Sunday, August 31, 2014
Friday, August 29, 2014
- Understand the industry. Different aptitudes and personalities are best suited to different specialties. What are you best at? What are you most interested in? Where are your weaknesses? Managers don’t expect everyone to be talented at everything.
- The best employees are the ones who come in every day and think about how they can add the most value to the rest of the team beyond their basic tasks.
- Try to work with leaders who you respect for their skills and integrity, and don’t hesitate to let them know when you succeed and when you make a mistake. This makes their job easier. You will gain respect by acknowledging and working on fixing mistakes. Covering up loses trust.
- Don't be afraid to terminate or reassign an underperformer. Give clear feedback and a short opportunity to improve, but then move them on. Otherwise you're hurting yourself, your team, and ultimately the person themself.
- Finally, have “executive presence” every day. Your bearing, confidence, tone, and choice of conversation have a major impact on people's perception of you.
Wednesday, August 27, 2014
The first AIM equity presentations of the fall semester are this Friday. Join us in person or online. A pdf file of the recommendations can be found on the AIM web site at: AIM presentations
During August and September the AIM students will be presenting current equity holdings that reside in the AIM Small Cap Equity and AIM International Equity Funds. The recommendations will be to sell, hold, or buy more shares. The presenters and their target companies are listed below.
The following two articles about personal branding during the interview and network process come from the New York Security Analyst Society. These are useful to AIM students as they prepare for internships and entry level interviews.
Personal Branding: Interviewing
- NEVER ask a question you should know the answer to
- Know everything you possibly can about the company; nothing will substitute for appropriate due diligence and research
- Interviewing is like dating—increasing amounts of information is exchanged in successive stages (DON’T VOLUNTEER TOO MUCH UP FRONT)
Personal Branding: Networking
Tuesday, August 26, 2014
Sunday, August 24, 2014
Open House for Prospective AIM Students - Friday, August 29, 2014 2:00 pm in the AIM Room (4th Floor Straz Hall)
This message is directed toward any Marquette student (freshmen, sophomore, or junior) interested in learning more about the AIM program - specifically the new AIM track (Private Equity & Banking). For more information, go to the AIM web site.
Here is the agenda for Friday's open house:
Please note that the first AIM equity presentations of the semester will follow the open house in the AIM Room.
Saturday, August 23, 2014
Friday, August 22, 2014
This article for the NYSSA was written by Janet J. Mangano, Co-Chair, Private Wealth Management Committee. It offers good insights into the career path offered in the area of private wealth management. We have had several AIM graduates each year begin their careers in private wealth management or private banking.
Thursday, August 21, 2014
We do a lot of writing in the AIM program - and within the investments discipline. Students need to understand early that most of their communication will take the form of written reports (both internally and externally. Here is a link to all of the AIM write-ups since the fall of 2005, when the program began.
|Here are the results of a recent survey conducted by the readers of the CFA NewsBrief which deals with a growing problem in modern business --- too many e-mails. These steal time and attention away from professionals who need to focus on their tasks (i.e. research and analysis). Before sending an email, think about whether it is necessary and if this is the best form of communication... you might realize that you are contributing to excessive e-mailing and could be negatively impacting your organization. Interesting results that also apply to college students when dealing with professors and fellow students!|
CFA Reader Survey
|I use tight filters and rules to screen out unwanted e-mails||30%|
|I avoid checking e-mail too frequently during the day||30%|
|I write as few e-mails as possible myself||12%|
|I ignore e-mails on which I am copied, but not addressed||7%|
|I substitute e-mails with more video/audio and in-person communication||5%|
Excessive e-mailing is a corporate epidemic. E-mails may seem deceptively inexpensive and useful, but they devour the most precious resources of modern businesses: staff time and concentration. What measures are effective against excessive e-mailing? When we asked readers of the CFA Institute Financial NewsBrief, we found that there is no dominant method, but tight filters and rules and avoiding checking our own e-mail too often each secured about 30% of votes by 588 respondents. Our first line of defense is often filters and rules, saving us from e-mails that are obviously unwanted. But the challenge of excessive e-mailing has much to do with those sent by colleagues and external contacts. Filters and rules are less effective with such e-mails because it is often only after reading them that we can determine whether they were indeed unnecessary. What may work better is controlling our own behavior by avoiding checking our e-mail too often and writing as few e-mails as possible. There are perhaps many other methods being used by our readers, as indicated by 16% of votes going to other options. For now, it seems that excessive e-mailing is a corporate epidemic that can be managed to varying degrees but, alas, cannot be overcome.
Wednesday, August 20, 2014
The following is based upon information that is also contained on the AIM web site and throughout this blog.
· Opportunities for students to learn from experienced professionals,
· Incorporation of financial modeling and case studies into the curriculum
· Interaction with Marquette’s growing finance alumni network who will continue to provide valuable assistance in preparing students for internships and entry level positions
· Management of a micro-cap equity fund
· Use of “in the trenches” guest speakers in the classroom to allow students to learn about real private equity and banking experiences,
· Creation of a Private Equity & Banking Club which will provide opportunities for coaching and nurturing that are important in helping students accelerate their careers
· Opportunities for students to assist in the monitoring and evaluation of the performance of private equity investments within various investment portfolios (i.e. university endowments, local and state public pension funds, family offices, etc.).