The Applied Investment Management ProgramDr. David Krause, AIM Director

APPLIED INVESTMENT MANAGEMENT PROGRAM

• The first undergraduate program to become a CFA Educational Program Partner

• 100% internship and job placement rates• High CFA Level I Exam pass rates

AIM Program Mission Statement

• The Applied Investment Management program, guided by Marquette University’s Jesuit values, provides undergraduate students with the opportunity to integrate the financial principles they are learning, along with relevant internships and investment experiences, so that they may become proficient and ethical financial analysts.

AIM Program Overview• The Applied Investment Management program at

Marquette University is one of the few undergraduate programs in investment management

• Students fulfill course requirements which integrate:- financial principles- relevant internships- investment experiences

• The International AIM (IAIM) program extends to the global investment community

• The combined AIM/Master of Science in Applied Economics (Financial Economics track) provides a 5-year option for students interested in advanced studies

AIM Program Components• Comprehensive academic curriculum centered on the CFA® Institute's

core body of knowledge

• Instruction from experienced finance and accounting faculty, as well as investment professionals from leading financial institutions

• High-quality summer internships, which will allow students to apply and integrate their academic knowledge in the investment industry

• Fully functional research room, featuring state-of-the-art, hands-on investment technology and information systems

• Three student-managed funds (small cap domestic, international equity and fixed-income)

Timeline of AIM Program

2004 2005 2006 2007 2008 2009 2010 2011

AIM concept driven by

alumni and students

AIM program becomes the world’s first undergrad

CFA Program Partner

AIM students begin to

manage $1 million of equities

and fixed income

securities

24 students in Class of

2009 enroll in AIM and

IAIM

New AIM Research

Room completed

3rd AIM Fund added

(international equities)

5-year AIM/MSAE (financial

services track) plan offered

12 students in Class of

2006 enroll and begin

taking AIM courses

Int’l CFA Program

‘sister schools’

New Private Equity course

‘Road Shows’ and Video

Conferencing of AIM events and speakers

3rd Annual

AIM Forum held

3rd ‘Ins and Outs of Wall Street’

held

CFA Institute Educational Program Partner

• In 2006 Marquette’s AIM Program was the first undergraduate business program selected as a CFA Institute Program Partner

• Partnership delegation requirements:

- Covers 70% of the CFA Program Candidate Body of Knowledge

- CFA Institute Ethical and Professional Standards, among other requirements

AIM Research Room• Built in 2008• Students work with the same financial tools used by investment

professionals (Bloomberg, Thomson, Morningstar, etc.)• Benefits of the AIM research room:

– quick and easy access to financial data– increased exposure to real-time financial market activity– hands-on experience with tools of the investment trade

AIM Internships and Placements• 1492 Capital Management• Accenture• Allstate Insurance• Alpha Investment Consulting • American Family Insurance• Artisan Partners • BNP Paribas• Bank of America Merrill Lynch• Barclays • BlackRock• Broadview Advisors • Calamos Asset Management • Campbell Newman Asset Mngt• Capital Market Consultants LLC• Capital Innovations• Capital Strategies Group • Cascade Investments / BGI• Citigroup Global Markets Inc.• City of Milwaukee Pension Fund • Cortina Asset Management• Cleary Gull• Credit Suisse• Deerfield Capital Management• Deutsche Bank• Corporate Financial Advisors• Driehaus Capital Management• Ennis Krupp + Associates • Fortress Partners Capital Management• Forward Funds • Francis Investment Counsel• Gates Foundation• Goldman Sachs• Grosvenor Capital Management

• Harris & Associates• Heartland Funds• Henderson Global Investors• JP Morgan• KLD Research & Analytics Inc.• Lakeview Equity Partners LLC• Lazard / Agio Goldsmith• Legacy Capital• Lightpoint Capital • Mason Street Advisors LLC• MBO Cleary Advisors Inc. • M&I Investment Management • Mesirow• Mercer Oliver Wyman Consulting • Morgan Stanley • Munder Capital Management• Northern Oak Capital Management• Northwestern Mutual Life• PNC• Pennant Management Inc.• Phalanx Capital Management• Principal Global Investors• Relative Value Partners LLC • Robert W. Baird & Company• Seizert Capital Partners• Stark Investments • Timpani Capital Management• UBS Global Asset Management• US Bancorp Fund Services• Wasatch Advisors • Wells Capital Management • Wells Fargo• Ziegler & Company

International AIM • Marquette University is home to an established and successful

International Business Program

• The International Business major consistently attracts some of the college’s top students

• We have strong relationships with partner institutions around the world through our study abroad program which will facilitate the development of IAIM internships abroad

• The IAIM students actively manage an international equity portfolio

For additional information, contact:

David S. Krause, PhDDirector, Applied Investment Management Program

Marquette University Telephone: (414) 288-1457

E-mail: david.krause@marquette.edu

Visit the AIM web site at: www.busadm.mu.edu/aimVisit the AIM Blog at: http://aimprogramblog.blogspot.com