Monday, October 31, 2011

Marquette AIM students' equity presentations to be held prior to the November 2nd Chicago Circles event

The Marquette AIM students will be pitching their equity presentations at the Chicago Circles on November 2nd.  To view the write-ups, go to the following:  Link to student write-up (pdf)

All of the past AIM write-ups can be viewed here: Link to View all past student write-ups 

On Wednesday November 2nd, the AIM students in the Class of 2012 will pitch their equity presentations at the Chicago Circles event - which will be held at 4:30 at the Union League Club of Chicago, 5th Floor Parlor
65 West Jackson Boulevard, Chicago, IL.

The order of presentation is listed on the table below.  Our thanks to Jennifer Sloan and Marquette team in Chicago for this opportunity and continued support of AIM.

Student Name
Chris Gwinn
True Religion
Kristina Gergens
Emergent BioSolutions, Inc.
Jared Klingeisen
Petroleo Brasileiro S.A.
Colleen Osborne

Sunday, October 30, 2011

Tom Digenan and Dr. David Krause to present at Chicago CIRCLES event on Wednesday, November 2nd

"Identifying Opportunities in Volatile Markets" 

Thomas Digenan, Bus Ad ’86, Managing Director – US Equity Strategist, UBS Global Asset Management   

David Krause, Ph.D., Director, Applied Investment Management Program, Marquette University 

Investing successfully in rapidly changing markets should begin long before the storm arrives. Digenan and Krause talk about the importance of establishing long-term strategic investment strategies to endure the volatility and weather the global economic current storm with minimal damage. They will discuss with CIRCLES attendees strategic long-term investing and how investors should be ready with tactic plans to participate when the markets recover. In significant market declines, prices of truly great companies’ stocks and bonds drop along with the rest of the market creating opportunities that can result in your gain. They will discuss how you can identify opportunities in volatile markets.

Marquette CIRCLES Roundtable Event in Chicago 

Wednesday, November 2, 2011 6:00 to 6:45 p.m.
Union League Club of Chicago
5th Floor Parlor
65 West Jackson Boulevard
Chicago, IL

Marquette University’s AIM Program Chicago CIRCLES “Road Show” on Wednesday, November 2nd

You are cordially invited to:  Marquette University’s AIM Program Advisory Chicago CIRCLES “Road Show”
Hosted by Dr. David S. Krause (Applied Investment Management Program Director) 
Wednesday, November 2 

4:30 to 5:30 p.m.
Union League Club of Chicago
5th Floor Parlor
65 West Jackson Boulevard

Student write-ups will be distributed on Monday, October 31st (on-line at the AIM Blog and AIM web site)

Please respond to Jennifer Sloan at or (312) 739-2424.

This complimentary reception will immediately precede the Marquette CIRCLES in Chicago event, also located in the Union League Club of Chicago, with roundtable discussions moderated by industry and academic leaders beginning at 6:00 p.m.   If you plan to attend Chicago CIRCLES but have not yet registered you may do so by clicking the link below.

Chicago CIRCLES Program4:30 p.m. – 5:30 p.m.
AIM student presentations   
(see above)

5:00 p.m.
5:45 p.m.
6:00 p.m.
ROUNDTABLE DISCUSSIONS (options listed below)
6:45 p.m.
NETWORK Meet and network with Marquette alumni, parents and friends connected to your industry. 

Roundtable Topics and Leaders
Innovation in Urban Education: Cristo Rey and Other Success Stories Robert J. Birdsell, President and CEO, Cristo Rey Network
Bill Henk, Ph.D., Dean, College of Education, Marquette University

Opportunities in Franchising for Prospective Franchisors and Franchisees Carmen D. Caruso, Arts ’80, Attorney, Carmen D. Caruso Law Firm 

The Future of “Made in America” Anthony L. Chirchirillo, Marquette Parent, CEO, Chirch Global Manufacturing, LLC
Douglas A. Fisher, D.B.A., Director, Center for Supply Chain, Marquette University 

The Commercial Real Estate Market: Strategies in a Downturn 
James D. Devine, Bus Ad ’66, Principal, Newcastle Properties, LLC 

Identifying Opportunities in Volatile Markets 
Thomas Digenan, Bus Ad ’86, Managing Director – US Equity Strategist, UBS Global Asset Management
David Krause, Ph.D., Director, Applied Investment Management Program, Marquette University 

Beyond Twitter and Facebook: What’s Next and How to Stand Out as Social Media Gets Crowded Kevin Doohan, Comm ’93, Vice President, Acquity Group 
Kathryn Janicek, Comm ’98, Executive Producer – Social Media Lead, WMAQ NBC5 
Tim Cigelske, Comm ’04, Communication Specialist, Office of Marketing and Communication, Marquette University 

Understanding the Value of Strategic Communications Rick Jasculca, Marquette Parent, Chairman and CEO, Jasculca Terman and Associates, Inc. 

