The Investment Management Certificate Program (IMCP) is headed by an investment industry veteran and benefits from outstanding faculty in finance, investments, and related areas. A supportive investment community and Lubar alumni enhance the classroom experience as guest speakers and program advisers.
Dr. G. Kevin Spellman
Director, Investment Management Certificate Program
Dr. Spellman brings professional money management experience, strong program leadership skills and a passion for teaching to the program. He has worked as an analyst, portfolio manager, and director of research, which involved managing a 17-person analyst team that did fundamental and quantitative analysis and behavioral research. He has worked for public and private buy-side (investment management) and sell-side (brokerage) firms, where he gained direct experience in U.S. and international equities and real estate, and indirect experience in private equity and bonds. Dr. Spellman is a CFA Charter holder. He also has been associated with student investment programs at IE Business School in Madrid, The Ohio State University, and the University of Wisconsin-Madison.
View Dr. Spellman’s resume and read some of Dr. Spellman’s work at his Coach Investing website.
Guest speakers provide added depth to issues discussed in the applied curriculum, addressing a wide range of topics, including compliance, fixed income, the state of the industry, stock screening, trading and quantitative investments. Our strong roster of guest speakers has included: Anthony Campagna, Global Director of Fundamental Research, ISS EVA; Lawrence Davanzo, retired President and Vice-Chairman of the Board, Wilshire Associates; Ian Elfe, Senior Investment Analyst, Robert W. Baird; and Jason Krueger, Portfolio Oversight Analyst, Artisan Partners.
Dr. G. Kevin Spellman, CFA
David O. Nicholas Director of Investment Management
Senior Lecturer, Finance
Lubar Hall S442