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SMIFC 2024 Conference

Schedule

11:30 a.m. - 12:30 p.m. – Check in

Hyatt Regency McCormick, 1st floor, Grant Park Room

 

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

Hyatt Regency McCormick, 1st floor, Grant Park Room

Dr. Tarek Zaher, Professor of Finance/Co-Founder and Managing Director of SMIFC, Scott College of Business, Indiana State University

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

 

Session 1: 12:50 p.m. - 1:50 p.m. – Panel Discussion (to do)

Hyatt Regency McCormick, 1st floor, Grant Park Room

Madeline Hume, CFA, Morningstar

Neha Shah, CFA, Associate Director Federal Reserve Bank of New York (in Chicago)

Grant Podolski, CFA, CAIA, LGIM America

Blake Shaffer, CFA, Jones Lang Lasalle

 

Session 2: 1:50 p.m. - 2:40 p.m. – Why Technical Analysis Improves the Investment Process

Hyatt Regency McCormick, 1st floor, Grant Park Room

Tyler Wood, CMT, Managing Director, CMT Association

 

2:40 p.m. - 2:50 p.m. – Break

Session 3: 2:50 p.m. - 3:40 p.m. – Python in the CFA Program and the latest CFA Program updates

Hyatt Regency McCormick, 1st floor, Grant Park Room

Rob Langrick, CFA, CIPM, General Manager of the CFA program at CFAI.

 

Session 4: 3:40 p.m. - 6:00 p.m. – Corporate Connection & SMIFC Teams Poster Session Competition

Hyatt Regency McCormick, 1st floor, Lincoln Park Room

 

3:40 p.m. – 4:10 p.m. – Poster Session Judges Evaluation Visit

 

4:10 p.m. - 6:00 p.m. – Poster Session Students Visit

 

4:20 p.m. - 5:00 p.m. – Poster Session Judges Meeting

 

Session 5: 3:40 p.m. – 4:10 p.m. – Paper Presentation 1

Hyatt Regency McCormick, 1st floor, Grant Park Room

 

Session 6: 4:20 p.m. – 4:50 p.m. – Paper Presentation 2

Hyatt Regency McCormick, 1st floor, Grant Park Room

 

Session 7: 5:00 p.m. – 5:30 p.m. – Paper Presentation 3

Hyatt Regency McCormick, 1st floor, Grant Park Room

 

Session 8: 5:40 p.m. – 6:00 p.m. – SMIFC Partners Meeting

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

Agenda

  • SMIFC Journal
  • SMIFC Regional Meetings
  • Additional Sponsorships
  • Recommendations for program changes
  • SMIFC Database

 

Session 9: 6:00 p.m. - 7:30 p.m. – Dinner

Hyatt Regency McCormick, 1st floor, Grant Park Room

Ano Glonti, MS, Founder and CEO, TradeUpToWallStreet LLC

Derek Horstmeyer, PhD, Co-Founder and Director of GMU Student Managed Investment Fund, Director, Financial Planning and Wealth Management, George Mason University

 

Session 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

Tyler Wood, CMT, Managing Director, CMT Association

9:50 a.m. - 10:00 a.m. – Break

Session 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

Oscar D. Pulido, CFA, Managing Director 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 

Rodney E. Lake, Vice Dean for Undergraduate Programs, Director, GW Investment Institute at The George Washington University.

10:50 a.m. - 11:00 a.m. – Break

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

Matt Moran, Head of Index Insights, CBOE Options Institute

Kathy Nguyen, Director of Product Marketing, CBOE Global Markets

Session 8: 12:00 p.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

Robert A. J. Patton, CEO & Founder, 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

Nathan W. Beemster, Vice President and Senior Regional Trust Consultant, Charles Schwab Trust Company of Delaware

 

2:20 p.m. - 2:30 p.m. – Break

 

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, CFA, 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 Services Relationship Management, Charles Schwab & Co

 

4:20 p.m. — Closing Remarks

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

Speakers

Charlie Bobrinskoy

Vice Chairman, Ariel Investments

Charles K. Bobrinskoy is the vice chairman and head of investment group for Ariel Investments. Charlie manages our focused value strategy—an all-cap, concentrated portfolio of U.S. stocks. He also spearheads Ariel’s thought leadership efforts and takes an active role in representing Ariel’s investment strategies with prospective investors, clients, and major media. Prior to joining Ariel in 2004, Charlie spent 21 years as an investment banker at Salomon Brothers and its successor company Citigroup, where he rose to managing director and head of North American investment banking branch offices.

