Friday, May 31, 2013

The CFA Society of Milwaukee is proud to announce that today is Investors 1st Day in Wisconsin. This is an initiative of CFA Society Milwaukee in conjunction with CFA Society Madison. The Wisconsin societies are the first in the country to launch Investors 1st Day - we anticipate many others or possibly all U.S. societies may follow next year.

The day has been set aside to recognize the important contributions investors make to the economic well-being, growth, and success of our state. The date was chosen because it is the day before the spring CFA exam - a date we all hold dear. This year, there are 391 candidates in Wisconsin sitting for the exam. We wish them well on Saturday. Globally, 145,000 people will be sitting for the exam.

Related to Investors 1st Day, we have launched the website We encourage you to take a look. The website is designed to be a resource for investors small and large. The key piece of the website today is the introduction of the CFA Institute's Statement of Investor Rights. The Statement includes ten rights people should discuss with their investment providers whether they are establishing an investment plan, working with a broker, opening a bank account, or buying a home. The Rights closely align with our own Code of Ethics and Standards of Practice and, therefore, with fiduciary duty.

The entire Investors 1st initiative has been developed with three goals in mind:
  1. Increase awareness of the CFA brand. There will be periodic updates to the website and related press releases to expose our organization, our excellent members, and our commitment to professionalism to the public. We strive to raise the profile and value of our professional designation.
  2. To identify Charterholders as being on the forefront of ethical behavior and high professional standards.
  3. Public service. Informed people make for good investors, who make good clients.
This morning, a press release was sent to news agencies across Wisconsin. To view the release - click here!

John Rogers, CFA, President & CEO of CFA Institute had this to say "CFA Institute is proud to support Wisconsin's Investors 1st Day.  Investors are the backbone of America's economy, willing to match hard-earned capital to great ideas from entrepreneurs, small businesses, and well-established employers alike.  Placing investors first, also known as the fiduciary duty, is a great way to restore trust and confidence in our financial system and capital markets, and to support social and economic progress in Wisconsin and across the United States."

We greatly appreciate the support of CFA Institute in our development of Investors 1st.

We welcome your comments on this initiative as well as any ideas you may have for its continued development.
                                               Happy Investors 1st Day!ors 1st Day - Ma

Tuesday, May 28, 2013

Marquette AIM Program - Class of 2013 Annual Investment Report

Marquette University AIM Class of 2013

The AIM Class of 2013 has produced the eighth AIM Fund annual investment report. The primary purpose of the AIM program annual report is to communicate the investment goals, policies and performance of each of the three funds managed by the AIM students during their tenure. 

All of the annual reports are posted on the AIM website and can be accessed at:

Friday, May 3, 2013

Krause 2013 Derby Pick

#5 NORMANDY INVASION (Odds: 9:1). This is a challenging Derby to predict so I’m going with a sentimental favorite since my father came ashore on D-Day at Normandy. This is a real value pick with odds likely to be about 10:1 at post time. The biggest concern with #5 is that he does not win races – at least not yet.
The horse finished second in the Wood Memorial last month and the extra distance in the Derby makes him a possible winner. I don’t know much about Chad Brown other than the insiders think he is one of the best young trainers in the business. Javier Castellano is a solid jockey and has won a Triple Crown race (2006 Preakness).  A slow starter, but with a decent post position, watch for Normandy Invasion to move forward – I like him and the potential big payout.

Normandy Invasion