The Marquette AIM annual fall trip to R.W. Baird was held on Friday, September 13th. Five AIM students pitched stocks to Baird analysts.
The trip included over 40 AIM students in the classes of 2020 and 2021.
Dr. David Krause, Director of Marquette’s Applied Investment Management program, again took his students to visit the Milwaukee-based investment bank, R.W. Baird.
The students had an opportunity to hear from Baird personnel about the firm’s investment banking and equity research functions. Baird also operates in wealth management, fixed income, public finance, private capital, and asset management.
Baird has just celebrated their 100th year of growth and success! They have a strong, stable and trusted financial institution across many market cycles.
Dr. Krause said, "The annual fall trip to Baird is one of the highlights of the semester. We apprecaite the long-term partnership that has developed over the years with the AIM program and Baird. It was wonderful to see so many of our alumni and we look forward to working together this school year."
Baird serves individuals, families, businesses and communities across the United States as well as institutional clients around the globe from more than 100 offices on three continents. The firm has reported that as of 12/31/2018, they are accountable for over $208 billion of financial assets - a 232% increase over the past decade!
Prior to a networking event, four AIM students had an opportunity to pitch their equity recommendations for the AIM fund to students and Baird analysts. Below is the list of the stocks that were presented on Friday - and here is the link to access the AIM write-ups:
AIM Equity Pitches
Friday, September 13, 2019
R.W. Baird Visit
Student
|
Company
|
Ticker
|
Fund/Sector
|
Matt Prinske
|
Employers Holdings, Inc.
|
EIG
|
Financial Services
|
Rob Metcalf III
|
Credicorp Ltd.
|
BAP
|
Intl Financial Services
|
Chez Daggs
|
HealthEquity, Inc.
|
HQY
|
Domestic Healthcare
|
James Oddo
|
Essent Group Ltd.
|
ESNT
|
Financial Services
|
Nicholas Goehring
|
Berry Global Group
|
BERY
|
Materials
|
A
ll AIM student equity write-ups since 2005 can be accessed at the AIM Pitch Google Drive.
Matt Prinske
Rob Metcalf
Left to right: Dr. David Krause, James Oddo,
Nick Goehring, Matt Prinske, Rob Metcalf, Chez Daggs