View the 2nd Set of Marquette AIM Student Equity Pitches for the Class of 2017 on Friday, April 8th at 2:45 CST

You can join the AIM Program Student Equity Presentations in person, online or via Twitter on Friday, April 8tht at 2:45 pm CST 

 

The AIM student equity pitches take place each Friday afternoon during the semester – either in the AIM Room or at a local investment company. Watch the second set of  presentations by the students in the AIM Class of 2017.

Webcast Link: 
https://meet77796088.adobeconnect.com/r1809gnh86r/

Andy Reed pitching EGOV

 The students prepare and distribute a professional equity write-up (note: every AIM write-up since the inception of the program in 2005 is archived here).  

Student Presenter	Company Name	Ticker	Sector
Derek Grifka	BAE Systems ADR	BAESY	International Industrials
Tyler Sucharzewski	Flamel Technologies SA	FLML	International Healthcare
Jaclyn Godwin	Allianz Se	AZSEY	International Financial Services
Casey McClelland	Carrizo Oil & Gas Inc.	CRZO	Energy
Andrew Szyman	Emergent BioSolutions Inc.	EBS	Healthcare
Nick Dykema	Methode Electronics, Inc.	MEI	Technology
John O’Connor	Ensign Group, Inc.	ENSG	Healthcare

 

 This week’s equity write-ups can be found at: 

AIM Student Equity Write-Ups April 8

 

The students are responsible for making a five-minute pitch before their peers, faculty and any alumni or investment professional in attendance (note: the Friday afternoon equity presentations are also webcast live - see below on how to join the webcast). 

 

Following the student’s pitch the floor is opened for questions and answers for about ten minutes. This has been highly instructive as the students must be prepared to defend their investment recommendation and answer questions in an extemporaneous manner. 

 

 

 

 How to view the AIM Student Equity Presentations on April 1, 2016

Webcast Link: 
https://meet77796088.adobeconnect.com/r1809gnh86r/

How to comment using Twitter: 

 

Go to the MarquetteAIM Twitter account (you can use Search Twitter on your site) and click Follow  

During AIM presentations, go to #AIMpitch and follow the tweets (discussion) on Twitter (it will also be appearing on the Rise Display Board in the AIM Room and on your smartphone)  

Click here to go to AIM Twitter

   

Tweet your comments and questions during the AIM equity pitches and remember to: 

 Follow the rules of etiquette for using Twitter during AIM pitches:

• Use the hashtag #AIMpitch to start each tweet
• Use $TICKER (note: this is called a cashtag and it be should the unique ticker/symbol for the stock that is being presented, ex: $TSLA)
• Keep you comment short because each tweet is limited to a maximum of 140 characters
• Example for Tweeting on a student’s Tesla equity pitch (note: the ticker for Tesla is TSLA):
•  #AIMpitch $TSLA How do lower gas prices impact demand for electric cars?

Daniel Fernandez (AIM Student) Takes Home BIG EAST Player of the Weeek Tennis Award

NEW YORK –  Marquette's Daniel Fernandez was named the winner of the BIG EAST Men's Player of the Week Award, the conference announced on Wednesday, April 6th. Congratulations Daniel!
  

Daniel Fernandez

BIG EAST Men's Tennis Player of the Week
Daniel Fernandez, Marquette, Sr.
Fernandez was 4-0 on the weekend in wins over league opponents Creighton and Xavier, playing No. 1 singles and doubles.  He clinched the team victory with a straight-set win against Creighton and the doubles point versus Xavier with a 7-5 win after trailing 4-1. The Golden Eagles improve to 10-9 on the year. 

Benjamin Jagoe and Brad Bryndal, Vice Presidents at Huizenga Capital Management, spoke to AIM students

Ben Jagoe and Brad Bryndal of Huizenga Capital Management Visited the AIM Program

Dr. Krause, Patrick Schulz, Ben Jagoe and Brad Bryndal

Benjamin Jagoe (Marquette alumnus) and Brad Bryndal, Vice Presidents at Huizenga Capital Management spoke to students in the Marquette University AIM Class of 2017 on Wednesday, April 6, 2016.

Huizenga Capital Management is the family office for the Huizenga family and is located in Oak Brook, Illinois. Huizenga Capital Management was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses, including professional sports teams. The firm was recognized by Institutional Investor as its – “2012 Family Office of the Year.”  

Ben Jagoe and Brad Bryndal addressed AIM students

Ben has visited the campus in the past and has hired interns to work at the investment office during the summer. In 2015, Patrick Schulz (a student athlete and member of the Applied Investment Management Class of 2016) served as a Research Analyst Intern at Huizenga Capital Management. 

Other past AIM students who interned with Huizenga included  John Hurley (who is an Analyst at Citi in Chicago) and John Schneider (who is an Investment Analyst at Parametric in Minneapolis.

Dr. David Krause, AIM program director said, “It was a pleasure to host Ben and Brad on campus today. They did an excellent job presenting to the students in the AIM Class of 2017. They talked about the range of investments and decision-making process within a family office. The students asked many good questions and it was a timely visit. I know that their examples of different stock screening methods will likely be employed by our students.” Later in the day they interviewed five prospective intern candidates.

