Saturday, February 4, 2017

Three AIM Students Pitched Stocks at Wells Capital on Friday, February 3, 2017

AIM Students' Equity Recommendations Presented to Wells Capital PMV Team Members

Wells Fargo Asset ManagementOn Friday, February 3, 2017, Wells Capital Management’s PMV equity team hosted three students from Marquette University’s AIM program.

Jillian Morrissey, David Hermanny and Joe Bachmann (all alumni of the AIM program and equity analysts at WellsCap) provided the opportunity for Dr. David Krause (AIM director) and Mr. Bill Walker (instructor in the Department of Finance) to escort three current AIM program seniors to the Menomonee Falls office for the first ‘road show’ of the semester.

Ken Lavelle, Nat Penn and Mike Robinson

Ken Lavelle, Nat Penn and Mike Robinson presented their equity recommendations as potential additions to Marquette’s AIM Equity Funds. Students in the AIM program manage over $2,500,000 of the University's endowment. 

The AIM student equity pitches take place each Friday afternoon during the semester – either in the AIM Room or at a local investment company. Dr. Krause added, "We are thankful for the opportunity to go into investment companies and present --- this is an important element of the Applied Investment Management program at Marquette. Special thanks to David, Jillian and Joe for hosting us again at Wells Capital."


Ken Lavelle Pitched Brookfield Property Partners (BPY)

The students prepare and distribute a professional equity write-up (note: every AIM write-up since the inception of the program in 2005 is archived here). To receive information about upcoming AIM student presentations and events, follow us on Twitter and LinkedIn.




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