Opening Remarks – HMSU, Dede I

Dr. Brien Smith, Dean, 斯科特商学院/Co-Founder of SMIFC

Dr. Tarek Zaher, Professor of 金融/Co-Founder of SMIFC

Session 1 – Panel Discussion – HMSU, Dede I

主题:  Value of Teams in 财务规划

兰德尔·K. Minas, CFP, Executive Vice President, Financial Advisor, City Securities Corporation

Shawn Sabau, CFP, Senior Vice President, Financial Advisor,, City Securities Corporation

以利沙·戴维斯·波特菲尔德, CFP, Financial Advisor with the Private Client Group of City Securities Corporation

莎拉塔伦特, Registered Financial Associate with the Private Client Group of City Securities Corporation

吠陀经Williams-Ross, Registered Financial Associate with the Private Client Group of City Securities Corporation

主题:  Opportunities for Women in Investment Planning

以利沙·戴维斯·波特菲尔德, CFP, Financial Advisor with the Private Client Group of City Securities Corporation

Session 2– Keynote Speaker, HMSU, Dede I

主题:  From Option Basics to Institutional Option Trading

Kevin P. Davitt, Senior Instructor, Chicago Board Options Exchange- The Options Institute  

Session 3 – Panel Discussion, HMSU, Dede I

Student Managed Investment Fund (SMIFC) 教师 and Student 研究 Activities.

Team 1: 电子游戏试玩
Dr. Tarek Zaher, 电子游戏试玩
Dr. Reza Houston, 电子游戏试玩
Kurt Kedrick, 电子游戏试玩

Team 2: Colby-Sawyer College
Student-Managed Investment Funds: A Survey of Student Demographics, 基金业绩, 政策和透明度
Dr. 克里斯Kubik
Mr. Trenton Bonk, Colby-Sawyer College
Ms. Chi Nguyen, Colby-Sawyer College

Session 4 – 斯科特商学院

SMIFC伙伴 组织al Meeting (SMIFC partners only), 斯科特商学院, 联邦大厅, 303房间

Dinner (by invitation only), 斯科特商学院
(Court Room 联邦大厅，Rm. 223)

Session 5 – Workshop, 斯科特商学院, Minas Center
联邦大厅，Rm. 123

主题:  Uses and Applications of thinkorswim Platform
TD Ameritrade Representative

Session 6 - Keynote Speaker

主题:  Asset 管理 from a Fiduciary Standpoint

John Ayre, Senior Portfolio Manager, Asset 管理

Benjamin Dye, Portfolio Manager, Asset 管理, First Financial Bank

Session 7 – Keynote Speaker, 联邦大厅, Rm. 223

主题: Three Vital Concepts to Understanding & Trading Options for Beginners

Kevin Hincks, Senior Specialist, Co-Host Swim Lessons, Host of Options Hour

Session 8 – Panel Discussion, HMSU, Dede I

Student Managed Investment Fund (SMIFC) Current Practices in Portfolio 管理, Financial Analysis and Asset Allocation

主持人:博士. Charles Boughton, Truman State University

小组成员:
SMIFC Team 1: University of Arkansas - Fort Smith
SMIFC Team 2: Truman State University

Session 9 -  Panel Discussion, HMSU, Dede I

Student Managed Investment Fund (SMIFC) Current Practices in Portfolio 管理, Financial Analysis and Asset Allocation

主持人:博士. 马哈茂德•哈达德

小组成员:
SMIFC Team 3: 电子游戏试玩
SMIFC Team 4: University of Tennessee - Martin
SMIFC第五组:

Closing Remarks/Adjournment, HMSU, Dede I (Group Photo)

Dr. Tarek Zaher, Professor of 金融, 斯科特商学院