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| Dr. Krause, Jimmy Werner and Ryan Rusch |
Ryan Rusch and Jimmy Werner returned to Marquette’s campus today to present to the AIM students about their roles in equity operations and trading. Both work for area investment firms and they provided the students with useful information about the impact trading plays in determining total portfolio returns.
Ryan Rusch (Marquette AIM 2010) works for Fiduciary Management
Inc. (FMI) in Portfolio Administration as a Trading Associate. He has five
years of investment experience with FMI, which was founded in 1980 and is an
employee owned independent money management firm based in Milwaukee. Ryan
worked in 2010-11 for Cortina Asset Management.
FMI’s equity investing strategies apply a value discipline,
with a focused approach firmly rooted in fundamental research. As of 9/30/2015,
FMI manages approximately $21 billion in assets for domestic and international
institutions, individual investors, and Registered Investment Advisors through
separately managed accounts and the FMI Family of Funds.: 5 Years –
Joined FMI: 2011
Jimmy Werner (Marquette AIM 2011) also visited the AIM program
on Wednesday, October 14. He is the Manager of Trading and Operations for
Uniplan Advisors. Since joining the Uniplan team in 2011, he is responsible for
managing the trading department.
Uniplan was founded in 1984 and currently has three portfolio products:
a REIT; a Micro-Cap; and a High Income Total Return fund. Rick Imperiale serves as the Chief Investment
Officer for all of Uniplan’s strategies. Rick relies on Jimmy Werner and his
team of specialists at Uniplan to help with the day-to-day management of the
strategies. Each strategy has at least one co-portfolio manager that works with
research analysts, traders, and quantitative analysts. In total, there are 9
investment professionals at Uniplan with more than 200 years of total
investment experience.