Charlie actively serves the Chicago community, sitting on the corporate board of State Farm Mutual Automobile Insurance Company, as well as the boards of the Big Shoulders Fund, the Abraham Lincoln Presidential Library Foundation and the Chicago Club. He is a frequent guest on CNBC. Charlie also teaches monthly investing classes at two Chicago inner-city schools. He received an AB in economics from Duke University and earned an MBA from the University of Chicago.

Dr. Terry Daugherty

Dean, Scott College of Business, Indiana State University

Daugherty earned his B.A. at Western Kentucky University, his M.A. at the University of Alabama, and his Ph.D. at Michigan State University.

He was a postdoctoral fellow at Vanderbilt University’s Owen Graduate School of Management. After that, he went to the University of Texas at Austin as an assistant professor in the Department of Advertising. He started at the University of Akron in 2009 where he served on the faculty and in various administrative capacities, including department chair and assistant dean.

Daugherty’s scholarship is focused on examining consumer psychology and persuasion within digital marketing and advertising. He theorizes and empirically tests how individual characteristics and media properties influence cognitive processing and consumer behavior.

Tiffany Dolby

Relationship Manager, Advisor Services Relationship Management, Charles Schwab & Co.

Tiffany Dolby is a Relationship Manager within the Advisor Services organization of Schwab Institutional where she works closely with Registered Investment Advisors. She helps owners grow their business, compete in this market place, and be successful among their peers.

Prior to joining Advisor Services, Tiffany worked as a Branch Manager on the North Shore of Chicago where she was responsible for 8 Financial Advisors and 2 Operational Staff. She was responsible for helping the advisors grow their practice, increase community awareness, and grow & maintain client relationships. Prior to that Tiffany held various roles within the company mainly focusing on leadership, business development, sales and wealth management.

This is Tiffany’s 15th year with Charles Schwab & Co. Her first 10 years were in the southern suburbs of Denver, Colorado, then in 2017 she relocated to Chicago to serve as the North Shore Branch leader and managed the Winnetka and Kenilworth branches.

Tiffany graduated from Purdue University, Krannert School of Management, located in West Lafayette, IN with a degree in economics. She holds the series 7, 63, 66, 9, and 10 financial licenses.

As a native of San Diego, she loves the sun, outdoors, mountains and being near or in a large body of water. Currently, she and her dog Luna can be found walking around Chicago looking for new restaurants & patios.

Buff Dormeier, CMT

Partner and Chief Technical Analyst, Kingsview Partners

Buff Dormeier, CMT® provides four important roles to our clientele that of a financial advisor, consultant, analyst, and a portfolio manager. Armed with proprietary indicators and investment programs, Buff dynamically advises affluent and institutional clientele on strategies to help meet their specific investment objectives in what are often uncertain investment climates. As an advisor, Buff has been named a “Best in State Wealth Advisor” by Forbes*. As an analyst in 2007, Buff’s technical research was awarded the Charles H. Dow Award**, distinguishing him as the only financial advisor to thus far win the Award. The Charles H. Dow Award is considered one of the most important recognitions in the field of technical analysis. As an accomplished portfolio manager applying advanced technical/quant analysis, some simply refer to Buff as “the geek”.

However, Buff considers himself to be an evangelist of sorts. He enjoys sharing his investment theories as a foremost expert on volume analysis presenting at international conferences such as TradeStation’s World Conference, Latin America’s Portfolio Manager’s Conference, and the World Money Show.

An award-winning author (2012’s Technical Analyst Book of the Year / Trader Planet’s Top Book Resource 2011), Buff literally wrote the book on “Investing with Volume Analysis” partnering with the Financial Times Press, Pearson Publishing and the Wharton School. Buff’s research has been further featured with press partners including Barron’s, Stock’s & Commodities, Futures and Active Trader magazines, The Financial Times, C-NBC, Market Watch as well as a variety of technical journals. Buff is featured in “Technical Analysis and Behavior Finance in Fund Management” – a European book comprised of interviews with 21 esteemed portfolio managers.

Buff is a former Fort Wayne / Indiana Marathon champion. Although his competitive distance training is on hold, Buff still enjoys a good long run on occasion. Buff is a member of the Chartered Market Technicians Association and Emmanuel Community Church. He is married to his beloved bride Kathy, father of two adored children Hadassah and Kaleo, and best friend to his Rhodesian Ridgeback Dutch.

