happy to welcome Mr. Rob Langrick and Kevin Hincks to our distinguished list of presenters. Rob is the Head of Bloomberg Institute and designer of the Bloomberg Market Concepts module. He began his career as a banker at Morgan Stanley and an Equity Analyst at HSBC and Cazenove in London. He joined Bloomberg in 2007 as a Case Team Leader at Bain & Co in New York. He founded and wrote the business plan for Bloomberg Institute in 2009. He holds a Law degree from The University of Nottingham, an MBA from the Tuck School of Business at Dartmouth and is a CFA charter holder.

Also presenting is Mr. Kevin Hincks a senior specialist in the Trader Group at TD Ameritrade. Kevin answers a myriad of client questions – from equities, options and futures to the ins and outs of TD Ameritrade’s industry-leading trading platform, thinkorswim. He is also co-host of Swim Lessons, the weekly thinkorswim user show, and host of "The Options Hour" which can be found on the Tiger Financial News Network. Kevin has been trading on an exchange membership without interruption since January 1986 and previously owned and operated the original Designated Primary Market-Maker (DPM) for GE and Pepsico options on the Chicago Board Options Exchange (CBOE).

We hope that you enjoy the conference and look forward to your active participation.

Brien Smith signature

Brien N. Smith, Ph.D.
Cofounder SMIF Consortium
Dean, Scott College of Business
Indiana State University

Tarek Zaher signature

Tarek S. Zaher, Ph.D.
Cofounder SMIF Consortium Managing Director, and Program Chair
Professor of Finance

SMIFC 2014 Conference
A session from the 2014 SMIFC Conference