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Investment Club: 2017 SMIFC Agenda

This agenda is tentative and subject to change

All events take place in Palmer House Ballroom unless otherwise stated

Thursday, October 5, 2017

11:30 pm - 1:00 pm Check In and Lunch
1:15 pm - 1:30 pm

Opening Remarks

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

1:30 pm – 2:30 pm

Keynote Speaker: Brian Wesbury, Chief Economist, First Trust Advisors, L.P.

Topic:  Under New Management

From Brexit, to Trump, the Italian Referendum, to the rise of a Thatcherite in France; the world is changing in massive ways. Add in activist central banks, bloated bureaucracies, and acrimonious politics – it’s no wonder investors are nervous. Will the aging economic expansions stumble? Will the bull market in US stocks continue? Is inflation and rising interest rates in the cards? Brian Wesbury promises to cut through the noise to provide a solid, actionable game plan for investors in the years ahead. Wesbury called the bull market in US stocks starting in 2009. He's ready to tell you where they will go from here.

2:30 pm - 3:30 pm

Presenter: Randy Minas, CFP®, Director/Investments, Stifel &
Shawn Sabau, CFP®, Senior Vice President / Investments, Stifel

Topic:  Past, Present And Future

Evolution of the Financial Service Industry, Including Outlook and Opportunity in the Future for Graduates. Importance of CFP and Financial Planning.​

3:30 pm - 3:45 pm Break
3:45 pm - 4:30 pm

Presenter: Victor Jones, Director of Trading and Operations, TD Ameritrade

TopicInternational Trading

4:30 pm - 5:15 pm

Presenter: Susan Newman, Specialist, Trader Ops & Education, TD Ameritrade​​

Topic: Use and Applications of the thinkorswim Platform

5:30 pm - 6:30 pm

Indiana State Students/Alumni Reception – Willis Tower​

6:30 pm

Dinner:  

Panel Discussion

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

Friday, October 6, 2017

8:00 am – 9:00 am Breakfast
9:00 am – 9:45 am

Morning Breakout Session – Meeting Room A

Presenter: Shawn Sabau, CFP®, Senior Vice President/Investments - Stifel

Topic: Investment Policy

Discusses the importance of having policies in place before implementing club strategies. Establishing goals and objectives to have club structure in place to assure long term guidance well beyond a students’ collegiate club involvement.

9:00 am - 9:45 am

Group A - Federal Reserve Bank Presentation and Tour (max. 55 visitors)​

Must bring Government issued photo I.D.​

10:00 am – 10:45 am

Group C – Federal Reserve Bank Presentation and Tour (max. 55 visitors)

Must bring Government issued photo I.D.

10:45 am – 11:30 am

Group B – Federal Reserve Bank Presentation and Tour (max. 55 visitors)

Must bring Government issued photo I.D.

10:10 am - 12:00 am

Groups A & C - Chicago Board of Trade Presentation and Tour (max. 120 students)

½ of the group attends presentation and tour
Must bring Government issued photo I.D.

12:00 pm - 1.30 pm

Lunch and Closing Remarks

1:45 pm - 3:30 pm

Group B & D – Chicago Board of Trade Presentation and Tour (max. 120 students)

½ of the group attends presentation and tour
Must bring Government issued photo I.D.

3:00 pm

Group D – Federal Reserve Bank Presentation and Tour (max. 55 visitors)

Must bring Government issued photo I.D.

4:00 pm

OPTION – Federal Reserve Bank (max. 55 visitors)

Must bring Government issued photo I.D.