This agenda is tentative and subject to change without notice

10月4日星期四

Noon - Registration / Check in

盒饭 Bloomberg

1:00 p.m. - Welcome & 开场白

Brien N. Smith, Dean, 斯科特商学院, 澳门合法赌场官网

Tarek Zaher, 金融学教授, 斯科特商学院, 澳门合法赌场官网

1:10 p.m. - Global Issues for 2019 and Beyond

查理Bobrinskoy, Vice Chairman艾瑞尔投资公司

Chaos Theory and Investing - Is the Future Predictable?

Can investment performance be predicted? Bobrinskoy examines two fundamentally different investment philosophies: Determinism and Chaos Theory.

2:00 p.m. - U.S. Economic Outlook and Monetary Policy

Dr. 丹尼尔·沙利文, 首席经济学家, Federal Reserve Bank, Chicago

2:50 p.m. - Break

3:00 p.m. - CFA Panel Discussion - Active Versus Passive Investment Strategies

John L. Emerson, CFA - 投资组合经理, Columbia Wanger Asset Management, LLC

Garrett Glawe, CFA - Director, 资产所有者渠道在S&道琼斯指数

Jeff Kernagis, CFA - Vice President and Senior 投资组合经理, Investpro PowerShares Capital Management LLC

Marie Winters, CFA, CAIA - Senior Vice President, Team Leader and Senior Research Analyst, Northern Trust Asset Management

主持人:Shannon J. Curley, CFA 首席执行官， CFA协会芝加哥分会

4:00 p.m. - The US Political and Economic Outlook

Robert Stein, 副首席经济学家第一信托顾问公司(First Trust Advisors.P.

4:50 p.m. - Break

5:00 p.m. - Consortium Partners Meeting

Agenda

Revenue

会员费
额外的赞助
Professional Registration Fees (i.e., professional societies like CFA, etc.)

SMIFC Journal
SMIFC Logo

Debriefing

Dates and venue for next year’s conference
Recommendations for logistical changes

5:00 p.m. - 澳门合法赌场官网 Alumni Reception

Willis Tower

7:00 p.m. - Dinner

“People’s Choice” 球场上的竞争

Courtesy of Kaplan

10月5日星期五

8:00 a.m. - Breakfast

While the tours are in progress there will be breakout sessions available at 9:00, 10:00, and 11:00 a.m.

9:00 a.m. - Federal Reserve Bank Tour (45 minutes)

For Security Check: Please bring government issued photo I.D.

Group A:阿什兰大学, 奥本大学, 霍夫斯特拉大学, 拿撒勒大学, 雷德福大学, 林奇堡大学, University of Nebraska-Kearney, & University of Northern Colorado.

9:00 a.m. - Thinkorswim Workshop

Brad Nave, 交易员服务总监, TD Ameritrade

The uses and applications of TD Ameritrade's Thinkorswim platform

9:45 a.m. - Break

10:00 a.m. - Chicago Board of Trade Tour (90 minutes)

For Security Check: Please bring government issued photo I.D.

Group A:阿什兰大学, 奥本大学, 霍夫斯特拉大学, 拿撒勒大学, 雷德福大学, 林奇堡大学, University of Nebraska-Kearney, & University of Northern Colorado.

Group C: 伍斯特学院, University of Central Missouri, University of Detroit-Mercy, & 泽维尔大学 

10:00 a.m. - Federal Reserve Bank Tour (45 minutes)

For Security Check: Please bring government issued photo I.D.

Group B:西达维尔大学, 东伊利诺伊大学, 澳门合法赌场官网, 勒莫恩学院, 马凯特大学, Ohio Wesleyan, Smith College, & University of Wisconsin-Eau Claire, 

10:00 a.m. - Technical Analysis: Basics and Uses, for Risk Management or Career Paths

Julie R. Dahlquist, Ph.D., CMT, President, Technical Analysis Educational Foundation, Associate Professor of Professional Practice, Neeley School of Business

Buff Dormeier, CMT. Managing Director, Investments, Senior PIM 投资组合经理，富国银行顾问有限责任公司

10:45 a.m. - Break

11:00 a.m. - Federal Reserve Bank Tour (45 minutes)

For Security Check: Please bring government issued photo I.D.

Group D加州州立大学弗雷斯诺分校, 澳门合法赌场官网, Northern Illinois University, 杜鲁门州立大学, University of Nebraska-Lincoln,

11:10 a.m. - Professional Conduct and Ethical Codes are Good for Risk Management Practices!

Dr. Majed R. Muhtaseb, CFA, CAIA, 金融学教授， California State Polytechnic University

12:00 p.m. - Working Lunch - Rethink Portfolio Diversification Solutions through Alternative Risk Premia (ARP)

Joseph Cusick, Director of OIC Education and Business Development, The Options Industry Council

Investors and asset owners are challenged to meet target returns in an environment of low yields and reduced diversification. Traditional asset allocation (60/40) is not what it used to be which is why asset managers are looking for Alternative Risk Premia, (ARP) strategies as a solution. Joseph Cusick will discuss how ARP may provide a solution toward better diversification and better risk-adjusted returns. It is time to dive into the expanding industry of Risk Premia.

1:15 p.m. -结束语

Tarek Zaher, 金融学教授, 斯科特商学院, 澳门合法赌场官网

1:45 p.m. - Chicago Board of Trade Tour (90 minutes)

For Security Check: Please bring government issued photo I.D.

Group B:西达维尔大学, 东伊利诺伊大学, 澳门合法赌场官网, 勒莫恩学院, 马凯特大学, Ohio Wesleyan, Smith College, & University of Wisconsin-Eau Claire.

Group D加州州立大学弗雷斯诺分校, 澳门合法赌场官网, Northern Illinois University, 杜鲁门州立大学, & University of Nebraska-Lincoln,

2:00 p.m. - Federal Reserve Bank Tour (45 minutes - optional) 

For Security Check: Please bring government issued photo I.D.

Group C:奥本大学, 伍斯特学院, University of Central Missouri, University of Detroit-Mercy, & 泽维尔大学