Support & Advisory Council

The Investment Certificate Management Program is fortunate to have the support of many investment professionals from firms in its home state of Wisconsin and beyond. They actively serves as “clients” for student presentations, frequently join us as guest speakers to provide insights into specific topics in the investment practice courses, and provide generous donations for state-of-the-art facilities and programs.

Founding Supporter

Dave Nicholas

David O. Nicholas (’87), President of Nicholas Funds, established the David O. Nicholas Applied Finance Lab with a generous $2.5 million gift, and is the founding supporter of the IMCP program. He is actively involved in many of the program’s activities both inside and outside of the classroom.

Advisory Council

  • Bob Bukowski, Founder, Principal & Senior Consultant, Alpha Investment Group
  • Larry Davanzo, Retired President & Vice Chairman, Wilshire Associates
  • Ian Elfe, CFA, Senior VP & Senior Investment Analyst, Baird Funds
  • Jeff Geygan, President & CEO, Global Value Investment Corp.
  • Bill Nasgovitz, Chairman & Portfolio Manager, Heartland Advisors
  • Don Nesbitt, CFA, Chief Investment Officer, ZCM Equity Group & Senior Portfolio Manager, Ziegler Capital Management LLC
  • David Nicholas, CFA, CEO, President, Chief Investment Officer & Portfolio Manager, Nicholas Company, Inc.
  • Noaman Sharief, Senior VP & Portfolio Manager, Dana Investment Advisors
  • Marco Spada, CFA, Director & Senior High Yield Research Analyst, Northwestern Mutual

Student-Managed Investment Portfolio Donors

Our students benefit considerably from being able to actively manage an investment portfolio with close to $6 million in assets. This is made possible by generous contributions from UWM Foundation and the donors on the following list:

  • $1,000,000 — Baird associates who are UWM alumni (Supported by Baird)
  • $1,000,000 — Denise Elfe, honoring Gary Elfe, Co-Founder, Baird Advisors
  • $100,000 — Paul Franke, Retired Investment Officer, William Blair
  • $100,000 — Bill Nasgovitz, President, Heartland Advisors
  • $100,000 — David O. Nicholas, President, Nicholas Funds

Elmbrook Humane Society

As part of their coursework, students work on management of Elmbrook Humane Society’s nearly $5 million investment portfolio.

Elmbrook Humane Society logo

Partners Providing Access to High-Quality Tools

A wide range of investment firms provide our students with top-notch research, analytical resources and data. Our thanks to these partners:

Research

  • Bank Credit Analyst
  • Cornerstone Macro
  • CreditSights
  • Evercore International Strategy & Investment Group
  • Fundamental Research Corp.
  • JP Morgan
  • The Leuthold Group
  • Merrill Lynch
  • Morgan Stanley
  • Morningstar
  • Robert W. Baird
  • Sidoti & Company
  • Standard & Poor’s
  • Stifel Nicolaus
  • Topdown Charts
  • Trahan Macro Research
  • UBS

Analytical Resources

  • Axioma
  • Bloomberg
  • Credit Suisse Holt Lens
  • FactSet
  • Interactive Brokers
  • ISS EVA Investor Express
  • Northfield
  • think-cell

Data

  • FTSE Russell
  • Standard & Poor’s