Applied Investment Management Program

AIM program expanding

New track will focus on private equity and banking

The AIM program, which allows a select group of finance majors to get hands-on academic and financial analysis experience, including an opportunity to actively manage domestic and international equity and fixed-income portfolios, will now comprise two tracks: Investments and the newly developed Private Equity and Banking. The Investments track focuses on asset management, while the Private Equity and Banking track concentrates on private and transactional finance.

“Expanding AIM is a direct response to increased interest from employers and finance students, and builds off of the college’s expertise in applied business education,” Interim Dean Mark Eppli said.

Nearly 70 students last year competed for the 24 coveted AIM seats, and many students nationwide choose the college specifically for the AIM program. Eppli added that firms worldwide are allocating more investments into the private equity sphere. In fact, according to the 2013 Wharton Private Equity Review, $200 billion of new capital went into private equity and venture capital management partnerships globally in 2012.

Dr. David Krause, adjunct associate professor of finance who has led AIM since its inception in 2005, is excited about the program’s growth. “More students will have the opportunity to receive AIM’s rigorous education and career preparation, benefit from new internship experiences, and achieve broader career opportunities,” he said.

Zellmer tapped to co-lead program

As part of the expansion, the college has named Mark Zellmer as the new co-director of AIM. A Marquette undergraduate and MBA alumnus, Zellmer has been a popular adjunct instructor since 1995. Chairman and majority shareholder of Northern Oak Wealth Management Inc., he has extensive expertise in financing and investing in privately held companies, and he will teach courses in the new track.

Zellmer will work closely with Krause on the program’s numerous applied learning components, including internships, career development, alumni mentorships, industry networking and student clubs.

“I’ve worked alongside Mark for nearly a decade, and he’s the perfect person to help lead AIM’s growth,” Krause said. “He’s not only a seasoned industry veteran, but he’s also an excellent, highly regarded instructor.”

CFA Program Partner
The AIM program was the first undergraduate business program selected as a Program Partner by the CFA Institute. The partnership designation means that Marquette University offers a degree program that covers at least 70 percent of the CFA Institute’s Program Candidate Body of Knowledge, the CFA Institute Ethical and Professional Standards, and other requirements.