Check In 8:00 a.m.- 8:30 a.m.
Location: Riverfront South Lobby, Hyatt Regency Miami, Miami, Florida
8:15 a.m. – 9:00 a.m. – Breakfast
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
9:00 a.m. – 9:15 a.m. – Opening Remarks
Location: Riverfront South, Hyatt Regency Miami, Miami, 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: 9:15 a.m. - 10:00 a.m.
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
Teaching Industry Reviews and using them in Student-Managed Investment Fund
Scott D. Stewart, PhD, CFA, Clinical Professor of Finance and Accounting and Faculty Co-Director of the Parker Center for Investment Research at the SC Johnson College of Business, Cornell University
Session 2: 10:00 a.m. - 10:50 a.m.
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
Economic Outlook
Marycela Diaz, Director, Regional Executive Information Network, Miami Branch, Federal Reserve Bank of Atlanta
Break: 10:50 a.m. – 11:00 a.m.
Session 3: 11:00 a.m. – 11:50 a.m.
TBA
Session 4: 11:50 a.m. – 1:00 p.m. Lunch
Location: Riverfront South, Hyatt Regency Miami, Miami, 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: Riverfront South, Hyatt Regency Miami, Miami, Florida
Fundamental Analysis & Technical Analysis: 1+1=3
Rob Langrick, CFA, General Manager of the CFA Program
Session 6: 1:50 p.m. - 4:00 p.m.
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
SMIFC South Teams Poster Session Competition, Sponsored by Indiana State University.
2:00 p.m. – 2:45 p.m. – Poster session judges evaluation visit.
2:45 p.m. – 3:30 p.m. – Poster session judges meeting
2:45 p.m. – 4:00 p.m. – Poster session students visit
Session 7: 9:00 a.m. - 9:40 a.m.
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
The Southwest Florida Stock Index (SWFL)
Ashley Fearday, Junior at Florida Gulf Coast University (FGCU)
Denis Ward, Senior at Florida Gulf Coast University (FGCU)
Session 8: 9:40 - 10:20 a.m.
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
Comparative performance of The Tennessee Valley Authority (TVA).
Dr. Mahmoud Haddad, Professor of Finance, University of Tennessee at Martin
Session 9: 10:20 - 10:50 a.m.
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
Buff Dormeier, CMT, Partner and Chief Technical Analyst, Kingsview Partners
Session 10: 10:50 – 11:20 a.m.
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
Announcement of Competition Awards & Winning team’s presentation
Poster Session Competition, Sponsored by Indiana State University.
Financial Analysis Competition, Sponsored by Indiana State University.
Session 11: 11:20 a.m. - 12:00 a.m. Short presentation by Winning Teams
Location: Riverfront South, Hyatt Regency Miami, Miami, Florida
12:00 p.m. - Closing Remarks
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