Thursday, November 18, 2021
Wednesday, November 17, 2021
The Tenth Set of Fall 2021 Marquette AIM Program Student Equity Pitches/Q&A for Friday, November 19th
AIM Class of 2022 Student Equity Presentations on Friday, November 19th
Join us live in person in the AIM Room or via Teams for this
week’s AIM presentations.
This is the link for the AIM equity write-ups
(each week’s write-ups will be available on Thursday mornings): AIM Write-ups 11/19/21
This is the link for the YouTube videos of the 8-minute student presentations (each week these will be posted on Thursday afternoons)
Please feel free to submit questions to be asked of the students
by emailing them to david.krause@marquette.edu
Thursday, November 11, 2021
TWO MARQUETTE UNIVERSITY TEAMS WILL PARTICIPATE IN THIS YEAR’S CFA RESEARCH CHALLENGE
MILWAUKEE — November 11, 2021
Two teams of five students from Marquette University’s Applied Investment Management program will again participate in Chartered Financial Analyst’s Institute Research Challenge. This is the 14th consecutive year that the Marquette’s AIM program has entered a team. Marquette hopes to continue their winning tradition - over the past 13 years, 11 team have advanced beyond the Wisconsin local round of the CFA Research Challenge.
Dr. David Krause, AIM program director announced that Marquette will again be sponsoring two teams in the CFA Investment Research Challenge. The kickoff meeting for the CFA Challenge was held on November 10th. The Milwaukee and Madison CFA Societies are again hosting the CFA Investment Research Challenge.
- Marquette University (2 teams)
- UW-Eau Claire
- UW-Madison (2 teams)
- UW-Green Bay
- UW-Whitewater (2 teams)
According
to Dr. Krause, “This marks the 14th year of AIM’s participation in the CFA
Investment Research Challenge. Our past teams have enjoyed great success, and
each former team member echoes the value of their experience. We are pleased to
be hosting two teams again and are thankful for the Madison and Milwaukee CFA
Societies for organizing the event.” More information about the CFA
Challenge can be found at this web site: http://www.cfainstitute.org/community/challenge/.
Marquette will again be sponsoring two teams from the AIM program in the 2021-2022 CFA Institute Research Challenge. Joining Marquette, UW-Eau Clair and UW-Green Bay will be participating in the CFA Society Madison Challenge and their subject company is Kohl's Corporation (ticker: KSS).
The
members of Marquette’s teams include:
Marquette Blue Team – Industry Mentor Joe Hodes
- Dominic Brisson
- Madi Daleiden
- Natalie Frey
- Rishi Kumar
- Christian Wilber
Marquette
Gold Team – Mentor Drew North
- Ciara Jones
- Ben L'Empereur
- Brett Selke
- Ryan Witt
- George Wong
Objective
of the Challenge: Provide a solid learning experience and exposure to the real
world of investments through an investment research “competition” managed by
investment professionals (Milwaukee and Madison CFA Societies). Preparation for
this competition will introduce the students to the multiple steps that
comprise the investment process, such as investment thesis development, company
valuation, competitive analysis, and “selling” of investment thesis to a
demanding audience.
The Ninth Set of Fall 2021 Marquette AIM Program Student Equity Pitches/Q&A for Friday, November 12th
AIM Class of 2022 Student Equity Presentations on Friday, November 12th
Join us live in person in the AIM Room or via Teams for this
week’s AIM presentations.
This is the link for the AIM equity write-ups (each week’s write-ups will be available on Thursday mornings): AIM Write-ups 11/12/21
This is the link for the YouTube videos of the 8-minute student
presentations (each week these will be posted on Thursday afternoons)
If you would like to participate in the live Q&A session with
the student presenters on Friday at 1:00 pm CST on Teams, please email
Jessica Hoerres at: jessica.hoerres@marquette.edu
Please feel free to submit questions to be asked of the students
by emailing them to david.krause@marquette.edu
Saturday, November 6, 2021
Marquette AIM program students visited Chicago on Friday, November 5th. It was a great day and what a relief to be getting back to normal…
AIM Road Trips Begin Again!
