Check In 8:00 a.m.- 8:30 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
8:30 a.m. – 9:10 a.m. – Breakfast
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
9:10 a.m. – 9:20 a.m. – Opening Remarks
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
Dr. Tarek Zaher, Professor of Finance/Co-Founder and Managing Director of SMIFC, Scott College of Business, Indiana State University and President SMIFC-South Corporation
Session 1: 9:20 a.m. - 10:00 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
How to structure and operate a Student-Managed Investment Fund (SMIF) More like a professional money management firm: A case Study.
• Ronald Mushock, CFA ,Professor at Florida Gulf Coast University and former Institutional Portfolio Manager at Systematic Financial Management
• Travis L. Jones, Ph.D., Professor at Florida Gulf Coast University
Session 2: 10:00 a.m. - 10:30 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
University of New Orleans Fund: Structure, Investment strategy and performance.
• Mosab Hammoudeh, Assistant Professor of Finance, University of New Orleans
• Alaa Abu Mallouh, PhD candidate in Financial Economics at the University of New Orleans.
Break: 10:30 a.m. – 10:40 a.m.
Session 3: 10:40 a.m. – 11:30 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
The Path of the Monarch, Capital Flows: A Sovereign Guide to Sector Rotation
• Buff Dormeier, CMT, Partner and Chief Technical Analyst, Kingsview Partners
• Dr. Matthew Lutey, B. Rauner Business and Economics Endowed Chair and Assistant Professor in the Business Administration Department at Morehouse College
Session 4: 11:30 a.m. – 1:00 p.m. Lunch
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
Updates on SMIFC Journal, and SMIFC Database and SMIF book.
• Dr. Tarek Zaher, Professor of Finance/Co-Founder and Managing Director of SMIFC & President of SMIFC-South Corporation.
• Brian Bruce, Chair, Board of Directors, The Centre for Investment Research
Session 5: 1:00 p.m. – 1:50 p.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
Skills for an AI age and CFA Program updates for 2026
• Rob Langrick, CFA, General Manager of the CFA Program
Session 6: 1:50 p.m. - 4:00 p.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
SMIFC South Teams Poster Session Competition, Sponsored by Indiana State University.
Session 7: 9:00 a.m. - 9:30 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
AUB Investment Management Program: Lessons Learned from a Student-Managed Investment Portfolio
• Christopher Hagem, Economics Student at American Univserity of Beirut
• Mazen Debian, Finance and Accounting Student at American Univserity of Beirut
• Lynne Mokdad, FInance Student at American Univserity of Beirut
Session 8: 9:30 - 10:20 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
The Impact of Ethical Listing on the Risk Adjusted Returns on US and non-US Companies.
• Dr. Mahmoud Haddad, Professor of Finance, University of Tennessee at Martin
• Nell Gullett, professor of Finance
• Laura Hatch, Assistant Professor of Accounting
Session 9: 10:20 - 10:50 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
Background and Experiences and 2025 Market Outlook
• Ryan Edward, Student of Florida Gulf Coast University
Session 10: 10:50 – 11:20 a.m.
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
Announcement of Competition Awards & Winning team’s presentation
• Poster Session Competition, Sponsored by Indiana State University.
• Portfolio Management Competition, Sponsored by Indiana State University.
Session 11: 11:20 a.m. - 11:50 a.m. Short presentation by Winning Teams
Location: Majestic Ballroom, The Sheraton Orlando Lake Buena Vista Resort, Orlando, Florida
11:50 p.m. - Closing Remarks
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