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Investment Club: 2015 SMIFC Agenda

Thursday, November 5, 2015

12:00 - 1:10 p.m. - Check In - HMSU, Dede I

1:10 - 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

Listen, Slow Down and Think (Critically)

A provocative, practical and performance-enhancing examination of the critical elements of communication for students pursuing careers in investment and wealth management; business and finance; and sales.

Robert L. Finder, Jr., CIMA, CIS, Managing Director, Investment Management Consulting Group, Wells Fargo Advisors

2:20 - 2:35 p.m. - Break

2:35 - 3:25 p.m. - Session 2, Panel Discussion - HMSU, Dede I

Financial Planning in Current Financial Markets

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

Shawn Sabau, Senior Vice President, Financial Advisor at City Securities Corporation

Elisha Davis Porterfield, CFP, is a Financial Advisor with the Private Client Group of City Securities Corporation

3:25 - 3:40 p.m. - Break

3:40 - 4:35 p.m. - Session 3, Keynote Speaker - HMSU, Dede I

How Bloomberg can Help you get a Job in Finance

Rob Langrick, CFA,Head of Bloomberg Institute and designer of the Bloomberg Market Concepts module.

4:35 - 5:00 p.m. - Break

5:00 - 6:30 p.m. - Session 4, Scott College of Business, Federal Hall - Room FD303

SMIF Partners Organizational Meeting (SMIF partners only)

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

Friday, November 6, 2015

8:45 - 9:30 a.m. - Session 5, Workshop, Scott College of Business, Minas Center (Federal Hall, Room FD123)

Uses and Applications of thinkorswim Platform

Shawn Cruz, Specialist, Trader Content,  thinkorswim, TD Ameritrade

8:45 - 9:30 a.m. - Session 6, Keynote Speaker - Scott College of Business, Federal Hall, Court Room (Room FD223)

Introduction to Technical Analysis; Adding Timing and Risk Control to Fundamental Analysis

Philip J. Roth, Vice President of MTA Educational Foundation and Adjunct Professor, Graduate School of Business, Fordham University

9:30 - 9:40 a.m. - Break

9:40 - 10:20 a.m. - Session 7, Workshop - Scott College of Business, Federal Hall Minas Center (Room FD123)

Viewing the Charts Through a Statistical Lens

Bill Stark, Active Financial Trader/Chartist

9:40 - 10:20 p.m. - Session 8, Scott College of Business, Federal Hall, Court Room (Room FD223)

Recent Developments in United States Investment Trust Management

Steve Martin, Vice President and Director of Trust Services, First Financial Bank

10:20 - 10:35 a.m. - Break

10:35 - 11:25 a.m. - Session 9, Keynote Speaker - HMSU, Dede I

Trading and Market Fundamentals from 30 years in the Pits

Kevin Hincks, Senior Specialist, Co-Host Swim Lessons, Host of Options Hour

11:25 - 12:15 p.m. - Session 10, Panel Discussion - HMSU, Dede I

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

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

Panelists:

SMIF Team 1

SMIF Team 2

SMIF Team 3

12:15 - 1:15 p.m. - Lunch- HMSU, Dede II/III

1:15 - 1:45 p.m. - Session 11, Poster Session, HMSU, Dede I

1:45 - 2:30 p.m. - Session 12, Panel Discussion - HMSU, Dede I

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

Moderator: Dr. Barbara MacLeod, Professor of Economics and Chair of Department of Economics, Ohio Wesleyan University

Panelists:

SMIF Team 4

SMIF Team 5

SMIF Team 6

2:30 - 2:35 p.m. - Closing Remarks/Adjournment - HMSU, Dede I

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