Four Marquette AIM Students and Bill Walker will be
attending the 6th Annual
Student Managed Investment Fund Consortium (SMIFC) Conference – at The James in Chicago on Thursday/Friday, October 4/5, 2018
Indiana State University is hosting the 2018 Student ManagedInvestment Fund Consortium (SMIFC) Conference. 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.
Representing Marquette’s AIM Program at the event (and
competing in the stock pitch competition) are AIM juniors: Nick Arco, Nicholas Goehring,
Robby Metcalf, and Daniel Ptacek. The Marquette faculty representative is Mr.
Bill Walker.
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.
The keynote
speakers are Charles K. Bobrinskoy, Vice Chairman, Head of Investment
Group, Portfolio Manager, Ariel Investments; Joseph Cusick, Director of OIC
Education and Business Development, The Options Industry
Council, Majed R. Muhtaseb, Professor
of Finance, California State Polytechnic University, Robert Stein, Deputy Chief
Economist, First Trust Advisors L.P.; and Daniel G. Sullivan, Executive Vice President and Director
of Research, Federal Reserve Bank of Chicago.
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| 2018 SMIF Speakers |
Tours of the Federal Reserve Bank of Chicago and Chicago
Board of Trade will be available.
Colleges and Universities may bring more than one team and
those may include both undergraduate and graduate students.
There are currently 525 student managed investment funds in
the U.S., and between them they have $680 million invested. This is an
opportunity for students and faculty to interact with students and
investment professionals. During dinner,
there will be the stock pitch competition review and prize-giving on Thursday
evening.
Pitch Competition - New this year, Marquette
AIM students are participating in a stock pitch competition that includes a
5-page paper with maximum 5-pages of attachments or a 7-minute YouTube video
with no school identification. Submissions will be narrowed down to 5
teams plus one best paper by panel of judges prior to the conference. The “Best
5” videos will be shown during Friday’s dinner and each table will vote on
“Best 3”. All schools submitting will be announced during
dinner.
