On Friday, September 25, 2015, we had two guests visit campus from the investments function of the Northwestern Mutual Life Insurance Company. Christi Kubiak (CFA), Director, and Kristin Holzhauer (Marquette AIM 2011, CFA), Associate, in the Northwestern Mutual Investment Management Co. talked with students about fixed income investing. This marks the tenth year that personnel from Northwestern Mutual have visited Dr. Krause’s classes at Marquette University.
Formerly known as Mason Street Advisors, the Northwestern Mutual Investment Management team manages: Public Fixed Income, Public Equities, Convertibles and Derivatives for the NM’s General Account. Chrisit and Kristin work with public investments and their group manages portfolios with the goal of outperforming market benchmarks over a full market cycle and industry peers over the long-term. The team has over 50 investment professionals who manage more than $100 billion in assets with each portfolio guided by investment professionals who have specific, but linked, roles in distinguishing security opportunities.
Christi and Kristin talked with the students about their investment process and their approach to bottom’s up credit research. They employ a combination of approaches including: Relative Value, Fair Value, and Internal Ratings – to complement their strong Fundamental Credit Analysis.
Chris Swain, Vice President of NM’s Public Investments, Fixed Income Group, is also a Marquette graduate and is the MBA instructor for Marquette’s fixed income course in the spring semesters. Amie Hahn and Quinn Noel, other Marquette alumni, were unable to participate this year; however, they have made frequent visits to Dr. Krause’s classes in past years. We appreciate all of the support of that Northwestern Mutual has provided Marquette and the AIM program over the past ten years.