THURSDAY, March 28, 2024.- 4:30 p.m. - 6:30 p.m. - Check In
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
FRIDAY, March 29, 2024
Continue Check In 8:40 a.m.- 9:10 a.m.
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
9:10 a.m. – 9:20 a.m. – Opening Remarks
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
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. - 10:20 a.m. - Panel Discussion "Combining Quantitative and Fundamental Analysis in the Investment Process "
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Moderator - Ronald Mushock, CFA ,Professor at Florida Gulf Coast University and former Institutional Portfolio Manager at Systematic Financial Management
Panelist - Steven DeSanctis, CFA, Chief Quantitative Strategist Small/ Midcap at Jefferies Financial
Panelist - Tyler Hardt, CFA Portfolio Manager at Moran Wealth Management and author of "Value Investing - A Disciplined Framework"
Session 2: 10:20 a.m. - 11:10 a.m. “Python in the CFA Program and the latest CFA Program updates”
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Rob Langrick, CFA, CIPM, General Manager of the CFA program at CFAI.
Session 3: 11:10 a.m. – 12:10 p.m. Lunch and Updates on SMIFC Journal, and SMIFC Database and SMIF book.
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
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 4: 12:10 p.m. – 12:55 pm. Role of CME in Financial Markets.
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Terrence A. Duffy, Chairperson and Chief Executive Officer of CME Group
Break: 12:55 p.m. – 1:05 p.m.
Session 5: 1:05 p.m. – 2:00 p.m. Women in Finance
Location: Tarpon, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Chelsea Ganey, CFA, Chief Strategy Officer at Moran Wealth Management.
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.
Session 6: 2:00 p.m. - 4:00 p.m. – SMIFC South Teams Poster Session Competition and Corporate Connection
Location: Rosen Room, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
2:00 p.m. – 2:30 p.m. – Poster session Judges evaluation visit.
2:30 p.m. – 4:00 p.m. – Poster session students visit.
3:00 p.m. – 4:00 p.m. – Poster session Judges meeting
SATURDAY, MARCH 30, 2024
Session 7: 9:00 a.m. - 9:45 a.m. – “Volume Factors Momentum”
Location: Tarpon Room, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Buff Dormeier, Greater Fort Wayne, Chief Technical Analyst (CTA), Kingsview Partners.
Session 8: 9:45 - 10:35 a.m. – Why Technical Analysis Improves the Investment Process
Location: Tarpon Room, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Tyler Wood, Managing Director of CMT Association
10:35 a.m. - 10:40 a.m. – Break
Session 9: 10:40 a.m. - 11:10 a.m. Research Presentation
Location: Tarpon Room, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Chair, Dr. Mahmoud Haddad, Professor of Finance, University of Tennessee at Martin.
1. Is Your Bias Showing? Trading Biases in Student Managed Investment Funds
Dr. Brittany Cole,
Assistant Professor of Finance, University of Tennessee at Martin
2. A Comparison of Risk-Adjusted Returns and Profitability Between Ethisphere's Ethical Companies and their Sectors
Dr. Mahmoud Haddad,
Professor of Finance, University of Tennessee at Martin
Session 10: 11:10 a.m. – 12:10 p.m. – Lunch/Announcement of Competition Awards
Location: Tarpon Room, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
· Poster Session Competition Awards: Sponsored by CMT Association.
· TradeUptoWallStreet's Awards.
Competition winners will be announced, and awards distributed followed by a short presentation by the winning teams.
Session 11: 12:10 – 1:00 p.m. – Research Presentation
Location: Tarpon Room, The Westin Cape Coral resort at Marina Village in Cape Coral, FL
Chair, Thomas Mathews, CFA, Instructor, Florida Gulf Coast University.
1. Implementing an institutionally focused buyside approach within a Student Managed Investment Fund
Ronald Mushock, CFA,
Adjunct Professor of Finance, Florida Gulf Coast University
Travis L. Jones, Ph.D.
Professor of Finance, Florida Gulf Coast University
2. Student Managed Investment Funds and Endowment Performance, a comparative study
Ben Fudali
PhD student at the University of New Orleans.
1:00 p.m. - Closing Remarks
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