Wednesday, October 14, 2015

Two AIM alumnus returned to campus today and talked about their roles in equity trading at Fiduciary Management and Uniplan Advisors

Dr. Krause, Jimmy Werner and Ryan Rusch

Ryan Rusch and Jimmy Werner returned to Marquette’s campus today to present to the AIM students about their roles in equity operations and trading. Both work for area investment firms and they provided the students with useful information about the impact trading plays in determining total portfolio returns.

Ryan Rusch (Marquette AIM 2010) works for Fiduciary Management Inc. (FMI) in Portfolio Administration as a Trading Associate. He has five years of investment experience with FMI, which was founded in 1980 and is an employee owned independent money management firm based in Milwaukee. Ryan worked in 2010-11 for Cortina Asset Management.

FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 9/30/2015, FMI manages approximately $21 billion in assets for domestic and international institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the FMI Family of Funds.: 5 Years    Joined FMI: 2011

Jimmy Werner (Marquette AIM 2011) also visited the AIM program on Wednesday, October 14. He is the Manager of Trading and Operations for Uniplan Advisors. Since joining the Uniplan team in 2011, he is responsible for managing the trading department.

Uniplan was founded in 1984 and currently has three portfolio products: a REIT; a Micro-Cap; and a High Income Total Return fund.  Rick Imperiale serves as the Chief Investment Officer for all of Uniplan’s strategies. Rick relies on Jimmy Werner and his team of specialists at Uniplan to help with the day-to-day management of the strategies. Each strategy has at least one co-portfolio manager that works with research analysts, traders, and quantitative analysts. In total, there are 9 investment professionals at Uniplan with more than 200 years of total investment experience.

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