Thursday, October 29, 2026

08:30AM – 09:00AM

Registration / Setup / Breakfast
Sponsored by the CFA Society of St. Louis

09:00AM – 09:15AM
Welcome / Introductions
09:15AM – 09:45AM

Fireside Chat: CFA - Investment Management, Markets & Leadership

Scott Harrison, CFA, CIO & Portfolio Manager at Argent Capital Management
Massimo Klüver, Finance Club President at the University of Missouri–St. Louis

09:45AM – 10:30AM

CFA in Practice: Investment Research, Portfolio Management & Career Paths

Panelists:
Adam Emig, CFA, CAIA, VP and Senior Investment Analyst at Commerce Trust
Morgan Koenig, CFA, CAIA, SVP and Portfolio Manager at Enterprise Bank & Trust
Timothy Side, CFA, Director of Investments at Larson Financial
Sean Stout, CFA, CFP, SVP and Regional Chief Investment Officer at Central Trust

Moderator:
Mike Clark, Student Investment Trust President at the University of Missouri–St. Louis

10:30AM – 10:45AM
Coffee Break / Networking

Sponsored by the CFA Society of St. Louis

10:45AM – 11:15AM

Keynote Address

Irene Li, Director of Energy Systems at Cissell Mueller - Foundation Power

11:15AM – 12:00PM

Commercial Banking: Credit, Clients & Careers

Panelists:
Matthew Tobben, Vice President of Commercial Lending at Triad Bank
More Coming Soon!

Moderator:
TBD

12:00PM – 2:00PM
Lunch / Networking / Conclusion of Conference

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