Sunday, September 25, 2011

Eight AIM Students Traveled to Chicago on Friday to Visit Ziegler Lotsoff and Fiduciary Management Associates

On Friday, September 23rd, eight Marquette University AIM students traveled with Dr. David Krause (AIM program director) and Brady Endl to Chicago. They first visited Ziegler Lotsoff and the students presented six stock recommendations (see last week's blog and the 9/23 AIM equity write-ups).  


Dr. Krause said, "The students did an excellent job and the analysts and portfolio managers at Ziegler Lotsoff asked outstanding questions. It was also great to see Tiffany Roberts (an AIM '10 graduate), who also attended the presentations. We'd like to thank everyone at the firm for their hospitality. We look forward to visiting Ziegler Lotsoff when we visit Chicago next year - it was a useful visit."


Following the equity presentations at Ziegler Lotsoff the AIM students trekked to Fiduciary Management Associates. 


Dr. Krause said, "We had an excellent discussion over lunch with two of the principals of the firm: Kathy Vorisek and Leo Harmon. The discussion touched on various investment topics, such as the CFA program, Fiduciary Management Associates, and the small cap investment process. We had a delightful meeting and are very appreciative for the time Kathy and Leo gave us. I'm certain in the future and that we will return and present our small cap recommendations to the professionals at FMA." 



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