Monday, June 10, 2013

During the 2012-13 school year, Marquette AIM students pitched stocks to over 10 groups of investment professionals during their 'road trips'


Utilizing our many connections within the Milwaukee, Chicago, Madison, and New York investment communities, the AIM students have had numerous opportunities to enhance their skills both inside and outside the classroom. AIM students are afforded the opportunity to participate in “road shows” to help to refine their analytical and presentation skills. Marquette alumni and other supporters have arranged opportunities for the AIM students to make equity pitches at area investment companies, giving students the chance to present in front of a panel of investment professionals.

During these presentations the investment professionals ask questions and offer critiques of the students’ analyses and presentations. During the past year there were ten separate AIM road shows (the participating firms are listed below). We are sincerely thankful to these organizations for hosting our students – these are excess examples of the ‘applied’ learning element of the AIM program.

Heartland Funds:  The Heartland Value Fund was founded in 1984 with an investment process centering on the ideas of Benjamin Graham.  Heartland Funds is based in Milwaukee and is managed by founder, Bill Nasgovitz, and his team of experience portfolio managers and analysts.


Robert W. Baird:  Robert W. Baird & Co. is a Milwaukee-based employee-owned, middle-market investment bank.  Founded in 1919, Baird has worldwide presence and expertise, and is consistently ranked among Fortune’s 100 Best Companies to Work For and is recognized as one of the top research firms in America. They offer wealth management, capital market, asset management and private equity firm services with client assets totaling more than $87 billion.   


Madison Investment Advisors:  Madison Investment Advisors is headquartered in Madison, Wisconsin, and was founded in 1974. The firm has served investment management clients with a sound blend of investment philosophy and process. The employee-controlled firm has a well earned reputation for its commitment to excellence.

Timpani Capital Management:  Timpani Capital, an institutional investment manager focused on small cap growth investing, was founded in 2008 and is located in Milwaukee. Timpani has approximately $125M in assets under management.  The investment team is comprised of Brandon Nelson, CFA, Ryan Isherwood, CFA, and Michael Klenn (AIM ’10). 

New York and Chicago Circles:  Marquette University’s CIRCLES is an alumni program which connects alumni, parents, and friends doing business within the financial services, real estate, manufacturing, health care, advertising, and technology industries. Twelve AIM program students pitched stocks before groups New York and Chicago area alumni in October and November at the New York Yacht Club and the Union League of Chicago. 

Mason Street Advisors:  Mason Street Advisors is a wholly owned subsidiary of Northwestern Mutual.  The company manages equity and fixed-income assets for Northwestern Mutual from their downtown Milwaukee campus. The firm managers 34 accounts with estimated assets under management in excess of $100B.   

Wells Capital Management:  Wells Capital Management was formed in 1996, and today has more than $325 billion in assets under management ($63B in equities).  The company is based out of San Francisco, CA, but has hosted AIM program road shows several times out of their Menominee Falls office.

Cortina Asset Management: Cortina Asset Management specializes in small cap long-only equity investment strategies.  The company was founded by Tom Eck and John Potter in 2004, and is based out of Milwaukee. They manage in excess of $2B for corporations, foundations, and pension plans.

Ziegler Lotsoff Capital Management:  Ziegler Lotsoff is headquartered in Chicago, IL, and manages approximately $4B in assets across portfolios of fixed income, equity, and alternative investments. Scott Roberts serves as the President and CEO.

Cleary Gull:  Clearly Gull is a Milwaukee-based financial services firm, offering wealth management, institutional advisory, and investment banking services.  The company’s institutional advisory arm advises clients managing a total of over $5B in assets.

Geneva Capital Management: Geneva Capital is an investment advisory firm offering portfolio management services to institutions and high-net worth individuals. Founded more than 25 years ago Geneva is employee owned and is located in Milwaukee. Geneva specializes in Mid and Small Cap Growth equity investments and has about $2B assets under management.

1492 Capital Management: 1492 is a multi-strategy, small cap investment manager located in Milwaukee, Wisconsin, that serves institutional and private clients. Their unique, bottom-up thematic approach to small cap investing allows them to focus on absolute returns and to align their goals with those of their clients. 

In the fall semester of the 2013-2014 school year, the AIM program already has 10 road trips scheduled. Students will be presenting stock recommendations in Milwaukee, Madison, and Chicago beginning in September.