Thursday, October 10, 2013

下午12点到1点15分.m. - 检查

下午1:15到1:30.m. - HMSU, Dede I - Opening Remarks

Dr. 布里恩史密斯, Dean College of Business and Cofounder of SMIFC
Dr. Tarek查希尔, Professor of 金融 and Cofounder of SMIFC

下午1:30到2:30.m. - Session 1, Keynote speaker - HMSU, Dede I

The Evolution of Financial Securities Industry: 1976-2013

兰迪·米纳斯, Financial Advisor and Senior Vice President at City Securities Corporation.

下午2:30到2:40.m. - 打破

下午2:40到3:30.m. - Session 2, Panel Discussion - HMSU, Dede I

New trends in portfolio management: Fundamental Analysis, Technical Analysis and Derivatives

主持人: Dr. Tarek查希尔, ISU

小组成员:

Joe Kinahan (JJ), Chief Derivatives Strategist for TD Ameritrade
浅黄色Dormeier, CMT Wells Fargo Advisors Senior Vice President – Investment Officer PIM – Portfolio Manager

下午3:30到3:40.m. - 打破

下午3:40到4:20.m. - Session 3, Panel Discussion - HMSU, Dede I

What are the appropriate goals for a SMIF? How does one incorporate educational objectives with performance objectives, especially when they seem to be at odds?

主持人: Dr. 芭芭拉•麦克劳德俄亥俄州卫斯理大学

小组成员:

ISU SMIF团队
俄亥俄卫斯理SMIF队
UT马丁SMIF团队
球州立SMIF队

下午4:20到4:30.m. - 打破

下午4:30到5:20.m. - Session 4, Panel Discussion - HMSU, Dede I

Careers in Investment 管理 and Financial 服务

主持人: 金伯利H. 拉格朗日mba, SPHR

小组成员:

布莱恩•莱特, Market Street Wealth Managers in Indy and Career Paths Director of the FPA-Greater Indiana.
布莱恩·该隐, Old National Investments
爱德华兹不, CFA, President Wabash Capital, Inc.

星期五，2013年10月11日

9点到9点50分.m. - Session 5, Workshop - Courtroom (FD223), Scott College of Business

ThinkorSwim: Uses and applications

玛丽瑞安, Thinkorswim, TD Ameritrade

上午9:50 - 10:00.m. - 打破

上午10点到10点50分.m. Session 6, Keynote Speaker - HMSU, Dede I

Effective uses of Derivatives in Investment 管理

Joe Kinahan (JJ), Chief Derivatives Strategist for TD Ameritrade

上午10:50到11:00.m. - 打破

11点到11点50分.m. - Session 7, Keynote speaker - HMSU, Dede I

A Community Banker's Perspective on Banking Regulation

克里斯•沃克, Chief Financial Officer, Old National Investments

11点50分到1点.m. - 午餐-密歇根州立大学，Dede II

下午1:00到1:50.m. - Session 8, Panel Discussion - HMSU, Dede I

Student Managed Investment Fund (SMIF) best practices in investment management.

主持人: Dr. 马哈茂德•哈达德, University of Tennessee at Martin

小组成员:

凯尔C. Klepsch, Financial Advisor City Securities Corporation
俄亥俄卫斯理SMIF队
College of Wooster SMIF Team
球州立SMIF队 
University of Mount Union SMIF Team

下午1:50到2:00.m. - 打破

下午2:00到2:50.m. - Session 9, Panel Discussion - HMSU, Dede I

Asset allocation and portfolio construction

主持人: 布莱恩·该隐, Old National Investments

小组成员

浅黄色Dormeier, CMT Wells Fargo Advisors Senior Vice President – Investment Officer PIM – Portfolio Manager
爱德华不沃巴什资本公司

下午2:50到3:00.m. - 打破

3点到3点50分.m. - Session 10, Panel Discussion - HMSU, Dede 1

Portfolio construction and Investment strategies: SMIF Versus professional investment management

主持人: 罗伯特J. 爱德华兹, CFA, Valeo Financial Advisors, LLC.

小组成员:

肖恩Sabau CFP, Financial Advisor at City Securities Corporation
ISU SMIF团队
俄亥俄卫斯理SMIF队
球州立SMIF队
利普斯科姆大学团队

下午3:50到4:00.m. - 打破

4点到4点50分.m. Session 11, Panel Discussion - HMSU, Dede I

The Value of CFA and CFP professional designation

主持人: 莎朗·罗宾逊 CFP, ISU

小组成员:

爱德华兹不, CFA, President Wabash Capital, Inc.
布莱恩•莱特, Market Street Wealth Managers and Career Paths Director of the FPA-Greater Indiana.
罗伯特J. 爱德华兹, CFA, Valeo Financial Advisors, LLC.