We want to hear from you! Have an idea for a presentation topic or speaker? Email vp@wiafp.org

Upcoming events

    • 16 Dec 2020
    • 11:45 AM - 1:00 PM (CST)
    • WebEx
    Register

    FINTECH: FUTURE OF BANKING & FINANCE


    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)


    • 13 Jan 2021
    • 11:45 AM - 1:00 PM (CST)
    • WebEx
    Register

    MACROECONOMIC OUTLOOK IN 2021


    Macroeconomic outlook in the United States for the upcoming year. Review will include rate speculation, government policy impacts, and analysis of the overall strength of the economy. 

    Mike Dowdall, Portfolio Strategist, BMO Global Asset Management

    Mike’s responsibilities include conducting top-down macro research with a focus on portfolio construction and working with clients to develop holistic investment solutions. Mike serves as co-manager of the BMO Target Risk Funds and Managed Asset Allocation Portfolios (MAAPs), and manager of the BMO Alternative Strategies Fund. Additionally, Mike is a frequent media contributor, having appeared in publications such as the Wall Street Journal, Bloomberg, Forbes and CNBC. He joined the company in 2016.

    Prior to working with BMO, Mike was an investment analyst at Lighthouse Investment Partners, where he covered a variety of hedge fund strategies and built customized portfolios for institutional clients. He began his career as a senior consultant at Protiviti Consulting.

    Mike holds an M.B.A. in econometrics and statistics from the University of Chicago Booth School of Business and a B.B.A. in finance from the University of Notre Dame. In addition, he is a CFA® charter holder.


    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, January 12th at 2:00pm)


2020 - 2021 Meeting Schedule

November 18, 2020

December 16, 2020

January 13, 2021

February 17, 2021

March 17, 2021

April 21, 2021

May 12, 2021

June 2020 Social (Brewer Game)

Lunch Meeting Venue

Fleming's Prime Steakhouse

Brookfield Square

15665 W Bluemound Road

Brookfield WI 53005

General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org

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