Thursday, October 5, 2023

11:30 a.m. - 12:30 p.m. -入住

Hyatt Regency McCormick, Hyatt Conference Center

12:30 a.m. - 12:50 p.m. – Opening Remarks

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Dr. Tarek Zaher, Professor of 金融/Co-创始人 and Managing 导演 of SMIFC, Scott College of Business, Indiana State University

Dr. Terry Daugherty, 迪安, Scott College of Business, Indiana State University

Session 1: 12:50 p.m. - 1:50 p.m. – Panel Discussion

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Madeline Hume, 非洲金融共同体, Morningstar

Neha沙, 非洲金融共同体, Associate 导演 Federal Reserve Bank of New York (in Chicago)

Grant Podolski, 非洲金融共同体, CAIA, LGIM America

Blake Shaffer, 非洲金融共同体, Jones Lang Lasalle

Session 2: 2:15 p.m. - 5:00 p.m. – Corporate Connection

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

2:15 p.m. - 3:15 p.m. – Visit to Federal Reserve Bank of Chicago

Transportation on your own.

2:15 p.m. - 3:30 p.m. – Visit to Chicago Board Options Exchange (CBOE)

Transportation on your own.

阶段3: 4:45 p.m. - 6:00 p.m. — SMIFC Teams Poster Session Competition

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

4:45 p.m. - 5:15 p.m. – Poster Session 法官 Evaluation Visit

5:15 p.m. - 6:00 p.m. – Poster Session 学生 Visit

5:15 p.m. - 5:40 p.m. – Poster Session 法官 Meeting

Session 4: 5:40 p.m. – 6:00 p.m. – SMIFC 合作伙伴 Meeting

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

议程

• SMIFC Journal
• SMIFC Regional Meetings
• Additional 赞助商hips
• Recommendations for program changes
• SMIFC Database

6:00 p.m. - 7:30 p.m. ——晚餐

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

Ano Glonti, MS, 创始人 and 首席执行官, TradeUpToWallStreet LLC

Derek Horstmeyer博士, Co-创始人 and 导演 of GMU Student Managed Investment Fund, 导演, Financial Planning and Wealth Management, George Mason University

Friday, October 6, 2023

会议5: 9:00 a.m. - 9:50 a.m. – Why Technical Analysis Improves the Investment Process

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

泰勒木CMT, Managing 导演, CMT Association

9:50 a.m. - 10:00 a.m. - - - - - -休息

会话6: 10:00 a.m. - 10:50 a.m. — BlackRock for Universities: Empowering the next generation of investment professionals

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

奥斯卡D. Pulido, 非洲金融共同体, Managing 导演 of Product Strategy for the Multi-Asset Strategies & Solutions (MASS) and a member of the MASS Executive Committee at BlackRock

Hope Collins, Models Infrastructure Team, Multi-Asset Strategies & Solutions (MASS), BlackRock 

罗德尼·E. 湖, Vice 迪安 for Undergraduate Programs, 导演, GW Investment Institute at The George Washington University.

10:50 a.m. - 11:00 a.m. - - - - - -休息

Session 7: 11:00 a.m. - 12:00 p.m. – Usage of CBOE’s Proprietary Derivatives Products

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

马特·莫兰, Head of Index Insights, CBOE Options Institute

Kathy Nguyen, 导演 of Product 市场营销, CBOE Global Markets

会话8: 12:00 a.m. - 1:30 p.m. – Lunch, and Announcement of Competition’s Awards

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Poster Session Competition Awards: Sponsored by CMT Association.

Financial Analysis Competition Awards: Sponsored by Indiana State University

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

罗伯特一个. J. 巴顿, 首席执行官 & 创始人, 548 Enterprise

Session 9: 1:30 p.m. - 2:20 p.m. – TRUST Me: Trust Administration in the 21st Century

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

内森W. 师们, Vice President and Senior Regional Trust Consultant, Charles Schwab Trust Company of Delaware

2:20 p.m. - 2:30 p.m. - - - - - -休息

Session 10: 2:30 p.m. - 3:30 p.m. – Impact of Recent Economic Changes on Prices of Securities

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom

Andrew Opdyke非洲金融共同体, Senior Economist, First Trust

Session 11: 3:30 p.m. - 4:20 p.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, Ballroom

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

4:20 p.m. — Closing Remarks

Hyatt Regency McCormick, first floor, Hyatt Conference Center, Ballroom