Dr. David Krause was jointed by Assistant
Dean Terrian and Jeff Germanotta – along with 30 Marquette
finance students – for the 14th FMA / NYC trip!
Fall
2017 NYC Trip Members (New York Stock Exchange Floor)
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Dr. David Krause (Director of Marquette’s Applied Investment Management
program) and 30 finance students were joined during their annual New York City
trip by the COBA Assistant Dean, Dr. Joe Terrian. In addition, Finance
Lecturer, Jeff Germanotta, also accompanied Dr. Krause and FMA President,
Joseph Amoroso, with Marquette finance students as they visited NYC investment
banks and asset managers over fall break.
Dr. Krause said, “The students and I appreciated having Assistant Dean Terrian and Mr. Germanotta as a part of the group during our New York experience. I know the students appreciated their involvement. This is a special trip and I know Joe and Jeff enjoyed their time with the students.”
Dr. Krause said, “The students and I appreciated having Assistant Dean Terrian and Mr. Germanotta as a part of the group during our New York experience. I know the students appreciated their involvement. This is a special trip and I know Joe and Jeff enjoyed their time with the students.”
Krause
added, “Michele Galioto, Marquette’s Regional Advancement Director in New York
was also with us the entire time. Michele is invaluable member of the team given
her understanding of NYC and her close work with our New York based alumni. She
also played an important role in making the trip a success once again.”
Everyone
stayed in the heart of Manhattan at the Sheraton Times Square Hotel and enjoyed
the close proximity to major New York attractions. “While our busy schedule
kept students focused on visits to major investment banks and asset managers, we
still found time to view Central Park, Rockefeller Center, Grand Central
Station, 5th Avenue, and other landmarks,” Dr. Krause added.
The visits on Wednesday afternoon included stops at Morgan Stanley,
SS&C Technologies and Bank of America Merrill Lynch. This was followed
at an Marquette alumni reception at Bank of America Merrill Lynch, hosted by
John Barrett.
“We had another good visit with Armintas Sinkevicius of Morgan
Stanley’s Equity Research group, as well as with Berent Kowarick of Morgan
Stanley’s Private Wealth Management group. We also had an opportunity to hear
from their campus recruiting team about internship opportunities. It was a good first
visit and allowed the students an opportunity to hear from two of our younger alumni,”
Krause commented.
The
students then headed south to visit SS&C Technologies, a Connecticut based
software and technology provider for the financial services industry. In the
trips’ 14 year history, this marked the first visit to a FinTech firm. SS&C
Technologies was founded by Marquette University alumnus, Bill Stone, and he
remains the company’s Chairman and CEO. The AIM program has recently implement SS&C
Learning Institute’s Zoologic web-based solutions into its curriculum. Dr.
Krause said, “The AIM program has had a keen focus on FinTech for the fall
semester so it was a valuable experience to visit SS&C – a leader in
financial technology. The students really enjoyed learning about the company’s new
wave of innovative learning technologies”.
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The
last visit of the day was to nearby Bank of America Merrill Lynch. This was a
special visit with John Barrett which included a special presentation from Faiz
Ahmad, a senior leader in the bank’s capital markets group. The students then had
an opportunity to discuss a M&A case study with, Mr. Barrett, Tom Kruse and
Ross Michler - all Marquette alumni. Additionally, recent AIM graduates,
Tyler Sucharzewski and Haney Fam joined the presentation.
Dr. Krause said, “Our alumni at BAML put together a fantastic visit. Besides the presentations of a senior leader, the case study was a great idea. John Barrett and Jeff Germanotta had conversations about this prior to the visit – and it paid dividends. This was a great way to give students a deeper understanding of the roles in which investment bankers and corporate bankers serve.”
The students then proceed to the 51st floor of One
Bryant Part (Bank of America Tower) for this year’s Marquette Finance Student
& Alumni Reception. Dr. Krause said, “We were pleased to be the
guests of John Barrett and Bank of America Merrill Lynch. Not only
were the views amazing, but it was a wonderful evening of Marquette fellowship
and celebration. We are fortunate to have the support of many great friends and
alumni – it was a fantastic networking event for the students and young
alumni.”
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| View from the 51st Floor of Bank of America Tower |
The first visit on Thursday morning was at BNP Paribas. Alumni at the firm include Louis Moran, Hendrik van der Zandt, Connor Muth and Jack Casey, and Brett Stuck. “We heard from Louis, Connor and Brett as well as numerous high-level members of the bank’s capital markets team. BNP Paribas has long been one of the strongest supporters of Marquette and the AIM program. We deeply value that relationship and again enjoyed the opportunity to visit for the morning BNP,” added Krause.
After visiting the Paris-based global investment bank, the
students walked down the street for a visit to Barclays. Alumnus Dan Gaide
presented on the company’s equity research group and hosted a networking reception
for the students.
Dr. Krause said, “This was our first trip back to Barclays in many
years and the students really enjoyed the visit. The students appreciated
hearing from Dan and speaking to him and his fellow analysts in the networking
hour following the presentation.”
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| AIM Seniors enjoy lunch on the go between visits at Barclays and SocGe |
From Barclays, the students headed west to Société Générale. There, we were met by Guido van Hauwermeiren, MU parent and AIM supporter, and Joe Kennedy, AIM alumni. The students then had the opportunity to hear from Guido and then from Joe and two of his peers. Dr. Krause added, “It is always a treat for the students to hear from Guido and this visit did not disappoint. The students were then able to hear from a group of younger analysts which gave students greater insight into life on Wall Street in the years proceeding college.
Again on the move, the group headed across Park Avenue to J.P.
