The newest class of AIM students are completing
their first equity research projects and are going on ‘road shows’ in March and
April to pitch their stocks. Since spring break three of the six sets of AIM
equity presentations will be held away from the Marquette campus and in the
offices of investment companies. In a previous newsletter we reported
about the Chicago road trip that was held in March. Since then five AIM
students and Dr. Krause visited Geneva Capital Management on April 13, where
they pitched their recommendations before Bill Priebe, Michelle Picard, Scott
Priebe, Jose Munoz (MU AIM ’11), Nicholas Bauer, Derek Pawlak (MU), and Katie
Immel. The AIM students who presented at Geneva Capital Management were Brent
Adams, Greg Trunk, Jillian Morrissey, Kobe Park, and Steve Demogerontas.
“The session at Geneva Capital Management was another valuable
applied learning experience for our students,” said Dr. David Krause, AIM
program director. “The professionals knew our stocks and asked many insightful
questions. They also helped the students with useful research and presentation
suggestions. Visits like this reinforce the ‘applied’ element of the AIM
program. And we’ll continue to go on the road on Friday afternoons to present
stocks to investment professionals. The students and I enjoy these
opportunities."
On Friday, April 20th, five more AIM students
presented their equity recommendations at Timpani Capital Management. The AIM
students who presented their stocks were Taylor Nordmark, Dan Tallarico, Elizabeth
Buckton, David Maio, and Mark McCanna. Dr. Krause said, “This marks the fourth
year we have visited Timpani Capital Management. During each of the previous
'road shows' the students have received excellent feedback from the
professionals at Timpani, which is located in northwest Milwaukee.”
Timpani’s mutual fund offering is the Frontegra Timpani Small Cap
Growth Fund (Ticker: FTSGX). Dr. Krause, AIM program director added,
"Timpani focuses on small cap stocks and employs an investment philosophy
and approach very similar to that followed in the AIM program. The questions
that Brandon Nelson, Ryan Isherwood, and Mike Klenn (MU AIM ’10) ask our
students are always useful and help our students improve their research skills.
We always enjoy the opportunity to visit Timpani Capital Management."
Dr. Krause stated, “On behalf of the students in
the AIM program, we want to thank all of the companies that have hosted our
‘road trips’ the past several years. All of the student presenters agree about
the benefits of these types of interactions. The questions and insights of
investment professionals are highly beneficial and serve as an important
element in the AIM program. What the AIM students learn in these interactions
can't be found in text books - it can only be obtained by working with people
experienced in security analysis.”
There will be two more sets of presentations that will be held
this semester – these will be in the AIM Room on April 27th and May 4th. These
presentations regularly are attended by investment professionals and
Marquette’s finance and accounting faculty. More details about the events will
be posted on the AIM blog at:http://aimprogramblog.blogspot.com.
