Schedule of Events

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
Matthew Wofford, CFA, Senior Analyst in Investment Management at Edward Jones

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:
Steven Bender, Manager, Dealer Services at Commerce Bank
Joel Miller, Retired Banker, formerly at Citizens National Bank, KPMG, and BOA
Katie Seibel, Senior Vice President of Commercial Lending at Central Bank
Matthew Tobben, Vice President of Commercial Lending at Triad Bank
Panelist from CommunityAmerica Credit Union

Moderator:
Owen Grater, Finance Club Chief Partnerships Officer at the University of Missouri–St. Louis

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

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