The Applied Investment Management (AIM) Program at Marquette University is the first undergraduate program to become a CFA Educational Program Partner. The AIM Program provides students with academic coursework, internship opportunities, and hands-on experience managing investment portfolios. Students gain skills in financial analysis and portfolio management to become ethical and proficient financial analysts.

1. The Applied Investment Management Program Dr. David Krause, AIM Director

6. Timeline of AIM Program 2004 2005 2006 2007 2008 2009 2010 2011 AIM concept driven by alumni and students AIM program becomes the world’s first undergrad CFA Program Partner AIM students begin to manage $1 million of equities and fixed income securities 24 students in Class of 2009 enroll in AIM and IAIM New AIM Research Room completed 3 rd AIM Fund added (international equities) 5-year AIM/MSAE (financial services track) plan offered 12 students in Class of 2006 enroll and begin taking AIM courses Int’l CFA Program ‘sister schools’ New Private Equity course ‘ Road Shows’ and Video Conferencing of AIM events and speakers 3 rd Annual AIM Forum held 3 rd ‘Ins and Outs of Wall Street’ held

11. For additional information, contact: David S. Krause, PhD Director, Applied Investment Management Program Marquette University Telephone: (414) 288-1457 E-mail: [email_address] Visit the AIM web site at: www.busadm.mu.edu/aim Visit the AIM Blog at: http:// aimprogramblog.blogspot.com