Thursday, October 28, 2021

11:45 a.m. - 12:45 p.m. - Check in & Lunch

Embassy Suites, River North Ballroom

12:45 - 1:00 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 Daugherty, Dean, Scott College of Business, Indiana State University

1:00 - 2:00 p.m. - Economic Outlook

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

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

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

 Embassy Suites, River North Ballroom

Charlie Bobrinskoy, Vice 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, CFA - Senior Vice President, Northern Trust Asset Management

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

Jeffrey Feldman, Head trader, Wolverine Trading

Moderator: Thomas Digenan, Managing Director and Lead Equity Investment Specialist, UBS Global Asset Management

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

Embassy Suites, Lakeview Room

Sponsored by Chartered Market Technician Association

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

Embassy Suites, Lobby

6:30 - 8:00 p.m. - Dinner, Awards Distribution, and Winning Teams Presentation

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. - The Volume Factor in Portfolio Management

Embassy Suites, River North Ballroom

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

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

1:00 p.m. - Closing Remarks

Dr. Jin Park, Chairperson - Accounting, Finance, and Insurance and Risk Management (AFIRM), Scott College of Business, Indiana State University