Marco Spada, Cfa Email & Phone Number

Milwaukee, Wi

Current Responsibilitieso Analyze, recommend and provide timely updates on >$1 bil. of owned AUM across six industries (Homebuilders, Building Products, Restaurants, Grocers, Consumer Products, Metals & Mining)o Present bi-monthly updates on industry positioning and recommendations to the Portfolio Manager and other investment decision makers o Conduct management interviews on potential investments and maintain relationships on owned nameso Utilize financial models and relative value screens to evaluate investment opportunitieso Develop independent research on potential portfolio nameso Talent recruiter and developer for investment interns across the Investment Departmento Member of a new team dedicated to working with our Data Science Institute on hiring a data scientist to aid in various research projects requiring large quantities of data

Milwaukee, Wi

Responsibilities:o Participate in daily meetings with portfolio manager to review holdings and determine actionable items on the Nicholas High Income portfolio (NCINX)o Partake in portfolio buy/sell/hold decisionso Create and utilize custom FactSet and Bloomberg spreadsheets to assist in portfolio and individual security analysiso Identify and pitch fixed income and equity ideas to the Nicholas investment group in weekly meetingso Responsible for monitoring and evaluating +100 names in the High Income portfolioo Communicate new bond issuance and pertinent investment information to portfolio manager in timely mannerOther Duties:o Leverage brokers and sell side analysts for investment prospects and differing opinionso Seek best prices and execute trades of relatively illiquid fixed income securitieso Attend industry conferences and conduct meetings with senior management teamso Support equity funds by researching crossover names and following high dividend paying stocks (including REITs and MLPs)

Brookfield, Wi

Responsibilities:o Assisted portfolio managers with recommendations on individual IG credits and sectorso Helped determine proper pricing using Trace, Bloomberg Valuation, Advantage Data, and dealer inventory pricing to get best levels for clientso Researched new issues, top holders, price movements, and performed sector analysis using Advantage Datao Examined what-if analysis outcomes to devise proper yields and durations for portfolios

Master Of Science (Ms), Finance Analysis

B.S., Political Science