Leslie Fillingham (Finance Director of the Milwaukee Repertory Theater) and Steve Isaacson (Investment Committee chairman for the Rep) provided the students with the history of the current investment policies. Cleary Gull’s Brian Andrew (Chief Investment Officer) and Steve Perritt (Senior Client Advisor) worked with Dr. Krause and his students to develop the newest version of the policy statement. The students then worked independently to evaluate the effectiveness of the policies in allowing the Rep to achieve their goals.
Dr. Krause, AIM program director said “It has been an excellent learning experience for the students. Not only did they get to work on an applied project to help a prominent non-profit institution in the Milwaukee community, but they had an opportunity to present their results to the investment committee. Rupali Varma, Ted Linn, Tom Kelly, and Brady Endl had the privilege of presenting the findings of their survey and their recommended changes. This type of applied learning experience is priceless and allows the AIM curriculum to come to live. We are pleased we had this opportunity to contribute to a fine organization.”
The students will continue to work on minor changes to the investment policy statement as suggested by Cleary Gull and members of the investment committee. Krause added, “We hope to be back with the investment committee soon to present our final version of the policy. This has been an excellent partnership with the Milwaukee Rep.”
