We’re pleased to recognize the many people and organizations that contribute to the success of the Investment Management Certificate Program, including:

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.

Investment Portfolio Donors:

($1,000,000) Anonymous Baird associates who are UWM alumni and supported by Baird
($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 Human Society:

Students work on, as part of coursework, Elmbrook Humane Society’s nearly $5 million portfolio

Brokerage firms which provide research

Evercore International Strategy & Investment Group
First Analysis Securities
JP Morgan
The Leuthold Group
Merrill Lynch
Miller Tabak
Morgan Stanley
Morningstar
Ned Davis Research Group
Northcoast Research
Robert W. Baird
Standard & Poor’s
Stifel Nicolaus
UBS
Yardeni Research

Firms that provide analytical software and data
Analytical Resources
Axioma
Bloomberg
evaDimensions
FactSet
Northfield
Zephyr

Data
Russell Investments
Standard & Poor’s

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