Investment Professionals:  Attend a client meeting, meet the students to discuss how you manage money and other topics, attend the Super Stock Pitch Day, and/or mentor a portfolio team

There are many investment programs, but few provide students with the latitude to “learn by fire” that Lubar IMCP students experience. Our students have sole discretion for the internally managed portfolios, subject to “doing their homework” on securities and an investment policy and portfolio construction specifics that they present to a group of professional investors (the “client”) during the October client meeting. They also have February and May “client” meetings. These meetings represent demanding meetings with a sophisticated client. Each portfolio team presents its philosophy and process, investment strategy, portfolio performance and risk, portfolio evolution, and on a security which reflect its approach to investing.

Students work on portfolios of over $7 million in assets. They form three teams for three internal funds:

  • U.S. Equity Value Fund
  • U.S. Equity Growth Fund
  • Global Macro Fund (international equity and bonds)

The internal portfolios amount to about $2.4 million, including about $400,000 through gains and three $100,000 gifts from Paul Franke (retired officer of William Blair), Bill Nasgovitz (President of Heartland Advisors), and David Nicholas (President of Nicholas Company), $1 million through anonymous Baird associates who are UWM alumni and supported by Baird, and $1 million from the UWM Foundation. Student work on another nearly $5 million for a local humane society. This is serious work with a real meaning.

View an example of an institutional quality client presentation.

For More Information

Dr. G. Kevin Spellman, CFA
Senior Lecturer, Finance
Director, Investment Management Certificate Program
Lubar Hall S442
(608) 334-2110
spellman@uwm.edu