Inspired by Jesuit Education: A Reflection on Your Daily LifeBarbara Mahany, Nurs ’79, Feature Writer, Chicago Tribune
Susan Mountin, Ph.D., Jour ’71, Grad ’94, Director,
Manresa for Faculty Center for Teaching and Learning, Marquette University 

Estate Planning Secrets to Protect Your Family, Health and Wealth Robert T. Napier, J.D., Bus Ad ’84, Partner, Robert T. Napier and Associates, P.C.
Catherine Steinhafel, J.D., Law ’89, Director of Development, Planned Giving, Marquette University

Sales Leadership: Selling Value and ROI in a Tough Economy Jim Ryan, Arts ’89, Chief Operating Officer, Flexera Software

Ethics in Health Care: Challenges for Patients, Families, Providers and Systems Clayton Thomason, J.D., M.Div., Chairperson, Department of Religion, Health and Human Values, Rush University Medical Center
Margaret Callahan, C.R.N.A., Ph.D., F.A.A.N., Dean and Professor, College of Nursing, Marquette University

Hiring A-Players: Solve Your Company’s #1 Problem
Craig A. Zoberis, Eng ’90, President and Founder, Fusion Systems 

Saturday, October 29, 2011

Fall 2011 Marquette University NYC Financial Management Association Trip

From October 19-22, Dr. David Krause (Marquette’s AIM program director) led 22 Marquette students to New York City for the annual Financial Management Association trip. The students traveling to NYC included sophomores, juniors and seniors – in addition to Brady Endl, Dr. Krause’s graduate assistant.

After arriving at LaGuardia, the students taxied to mid-town Manhattan where they checked into their hotel and briefly explored the area…. 
After a quick slice of pizza for lunch and then braving some gusty rain showers the group toured Bloomberg at 59th and Lexington. The modern building and high tech nature of the business got the trip off to a good start.....

The finance students then visited Morgan Stanley at Times Square where they had the opportunity to meet and interact with six Marquette alumni.

The highlight of the visit to Morgan Stanley was an opportunity to meet with Jim Runde for nearly an hour. The students had an interesting dialogue about current financial and global events with Mr. Runde and the other alumni.

The students then toured mid-town NYC with Dr. Krause during the evening – visiting venerable NYC sites such as Grand Central Station, the Chrysler Building, the UN, Times Square, Central Park, Rockefeller Plaza, etc. For many, this was their first visit to the City.

The next morning started early with a subway ride to Wall Street - followed by meetings at Susquahanna, Royal Bank of Canada, and Deutsche Bank (all in lower Manhattan). 

The Marquette alumni at these firms provided the students with some unique opportunities - including visits to their trading floors, special speakers, and meetings with campus recruiters. 

The students had a very interesting day visiting various investment firms in the Wall Street area - and also had a chance to visit the 911 site, Battery Park, the New York Stock Exchange, and the Occupy Wall Street site.


The opportunity to spend a full day in lower Manhattan was enjoyed by the students as they had a chance to explore the area on their own during the noon hour. The streets were especially exciting with a large police presence, German and French tourists, and the Occupy Wall Street protesters.

Next up was a crowded subway trip back to mid-town for the 'big event'  - which was an evening cocktail party that included the NYC-based Marquette alumni. The  reception was held at JP Morgan on Madison Avenue. 

The event attracted over 35 alumni and allowed an excellent networking opportunity for the FMA students. Special thanks go to Gerry Madigan and his colleagues at JPM for hosting the event. 

The next morning included an early arrival at BNP-Paribas where breakfast and a presentation were provided to the students. Similar to last year's visit, the BNP session was extremely useful for the students. 

BNP professionals from the various functional areas within the firm talked about different financial topics. A special thank you goes to Rick Broeren and his colleagues for an outstanding morning visit.

No trip to Manhattan would be complete without a subway delay which caused the students to have to  taxi their way to Citigroup's Tribeca location; where Dan Williams, Sue Harnett, and the other Marquette Citigroup alumni had planned a presentation. Arriving with little time to spare, the students were able to hear from Suni Hartford, Head of North American Trading. The students were impressed with Suni's amazing public speaking abilities and they also had an opportunity to hear from personnel in campus recruiting.

