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Welcome to the 2016 SMIFC Conference Pages
The 4th Annual Student Managed Investment Fund Consortium (SMIFC) Conference will take place in the Hulman Memorial Student Union building and the Scott College of Business, Federal Hall, located at 30 North Seventh Street in Terre Haute, Indiana, on November 3 - 4, 2016.
The purpose of the consortium is to enhance student learning and scholarship, record best practices in investment management among SMIF partners, provide a vehicle for student networking and exchange of ideas, and provide a permanent repository of relevant literature and recorded student experiences. The SMIF Consortium builds a community of institutions with a shared vision for student success and leadership in investing. The SMIF Consortium also establishes relationships with industry partners to assist in its primary goals of student education, research, and leadership.
A warm welcome to the attending SMIFC partners from Arkansas State University, Colby-Sawyer College, Ohio Wesleyan University, Truman State University, University of Arkansas - Fort Smith, University of Missouri - St. Louis, University of Tennessee - Martin, and University of West Alabama
SMIFC 2016 Conference Guest Panel
This agenda is subject to change
The latest agenda is available for download as a PDF
Thursday, November 3, 2016
| 12:00 pm - 1:10 pm | Check In – HMSU, Dede I |
| 1:10 pm - 1:20 pm | Opening Remarks – HMSU, Dede I Dr. Brien Smith, Dean, Scott College of Business/Co-Founder of SMIFC Dr. Tarek Zaher, Professor of Finance/Co-Founder of SMIFC |
| 1:20 pm – 2:35 pm | Session 1 – Panel Discussion – HMSU, Dede I Topic: Value of Teams in Financial Planning Randall K. Minas, CFP, Executive Vice President, Financial Advisor, City Securities Corporation Shawn Sabau, CFP, Senior Vice President, Financial Advisor,, City Securities Corporation Elisha Davis Porterfield, CFP, Financial Advisor with the Private Client Group of City Securities Corporation Sarah Tallent, Registered Financial Associate with the Private Client Group of City Securities Corporation Veda Williams-Ross, Registered Financial Associate with the Private Client Group of City Securities Corporation Topic: Opportunities for Women in Investment Planning Elisha Davis Porterfield, CFP, Financial Advisor with the Private Client Group of City Securities Corporation |
| 2:35 pm - 2:45 pm | Break |
| 2:45 pm - 3:45pm | Session 2– Keynote Speaker, HMSU, Dede I Topic: From Option Basics to Institutional Option Trading Kevin P. Davitt, Senior Instructor, Chicago Board Options Exchange- The Options Institute |
| 3:45 pm - 4:00 pm | Break |
| 4:00 pm - 4:45 pm | Session 3 – Panel Discussion, HMSU, Dede I Student Managed Investment Fund (SMIFC) Faculty and Student Research Activities. Team 1: Indiana State University Team 2: Colby-Sawyer College |
| 4:45 pm - 5:00 pm | Break |
| 5:00 pm - 6:00 pm | Session 4 – Scott College of Business SMIFC Partners Organizational Meeting (SMIFC partners only), Scott College of Business, Federal Hall, Room 303 |
| 6:30 pm | Dinner (by invitation only), Scott College of Business (Court Room Federal Hall, Rm. 223) |
Friday, November 4, 2016
| 8:45 am - 9:30 am | Session 5 – Workshop, Scott College of Business, Minas Center Topic: Uses and Applications of thinkorswim Platform |
| 9:30 am - 9:50 am | Break |
| 9:50 am – 10:30 am | Session 6 - Keynote Speaker Topic: Asset Management from a Fiduciary Standpoint John Ayre, Senior Portfolio Manager, Asset Management Benjamin Dye, Portfolio Manager, Asset Management, First Financial Bank |
| 10:30 am - 10:45 am | Break |
| 10:45 am - 11:30 am | Session 7 – Keynote Speaker, Federal Hall, Rm. 223 Topic: Three Vital Concepts to Understanding & Trading Options for Beginners Kevin Hincks, Senior Specialist, Co-Host Swim Lessons, Host of Options Hour |
| 11:30 am - 12:45 pm | Lunch, HMSU, Dede II/III |
| 12:45 pm - 1.30 pm | Session 8 – Panel Discussion, HMSU, Dede I Student Managed Investment Fund (SMIFC) Current Practices in Portfolio Management, Financial Analysis and Asset Allocation Moderator: Dr. Charles Boughton, Truman State University Panelists: |