Eric Garrett

Founder and CEO of The Garrett Companies

As Founder and CEO of The Garrett Companies, Eric Garrett directs the strategic planning and operations of the Company. Eric began his career in multifamily brokerage and quickly moved to the development side of the business. Since 1999, Eric has owned, developed, and delivered over 73 projects in 17 states totaling over 17,000 units and in excess of $3.5 billion in valuation. The Garrett Companies is repeatedly recognized as a Best Place to Work in the USA for its culture, benefits, and people-centric mindset (Fortune, Inc.). The Garrett Companies continues to rank as one of the fastest-growing privately held companies in America and is a consistent leader in the real estate development industry in terms of projects under development, construction, and revenues. (Inc. 500, 2016-2024).

Eric earned his degree from Indiana State University. He is on the Board of Directors of the National Multi Housing Council as well as The Garrett Family Foundation.

Ted Krischak

Director, Managing sales of the SIMnet platform, SIMnet, with McGraw Hill Education

Ted has over 15 years experience in the Education industry, and has helped develop award winning Digital, Adaptive Learning, and Print products. Among Ted’s accomplishments are multiple Product Team Member of the Year and Top Sales Performer Awards.

Rob Langrick, CFA, CIPM

General Manager of the CFA Program

Rob Langrick, CFA, CIPM, is General Manager of the CFA Program based out of the New York office. He was previously Head of Practice Analysis, overseeing annual curriculum updates to the CFA Program. Before joining CFA Institute, he lead Bloomberg’s finance education division where he built and launched Bloomberg’s certification product. He began his career as a sell-side equity research analyst in London and after earning his MBA from Dartmouth worked in the private equity diligence unit of Bain & Company in New York.

Greg Laurence, CFP®, CIMA, AIF®, CMFC

Director, Head of RIA Distribution, JCharles Schwab Co., Inc.

Previously, Mr. Laurence was the regional director of the RIA sales group covering the Midwest Territory, assisting in the business development of new mutual funds, ETFs, and CITs to RIAs and bank trust channels. Prior to joining Schwab in 2009, Mr. Laurence was vice president of client service and marketing at Oberweis Asset Management where he worked with both institutional and intermediary retail clients. He also spent a year at Wilshire Associates as a vice president in the analytics division. Prior to that, he spent almost six years with DWS Group (Scudder Investments) in a number of positions in mutual fund distribution, most recently as the vice president of product management for Scudder's value equity products.

Mr. Laurence earned a Master of Business Administration from the University of Wisconsin MBA Consortium and a Bachelor of Arts in political science from the University of Iowa. He completed the Certificate Program in Financial Planning at DePaul University in Chicago and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Mr. Laurence is also a Certified Investment Management Analyst® (CIMA) and an Accredited Investment Fiduciary® (AIF) designee. He completed the Investment Management Education Program at University of Chicago Booth School of Business and earned the Chartered Mutual Funds Counselor designation. Mr. Laurence holds Series 6, 7, 24, 63, and 65 licenses.

Matt Moran

Previous Head of Index Insights, CBOE Options Institute

Matt Moran is Head of Index Insights at Cboe Global Markets. In this role, Moran is focused on the exchange's educational efforts for pension funds, Registered Investment Advisors (RIAs), mutual funds, and other institutional investors. He has traveled to more than 100 cities worldwide to educate investors and deliver financial presentations. Prior to joining Cboe, Moran served as Trust Counsel at Harris Bank and Vice President at the Chicago Mercantile Exchange. He is an associate editor of The Journal of Beta Investment Strategies and has written articles for several financial publications, including The Journal of Trading and The Journal of Alternative Investments. Moran holds MBA and JD degrees from the University of Illinois at Urbana-Champaign.

Dr. Jin Park

Chairperson - Accounting, Finance, and Insurance and Risk Management (AFIRM), Scott College of Business, Indiana State University

Dr. Jin Park joined the Scott College of Business in fall 2009 and has been the chair of Accounting, Finance, Insurance and Risk Management Department since March 2019. He teaches classes relating to risk management, property and liability insurance, and employee benefits. His research areas of interest include asset-liability management, performance, and organizational efficiency. He has awarded Best in Track Award three years in a row (2007 – 2009) at Academy of Finance. He earned his Ph.D. from Temple University, Philadelphia, PA in 2003, and was an assistant professor (2003-2009) at Illinois Wesleyan University, Bloomington, IL.