Morgan. Current Marquette alumni at JPM include Gerry Madigan, Ryan Loftus, Christina
Starkey, Demetrius Liston, Mariano Sanz, Vanessa Foltinger Garcia and Kevin
Cobb. Gerry hosted the large group in a conference overlooking his trading
floor where the students had an opportunity to learn firsthand about the firm
and the different functional areas represented at the gathering.
After a long day, the group then headed back to Time Square where
Dr. Krause took students on a walking tour of NYC to see many of the city’s
sights. These included Time Square, Columbus Circle, Central Park, 5th
Avenue, Grand Central Station and Rockefeller Center.
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| Marquette students at 30 Rock in Manhattan, a stop on Dr. Krause’s Thursday evening walking tour |
On Friday morning the students and Dr. Krause started the day at hedge
fund - Balyasny Asset Management, with New York offices in the famous GM Tower.
Scott Schroeder, alumnus, current Marquette trustee and co-founder of BAM – along
with Jack Sullivan, analyst and AIM alumnus – organized the event.
Jack Sullivan explained his role and responsibilities as a consumer goods analyst and then proceeded to bring in numerous speakers to talk about the different functions within the hedge fund, including portfolio management, trading, business development, and data analytics.
Jack Sullivan explained his role and responsibilities as a consumer goods analyst and then proceeded to bring in numerous speakers to talk about the different functions within the hedge fund, including portfolio management, trading, business development, and data analytics.
Dr. Krause
said, “Many of the students indicated to me after the visit to Balyasny that
this was one of the major highlights of the trip. The firm’s culture is very
unique – with an enormous amount of collegiality and cooperation. You could see
that people at BAM genuinely enjoy working there and function well as a team.”
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| During their visit, Dr. Krause met Michael Bloomberg |
The students then made the short walk to Bloomberg tower. Breaking
into small groups, the students were taken on a tour of the global media and
financial services giant. The students had a special treat as they had an
opportunity to hear from Tom Keene and Charlie Pellett, both a veteran
Bloomberg Radio news anchors. Mr. Pellett is also known as NYC’s most
recognizable voice where he famously sounds, “Please Stand Clear of the Closing
Doors” on the NYC subway system. The Marquette students then had the
opportunity to travel to one of the top floors of the famous NYC skyscraper and
view Central Park and Midtown Manhattan and enjoy snacks and drinks.
The AIM
program is a Bloomberg subscriber and Bill Gottlieb served as the host
demonstrating the newest features and functions of the information system. Specifically,
the team presented to students on new features that aggregate news and social
media data from around the world to inform investors.
Next the students had to navigate the NYC subway system in order
to reach lower Manhattan, but not before Dr. Krause had the opportunity to
speak with Mr. Bloomberg himself for a brief moment in the lobby of Bloomberg
tower following our visit.
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| Oculus Station |
Upon exiting at the Fulton Street station, the students had the
opportunity to walk through the newly finished Path Station, also known as
Oculus, and up into the Brookfield Place winter garden for a short break before
the final visit of the trip, RBC Capital Markets.
The alumni hosts at RBCCM included Jason Spacek, Les Vowell, James
Bergin, Michael O’Carroll, and Colleen Osborne as well as Anna Toshach from
neighboring OppenheimerFunds. RBC graciously provided lunch for the students
and a short break after a busy morning of visits and travel. The visit again
afforded students an opportunity to learn more about different functions areas
of a major investment bank and hear from the banks recruiting team.
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Thanks to alumnus, Shari Noonan, Marquette alumnus and CEO of
Rialto Trading, the students were again given the opportunity to be on the
floor of the New York Stock
Exchange to witness the closing bell. Dr. Krause said, “It was a great
opportunity for student to see the floor of the exchange, the last of its kind,
on a busy Expiration Friday”. After the close, the
students were given tours and had the opportunity to speak directly with many
of the floor traders. The students then had a chance encounter with Tom Farley,
President of the NYSE. He spoke to students about the vision and purpose of the
NYSE which enables entrepreneurs to raise capital that will help them in making
their dreams and ideas become realities and to improve the world and heighten the
quality of life for global citizens.
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| MU Students with NYSE President, Tom Farley, on the floor of the NYSE |
Marquette AIM student, Adam Hamilton, then had the chance to speak with Tom
Farley individually. Both Adam and Mr. Farley attended to the same high school,
Gonzaga College High School, in Washington D.C. and bonded as fellow Purple
Eagles.
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| MU Senior, Adam Hamilton, with NYSE President, Tom Farley |
After visiting the NYSE, students took the opportunity to see
sights in the financial district such as the Bull, Fearless Girl, and Battery
Park. After another short walking tour, students returned via subway to the Sheraton
Times Square where they enjoyed their free time. While most hit the town during
the rest of the evening, they were in the lobby early on Saturday morning and
on their way to LaGuardia Airport and back to Milwaukee by early afternoon.
Dr. Krause said, "This was again another outstanding trip –
and it was all made possible through the support of our NYC Marquette alumni
group. In addition to the pre-visit work done by Michele Galioto and Joseph
Amoroso. We’d also like to thank Assistant Dean Terrian for joining us this
year."
"We are all extremely thankful for this special opportunity to visit NYC. Our alumni are fantastic – they go out of their way to open up their firms and allow our students to experience the workplace and corporate culture - it is an amazing opportunity for our students. I know for some that this visit is a career altering event," Dr. Krause said.
"We are all extremely thankful for this special opportunity to visit NYC. Our alumni are fantastic – they go out of their way to open up their firms and allow our students to experience the workplace and corporate culture - it is an amazing opportunity for our students. I know for some that this visit is a career altering event," Dr. Krause said.
