Saturday, February 25, 2012

Busy Week in AIM Program Capped Off with Presentation at Heartland Funds



"This was one of the busiest weeks of the semester for students in the AIM program at Marquette University," according to Dr. David Krause, AIM program director. "The AIM students had exams, written and oral presentations, two different outside speakers, and the CFA Investment Research Challenge competition in Madison."


On Friday, February 25th, five students  traveled to Heartland Advisors to present their equity presentations. The Heartland investment professionals who participated in critiquing the student pitches were: Ted Baszler, Jason Schacht, and Dan Walker. (To view their bios, go to Heartland's website at: http://heartlandfunds.com/About/People/InvestmentProfessionals.htm).


Dr. Krause said, "We appreciate the opportunity to visit local investment firms and to present before a group of investment professionals. This was our fourth trek to Heartland Funds and we continue to benefit greatly from each visit. We are thankful for the opportunity to learn from practitioners - it helps keep the applied element front-and-center in the AIM program."


Krause continued, "Even though three of the five stock pitches were in the international space and none of the stocks could be considered as pure 'value' investments, the professionals were able to add significant insights and advise our students on the techniques of fundamental investment analysis. Additionally, special thanks go to Jeanne Kolimaga at Heartland for arranging these visits. I know the students appreciate them and we are hopeful that Heartland also benefits from interacting with AIM program members."







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