Grant Podolski, CFA, CAIA

Client Investment Strategist, LGIM America

Grant is a Client Strategist at LGIM America, a part of Legal & General Group, one of the top ten asset managers in the world by size. He is a CFA charterholder, Chartered Alternative Investment Analyst (CAIA) charterholder, and holds a Series 3 license registered with the NFA. He is involved in the CFA Society of Chicago and Out in Finance.

Grant’s role and career has focused on large institutional client engagement and ensuring custom investment solutions successfully achieve clients’ long-term objectives. Alongside clients, Grant designs, implements, and ensures the success of these custom investment solutions for some of the largest asset owners in the world. He primarily focuses on investment grade fixed income and a variety of derivatives-based strategies, with a focus on liability driven investing, exposure management, and interest rate hedging.

Grant joined LGIM America in 2020. Prior to LGIM America, Grant spent seven years in various positions at NISA Investment Advisors in St. Louis, focusing on Liability Driven Investment portfolio management and derivatives solutions. Grant earned a BS in Business Administration: Concentrations in Finance and Accounting, from Saint Louis University in St. Louis, MO.

Blake Shaffer, CFA

Director, Capital Markets, Jones Lang Lasalle

Blake is a Director in the Corporate Capital Markets practice group advising corporate clients on capital strategies to optimize their financial alternatives regarding their real estate portfolios. Blake’s clientele ranges from Fortune 10 companies to lower-middle-market private equity sponsored portfolio companies. With a strong corporate finance acumen and background, Blake’s expertise includes in-depth knowledge of capital structuring, financial impact analyses, and financial reporting analysis for certain real estate transactions. Blake advises clients on executing sale-leasebacks, net lease sales, lease monetization transactions, acquisition sale leasebacks, build-to-suits, and other esoteric structured financing including synthetic lease and credit tenant lease transactions. Blake’s single-tenant expertise spans all major real estate asset classes including industrial, office, retail and data centers.

Prior to joining JLL, Blake worked at MB Financial Bank, a Chicago-based regional bank (now Fifth-Third Bank), as a commercial credit analyst supporting the Commercial Real Estate lending groups at the bank. Blake was responsible for gathering and analyzing due diligence, financial and quantitative analysis, and credit underwriting for $100M+ of commercial real estate loans in multiple markets in his first year.

Blake received his B.B.A. in Finance from the Tippie College of Business as well as a Certificate of Leadership Studies at the University of Iowa. Blake earned his Charter from the CFA Institute in September 2019. Blake is a licensed real estate broker in the state of Illinois (Lic. No. 475.184604). Blake is a member of the CFA Society of Chicago, the CFA Society of Chicago Member Engagement Advisory Group, and the Tippie College of Business Young Alumni Mentor Program.

Tyler Wood, CMT

Managing Director, CMT Association

Tyler is a familiar voice to many as the co-host of Fill the Gap: the official podcast of the CMT Association and a regular guest in University classrooms through the Academic Partner Program. Tyler is also the co-founder of GoNoGo Charts, a data visualization tool that simplifies market analysis to remove emotional bias from investment decisions.

Prior to joining the CMT Association, Tyler worked in management consulting and publishing. As an executive manager over the past 20 years, he has managed product, brand communications, and sales teams to drive top-line revenue growth for public, private, and non-profit entities.

When he is not immersed in markets, Tyler is hiking the Adirondacks with his family or playing percussion for various bands along the east coast. Tyler graduated from Macalester College and received his MBA from the Kelley School of Business at Indiana University.

Dr. Tarek Zaher

Professor of Finance, Scott College of Business, Indiana State University

Tarek Zaher has held a number of professional positions with the industry and provided consulting services to a number of international institutions including the World Bank, the William Davidson Institute at the University of Michigan, and the Academy for Educational Development in the United States and the Ministry of Work in Dubai. He has also offered a number of seminars in investment and international financial management at a number of institutions around the world.

Dr. Zaher is SMIFC Managing Director and Co-founder and Co-Advisor of the Investment Club at Indiana State University. He also manages and supervises other international portfolios for individuals and institutions. Dr. Zaher’s research has been published in numerous prestigious professional and scholarly journals, including the Journal of Financial Research and Journal of Banking and Finance. Dr. Zaher received three research awards from professional conferences and one research certificate of excellence. He was also recognized by the Scott College of Business as the winner of the faculty research award in 2002 and the winner of the exemplary service award in 2004.