AIM Program Hosts Three Investment Professionals on Monday, March 20, 2017
Monday, March 20, 2017, was a busy day in the AIM program. Dr.
David Krause, AIM program director, welcomed three guests to Marquette.
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| Michael McMillan, Jamie Jackson, Chris Merker and David Krause |
Dr. David Krause, AIM program director, said, "It is a
pleasure to host Jamie Jackson, CFA, a managing principal of Stairway Partners
(located in Chicago and Minneapolis).
A Marquette alumnus, Mr. Jackson had a
lively presentation with the students in the AIM Class of 2017. It was a
pleasure hosting him for the morning.”
Stairway Partners is an SEC-registered Investment Advisor
founded in 2004 by former senior investment professionals from Brinson
Partners, a US-based institutional asset management firm which was widely known
for its pioneering work in the field of asset allocation and global
investing. Their investment process is
supported by extensive research and is grounded in the principal belief that
the overwhelming majority of a portfolio’s risk and return is determined by its
asset class mix – not the selection of individual investments.
Stairway Partners was originally formed to provide the firm’s
partners and their investment colleagues with an institutional platform for
managing their personal assets. As a result of the firm’s reputation and track
record, Stairway Partners has since become a sought after solution for other
experienced investors seeking a low-cost, comprehensive institutional
investment capability.
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| Jamie Jackson |
Jamie Jackson is responsible for investment research,
strategy, portfolio management, and trading. Previously Jamie was head of
Liquid Assets at Ameriprise Financial, responsible for over $100 billion of
client assets. Jamie served on the firm’s Capital Markets Committee, led the
Liability Driven Investment team, and managed numerous fixed income, balanced,
and equity indexed mutual funds.
Prior to that, Jamie managed institutional portfolios and
mutual funds for UBS Global Asset Management and Brinson Partners, its
predecessor organization, where he also served on the Global Asset Allocation
Committee. Before joining Brinson Partners, Jamie managed global bond and
currency portfolios for the Northwestern Mutual Life Insurance Company. Jamie
has over 20 years of investment experience, holds BS and MBA degrees from
Marquette University, and is a CFA charter holder.
Michael
McMillan, CFA, the CFA Institute’s Director
of Ethics and Professional Standards, spoke to students in the AIM Class of
2018. He holds a Ph.D. in Accounting and Finance from George Washington
University – he also received his MBA from Stanford University and his BA from
the University of Pennsylvania.
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| Michael McMillan in the AIM Room |
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Joining him in talking about investment ethics was Chris
Merker, CFA, Director of Private Asset Management with Robert W. Baird &
Co. Mr. Merker teaches Investment
Ethics in Marquette’s AIM program. Working with Dr. McMillan, Chris Merker is
completing a CFA Ethics ‘Train the Trainer Program’ and will receive the CFA
Institute’s Certificate in Ethics Training. Incidentally, he will receive his
doctorate from Marquette University in May 2017.
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Dr. McMillan is the author of the CFA’s
Ethics and Standards of Practice course. The CFA’s ‘train the trainer’ is a strategic element in
the CFA’s
response to meeting the demand for ethics training. We are pleased to host
Michael and Chris to Marquette University.
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| Chris Merker in a CFA 'Train the Trainer' Session at Marquette University |
Dr. David Krause, AIM program director, said, "It was
again an honor to host Michael again at Marquette. I'm very pleased that Chris
Merker is continuing to expand his expertise in the area of investment ethics.
The two did a great job with their presentation."
