Wednesday, October 5, 2016

Marquette Trustee and CEO of Ziegler Capital Management, Scott Roberts, Visited the AIM Program on Monday

Scott Roberts, President & CEO of Ziegler Capital Management, Visited the AIM Program and Presented in Dr. Krause's Fixed Income Class
Scott A. Roberts
Scott Roberts

Marquette alumnus, Scott Roberts, is the President & CEO of Ziegler Capital Management. On Monday, October 3, 2016, he again presented to the students in Dr. Krause's Fixed Income class. Scott has been an annual guest since 2005, the year the AIM program began.
Dr. David Krause said, “It is always a pleasure to have Scott back in the classroom. He was an early supporter of AIM and he continues to assist Marquette and the College of Business. He always does an outstanding job connecting theory and practice.”

Scott Roberts and Dr. David Krause
“I know that the students appreciate Mr. Roberts 25+ years of investment experience,” Krause added. “This year he was especially valuable in helping the students understand the significant of fixed income duration and how most portfolios have been subject to severe duration drift.”
Prior to joining Ziegler, he was President and Chief Investment Officer of Deerfield Capital Management and was responsible for all investment management, marketing, and operational activities of the firm. Scott oversaw the growth of assets under management at Deerfield from less than $400 million in 2000 to over $15 billion at the end of 2007.

Discussion duration shift with Fixed Income students at Marquette

Prior to joining Deerfield Capital, he was the Chief Investment Officer at several Zurich Insurance Company subsidiaries including Scudder Kemper Investments, Zurich Investment Management and CentreRe. Prior to Zurich, Mr. Roberts was the Director of Fixed Income for Loomis Sayles in Milwaukee and a Senior Vice President and Portfolio Manager for Putnam Investments in Boston.
Scott is currently on the Board of Directors of Marquette University, Marquette University High School and Catholic Charities of Chicago. He has served on the Board of Directors of several of the firms with which he has worked, including Centre Cat, Centre Investment Services, Zurich Investment Management, Liberty Hampshire and Deerfield Capital. Mr. Roberts received an M.B.A. in Finance and Investments from the Applied Security Analysis Program at the University of Wisconsin at Madison, and a B.S. in Accounting and Finance from Marquette University. He was a student of Dr. Krause in the 1980s.

Scott Roberts and Dr. Krause before class
Dr. Krause said, "It is always a pleasure to have Scott Roberts in the classroom. He is a rare breed - he is an outstanding investment manager and he is a talented businessperson. It is uncommon to find someone who knows as much as he does about the financial markets - as well as how to run a $10+ billion business. He is a special Marquette University alumnus."