Thursday, October 5, 2023

11:40 a.m - 12:40 p.m. – Check in

Hyatt Regency McCormick, Hyatt Conference Center

12:40 - 2:50 p.m. – Opening Remarks

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

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

12:50 - 2:00 p.m. – Panel Discussion

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Madeline Hume, CFA Morningstar

Neha Shah, CFA, Associate Director Federal Reserve Bank of New York (in Chicago)

Grant Podolski, CAIA, LGIM America

Blake Shaffer, CFA, Jones Lang Lasalle

2:10 - 3:00 p.m. – Visit to Federal Reserve Bank of Chicago

3:00 - 3:50 p.m. – Visit to Chicago Board option Exchange (CBOE)

2:00 - 4:30 p.m. – Corporate Connection

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Jackson-Park Room

4:15 - 5:30 p.m. - SMIFC Teams Poster Session Competition

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Jackson-Park Room

4:15 - 4:40 p.m. – Poster session Judges evaluation visit.

4:40 - 5:30 p.m. – Poster session students visit

4:40 - 5:10 p.m. – Poster session Judges meeting

5:30 - 7:00 p.m. – Dinner

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Friday, October 7, 2021

9:00 - 9:50 a.m. – Why Technical Analysis Improves the Investment Process

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Tyler Wood, CMT, Managing Director of CMT Association

9:50 - 10:00 a.m. – Break

10:00 - 10:50 a.m. – Pillars of Wealth Management, 13 Topics you do not need to be an expert in, but you need to know of.

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Tiffany Dolby, Relationship Manager,Advisor Services Relationship Management, Charles Schwab & Co

10:50 - 11:00 a.m. – Break

11:00 - 12:00 p.m. – Usage of CBOE’s Proprietary Derivatives Products

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Matt Moran, Head of Index Insights, CBOE Options Institute

Kathy Nguyen, Director of Product Marketing, CBOE Global Markets

12:00 - 1:30 p.m. – Lunch, and Announcement of Competition’s Awards

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

1:30 - 2:20 p.m. – TRUST Me: Trust Administration in the 21st Century

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Nathan W. Beemster, VP - Senior Regional Trust Consultant, Charles Schwab Trust Company of Delaware

2:20 - 2:30 p.m. – Break

2:30 - 3:30 p.m. – Keynote Speaker

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Andrew Opdyke, CFA, Senior Economist at First Trust

3:30 - 4:00 p.m. – SMIFC Partners Meeting

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Grand-Park Room

Agenda

• SMIFC Journal
• Advisory Board
• SMIFC Regional Meetings
• Additional Sponsorships
• Recommendations for program changes
• SMIFC Database

4:00 p.m. – Closing Remarks

Dr. Jin Park, Chairperson - Accounting, Finance, and Insurance and Risk Management, Indiana State University.