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| Jamie Jackson of Stairway Partners with students in the Investment Club |
On Tuesday, April 25, 2017, Jamie Jackson of Stairway Partners visited
Marquette and met with students involved with the Investment Club. Mr. Jackson,
CFA is a Managing Partner with the St. Paul and Chicago-based investment firm.
He is responsible for investment research, strategy, portfolio management, and
trading – and he has over 20 years of investment experience. Mr. Jackson holds
BS and MBA degrees from Marquette University and is increasing his involvement
with the AIM program.
He talked with the student managers of the Investment Club
about Stairway Partners’ investment philosophy which is grounded in the
fundamental belief that the overwhelming majority of a portfolios’ risk and
return is determined by its asset class mix – not by the selection of
individual investments. This approach of using ETFs and index funds is similar
to the approach used by the Investment Club.
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| Jamie Jackson discussed their approach to asset allocation |
Dr, Krause, AIM program director said, "The
Marquette students found the discussion useful and helped provide them with a
framework for setting long-term risk and return expectations – and provided
with an appreciation of how to manage through times of market turmoil (i.e.
Financial Crisis of 2008)."
Dr. Krause added, “It was a treat
for Jamie Jackson to meet with the students. His experiences in the industry
and explanation of Stairway Partners’ investment philosophy and process was
valuable for the students to hear. The students in the Investment Club look
forward to meeting with Mr. Jackson during the fall semester.”