Jason Rector Visited Marquette's AIM Program and Discussed Hedge Fund Due Diligence on April 4, 2016

Jason Rector (CFA, 2009 Marquette AIM Alumnus) Spoke to the AIM Program Students About Hedge Funds and Risk Parity 

Jason Rector

Jason Rector presented in Dr. Krause’s AIM and Alternative Investments classes. This is the fourth year that he has assisted in discussing the process of evaluating hedge funds.

Dr. Krause said, “It was a pleasure to have Jason join us each year. His insights on hedge funds are important and he is highly experienced in the due diligence process. The students enjoy Jason’s discussions and real-world experience.”

Jason Rector is an analyst at the State of Wisconsin Investment Board (SWIB) in Madison, Wisconsin. Since joining the organization in 2015, his duties involve primary focusing on external manager due diligence (hedge funds and long-only managers).

Prior to SWIB Jason worked in Chicago at Mesirow Advanced Strategies, the Hedge Fund of Funds within Mesirow Financial. He was part of the due diligence/research team responsible for investigating and monitoring the current and prospective funds in their portfolios.

Jason is also enrolled in the University of Chicago’s Booth School of Business. He is pursuing his Masters of Business Administration.  

AIM Students Form the Core of Marquette’s NCAA Men’s 2015-2016 Tennis Team

 Successful Weekend of Tennis for Marquette's AIM Students

Nick Dykema

The Marquette University men’s tennis team completed a weekend sweep of BIG EAST opponents at Helfaer Tennis Stadium, crushing Xavier Sunday afternoon 6-1 and Creighton 6-1 on Friday.

Daniel Fernandez

Marquette AIM students have played on the Men’s and Women’s teams over the years – and the classes of 2016 and 2017 are no exception. Daniel Fernandez and Connor Muth are graduating this May and Nick Dykema and Kristin Trukov are presently juniors.

The tandem of junior Nick Dykema and senior Daniel Fernandez trailed 4-1 in its matchup at No. 1 before earning a come-from-behind decision. 

Kristin Trukov

Connor Muth

Dykema and Fernandez – playing as singles and doubles – had a great weekend winning 5 of 6 matches. Kristin Trukov missed this weekend’s matches due to an injury, but is expected back in action soon. The Golden Eagles will wrap up their three-game homestand on April 16 when they host Butler. 

Marquette 2015-16 Men’s Tennis Roster (Current AIM students shown in red)

Name Year Hometown (High School) Greg Anderson FR Tucson, Ariz. (Connections Academy) Scott Christian SO Lake Forest, Ill. (Lake Forest High School) Nick Dykema JR Green Bay, Wis. (West De Pere HS) Daniel Fernandez SR Aguascaliente, Mexico (Tec de Monterrey) Andre Romanello SO Barcelona, Spain Gleb Sklyr SR Ramat-Gan, Israel (Rothberg) Mackenzie Stearns JR Montreal, Canada (St. Georges School) Kristiyan Trukov JR Gurnee, Ill. (Warren HS) Alvaro Verdu FR Elda, Spain (San Alberto Magno) Coaches Steve Rodecap - Head Coach Jud Shaufler - Assistant Coach Connor Muth - Team Manager

Seven AIM Students in the Class of 2017 Delivered the First Set of Equity Presentations on Friday, April 1, 2016

No Joke - On April 1, 2016, Students in the AIM Class of 2017 Pitched Their First Set of Stocks!

   

Over 50 students in the AIM Room attended the first set of equity pitches delivered by the Class of 2017 in the AIM Room on Friday. The seven AIM student presentations also were viewed on-line via a webcast by more than 15 alumni and family members across North America.

Andy Reed, Andy Krueger, Martha Wong, Ken Lavelle, Dan Drew, Pat Cashner, and Brendan Hopkins 

These presentations also included the opportunity for real-time micro-blogging (via Twitter). During the AIM student equity pitches on Friday more than 20 questions and comments were posted at #AIMpitch at the @MarquetteAIM Twitter site.

The presenting students have the opportunity to respond to the questions over the weekend before the students vote on whether or not to add the stocks they pitched. The student equity pitches have always been one of the main highlights of the AIM program and the new class did a solid job.

Andy Krueger pitching Multi-Color Corporation

The opportunity for students to actively manage domestic and international equity portfolios has been an important part of Marquette AIM program’s experiential learning. The AIM students who presented on Friday included: 

• Daniel Drew, Halyard Health (HYH) Healthcare
• Ken Lavelle, XL Catlin (XL) International Financials
• Martha Wong, Nautilus, Inc. (NLS) Consumer Discretionary
• Andy Krueger, Multi-Color Corporation (LABL) Materials
• Brendan Hopkins, Pzena Investment Mngt. (PZN) Financial Services
• Patrick Cashner, Kone Oyj (KNYJY) International Industrials
• Andy Reed, NIC, Inc.  (EGOV) Technology

 Their AIM equity write-ups can be accessed at:  AIM_Equity_Write_Ups_4_1_16.pdf.

Martha Wong pitched  Nautilus

 Copies of all student presentations since the inception of the AIM program can be viewed at the AIM web site.

Richard Bernard, AIM graduate assistant, runs the technology during the pitches

 Good luck to the AIM Class of 2017 – you are off to a good start!