Indiana State University Newsroom



ISU’s Scott College of Business hosts Student Management Investment Fund Consortium Conference; competition winners announced

November 9, 2021

One hundred sixty students from 27 universities joined industry professionals at the Student Management Investment Fund Consortium Conference hosted by Indiana State University's Scott College of Business in downtown Chicago, Oct. 28-29.

The attendees engaged in networking events, panel discussions, competitions, and presentations involving financial planning and investing. The conference, in its 9th year, is hosted by Scott College to deliver experiential learning, record best practices surrounding investment management, and provide professional development for business students.

During the conference, students demonstrated their knowledge through multiple competitions. One of the competitions was a poster session displaying information about each schools' student-managed investment fund. Posters were judged on fund performance, visual quality, and the presentation of results by students. The University of Tennessee - Martin took first place and $1,000 cash prize; Indiana State University placed second and won $750 cash prize; Taylor University placed third and won $500.

The teams' members are:

University of Tennessee- Martin

 

 

 

 

 

 

 

First Place - The University of Tennessee - Martin

Logan Alfano-Webb

Seth Bishop

Alexzander Schell

Kyle Hart

Brice Williams

Heath Hester

Faculty Advisor: Dr. Mahmoud Haddad

ISU poster team

 

 

 

 

 

 

 

Second Place - Indiana State University

Charles Moskal

Kyle Koch

Colton Romine

Brock Oxford

Audra Doedtman

Riley Sexton

Anthony Sireci

Joseph Mahern

Faculty Advisors: Dr. Tarek Zaher and Matt Cohen

 

Taylor University

 

 

 

 

 

 

 

Third Place - Taylor University

Nicki Sechrist

Reagan Smith

Trevyn Nafziger

Faculty Advisors: Dr. Justin Henegar and Professor Chris Kellner

 

"We had a wonderful time attending the conference," said ISU student Kyle Koch, financial services major. "It was an honor to work with such a passionate group of students, advisors, and faculty to make this event a success. I couldn't be more proud of the time, effort, and dedication our student investment club put into preparing a fantastic poster and I am thrilled to see our efforts recognized."

Students also competed by preparing a $100,000 trading portfolio investment strategy from 10 stocks. Using both fundamental and technical analysis, students are judged based on their analysis of economic, industrial, political, global, and financial conditions, asset allocation and diversification, and communication effectiveness of their plan. Hofstra University won first place and $1,500 cash prize; Indiana State University Team 3 placed second and won $1,000; and Indiana State University Team 4 placed third and won $500.

The teams' members are:

First Place - Hofstra University Hofstra University

Jillian Sarro

Robinpreet Dhillon

Aye Chan Sint

Faculty Advisor: Dr. Edward J. Zychowicz

 

 

 

Second Place - Indiana State University Team 3 ISU Team 3

Keleigh Chambers

Michelle Chew

Faculty Advisors: Dr. Tarek Zaher and Matt Cohen

 

 

 

 

Third Place - Indiana State University Team 4 ISU Team 4

Sarah Acklin

Gabriele Burkhart

Faculty Advisors: Dr. Tarek Zaher and Matt Cohen

"The conference was such an enriching experience because of the opportunity to learn from industry professionals about some of the most pressing issues facing the finance world today," said ISU student Sarah Acklin, finance major. "We (team member Gabriele Burkhart) are honored to have placed in this competition. This experiential learning event strengthened our understanding of investments and provided us with the ability to connect our classroom education with real-world practices."

Said Dr. Tarek Zaher, SMIFC Conference Chair and ISU Professor of Finance: "The SMIFC 2021 conference was a great success and I would like to congratulate the students on the winning teams in the portfolio building and poster competitions and all students who participated at the conference. I am especially proud of our students at Indiana State University for competing and ranking well on behalf of Scott College of Business."

The conference speakers included professionals from Northern Trust Asset Management, Ariel Investments, Kingsview Partners, Cboe Options Institute, Invesco, CFA Society Chicago, Wolverine Trading, CMT Association, and Stifel, Nicolaus & Company.

The Student Management Investment Fund Consortium was formed from a community of institutions with a shared vision for student success and leadership in investing with only 17-initial members in 2013. The consortium is now 114 members strong with partnerships with top firms in the investment industry. The primary activity of the SMIFC is the annual conference with the objective to provide for a broad network of support, experiential learning, and friendship among students and to establish relationships with industry partners in support of student education, research, and leadership.

 

Story Highlights

160 students from 27 universities joined industry professionals at the Student Management Investment Fund Consortium Conference hosted by Indiana State University’s Scott College of Business

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