Marquette Financial Management Association (FMA) and Investment Club Spring 2019 Schedule
January 23 – Ray Sever (Serial
Entrepreneur), Zizzl, 4:00-5:15 PM DS575
January 28 – Hugh Wade, Madison
Capital, Leveraged Finance, 4:00-5:15 PM DS575 or 5:30 -
6:30 PM DS569
February 4 – Joe Pattellaro, SS&C,
Technology Provider, 4:00-5:15 PM DS575
– Craig Olinger, Employee Stock
Ownership Programs, 5:30-6:30 PM DS569
February 20 (Tentative) – Jim
Bianco, Bianco Research, 4:30-5:30 AIM Room DS488
February 11 – Mike Bernstein,
Baird Capital, LBO & VC Funds, 4:00-5:15 PM DS575
February 18 – Steve Laczniak, Bel
Air Capital, LBO Fund, 4:00-5:15 PM DS575
March 18 – David Bauer, Lubar
& Co., Family Office, 4:00-5:15 PM DS575
April 3 – Mark Zelmer, CFA Code
of Conduct, 4:00-5:15 PM DS575
April 8 – Greg Myers, Mason
Wells, LBO Fund, 4:00-5:15 PM DS575
– Bill Chapman, Baker Tilly Virchow Krause LLP, 5:30-6:30 PM DS
569
Investment Club Meeting Dates:
Dates will be posted soon.
Financial Management
Association (FMA)
FMA Student Officer: Louisa
Steinhafel, Tommy Borin, Ben Schmidt, Gino Piscopo
The Financial
Management Association (FMA) is a global leader in developing and
disseminating knowledge about the finance industry. Their mission is to broaden
the common interests between academicians and practitioners and to provide
opportunities for networking interactions between financial professionals and
students. Marquette’s FMA club regularly hosts speakers who discuss
the topics of the day and showcase ethically oriented decision-makers in the
finance industry. The group also organizes annual field trips to New York and
Chicago, as well as arranging visits to local finance firms. A student
membership in the FMA can be both professionally meaningful and a socially
rewarding experiences for their members, chapter officers, and
faculty advisors. The FMA Club is an ideal place to meet others who
share the same interests and passions that you may not otherwise meet on
campus. By participating in the Marquette FMA Club, you gain the
opportunity to:
- Broaden your knowledge in finance
and other areas
- Sharpen your professional skills
- Gain recognition for outstanding
achievements
- Meet new people and make new
contacts and friends
- Gain leadership experience you can
list on your resume
- Prepare yourself for the job world
- Be aware of other ideas and career
opportunities
- Learn how to pursue your career
path
Marquette Investment Club
The student-run Investment
Club seeks to further its members' knowledge of investment methods and
strategies. The board and student members engage in intellectual discussions,
make investment presentations, host guest speakers, and manage a real
portfolio. Starting with seed capital of $25,000, the student-managed fund has
grown over the years. The portfolio utilizes low-cost exchange traded funds
(ETFs) enabling the students to gain experience investing in a wide variety of
global financial instruments. Members are also given the opportunity
to complete bi-annually in an ETF national team competition.