| 1:30 pm – 2:15 pm | Session 9 - Panel Discussion, HMSU, Dede I Student Managed Investment Fund (SMIFC) Current Practices in Portfolio Management, Financial Analysis and Asset Allocation Moderator: Dr. Mahmoud Haddad Panelists: |
| 2:15 pm - 2:20 pm | Closing Remarks/Adjournment, HMSU, Dede I (Group Photo) Dr. Tarek Zaher, Professor of Finance, Scott College of Business |
John C. Ayre, CFP
John oversees investment processes and strategies as well as risk management for the Asset Management Group. He has more than 20 years of experience in portfolio management, specializing in trust and institutional asset management, and is a Certified Financial Planner™ (CFP). Before joining First Financial, he served as Senior Portfolio Manager for First National Bank (FNB) Corporation. He earned his bachelor's degree in Business Administration at Norwich University in Vermont.
Chuck Boughton
Chuck Boughton has been a member of the Business and Accountancy faculties at Truman State University since 2004. Professor Boughton has been involved as faculty mentor with Truman's SMIF "The Bulldog Student Investment Fund" since its inception in 2011. He is an ardent supporter and proponent of the types "hands on" learning that opportunities like SMIF involvement provide.
Kevin P. Davitt
Kevin Davitt is a Senior Instructor at CBOE Options Institute, which is the educational arm of the exchange. Kevin joined CBOE in 2015. Prior to his work with The Options Institute, he was a successful Market Maker on the floor of the CBOE and PHLX for LETCO Trading/TD Options as well as Market Street Securities. Davitt traded a variety of Equity, ETF, and Index options between 1999 and 2007. He also has extensive experience in commodity option trading. Kevin has worked with retail and institutional clientele in a brokerage capacity.
Davitt has provided commentary for Bloomberg, Reuters, Barchart, Inside Futures and various other market based media. He is a graduate of Marquette University (Finance and Political Science). Kevin is a proud Evans Scholar Alum. Outside of work he enjoys time with his wife,young son,and dog. Kevin likes to read, run,and see live music.
Benjamin R. Dye
Benjamin joined First Financial Bank in June 2012 as a Loan Review Analyst and has been with Asset Management since January 2014. He is responsible for the management of trust investments as well as servicing individual client accounts. Ben received his bachelor's degree in Finance from Indiana State University and his MBA with a finance concentration from Ohio University.
Dr. Mahmoud M. Haddad
Dr. Haddad is a professor of Finance at the college of Business And Global Affairs,The University of Tennessee at Martin. He received a BA and MBA in Accounting from Minnesota State University,and Ph.D. in Finance from The University of Alabama . He taught finance at Wayne State University, The University of Tennessee at Martin, University of Alabama, Arab American University - Jenin, American University of Armenia, American University of Beirut, Al-Quds university, Eastern Michigan University and Minnesota State University. Dr. Haddad is certified in e-teaching and learning, he has broad experience in Distant and Online teaching at both the graduate and undergraduate levels.
Dr. Haddad has published over 30 papers. His papers have been published in leading refereed journals. Dr. Haddad was the Financial and Accounting Manager at the American Family Insurance Co., the Executive Director of Research at the Palestinian Monetary Authority, the Vice President for Administrative and Financial Affairs and Dean of College of Business and Financial Sciences at Arab American University and a Research Scholar and Head of Economic and Social Studies Division at the Emirates Center for Strategic Studies and Research. He.is the co-director of the UTM Tennessee Valley Authority Investment Challenge program and a UDAID visiting scholar and senior financial education consultant.
