Scott Roberts,
President & CEO of Ziegler Capital Management, Visited the AIM Program
and Presented in Dr. Krause's Fixed Income Class
|
|
 |
| Scott Roberts |
Marquette alumnus, Scott
Roberts, is the President & CEO of Ziegler Capital Management. On
Monday, October 3, 2016, he again presented to the students in Dr. Krause's
Fixed Income class. Scott has been an annual guest since 2005, the year the AIM
program began.
Dr. David
Krause said, “It is always a pleasure to have Scott back in the classroom. He
was an early supporter of AIM and he continues to assist Marquette and the
College of Business. He always does an outstanding job connecting theory and
practice.”
 |
| Scott Roberts and Dr. David Krause |
“I know that the students appreciate Mr. Roberts 25+ years of investment
experience,” Krause added. “This year he was especially valuable in helping the
students understand the significant of fixed income duration and how most
portfolios have been subject to severe duration drift.”
Prior to
joining Ziegler, he was President and Chief Investment Officer of Deerfield
Capital Management and was responsible for all investment management,
marketing, and operational activities of the firm. Scott oversaw the growth of
assets under management at Deerfield from less than $400 million in 2000 to
over $15 billion at the end of 2007.
 |
| Discussion duration shift with Fixed Income students at Marquette |
Prior to joining Deerfield Capital, he was the Chief Investment Officer at
several Zurich Insurance Company subsidiaries including Scudder Kemper
Investments, Zurich Investment Management and CentreRe. Prior to Zurich, Mr.
Roberts was the Director of Fixed Income for Loomis Sayles in Milwaukee and a
Senior Vice President and Portfolio Manager for Putnam Investments in Boston.
Scott is
currently on the Board of Directors of Marquette University, Marquette
University High School and Catholic Charities of Chicago. He has served on the
Board of Directors of several of the firms with which he has worked, including
Centre Cat, Centre Investment Services, Zurich Investment Management, Liberty
Hampshire and Deerfield Capital. Mr. Roberts received an M.B.A. in Finance and
Investments from the Applied Security Analysis Program at the University of
Wisconsin at Madison, and a B.S. in Accounting and Finance from Marquette
University. He was a student of Dr. Krause in the 1980s.
 |
| Scott Roberts and Dr. Krause before class |
Dr. Krause said, "It is always a pleasure to have Scott Roberts in the
classroom. He is a rare breed - he is an outstanding investment manager and he
is a talented businessperson. It is uncommon to find someone who knows as much
as he does about the financial markets - as well as how to run a $10+ billion
business. He is a special Marquette University alumnus."
