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  • December 2020 WIAFP Virtual Meeting

December 2020 WIAFP Virtual Meeting

  • 16 Dec 2020
  • 11:45 AM - 1:00 PM
  • WebEx



Discussion on the current technology trends in banking, investments, and how financial technology firms are shaping the industry.  

  • Future of Investment Banking & Investment Research – “Investech”
  • Digital Banking – Startups shaping the industry and Fintechs acquiring traditional brick & mortar bank
  • Consolidation of synergistic Fintech Firms – Industry trends towards combining offerings under one roof
  • How the mammoth tech firms are shaping commercial and personal banking – Netflix, Amazon, Apple and their influence on what consumers expect.

David Krause, Ph.D., serves as the Director of the Applied Investment Management (AIM) program at Marquette University in Milwaukee, Wisconsin. He is an Associate Professor of Practice and a member of the finance faculty. Krause teaches various investment and FinTech-related courses, including equity valuation, fixed income, portfolio management, alternative investments and financial technology.

Prior to rejoining Marquette in 2004, Krause was active in several businesses he co-founded that were engaged in health care, manufacturing, and financial services. He received his BBA, MBA, and Ph.D. degrees in the field of finance from the University of Wisconsin-Madison, University of Wisconsin-Whitewater, and Northcentral University. Krause also completed his doctoral studies in finance at the University of Texas-Austin before joining Marquette’s faculty.

Over the years he has been published in numerous academic and trade journals – as well as contributing investment commentary via traditional and digital media. In addition to his academic and business consulting pursuits, he serves on various corporate, charitable, civic boards and foundations. When not engaged with the undergraduate students in the AIM program, Dr. Krause enjoys baseball, politics, Shelties, and working on his family’s early twentieth century house in Jefferson.

Relevant milestones:

  • As the inaugural director of AIM, Krause fashioned the program’s curriculum and administrative procedures, as well as established the policies for the three student-managed funds.
  • In 2006, Marquette’s AIM program was named as the first global undergraduate CFA® Program Partner.
  • Krause produced Marquette’s first Massive Open Online Course (MOOC), “Introduction to Applied Investing,” on the Canvas network in 2015.
  • In 2016, Krause was honored to become the first-ever Edward A. Brennan Master Teacher Award recipient in Marquette’s College of Business.
  • In 2018, he received Marquette University’s Teaching Excellence Award.
  • In 2020, a new course “FinTech Topics” was created and taught within the classroom and as an online offering

Schedule of Events:
Registration 11:45am 

Presentation and Q&A - 12:00pm - 1:00pm

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Tuesday, December 15th at 2:00pm)

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