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.
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.
IMCP 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 $4.5 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.
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:
Bank Credit Analyst
Evercore International Strategy & Investment Group
Fundamental Research Corp.
The Leuthold Group
Robert W. Baird
Sidoti & Company
Standard & Poor’s
Trahan Macro Research
Credit Suisse Holt Lens
ISS EVA Investor Express
Standard & Poor’s