SMIFC: 2019 SMIFC Conference

SMIFC 2019 Conference

Welcome to the 2019 SMIFC Conference Pages

The 7th Annual Student Managed Investment Fund Consortium (SMIFC) Conference took place at the Embassy Suites Chicago Downtown, 600 North State Street, Chicago, IL 60654 on Thursday/Friday, October 31/November 1, 2019.

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.


This year SMIFC ran two competitions. The first is the Kaplan Poster Session and the second is Build a Winning, Long-Term Portfolio with Voleo which will be in two parts; the Voleo Portfolio Building Competition and then, after the conference, the Voleo Nasdaq Trading Competition. See our competitions page for details.

An exciting range of expert speakers...

SMIFC2019 speakers

Brian Beargie, CFA, Global Head of Investment Grade Research, Legal & General Investment Management; Charles K. Bobrinskoy, Vice Chairman, Director of Research​, Ariel Investments; Robert Carey, CFA, Chief Market Strategist, First Trust Advisors; Alex Coffey, Co-Host of Fast Market on the TD Ameritrade Network and a Senior Specialist, TD Ameritrade’s Trader Group; Shannon J. Curley, CFA, Chief Executive Officer, CFA Society Chicago;
Dr. Mahmoud M. Haddad, Professor of Finance at The University of Tennessee at Martin; Ted Krischak, Executive Account Manager, McGraw-Hill Education;  Randy Minas, CFP®, Director/Investments, Stifel; Michael Miranda, Managing Director, BMO Family Office; Elisha Porterfield, CFP® Financial Advisor Stifel;
Kristan Rowland, CFA, Global Investment Team, William Blair; Shawn Sabau, CFP®, Senior Vice President / Investments, Stifel; and William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago.

Thank you to our sponsors, without whom the conference would not be possible...

SMIFC 2019 sponsors

Hotel Accommodation

The Embassy Suites Chicago Downtown is in the heart of downtown Chicago, Illinois, surrounded by shopping and entertainment venues. Located on State Street between Ohio and Ontario Streets, it is three blocks west of Michigan Avenue's Magnificent Mile. We do not endorse the Parkopedia or SpotHero web sites in any way, but they may be useful if you are trying to find somewhere to park.

King Suite - $169.00 + taxes
2 Double Bed Suite - $189.00 + taxes

Accommodation booking should be made through the hotel directly

Embassy Suites Chicago Downtown

Embassy Suites Chicago Downtown


SMIFC 2018 Conference

The SMIFC 2018 Conference
29 colleges and universities were represented

Student Managed Investment Fund Consortium (SMIFC)


Contact Us

Tarek Zaher 
Coordinator and co-founder of the SMIF Consortium
Professor of Finance
Investment Club Advisor
Scott College of Business
Federal Hall, Room 321
Indiana State University
30 N. 7th St., Terre Haute, IN 47809
Phone: 812-237-2093

Join Us