Yesterday Marquette AIM students went to Chicago. We're moving away from the virtual Zoom world and going back on the road to visit financial firms and pitch stocks. We have returned to presenting stocks in the AIM Room on Friday afternoons in-person and we will continue to conduct road trips to financial firms. We are going (safely) back to normal…
The onsite visit to the
Chicago-based investment bank, William Blair & Company,
was the AIM program’s first external road trip since February 2020. Krause said,
"Our host, Bob Duwa, again set up an outstanding program for the students.
He has been an important partner of the AIM program during the past two years
hosting numerous virtual and now in-person sessions. We are extremely thankful
and have a great appreciation of the William Blair culture.
At Blair, Mr. Duwa (CFA, Partner, Head
of North America Distribution) and Cori Martindale (Head of Product Management)
talked about career opportunities in investment management including the areas
of distribution and product management. Krause said, “We tend to focus heavily
on research and analysis, so it was useful for the students to see other career
paths within other areas of asset management.” The students also heard from Bo
Kim, Senior Manager of Campus Recruiting, about Blair’s internship and career
recruiting process.
The students were treated to a FinTech research update from Dan Hill (CFA, Global Equity Research Analyst). Dr. Krause, who teaches Marquette’s undergraduate and graduate FinTech courses, was like a kid in a candy shop. “Dan was amazing. I could have spent the remainder of the day hearing him talk about the companies and emerging trends within FinTech. The students and I were thankful for the opportunity to hear from Dan, Bob, and the rest of the Blair speakers.”
Additionally, Marquette alumnus Jack
Senft (AIM ’19), who works as an Equity Research Associate, and Dan Ptacek (AIM
’20), an Investment Banking Analyst, were able to join the students and talk
about their roles at Blair. “It was really good to see our Jack and Dan,”
Krause said. “They have great jobs and I know they will prosper at Blair.”
In the afternoon, the students heard
from the keynote speaker of the day, Jim Bianco. A Marquette graduate, he is the
President, Founder, and Macro Strategist at Bianco Research in Chicago. Since
1990, his data-driven commentaries have offered a unique perspective on the
global financial markets. Krause said, “Just like when he was my student, Jim
is not shy about expressing his opinions. He commented on the job report and expects
inflation's intensity to catch up with central bank policymakers worldwide,
including the Federal Reserve.” Bianco
also had some amazing insights into cryptocurrencies, other digital assets, the
emergence of Net 3.0, metaverse, gamification, government regulation, and other
cutting edge topics related to the changes coming in the financial services
industry.
Following Jim Bianco, the students
heard from Keith Preloger (Portfolio Manager at Janus Henderson), as well as Tim
Liston, and Dan Bennett of Big Shoulders. Krause said, “Following three AIM
student equity pitches, we were able to meet several Chicago-area middle and
high school students who are a part of the Big
Shoulders Stock Market program. It was good to hear from the supporters
of the Big Shoulders organization, who talked about Marquette AIM student efforts
this semester to help deliver curriculum to those participating in the Big
Shoulders program,” Krause commented. “Additionally, we had four AIM alumni
join us for the afternoon session – it is always a pleasure to catch up with
our former students who work in Chicago.”
It was back on the train and the
students were on campus by 5:00. Thankfully, they have an extra hour of sleep
this weekend!
Thursday, November 4, 2021
Marquette AIM Program is headed to Chicago on Friday, November 5th. This is our first ‘road trip’ since 2020 ---- we’re back!
Back on the road again!
Dr. David Krause, Marquette University AIM program director, has said "enough is enough... we need to get back out there! We're going to head to Chicago to meet with investment banks, asset managers and our alumni."
The Marquette AIM Program is headed to Chicago on Friday, November 5th. Nearly 30 students, along with Krause, Dr. Joe Wall, and Jessica Hoerres, are making their first ‘road trip’ since 2020.
Krause said, "After a 6:15 am Amtrak departure from Milwaukee to Chicago we’ll spend the morning at William Blair & Company.
In the afternoon we’ll have to opportunity to hear from our keynote speaker, Jim Bianco.
We’ll then have three
AIM student equity pitches, meet with Chicago-area middle and high school
students who are a part of the Big Shoulders Stock Market program, hear from supporters
of the Big Shoulders organization, and meet with our Chicago alumni.
