Week 1 -2011 - FINA 4370 701 Advanced Investment...

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FINA 4370 701 Advanced Investment Management, Ethics and Society Christopher K. Merker, CFA Adjunct Professor, Marquette University College of Business, Department of Finance AIM Program Week 1 – January 19, 2011 Christopher K. Merker ©2009
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Agenda Intro Objectives of the course Format for the semester Expectations Lecture – History of Financial Crises Frontline Assignment Christopher K. Merker ©2009
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Intros Name Career goal – what do you want to do after graduation Ideal company to work for One personal goal Christopher K. Merker ©2009
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Your Instructor Born in Michigan, raised in Tosa, Cedar Rapids Bachelor’s, University of Iowa (Econ., history, Poli. Sci, international studies and German) BA: Literature, Science and the Arts, Minors in German and Econ. MBA, Thunderbird, School of Global Management CFA charterholder (awarded charter in September 2009) Experience in finance, manufacturing, technology, government and public affairs Lived three times in Europe (Germany and Ireland) Entered investment industry in 2000 Worked (and lived) on Wall Street Joined Baird in 2004, now with Private Asset Management Christopher K. Merker ©2009
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What I do Financial advisor - manager of managers for Pooled funds (qualified plans, endowments, foundations) HNW families Structure and manage portfolios $10 million to $1 billion Asset allocation, manager due diligence, asset/liability management, cash flow modeling , performance reporting, other ancillary services including cash management. Deal on a regular basis with estate, tax, ERISA, and many other issues. Examples of clients: Milwaukee Symphony Orchestra, Printer’s Industry of America, Wisconsin Energy. Christopher K. Merker ©2009
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Ethos Ethos (pronounced / ˈ i ː θ ɒ s/) ( θος , θος , plurals: ethe ( θη ), ethea ( θεα )) is a Greek word originally meaning "accustomed place" (as in θεα ππων "the habitat of horses", Il. 6.511), "custom, habit", equivalent to Latin mores . Ethos forms the root of ethikos ( θικός ), meaning "moral, showing moral character". To the Greeks ancient and modern, the meaning is simply "the state of being", the inner source, the soul, the mind, and the original essence, that shapes and forms a person or animal[1]. Late Latin borrowed it as ethicus, the feminine of which (ethica, for θική φιλοσοφία "moral philosophy") is the origin of the modern English word ethics. Ethos, according to The Oxford English Dictionary, is defined as "the characteristic spirit, prevalent tone of sentiment, of a people or community; the 'genius' of an institution or system", although it originally has its roots in the Greek word 'etho' or "to be accustomed to."(Miller 309, 310) However, the word ethos has been translated to contain many different meanings within the English language. One such definition in accordance with the opinion of S. Michael Halloran is that the concept of ethos listens to accepted standards, rather than what is more modernly thought of as character unique to a certain individual. He states in his research that "the most concrete meaning given for the term in the Greek lexicon is 'a
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Week 1 -2011 - FINA 4370 701 Advanced Investment...

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