Saturday, February 9, 2019

On Friday, February 8, 2019, the Marquette AIM Class of 2020 delivered their second set of equity recommendations – both in-class and at Northwest Passage Capital Advisors

The Second ‘Road Show’ of the Winter/Spring 2019 Semester was held this past Friday at Northwest Passage Capital Advisors

Road show at Northwest Passage Capital Advisors
Dr. David Krause (AIM Program Director) led five Marquette AIM students to Northwest Passage Capital Advisors, located in Milwaukee’s Third Ward District. The investment management firm provides its expertise in assisting institutional clients with navigating the opportunities of emerging market debt.

AIM students responding to questions
Led by Jeff DeAngelis, CIO and Founder, (and a Marquette graduate and CFA), the firm is a global leader in the area of emerging market fixed income securities. Participating as panelists at the ‘road show’ held at their headquarters were: Dr. Kelly O’Reilly, Research Director (and a Marquette Co-Teacher with Dr. Krause in the FinTech Topics course); Mike McGuire, Business Development Officer (and a Marquette alumnus and Dr. Krause’s former graduate student); Rocio Diaz, Analyst (a Marquette AIM graduate and CFA); and Nicholas Beihoff, Risk Manager (and also a Marquette graduate).
PJ Cox preparing for his pitch

Dr. Krause said, “Going to visit Northwest Passage is a home game for the AIM students. The entire team from Jeff and Will – along with everyone else - is always welcoming to our students. They ask excellent questions and offer valuable international insights into the nuances of investment research. Northwest Passage has always has posted outstanding investment performance over the years and it is obvious why this is the case – they do their homework and understand how to evaluate investment opportunities.”






The five students pitched in the AIM Room on Friday morning (with the presentations also being broadcast live on the Marquette AIM YouTube channel). Click here to access the write-ups:  Link to pdf Student EquityWrite-ups


Mary Kate Simon presented Japan Airlines ADR (ticker: JAPSY) as a potential addition to the AIM International Fund in the Consumer Disretionary sector. Nicholas Arco pitched Box, Inc. (ticker: BOX) as a small cap technology candidate. Andy O’Neil presented Ajinomoto Company (ticker: AJINY) a Japanese international consumer staple stock. PJ Cox delivered Gray Television (ticker: GTN) as a possible small cap stock to be added in the Consumer Discretional sector. Clarissa Vazquez presented an international healthcare stock – Sysmex Corporation (ticker: SSMXY).
Clarissa Vazquez presenting in the AIM Room



Follow the link below to access the student equity write-ups.  You can also find every write-up since AIM's inception in 2005 here.


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