Micro-Blogging Questions and Comments (via Twitter) during the AIM student equity presentations

Students and guests have the opportunity to Tweet questions and comments during the AIM equity pitches

First set of AIM pitches at 3:00 Friday, 9/7 - Follow this link to access the write-ups and other information to view on-line

The AIM student equity pitches have always been one of the main highlights of Marquette’s Applied Investment Management program. The opportunity for students to actively manage over $3 million of domestic and international equity and fixed-income portfolios has been an important part of Marquette AIM program’s experiential learning since its inception in 2005.

Each AIM student is responsible for closely following a specific domestic or international equity sector (i.e. healthcare, industrials, energy, etc.). The students are responsibility for actively managing the stocks within their sector (making timely buy and sell recommendations that are voted upon by their peers). All AIM students are required to do a minimum of four equity pitches during their tenure in the AIM program.

Starting again in September 2018, the AIM program will be integrating micro-blogging (via Twitter) into the Friday afternoon student equity pitches. Students and guests in the AIM Room during the pitches will have up to 280 characters to post comments or questions to the presenter. These tweets will appear real-time on the digital display board in the AIM Room. Those professionals viewing online will also be encouraged to post comments and questions via Twitter at the MarquetteAIM account --- instructions including the proper hashtag will be provided to ‘followers’ of the AIM Twitter account.

The student equity pitches take place each Friday afternoon during the semester – either in the AIM Room or at a local investment company (an activity we have taken to calling our ‘road shows’). 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). 

The students are then 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). 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.

This semester, the students in attendance at the AIM pitches will be micro-blogging their questions and comments during the AIM presentations. Using #AIMpitch within the tweet will enable the students to view the message during the AIM presentation --- which will be shown on the large digital display board in the AIM Room. Using our Rise Digital Display, the various tweets will be posted real-time during the presentations. 

The goal of using Twitter during the AIM pitches is to: 

1. provide immediate feedback to the equity presenter; 
2. allow students and professionals in attendance or viewing online to pose questions that require additional clarification; 
3. extend the discussion beyond the student’s 15-minute live equity pitch and Q&A session; 
4. provide permanent documentation of the discussion, questions and responses; 
5. provide students and professionals who could not view the live presentation an opportunity to participate and offer input; and 
6. to help spread information about the AIM program and the student-managed equity presentations.

Please feel free to email the AIM Coordinator, Jessica Hoerres, 

(Jessica.hoerres@marquett.edu) if you wish to obtain instructions on how you can view the AIM pitches live on the web and  how you can post questions and comments via Twitter on the MarquetteAIM account.    

First Set of Fall AIM Program Student Equity Pitches on Friday, September 7th - Join Us in Person or On-Line

AIM Class of 2019 Student Equity Presentations 

Friday, September 7th

The first set of fall AIM student equity presentations for the class of 2019 will be on Friday, September 7th, 2018. 

   

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

September 7th Write-Ups

• Location: Marquette University, College of Business Administration - Straz Hall, 1225 W. Wisconsin Avenue, Milwaukee 53233 - in the AIM Research Room 488, 4th Floor (pdf directions to AIM Room). 
• Presentation Times: 3:00 to 4:00 p.m. CST
• Link to pdf Student EquityWrite-ups

If you are unable to attend, you can always view them via the webcast HERE

AIM will again be utilizing Twitter for your comments and questions.  Please follow the instructions below.

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)
• Tweet your comments and questions during the AIM equity pitches

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? 

Good Classroom Discussion in the AIM Program on the Issues Surrounding Elon Musk’s “Funding Secured” Tesla Going Private Tweet

What will be the outcome of Elon Musk’s “Funding Secured” Tesla Going Private Tweet? Is this a violation of securities law?

This week the students in the AIM Class of 2020 had an opportunity to read various Wall Street Journal articles about the legal and regulatory issues encircling Elon Musk following his tweet about how Tesla had “funding secured” and was going private at $420 per share.

These are the questions that were discussed:

• Is there a problem with the tweet – did it violate SEC required basic reporting requirements?
• Was the Musk tweet an improper reporting of a material event (no Form 8-K was issued) and was this a violation of Regulation Fair Disclosure – Reg FD)?
• Is having 25 million followers on Twitter a valid defense for Musk’s going private at $420 per share tweet?
• Did Elon Musk violate Rule 10b-5 involving the employment of manipulative and deceptive devices?
• Was there an attempt to harm short sellers and was there a clear intent to defraud?
• What could the SEC do if they find Musk and Tesla were in violation of Rule 105-b?
• Does Musk and Tesla have a valid defense? Will the Trump-led SEC look the other way?

Is there a way out for Musk and Tesla – and what is likely to happen?

The students' conclusion - If serious consideration is being given to taking Tesla private, the company and Musk have an incentive to reach a resolution with the SEC as quickly as possible.

The firms that might help fund a deal may be hesitant to commit financing if the cloud of an SEC investigation is hanging over Tesla.

But resolving the investigation will not be easy, at least not until there is greater clarity about what exactly Mr. Musk meant with his ill-fated tweet.

The students in the AIM Program will watch this playout through the remainder of the fall semester.

