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SMIFC: SMIFC 2021 Conference Agenda

SMIFC 2021

The 8th Annual Student Managed Investment Fund Consortium (SMIFC) Conference will take place in Chicago at The Embassy Suites Chicago Downtown on Thursday/Friday, October 28/29, 2021.

Watch this space for details and look for #SMIFC2021 on social media

Thursday, October 28, 2021

11:30 a.m. - 12:30 p.m. - Check in & Lunch

Embassy Suites, River North Ballroom

12:30 - 12:45 p.m. - Opening Remarks

Embassy Suites, River North Ballroom

Dr. Tarek Zaher, Professor of Finance/Co-Founder and Managing Director of SMIFC, Scott College of Business, Indiana State University

Dr. Terry Daughtery, Dean, Scott College of Business, Indiana State University

12:45 - 2:00 p.m.  - The Volume Factor in Portfolio Management

Embassy Suites, River North Ballroom

Buff Dormeier CMT, Partner & Chief Technical Analyst, Kingsview Partners

Professional Practice of Technical Analysis

J. Tyler Wood CMTManaging Director, Global Business Development

2:00 - 2:10 p.m. - Break

2:10 - 3:10 p.m. - Recent Developments in Behavioral Finance

 Embassy Suites, River North Ballroom

Charlie BobrinkskoyVice Chairman, Ariel Investments

3:10 - 3:20 p.m. - Break

3:20 - 4:20 p.m. - Panel Discussion:

Portfolio Management And Trading - Practical  Applications In The Workplace 

Embassy Suites, River North Ballroom

Jeff Kernagis, CFASenior Vice President, Northern Trust Asset Management

David Hemming, Head of Alternative ETF Portfolio Management, Invesco.

Jeffrey Feldman, Head trader, Wolverine Trading

Moderator: Richard Excell, Instructor of Finance at the University of Illinois, Gies College of Business. Recently retired as Senior Portfolio Manager at Wolverine Asset Management in Chicago.

4:20 - 5:30 p.m. - SMIFC Teams Poster Session

Embassy Suites, Lakeview Room

5:30 - 6:30 p.m. - Manager’s Reception

Embassy Suites, Lobby

6:30 - 8:00 p.m. - Dinner and Distribution of Awards to Winning Teams

Embassy Suites, River North Ballroom.

Poster Session Competition Awards

Sponsored by CMT Association

Student Competition Awards

Sponsored by CMT Association

Competition winners will be announced and awards distributed followed by a short presentation by winning teams

 

Friday, October 29, 2021

8:00 - 9:00 a.m. - Breakfast

Embassy Suites, River North Ballroom

9:00 - 9:50 a.m. - Investment Management and Financial Analysis

Christopher T. Vincent, CFA, President & Chief Executive Officer CFA Chicago

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

10:00 - 11:00 a.m. - Economic Outlook

Embassy Suites, River North Ballroom

Lindsey M. Piegza, Ph.D. Managing Director, Chief Economist, Stifel, Nicolaus & Company, Incorporated

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

11:10 a.m. - 12:00 p.m. - Use of Options, Futures and the VIX® Index in Investment Fund Management

Embassy Suites, River North Ballroom

Matt Moran, Head of Index Insights, Cboe Options Institute

12:00 - 1:00 p.m. - SMIFC Partners Meeting 

Embassy Suites, Lincoln Park Room

Agenda

Advisory Board
Additional Sponsorships
SMIFC Journal
SMIFC Logo
Dates and venue for next year’s conference
Recommendations for program changes

12:00 p.m. - Closing Remarks

Dr. Tarek ZaherProfessor of Finance/Co-Founder and Managing Director of SMIFC, Scott College of Business, Indiana State University