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  • 1.  Investment Advisors

    Posted 04-17-2017 11:15 AM
    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!

    ------------------------------
    Bill Elliott CAE
    Executive Director
    Association Acumen, LLC
    Menomonee Falls WI
    414-359-1676 (1115)
    ------------------------------
    Higher Logic


  • 2.  RE: Investment Advisors

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

    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



    Higher Logic


  • 3.  RE: Investment Advisors

    Posted 04-19-2017 12:51 PM

    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

     

     

     




    Higher Logic