After the Citigroup visit it was back to mid-town for the final session of the trip at JP Morgan. Ryan Loftus, Caitlin Gerdes, and Christina Starkey hosted a session at JPM that again enabled the students to learn about internship and career opportunities. It was a good ending to a busy three days in Manhattan.

By late Friday afternoon the students were ready to explore the city on their own.... and most went their own way to visit with friends, eat in Hell's Kitchen, or view the cityscape from 30Rock or the Empire State Building. 

The next morning was sunny and warm which allowed the students the ability to travel to Ellis Island, Brooklyn, Greenwich Village, Central Park, or go shopping on Park Avenue or Times Square. 

The trip was exhausting, but again it was a major success. Thanks to everyone involved for putting together another outstanding Marquette FMA NYC trip!


Five AIM Student Presented at Mason Street Advisors on Friday, October 28th

On the afternoon of Friday, October 28th, five AIM students pitched their equity recommendations to the investment professionals at Mason Street Advisors (a Northwestern Mutual Company) in downtown Milwaukee.

The ‘road show’ was attended by 16 MSA equity and fixed income analysts and portfolio managers. Dr. David Krause, AIM program director, said "The students did a fine job. The professionals at Mason Street asked challenging questions and also provided their insights to the students about who to improve their analyses. This is the type of applied learning environment we seek with the road show - we want to get into the real-world where our students can learn directly from the experts. It was an excellent experience - and we look forward to visiting Mason Street again next year."

Copies of these write-ups  are available at: and all stock recommendations since the inception of the AIM program in 2005 on the AIM web site at:

The AIM program would like to especially thank Christi Kubiak for arranging the event – which is the second Mason Street Advisors ‘road show’ and the 6th this semester.  There are still 4 AIM program presentations scheduled this semester – including events in Chicago, Madison, Milwaukee, and in the AIM Room. Details will be posted on this blog - or you can contact Lee Hovorka at to be included on the distribution list.

Thursday, October 27, 2011

Dr. David Krause and Solomon Owayda Present at Marquette's Boston CIRCLES Event

Boston Financial District

On Wednesday, October 27th, Dr. David Krause (AIM program director) traveled to Boston to participate in Marquette University’s CIRCLES event, which was held at the Boston College Club in the financial district. 

CIRCLES events are business networking programs that connects Marquette alumni, parents, faculty and friends doing business in or providing services to the following industries:

  • Financial services
  • Real estate, construction and design
  • Manufacturing, distribution and supply chain
  •  Health care
  • Advertising, public relations and media 
  • Technology

Dr. David Krause

Dr. Krause and Solomon Owayda (Siguler Guff & Company, Boston). Their topic was “Should Private Equity Be Included in an Individual Investor’s Portfolio?”

Mr. Owayda is a Managing Director at Siguler Guff.  He joined the firm in 2009 as a senior member of the investment staff and has 23 years of experience investing and managing institutional alternative investment portfolios.

Solomon Owayda
Prior to joining Siguler Guff, Mr. Owayda spent 12 years at SVG Advisers, an international private equity firm, where he was Chief Investment Officer of the advisory business.  He was on the investment committee for several SVG vehicles, served on many advisory boards and helped establish the firm’s secondary business. 

Prior to SVG Advisors, Mr. Owayda was the Director of Private Equity at the California Teachers’ Retirement System, where he was responsible for committing over $2 billion to domestic and international funds. While at CalSTRS, he also helped establish the Institutional Limited Partners Association (ILPA) and served as the group’s Chairman until leaving the pension fund in 1997. Mr. Owayda holds a B.S. from Marquette University and an M.B.A. from the Sheldon B. Lubar School of Business at the University of Wisconsin-Milwaukee. 

AIM Students Presented at Wells Capital Management on Friday, October 14th

Five AIM students that the opportunity to pitch equity recommendations at Wells Capital Management on Friday, October 14th. The presentations were well received by the 30+ Wells professionals, who asked detailed questions of the five Marquette seniors in the Applied Investment Management Class of 2012.

Tom Kelly presenting Forward Air at Wells Capital Management

Jacob Brull presented TransCanada Corporation (TRP), a Canadian energy firm. Chris Gwinn pitched True Religion Apparel (TRLG), a high end consumer discretionary company. Colleen Osborne offered LogMeIn, Inc. (LOGM), a software company in the technology sector. Jeffrey Hoffmeyer presented World Acceptance Corporation (WRLD), a U.S. and Mexican financial services firm. Tom Kelly pitched Forward Air Corporation (FWRD) a transportation company in the Industrials segment.