Saturday, March 28, 2009

The RISE Student-Management Investment Forum

The students from Marquette University's AIM Class of 2009 are back safe and sound (although a bit sleep deprived) from the RISE Forum in Dayton, Ohio. "Like the previous visits to RISE, this was a great experience for the AIM students," said Dr. David Krause.

Characterized by a non-scripted panel discussion format, RISE offers students the unique opportunity to lead discussions, ask questions, and participate in conversation that involves them in real world issues and practices that shape the world's economic future. Over the last eight years RISE has hosted students from more than 467 colleges and universities from all 50 states and 83 countries, making it the largest student investment forum in the world.

"The speakers who come to RISE each year are the very people whose thoughts and opinions are shaping our world right now. And yet here they are answering a tough, three-part question from a 19-year-old college student. It's a remarkable thing to be a part of," said Dr. Bob Froehlich, Chairman of the Investor Strategy Committee for Deutsche Asset Management and moderator for all RISE panel discussions.


-- Steven G. DeSanctis, CFA, Chief Small Cap Strategist, Merrill Lynch
-- C. B. Bhave, Securities and Exchange Board of India
-- Patrick Dorsey, CFA, Director of Equity Research, Morningstar, Inc.
-- Dr. Roger W. Ferguson, Jr., President & CEO,TIAA-CREF
-- Richard W. Fisher, President & CEO, Federal Reserve Bank of Dallas
-- Dr. Bob Froehlich, Chairman, Investor Strategy Committee, Deutsche Bank
-- Thomas D. Gallagher, CFA, Senior Managing Director & Chief Political
Strategist, International Strategy and Investment Group, Inc.
-- Dr. Andreas Hofert, Chief Global Economist, UBS Wealth Management
-- Dr. Roger G. Ibbotson, Chairman & CIO, Zebra Capital Management, LLC
-- Georg Kell, Executive Head, United Nations Global Compact
-- Edward M. Kerschner, CFA, Chief Investment Strategist, Citigroup
-- Jeffrey Kleintop, CFA Chief Market Strategist, LPL Financial Services
-- Steve Liesman, Senior Economics Reporter, CNBC
-- Dr. Robert D. McTeer, Jr., Distinguished Fellow, National Center for
Policy Analysis (NCPA)
-- Dr. Russell Read, CFA, Founder and CEO for C Change Investments
-- John P. Surma, Chairman & CEO, United States Steel Corporation
-- Gary Thayer, Senior Economist, Wachovia Securities
-- Durmus Yilmaz, Governor, Central Bank of the Republic of Turkey
-- Dr. Lawrence Yun, National Association of REALTORS

In addition to the keynote presentations RISE included specialized breakout sessions focusing on a range of investment, career strategies and academic program development related issues; security analysis and portfolio management workshops; and a portfolio competition.

Dr. David Krause, AIM Program Director, said, "RISE was again a very useful part of the AIM Program. Our students participated in the portfolio competitions, made presentations, served on panels, displayed two AIM posters, and asked numerous questions of the keynote speakers during the event. They also interacted with students from universities across the globe. I especially liked the student-managed portfolio and presentation challenges - I am certain that we scored well in the various competitions. All-in-all it was again a successful trip to Dayton for the RISE Forum. We'll do it again next year."