This agenda is tentative and subject to change without notice

Thursday, October 31

11:30 a.m - Check in & Lunch

Embassy Suites Chicago Downtown, River North Ballroom

1:00 p.m. - Welcome & Opening Remarks

Embassy Suites Chicago Downtown, River North Ballroom

Dr. Tarek Zaher, Professor of Finance & Co-Founder of SMIFC, Scott College of Business, Indiana State University

Dr. C. Jack Maynard, Interim Dean, Scott College of Business, Indiana State University

1:15 p.m. - CFA Panel Discussion - Investment Management Strategies / How to Prepare for a Job in the Investment Industry

Brian Beargie, CFA, Global Head of Investment Grade Research, Legal & General Investment Management
Michael Miranda, Managing Director, BMO Family Office
Kristan Rowland, CFA, Global Investment Team, William Blair

Moderator: Shannon J. Curley, CFA, Chief Executive Officer, CFA Society Chicago

2:20 p.m. - Break

2:30 p.m. - Panel Discussion

Embassy Suites Chicago Downtown, River North Ballroom

The Management of Students Managed Investment Funds: Investment Club or Course Offering?

Dr. Eric Eller, Associate Professor of Finance, Noonan School of Business, Loras College
Dr. Stephen Morrell, Professor of Economics and Finance, Andreas School of Business, Barry University
Dr. Michael Phillips, Professor of Finance, Austin Peay State University
Dr. Terry Rumker, Assistant Professor of Finance, Dauch College of Business and Economics, Ashland University

Moderator: Dr. Mahmoud Haddad,  Professor of Finance, College of Business and Public Affairs, University of Tennessee at Martin.

3:10 p.m. - SMIFC Teams Poster Session

Embassy Suites Chicago Downtown, Lakeview Room

This session is sponsored by Kaplan. Please see our competitions page for details

4:15 p.m. - Applications of Behavioral Finance

Embassy Suites Chicago Downtown, River North Ballroom

Charlie Bobrinskoy, Vice Chairman, Director of Research, Ariel Investments

This presentation will focus on the most common investment biases seen in the marketplace and discuss how investors can take advantage of the opportunities they present. Furthermore, the session will provide some common sense solutions for advisor’s/investment managers to utilize after identifying those characteristics in individual investors.  

5:30 p.m. - Manager's Reception

Embassy Suites Chicago Downtown, Lobby

6:10 p.m. - Adaptive Learning with McGraw Hill Smartbook 2.0

Embassy Suites Chicago Downtown, Lakeview Room

Ted Krischak, Executive Account Manager, McGraw-Hill Education

Smartbook 2.0 is an Adaptive and Personalized reading experience in McGraw Hill Connect.  Smartbook highlights key areas for students to read, and prompts students with questions based on the material they are studying. By assessing individual answers, SmartBook learns what each student knows and identifies which topics they need to practice. This adaptive technology gives each student a personalized learning experience and path to success.  Learn how instructors are using Smartbook to boost retention in their classes. 

6:50 p.m. - Dinner & Awards

Embassy Suites Chicago Downtown, River North Ballroom

Poster Session competition (sponsored by Kaplan)
Voleo Portfolio Building Competition, (Sponsored by Voleo Inc.)
Voleo Student Competition. (Sponsored by Voleo Inc.)

Competition winners will be announced and awards distributed. Please see our competitions page for details

8:20 p.m. - End of Day's Activities

Friday, November 1

8:00 a.m. - Breakfast

Embassy Suites Chicago Downtown, River North Ballroom

9:00 a.m. - Keynote Speaker

Embassy Suites Chicago Downtown, River North Ballroom

Robert Carey, CFA, Chief Market Strategist, First Trust Advisors

9:45 a.m. - Break

10:00 a.m. - Panel Discussion - Financial Industry, Yesterday, Today and Tomorrow

Embassy Suites Chicago Downtown, River North Ballroom

Randy Minas, CFP®, Director/Investments, Stifel 
Shawn Sabau, CFP®, Senior Vice President / Investments, Stifel
Elisha Porterfield, CFP®, Financial Advisor, Stifel            

10:50 a.m. - Break

11:00 a.m. - Economic Outlook for 2020 - 2022

William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago

11:50 a.m. - Break

12:00 p.m. - Luncheon Speaker

Alex Coffey, Co-Host of Fast Market on the TD Ameritrade Network anda Senior Specialist, TD Ameritrade’s Trader Group

1:00 p.m. - Closing Remarks

Dr. Tarek Zaher, Professor of Finance, Scott College of Business, Indiana State University

1:15 p.m. - Tours of the Federal Reserve Bank (optional)

In order to participate in these tours you MUST bring a government issued photo ID

Groups A, B & C

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

Groups D, E & F

2:00 p.m. - 3:00 p.m.