Thursday, January 17, 2019

Schedule of Marquette FMA and Investment Club Dates for Spring 2019 Semester (as of 1/17/19)

Marquette Financial Management Association (FMA) and Investment Club Spring 2019 Schedule

Image result for marquette winter scene universityJanuary 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.

Image result for fma logo financial management

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

Image result for marquetteContact: , Gino Piscopo  and Kyran Young

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.