Marquette AIM Students in the Class of 2020 will be participating in the 6th annual Student Managed Investment Fund Consortium (SMIFC) conference

The event will take place at The James in Chicago on October 4th and 5^th – and this is the first year that Marquette will participate in the Pitch Competition

AIM juniors are excited about the opportunity to attend the SMIFC Conference

The annual Student Managed Investment Fund Consortium (SMIFC) conference is an opportunity 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. 

It also includes a stock evaluation and pitch competition.  Marquette AIM students participating in the event include Nick Geohring, Nick Arco, Daniel Ptacek and Robby Metcalf. Bill Walker, AIM co-teacher and adjunct instructor in Marquette’s Department of Finance is the faculty advisor.

This year’s project is a financial analysis exercise of the subject company: Apple, Inc. (ticker: AAPL). Financial ratios, valuation models and other statistics and variables can be used in the analysis – in addition to macroeconomic and industry analysis. An investment write-up and a video presentation will be evaluated by CFA Society of Chicago volunteers on a blind-review basis.

The SMIF Consortium builds a community of institutions with a shared vision for student success and leadership in investing – and it 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; 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.

Tours of the Federal Reserve Bank of Chicago and Chicago Board of Trade will be available.  Colleges may bring more than one team and those may include both undergraduate and graduate students. This is Marquette AIM’s first visit to the SMIF Conference.