Tuesday, March 13, 2012

AIM Investment Forum 2012: Final Wrap-Up

Dr. Krause, Jim Bianco, and Brian Hellmer
The fifth annual AIM Investment Forum and reception was held on Thursday, February 16, 2012, at Marquette University’s Weasler Auditorium. The AIM Investment Forum and reception are among the major activities of the year for the Applied Investment Management program. The AIM Forum is a reservation-only event that typically includes over 150 guests (including students, alumni, and Friends of the AIM program).

Dr. Michael McMillan
Dr. David Krause, AIM program director, served as the Forum moderator. As in previous forums, this year’s AIM Investment Forum was conducted in a format similar to the Davos World Economic Forum.  Dr. Krause engaged an open conversation with the special guests (Jim Bianco President of Bianco Research, John Davis Professor of Economics at Marquette University, and Brian Hellmer Director of the Hawk Center at the Wisconsin School of Business).  Michael McMillan, Director of Ethics and Professional Standards at the CFA Institute added a new element to the forum this year with his interactive ethics and professional standards presentation.

Krause, Bianco, Hellmer, and Dr. Davis
 The AIM Investment Forum is designed to provide a lively discussion of the current issues impacting the U.S. and global financial markets. The topics in the past have been wide ranging and members of the audience are also able to interact and ask questions of the panelists.

The 2012 AIM Investment Forum began with the five AIM students representing Marquette in the CFA Institute’s Investment Research Challenge presenting their stock – The Marcus Corporation (ticker: MCS) [see previous blog entries]. This was followed by a short question and answer session where the students talked about their equity research process and the mechanics of the CFA IRC Challenge. Following the panel discussion, Dr. McMillan (Director of Ethics, CFA Institute) delivered a presentation on the role of ethics in the investment industry.

Dr. Krause said, "The students were impressed by this year's AIM Forum panelists and the presentation by Dr. McMillan. I know that they will remember this event as one of the highlights of their involvement with the AIM program. It was again a successful event and it was great to see so many of the AIM alumni returning to campus. Thanks to everyone who participated."

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