Thursday, October 29, 2026
08:30AM – 09:00AM
Registration / Setup / Breakfast
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
09:45AM – 10:30AM
CFA in Practice: Investment Research, Portfolio Management & Career Paths
Panelists:
Morgan Koenig, CFA, SVP, Portfolio Manager at Enterprise Bank & Trust
More Coming Soon!
Moderator:
Mike Clark, Student Investment Trust President
10:30AM – 10:45AM
Coffee Break / Networking
10:45AM – 11:15AM
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
