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Schedule of Events

Thursday, October 10, 2024

08:30AM – 09:00AM
Registration / Setup / Breakfast
09:00AM – 09:15AM
Welcome / Introductions
09:15AM – 09:45AM

Keynote 1

Morgan Koenig, CFA, SVP and Head of Investment Portfolio Management at Enterprise Bank & Trust

09:45AM – 10:30AM

CFA Careers Panel Discussion

Panelists:
Adam Emig, CFA, CAIA, VP and Senior Investment Research Analyst at Commerce Trust
Scott Harrison, CFA, Portfolio Manager at Argent Capital Management, LLC
Eric Jasso, CFA, JD, MBA, VP and Lead Investment Research Analyst at Wells Fargo Investment Institute
Christopher Jordan, CFA, CAIA, CFP, FRM, Senior VP, Senior Investment Advisor at PNC Bank

Moderator:
Yiuman Tse, Ph.D., Endowed Chair and Professor of Finance at UMSL

10:30AM – 10:45AM
Coffee Break / Networking
10:45AM – 11:15AM

Keynote 2

Beth DeCamp, Director, Enterprise Rate Forecasting at The Boeing Company

11:15AM – 12:00PM

Fintech Careers Panel Discussion

Panelists:
Bryan Garcia, Chief Technology Officer at Finlocker
Kevin Kercher, Patent and Trademark Attorney at McKee, Voorhees & Sease, PLC
Nong Lin, Ph.D., CFA, Senior VP, Director of Quantitative Equity Research at Commerce Trust

Moderator:
Nasser Arshadi, Ph.D., Professor of Finance and Finance Department Chair at UMSL

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

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