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.