Kevin Hincks
Kevin Hincks is a senior specialist in the Trader Group at TD Ameritrade. Kevin answers a myriad of client questions-from equities, options and futures to the ins and outs of TD Ameritrade's industry-leading trading platform, thinkorswim. He is also co-host of Swim Lessons, the weekly thinkorswim user show,and host of "The Options Hour" which can be found on the Tiger Financial News Network.
Kevin has been trading on an exchange membership without interruption since January 1986 and previously owned and operated the original Designated Primary Market-Maker (DPM) for GE and Pepsico options on the Chicago Board Options Exchange (CBOE).As a native Chicagoan, Kevin still actively trades Agriculture futures on the Chicago Mercantile Exchange (CME)/Chicago Board of Trade (CBOT).
Randall K. Minas, CFP
Randall K. Minas (Randy), Certified Financial Planner™ professional,is an Executive Vice President and Financial Advisor with the Private Client Group of City Securities Corporation. He has over 37 years of experience in the financial services industry,specializing in managed money, municipal bonds, as well as implementation of estate planning strategies,financial, and retirement planning.
Randy earned his bachelor's degree in management and a minor in accounting from Indiana State University where today he serves on the Board of Trustees. He also serves on the ISU Foundation Board and is Chair of the Investment Committee at ISU. Through generous donations he and his wife, Nancy, created a foundation which has established the Randall and Nancy Minas Financial Trading Room at the university's College of Business.
Elisha Davis Porterfield, CFP
Elisha Porterfield, Certified Financial Planner™, is a Financial Advisor with the Private Client Group of City Securities Corporation. Elisha has over 12 years of experience in the financial services industry, specializing in retirement & financial planning. In addition to being a Certified Financial Planner™ professional, Elisha holds FINRA Series 7, 63, 66, and 24 securities licenses, as well as her Indiana Life & Health Insurance license with a Long Term Care addition.
Elisha graduated from Culver Academies and went on to earn a Bachelor of Science degree in Finance from Butler University in Indianapolis, Indiana. She is a resident of Valparaiso,Indiana, where she lives with her husband and serves as Chair of the Finance Committee for the Valparaiso First United Methodist Church and as the President of the Valparaiso chapter of lions Clubs International.
Shawn A. Sabau, CFP
Shawn A. Sabau, Certified Financial Planner™ professional, is a Senior Vice President and Financial Advisor with the Minas Sabau Porterfield Group of City Securities Corporation. Shawn has over fifteen years of experience in the financial services industry, specializing in investment management, municipal bonds, retirement planning, implementation of estate planning strategies, and tax-efficient investing.
In addition to being a Certified Financial Planner™ professional, Shawn holds FINRA Series 7,63 and 65 securities licenses, as well as his Indiana Life Insurance license. He is a life-long resident of Crown Point, Indiana, and graduated from Purdue University with a bachelor's degree.Shawn and his wife, Stephanie, have two children. Shawn enjoys coaching youth sports and spending time with his family.
Sarah Tallent
Sarah Tallent joined City Securities' Private Client Group in 2014. As a Registered Financial Associate,Sarah assists in all areas of client services. Sarah holds FINRA Series 7 and 66 securities licenses,as well as her Indiana Life & Health Insurance license. Prior to City Securities,
Sarah gained experience as an Investor Services Administrator at HedgeServ Corporation.Sarah earned her Bachelor of Science Degree in Financial Counseling and Planning from Purdue University,with a minor in Business Management. Sarah currently resides in Crown Point, Indiana with her husband.
Veda Williams-Ross
Veda Williams-Ross is a Registered Financial Associate with the Private Client Group of City Securities Corporation.Veda has over 30 years of experience in the financial services industry, specializing in client service,required minimum distributions of individual retirement accounts,and operations of managed money accounts.
Veda earned her bachelor's degree from St. Joseph's College in Rensselaer, Indiana. Veda holds FINRA Series 7 and 66 securities licenses, as well as her Indiana Life Insurance license. She currently resides in Country Club Hills, Illinois with her husband and adult son.
