Finance Students from Marquette Will Be Headed to Chicago on
Friday, December 2, 2016
Dr. David Krause and the student officers of the Financial
Management Association (FMA) have completed the final plans for the fall 2016
Marquette University FMA/AIM Chicago trip.
Dr. Krause and other finance faculty (including Jeff Germanotta
and Bill Walker) will be headed to Chicago on Friday, December 2, 2016,
accompanying over 40 Marquette finance majors on the annual fall trip.
Freshmen, sophomores, juniors and seniors studying finance at Marquette will
make the trek to Chicago.
Following their crack-of-dawn departure from campus on Friday,
they hope to arrive at Legal & General Investment Management America (71
South Wacker Drive, Chicago) and begin their day at 9:00. The group will be
provided a tour, followed by a presentation. Marquette alumni at Legal &
General include: John Bender (CIO Fixed Income), Steve Marszalek (Research
Analyst, Fixed Income), and Jaime Rehm (Analyst, Investment Analytics and
Reporting).
Legal & General Investment Management America was founded in
2006 and specializes in fixed income, liability driven investment solutions and
index capabilities for the US institutional market. They offer a range of
strategies to help clients manage their investment objectives including
investment grade fixed income, which can range from market-based alpha-oriented
strategies to those that are designed to be more liability-centric, derivative
overlays, or indexed solutions.
Dr. Krause said, “We are looking forward to our visit to Legal
& General – I know the students are interested in learning more about the
firm. Many of our students are from the Chicago-area and I know they hope to
learn more about future career opportunities at Legal & General – and it
will be good to see our AIM program alumnus again. It should be a good visit.”
Following this visit the students will proceed to the Union League Club (65 W Jackson Blvd.) where at 10:30 they will begin their stock pitches. There will be four pitches prior to lunch – with three more following in the early afternoon.
| AIM Equity Presentations for Friday, December 2, 2016 | |||
| Student Presenter | Sector | Company Name | Ticker |
| Taylor Smith | International Technology | Criteo SA | CRTO |
| Nicholas Christman | International Financial Services |
Deutsche Bank AG | DB |
| Casey McClelland | Consumer Discretionary | Shake Shack | SHAK |
| Dominic Delia | International
Consumer Staples |
Heineken NV ADR | HEINY |
| Jaclyn Godwin | International
Financial Services |
Credicorp | BAP |
| Joe Mungenast | Healthcare | Ardelyz | ARDX |
| Nathaniel Penn | Utilities | MDU Resources, Inc. | MDU |
 |
| Tom Digenan, UBS |
At 11:30 the students and alumni in attendance will be treated to a
working lunch and have the opportunity to hear from three prominent Marquette
alumni: Tom Digenan, UBS; Jim Bianco, Bianco Research; and William Heard, Heard
Capital.
Tom Digenan (CFA, CPA) is a Managing Director at UBS and the Head
of US Intrinsic Value Equity. In this role, he is responsible for US equities
portfolio construction and research. An alumni of Marquette, he also teaches
Investments in our Graduate School of Management.
 |
| Jim Bianco, Bianco Research |
Jim Bianco is the President of Bianco Research. A frequent guest
on CNBC and Bloomberg, he has been producing highly respected daily financial
market commentaries since 1990 with a circulation of hundreds of portfolio
managers and traders. His commentaries are primarily devoted to the fixed
income markets with special emphasis on: Federal Reserve policy and money flow
characteristics of primary dealers, mutual funds, hedge funds, futures traders,
banks, and institutional investors. He is Marquette alumnus and a frequent
guest on campus.
 |
| William Heard, Heard Capital |
William Heard is CEO, CIO and Founder of Heard Capital (a Chicago-based
hedge fund). William is a graduate of the Marquette University with degrees in
Finance and Real Estate. Prior to starting Heard Capital, he was a Special
Situations Analyst for Stark Investments, a global alternative investment firm.
William was instrumental in the creation of Marquette’s Applied Investment
Management (AIM) program.
Following the student stock pitches, the group will proceed to GCM
Grosvenor (900 North Michigan Avenue). Grosvenor is one of the world's
largest independent alternative asset management firms, with over $45 billion
in assets under management and over 450 professionals. The firm offers
hedge fund and private equity investment management and advisory services to
clients worldwide. It is one of the world's top discretionary allocators
to hedge funds and private equity investments.
GCM Grosvenor's clients are mostly institutions, such as pension funds,
sovereign wealth entities, banks, corporations, insurance companies, charitable
organizations and endowments. The firm develops customized investment programs
and also manages commingled investment products for its clients.
Marquette alumni at Grosvenor include Nicholas Parrish (Director)
and Varun Varma (Investment Analyst). Following an overview of Grosvenor, the
students will learn more about the firm’s approach to investment advisory in
the hedge fund and private equity sectors.
Dr.
Krause stated, “This will be our fourth visit to Grosvenor and we are delighted
to be returning. It will be beneficial for the students to learn about the fund
of funds approach Grosvenor employs - I'm confident this will be another
successful FMA/AIM visit to Chicago.”
