Tuesday, February 7, 2012

Marquette's AIM Forum to feature national investment experts

MILWAUKEE – The Applied Investment Management program at Marquette University’s College of Business Administration on Thursday, Feb. 16, will host its fifth annual AIM Investment Forum. The event, which will be held in the Weasler Auditorium, 1506, W. Wisconsin Ave., will begin with a reception at 5 p.m., with a panel discussion and presentations starting at 6 p.m. Registration for this free, public event is online.

Moderated by David Krause, director of the AIM program, the forum will include panelists Jim Bianco, president of Chicago-based Bianco Research, which produces original financial market research that is followed by leading financial institutions; John Davis, professor of economics at Marquette and professor and chair of history and philosophy of economics at the University of Amsterdam; and Brian Hellmer, director of the Hawk Center for Applied Security Analysis at the Wisconsin School of Business and former portfolio manager at Northern Capital Management. 

According to Krause, three-fourths of active money managers in 2011 underperformed the market, making it one of the worst years for money management in the past 40. The panel will examine this phenomenon and discuss why 2012 might be different.

Following the panel discussion, Michael McMillan, CFA, director of ethics and professional standards at CFA Institute, will deliver an interactive presentation on investment ethics. McMillan, who is responsible for creating, sourcing and developing educational content for CFA Institute members and investment professionals, will use hand-held electronic devices to receive real-time audience feedback that will drive his presentation.

“We’re pleased to have such a distinguished and diverse mix of investment professionals and educators this year,” Krause said. “Each of these guests brings a wealth of knowledge and real-world experience that will be incredibly valuable to our students and money management professionals in the community.”

More information, including full speaker bios, is available online.

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