There are 43 universities and colleges in the SMIF Consortium:
| Alcorn State University Appalachian State University Arkansas State University Baldwin Wallace University Ball State University Butler University Christian Brothers University The Citadel Colby-Sawyer College College of Wooster Drexel University East Tennessee State University Freed Hardeman University Georgia Southern University | Henderson State University High Point University Indiana State University Lipscomb University Michigan State University Mississippi University for Women Northern Illinois University Northern Michigan University Oberlin College Ohio Wesleyan University Olivet Nazarene University Radford University Truman State University University of Alabama in Huntsville | University of Arkansas - Fort Smith University of Arkansas at Little Rock University of Central Missouri University of Michigan University of Missouri - St. Louis University of Mount Union University of North Carolina - Greensboro University of Tennessee University of Tennessee at Martin University of West Alabama University of Wisconsin - River Falls Walsh College Western Carolina University Western Kentucky University Western Michigan University |
| Alcorn State University Vivek Bhargava, Ph.D., CFA |
Appalachian State University Dr. Delbert C. Goff |
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| Arkansas State University Patricia Quinn Robertson |
Baldwin Wallace University Linda L. Blueso, J.D.
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| Ball State University Dr. Manjo Athavale
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Butler University Dr. Steven D. Dolvin, CFA
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| Christian Brothers University Dr. Jeff A. Schultz
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The Citadel Iordanis Karagiannidis, Ph.D. | |
Colby-Sawyer College Christopher Kubik, DBA | |
College of Wooster Dr. John W. Sell | |
Drexel University Roger Dennis | |
East Tennessee State University Dr. William J. Trainor Jr., CFA | |
Freed Hardeman University Ryan Hysmith | |
Georgia Southern University Genna Brown | |
Henderson State University C. Alan Blaylock, Ph.D., CTP | |
High Point University Steven Lifland, Ph.D. | |
Indiana State University Dr. Tarek S. Zaher | |
Lipscomb University Jeff Jewell, PhD, CFA | |
Michigan State University Greg Sabin Dr. Stefanie Lenway | |
Mississippi University for Women Scott Tollison | |
Northern Illinois University Dr. Gina Nicolosi | |
Northern Michigan University Lucas Verstegen Trent Batchelor 310F Cohodas Hall |
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| Oberlin College John Pierce Faculty Advisor: Chris Cotter Club Email: osfic@oberlin.ed |
Ohio Wesleyan University Barbara MacLeod, CFA |
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Olivet Nazarene University Mr. Douglas Nielsen, Advisor | |
Radford University Dr. Steven L. Beach, CIPM |
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| Truman State University Shelby Sims Chuck Boughton |
University of Alabama in Huntsville John Burnett, Ph.D. |
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| University of Arkansas - Fort Smith Latisha A. Settlage, Ph.D. |
University of Arkansas at Little Rock Jane P. Wayland, Ph.D. |
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| University of Central Missouri Laurian Lytle, CFA, Ph.D |
University of Michigan Jeremy Simon |
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| University of Missouri - St. Louis Dr. Kenneth Locke, Advisor |
University of Mount Union Dr. Patricia Matthews, Chair |
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| University of North Carolina - Greensboro James A. Milanese, Lecturer |
University of Tennessee Deborah L. Harrell, Ph.D. |
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| University of Tennessee - Martin Mahmoud Haddad |
University of West Alabama Dr. Wayne Bedford, Dean |
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| University of Wisconsin - River Falls Dr. Charles P Corcoran, Chair |
Walsh College John A. Moore |
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| Western Carolina University Darrell F Parker |
Western Kentucky University Dr. Indu Chhachhi, Professor of Finance
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| Western Michigan University Jim DeMello |
Indiana State University is located in Terre Haute, Indiana. The Hulman Memorial Student Union (HMSU) building is on campus and located in the area bounded by N. 5th, Chestnut and N. 6th streets. Federal Hall, Scott College of Business is located at 30 N. 7th Street.
HMSU - Google Maps |
Federal Hall - Google Maps |
A campus map is available in PDF format
Rooms can be booked at the Hilton Garden Inn at 750 Wabash Avenue at the reduced rate of $119, which includes breakfast, by using the code SMIFC
Hilton Garden Inn - 844-629-6758