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1.  Investment Advisors

Posted 04-17-2017 11:15
Hello WSAE Friends,
We are considering a change in our investment adviser for one of our associations, and I'm wondering if any of you have somebody that you like who works in the association space? I'd be happy to include them on our RFP.

Thank you!

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Bill Elliott CAE
Executive Director
Association Acumen, LLC
Menomonee Falls WI
414-359-1676 (1115)
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2.  RE: Investment Advisors

Posted 04-18-2017 08:11
Edited by Yvonne Bennett 04-18-2017 08:12

Hi Bill.  BCAW did not have an investment policy or financial advisor when I joined the association three years ago.  Our "investments" were a mess and required bringing someone in who could really help me with this issue I faced my first year.

After an extensive search via an RFP process, we went with Roger Dalkin of Mutual of  Omaha.  Roger was a natural fit for BCAW for many reasons.  The most important to our association and me as an executive director, was that he had been the CEO of a very large, multi-million dollar association and understood the landscape of the NFP world.  Having been a CEO and a board member in his former industry, he also was comfortable and understood both sides of the board room table.

I would highly recommend him for consideration.  Here is his contact information:

Roger Dalkin, Financial Advisor
Mutual of Omaha
11270 W. Park Place, Suite 980
Milwaukee, WI 53224

414-745-7187 Cell
414-359-1613 Office

roger.dalkin@mutualofomaha.com
Website: rogerdalkin.biz

Best wishes in your search!
Yvonne

--
Yvonne Bennett, CAE, SHRM-SCP
Executive Director
Bowling Centers Association of Wisconsin (BCAW)
21140 W Capitol Drive #5
Pewaukee, WI  53072
262-783-4292, ext. 101

Check us out at www.bowlwi.com





3.  RE: Investment Advisors

Posted 04-19-2017 12:51

Hello Bill,

 

The investment group that we have worked with for many years and are very pleased with is:

 

Strategic Capital Investment Advisors, Inc.

720 E. Butterfield Road, Suite 360

Lombard, IL 60148

Phone: 630-620-6500

Fax: 630-620-6501

http://strategiccap.net/contact

 

Our main contact is Dan Gross, CFA, Principal.

 

Good luck in your search!

 

Regards,

 

Renee Peters

Vice President & Chief Financial Officer

Association of Equipment Manufacturers (AEM)

 

America's future is in your hands.  Take action at I Make America today!

 

6737 W. Washington St., Ste 2400

Milwaukee, WI 53214

T  414.298.4120

C 414.217.7232

F  414.272.1170

www.aem.org

 

 

 






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