Applied Investment Management Program

AIM Investment Forum

The AIM program regularly provides a setting for a lively discussion of the current issues impacting the U.S. and global financial markets. The topics are wide-ranging and members of the audience are invited to interact with the panelists and guest speakers.

The Investment Forums are among the major activities hosted by the Applied Investment Management program during the school year. The events typically draw over 150 students, alumni, and guests.

Dr. Krause, AIM program director, serves as the forum’s moderator and discussions are often conducted in a style similar to the Davos World Economic Forum.

Past panelists

AIM Economics Forum 2015

Peter DeKeyzer, Cheif Economist, BNP Paribas
Christian Bartley, Managing Director, Faleiro

AIM Investment Forum 2014
Movie Screening and Panel: Money for Nothing: Inside the Federal Reserve

  • Jim Bianco, President, Bianco Research
  • Tom Digenan, Managing Director, UBS Global Asset Management
  • Travis Keshemberg, Vice President, Director of Research of Wells Fargo
  • Moderator: Dr. Joseph Daniels, Marquette University Chair, Department of Economics 

Acquity Group Forum and Reception

  • Chris Dalton, President and CEO
  • Paul Weinewuth, Chief Financial Officer
  • Moderator: Dr. David Krause, Marquette University AIM Program Director

AIM Investment Forum 2013
Jim Bianco, Bus Ad. ’84, President, Bianco Research
Joe Daniels, Ph.D., Professor of Economics, Marquette University
Kevin Gibbons, Bus Ad. ’93, Managing Director, Commercial/Specialty Lending, Capital One
Tom Eggers Comm ’73-77, Lead Director, Calamos Investments

AIM Investment Forum 2012
Jim Bianco, Bus Ad. ’84, President, Bianco Research
John Davis, Ph.D., Professor of Economics, Marquette University
Brian Hellmer, Director, Applied Security Analysis Program, Wisconsin School of Business
Michael McMillan, Ph.D., Director of Ethics and Professional Standards, CFA Institute

AIM Investment Forum 2011
Dan Fuss, Bus Ad. ’55, Grad ’65, Vice Chairman, Loomis Sayles
Jim Bianco, Bus Ad. ’84, President, Bianco Research
Alan Heuberger, Portfolio Manager, Cascade Investments
Thomas J. Pence, Managing Director and Senior Portfolio Manager, Wells Capital Management
Rob Taylor, Portfolio Manager and Director of International Research, Harris Associates

AIM Investment Forum 2010
Jim Bianco, Bus Ad. ’84, President, Bianco Research
David Herro, Chief Investment Office, Harris Associates
Michael Larson, Chief Investment Officer, Cascade Investments
Jefferson DeAngelis, MBA ’82, Chief Investment Officer, Northwestern Mutual

AIM Investment Forum 2009
Michael Larson, Chief Investment Officer, Cascade Investments
Jim Bianco, Bus Ad. ’84, President, Bianco Research
David Herro, Chief Investment Officer, Harris Associates
Jeff erson DeAngelis, MBA ’82, Chief Investment Officer, Northwestern Mutual

AIM Investment Forum 2008
Michael Larson, Chief Investment Officer, Cascade Investments
Robert Thomas, Chief Investment Officer, George Kaiser Family Foundation
David Herro, Chief Investment Officer, Harris Associates
Jefferson DeAngelis, MBA ’82, Chief Investment Officer, Northwestern Mutual