First FMA Event of the Fall Semester Will Feature Michael Underhill of Capital Innovations

Founder and Chief Investment Officer of a Global Infrastructure and Real Asset Investment Company to Speak to Marquette's FMA Students on Friday, September 7th in the AIM Room at 2:00 pm

Michael Underhill

The Financial Management Association (FMA) will hold its first meeting of the semester and all current and prospective members are encouraged to attend. 

The gathering will be held in the AIM Room (David Straz 488) from 2:00-2:45 on Friday, September 7^th. 

The first guest speaker of the semester will be Michael Underhill, Founder and Chief Investment Officer of Capital Innovations. 

The firm is a leading global investment manager (focusing on infrastructure and real asset investing).

Mr. Underhill is an experienced and seasoned investor. Students will enjoy hearing about his experiences and the strategy his firm employs. Learn more about his background at Capital Innovations web site or on LinkedIn.  

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Cleary Gull Investment Banking Representatives Will Host an Information Session on 9/13 for Students Interested in Summer Internships and Full-Time Opportunities

The Information Session is Excellent Opportunity to Learn about the Firm and Careers in Investment Banking

ClearyGull will be hosting an information session on Thursday, September 13th from 5:00 pm - 6:00 pm in David Straz 265 – Marquette College of Business Administration College of Business Administration. 

PatrickRingsred and Dan Riley of Cleary Gull will be hosting the informal session. The purpose is to learn from and network with investment banking representatives from Cleary Gull.

Students interested in the jobs and internships below are encouraged to attend. Freshman and sophomore students with an interest in investment banking are also encouraged to attend.

RSVPs are appreciated but not required. Pizza will be served.

Learn more and sign up here:

Investment Banking Associate: https://marquette.joinhandshake.com/jobs/1872636/share_preview

Summer Analyst: https://marquette.joinhandshake.com/jobs/1863167?ref=16-dashboard

Investment Banking Analyst: https://marquette.joinhandshake.com/jobs/1791164/share_preview

Cleary Gull (located in Milwaukee) is a national, middle-market firm with global reach. Cleary Gull has successfully completed approximately 200 middle-market transactions delivering more than $7 billion in value.

PJ Dallman, Strategic Consultant at FactSet visited the AIM Program on Friday, August 31st

This semester the AIM program will again welcome numerous outside guests who can bring applied knowledge into the classroom

On Friday, August 31, PJ Dallman visited Marquette’s AIM program and presented on the capabilities and use of FactSet – one of the leading providers of financial information and analytic software for investment professionals. 

The AIM Research Room is fully equipped with not only uFactSet, but also Bloomberg, Morningstar, and Thomson Reuters. These financial platforms offer AIM students access to data and analytics.

All students in the AIM program (including the newest members who began their studies last week) have access to FactSet and the other platforms. PJ Dallman provided an overview of the capabilities of FactSet and offered advice to the students regarding the tools available to conduct fundamental research.

AIM Director, Dr. David Krause, and co-teacher, Bill Walker, have emphasized the importance of building codes into the financial models the AIM students employ. 

Krause stated, “I’m pleased that PJ was able to provide a basic tutorial to the newest AIM class on the coding capabilities within FactSet. Bill and I realize that AIM graduates not only need to be competent with the Excel financial modeling skills, but they need to learn how to code to make reproducible models and incorporate real-time data.”

Marquette AIM Class of 2019 Fall Pitch Schedule Through Fall Break

This Friday (9/7/18) at 3:00 CST there will be four AIM equity pitches from students in the Class of 2019

Recruiting Season is Here - Here's the Schedule of Key Events for Marquette AIM Students This Week

Important Career Events Scheduled for This Week (and Next)

• Finance in New York Information Session, Tuesday, September 4, 5:00pm – 5:45pm, DS 488.
• Nielsen: Taco Tuesday (Networking and Trivia) Session, Tuesday, September 4, 6:30 pm. DS 269. Recruiting team will be chatting with students and offering free Qdoba!
• Career Office Hours: Investment Careers, Wednesday, September 5, 1:30pm – 3:00pm, DS 253, targeting students interested in investment careers & business leadership.
• Sophomore Mentor Program Orientation Meeting, Wednesday, September 5, 4:45pm – 5:15pm, DS106, AND Friday, September 7 (2:00pm – 2:30pm, DS105) join to explore the opportunity to learn and build relationships with the world of business.

Next Week:

• Associated Bank, Monday, September 10, 11:00am – 3:00pm, DS Lobby.
• Prospanica Career Expo, Wednesday, September 12 to Friday, September 14, 11:30am – 4:00pm, Wisconsin Center, Milwaukee.
• GE Healthcare Information Session, Wednesday, September 12, 5:00pm – 7:00pm, Marquette Hall 100.
• Breakfast with PwC, Thursday, September 13, 9:00am – 11:00am, DS 269.
• US Bank, Thursday, September 13, 10:00am – 2:30pm, DS Lobby.
• PwC Office Hours, Thursday, September 13, 11:00am – 3:00pm, DS 269.
• Experience GE, Friday, September 14, 8:00am – 5:00pm, GE Healthcare HQ Waukesha. 
• J.P. Morgan Chase’s Commercial Banking, Tuesday, September 11, 11:00am – 1:00pm, DS Lobby.