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Investment Club: 2016 SMIFC Agenda

This agenda is subject to change

The latest agenda is available for download as a PDF

Thursday, November 3, 2016

12:00 pm - 1:10 pm Check In – HMSU, Dede I
1:10 pm - 1:20 pm

Opening Remarks – HMSU, Dede I

Dr. Brien Smith, Dean, Scott College of Business/Co-Founder of SMIFC

Dr. Tarek Zaher, Professor of Finance/Co-Founder of SMIFC

1:20 pm – 2:35 pm

Session 1 – Panel Discussion – HMSU, Dede I

TopicValue of Teams in Financial Planning

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

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

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

Sarah Tallent, Registered Financial Associate with the Private Client Group of City Securities Corporation

Veda Williams-Ross, Registered Financial Associate with the Private Client Group of City Securities Corporation

TopicOpportunities for Women in Investment Planning

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

2:35 pm - 2:45 pm Break
2:45 pm - 3:45pm

Session 2– Keynote Speaker, HMSU, Dede I

TopicFrom Option Basics to Institutional Option Trading

Kevin P. Davitt, Senior Instructor, Chicago Board Options Exchange- The Options Institute  

3:45 pm - 4:00 pm Break
4:00 pm - 4:45 pm

Session 3 – Panel Discussion, HMSU, Dede I

Student Managed Investment Fund (SMIFC) Faculty and Student Research Activities.

Team 1: Indiana State University
Dr. Tarek Zaher, Indiana State University
Dr. Reza Houston, Indiana State University
Kurt Kedrick, Indiana State University

Team 2: Colby-Sawyer College
Student-Managed Investment Funds: A Survey of Student Demographics, Fund Performance, Policies and Transparency
Dr. Chris Kubik
Mr. Trenton Bonk, Colby-Sawyer College
Ms. Chi Nguyen, Colby-Sawyer College

4:45 pm - 5:00 pm Break
5:00 pm - 6:00 pm

Session 4 – Scott College of Business

SMIFC Partners Organizational Meeting (SMIFC partners only), Scott College of Business, Federal Hall, Room 303

6:30 pm

Dinner (by invitation only), Scott College of Business
(Court Room Federal Hall, Rm. 223)

Friday, November 4, 2016

8:45 am - 9:30 am

Session 5 – Workshop, Scott College of Business, Minas Center
Federal Hall, Rm. 123

TopicUses and Applications of thinkorswim Platform
TDAmeritrade Representative

9:30 am - 9:50 am Break
9:50 am – 10:30 am

Session 6 - Keynote Speaker

Topic:  Asset Management from a Fiduciary Standpoint

John Ayre, Senior Portfolio Manager, Asset Management

Benjamin Dye, Portfolio Manager, Asset Management, First Financial Bank

10:30 am - 10:45 am  Break
10:45 am - 11:30 am

Session 7 – Keynote Speaker, Federal Hall, Rm. 223

TopicThree Vital Concepts to Understanding & Trading Options for Beginners

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

11:30 am - 12:45 pm Lunch, HMSU, Dede II/III
12:45 pm - 1.30 pm

Session 8 – Panel Discussion, HMSU, Dede I

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

Moderator: Dr. Charles Boughton, Truman State University

Panelists:
SMIFC Team 1: University of Arkansas - Fort Smith
SMIFC Team 2: Truman State University

1:30 pm – 2:15 pm

Session 9 -  Panel Discussion, HMSU, Dede I

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

Moderator: Dr. Mahmoud Haddad

Panelists:
SMIFC Team 3: Indiana State University
SMIFC Team 4: University of Tennessee - Martin
SMIFC Team 5:

2:15 pm - 2:20 pm

Closing Remarks/Adjournment, HMSU, Dede I (Group Photo)

Dr. Tarek Zaher, Professor of Finance, Scott College of Business