Agenda:


Thursday, October 10, 2013

12:00 to 1:15 p.m. - Check In

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

Dr. Brien Smith, Dean College of Business and Cofounder of SMIFC
Dr. Tarek Zaher, Professor of Finance and Cofounder of SMIFC

1:30 to 2:30 p.m. - Session 1, Keynote speaker - HMSU, Dede I

The Evolution of Financial Securities Industry: 1976-2013

Randy Minas, Financial Advisor and Senior Vice President at City Securities Corporation.

2:30 to 2:40 p.m. - Break

2:40 to 3:30 p.m. - Session 2, Panel Discussion - HMSU, Dede I

New trends in portfolio management: Fundamental Analysis, Technical Analysis and Derivatives

Moderator: Dr. Tarek Zaher, ISU

Panelists:

Joe Kinahan (JJ), Chief Derivatives Strategist for TD Ameritrade
Buff Dormeier, CMT Wells Fargo Advisors Senior Vice President – Investment Officer PIM – Portfolio Manager

3:30 to 3:40 p.m. - Break

3:40 to 4:20 p.m. - Session 3, Panel Discussion - HMSU, Dede I

What are the appropriate goals for a SMIF? How does one incorporate educational objectives with performance objectives, especially when they seem to be at odds?

Moderator: Dr. Barbara MacLeod, Ohio Wesleyan

Panelists:

ISU SMIF Team
Ohio Wesleyan SMIF Team
UT Martin SMIF Team
Ball State SMIF Team

4:20 to 4:30 p.m. - Break

4:30 to 5:20 p.m. - Session 4, Panel Discussion - HMSU, Dede I

Careers in Investment Management and Financial Services

Moderator: Kimberly H. LaGrange, MBA, SPHR

Panelists:

Brian Wright, Market Street Wealth Managers in Indy and Career Paths Director of the FPA-Greater Indiana.
Brian Cain, Old National Investments
Don Edwards, CFA, President Wabash Capital, Inc.

Friday, October 11, 2013

9:00 to 9:50 a.m. - Session 5, Workshop - Courtroom (FD223), Scott College of Business

ThinkorSwim: Uses and applications

Mary Ryan, Thinkorswim, TD Ameritrade

9:50 to 10:00 a.m. - Break

10:00 to 10:50 a.m. Session 6, Keynote Speaker - HMSU, Dede I

Effective uses of Derivatives in Investment Management

Joe Kinahan (JJ), Chief Derivatives Strategist for TD Ameritrade

10:50 to 11:00 a.m. - Break

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

A Community Banker's Perspective on Banking Regulation

Chris Wolking, Chief Financial Officer, Old National Investments

11:50 to 1:00 p.m. - Lunch - HMSU, Dede II

1:00 to 1:50 p.m. - Session 8, Panel Discussion - HMSU, Dede I

Student Managed Investment Fund (SMIF) best practices in investment management.

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

Panelists:

Kyle C. Klepsch, Financial Advisor City Securities Corporation
Ohio Wesleyan SMIF Team
College of Wooster SMIF Team
Ball State SMIF Team
University of Mount Union SMIF Team

1:50 to 2:00 p.m. - Break

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

Asset allocation and portfolio construction

Moderator: Brian Cain, Old National Investments

Panelists

Buff Dormeier, CMT Wells Fargo Advisors Senior Vice President – Investment Officer PIM – Portfolio Manager
Don Edwards, Wabash Capital Inc

2:50 to 3:00 p.m. - Break

3:00 to 3:50 p.m. - Session 10, Panel Discussion - HMSU, Dede 1

Portfolio construction and Investment strategies: SMIF Versus professional investment management

Moderator: Robert J. Edwards, CFA, Valeo Financial Advisors, LLC.

Panelists:

Shawn Sabau CFP, Financial Advisor at City Securities Corporation
ISU SMIF Team
Ohio Wesleyan SMIF Team
Ball State SMIF Team
Lipscomb University Team

3:50 to 4:00 p.m. - Break

4:00 to 4:50 p.m. Session 11, Panel Discussion - HMSU, Dede I

The Value of CFA and CFP professional designation

Moderator: Sharon Robinson CFP, ISU

Panelists:

Don Edwards, CFA, President Wabash Capital, Inc.
Brian Wright, Market Street Wealth Managers and Career Paths Director of the FPA-Greater Indiana.
Robert J. Edwards, CFA, Valeo Financial Advisors, LLC.