On Friday, December 4th, Tom Eck was the guest lecturer in the AIM program. The students in the Class of 2016 – similar to all of the other AIM classes over the years – were able to hear Tom’s insights on the investment industry and career planning.
Tom Eck, CFA, is a Founding Principal of Cortina Asset Management. He has managed Cortina’s Small Cap Opportunity Strategy since its inception in 2004. He has nearly 20 years of experience in the investment industry.
Tom joined the State of Wisconsin Investment Board in 1997, spending two years as a Research Analyst, and from 1999 to 2001 he was an Analyst for a mid and small cap domestic equities team at Strong Capital Management. In 2001, Tom joined U.S. Bancorp Asset Management to co-manage the Health Sciences sector fund then began managing institutional and individual portfolios dedicated to the small cap asset class in 2003.
His background prior to entering the investment management industry was in corporate finance. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Tom received his B.B.A. from the University of Notre Dame and M.B.A. in Finance from Marquette University.
Dr. Krause, AIM program director said, "Tom is one of the top speakers we bring to campus during the semester. He connects extremely well with the students and is able to offer useful insights into the industry. Tom has served on our faculty as an adjunct investments instructor and has hosted AIM ‘road shows’ at Cortina each of the past six years. We truly appreciate his passion for learning; he's an outstanding role model for our students."
Tom talked to the students about his equity investment style, which is to focus on small cap companies that have established defendable competitive advantages and generate strong cash flow over the long run. Tom provided the students with his approach to portfolio management, but he also discussed individual security research. His efforts at Cortina are also directed toward following individual health care, financial and media companies.
|Tom Eck and Dr. David Krause|