Value Investing Panel

The Value Investing Panel (VIP) is an annual event organized and run by the students in the Portfolio Practicum course and is designed for individuals interested in value investing.

The event is open to members of the community who would like to hear panelists’ thoughts on various investment strategies, and the current state of the stock market. Picking the brain of just one of the panelists would be illuminating; hearing their combined thoughts in a panel discussion atmosphere offers a rare opportunity.

For more than a decade, Creighton students have planned this event each year to fall on the Friday of the Berkshire Hathaway Annual Meeting, so investors from all over the world can attend this event.

View 2023 Value Investing Panelists

View 2023 Value Investing Moderators

View the 2023 Program

2023 VIP Panelists

Susan Schmidt, CFA

Head of Public Equities

State of Wisconsin Investment Board

Susan Schmidt, CFA, is the head of public equities at the State of Wisconsin Investment Board. She has more than 20 years of experience in the asset management industry and throughout her career has been an active investor in small- and mid-cap companies. Susan has extensive experience as a portfolio manager and research analyst and has served as president and chief executive officer of an industrial manufacturing company. Prior to her responsibilities at the State of Wisconsin Investment Board, Susan was the head of U.S. Equities Portfolio Management at Aviva Investors in Chicago, a senior portfolio manager and senior research analyst at Westwood Holdings Group in Dallas and a portfolio manager and head of U.S. Equities for Mesirow Financial in Chicago. Susan received an MBA in finance from Northwestern University, a BA in economics from Smith College and a general course diploma in economic history from London School of Economics. She is a member of the CFA Institute and the CFA Society of Chicago.

Douglas Jackman, CFA

Thomas White International

President and PM

Doug Jackman, CFA, is president and portfolio manager at Thomas White International, where he assumed the role in September 2018. He joined the firm in May 1995 and has been an active member of the firm’s Investment Committee since 1996. Doug earned his MBA, with concentrations in finance and accounting, from the University of Chicago Booth School of Business. Earlier, he worked with Morgan Stanley in New York, developing equity and FX trading systems. He has an AB degree in economics from the University of Chicago, where he also worked as a research assistant at the Center for Research in Security Prices. Doug has been an active speaker on global and emerging market equities at industry and state conferences, including FPPTA, IPPFA, Opal, KORIED, TEXPERS and TLFFRA. He is a member and active volunteer of the CFA Society Chicago and was a board member from 2014 to 2018, serving as its chairman from 2016 to 2017. In addition, Doug has been an active volunteer with the University of Chicago and received its Alumni Service Citation in 2005 and will receive the Alumni Medal in May 2023.

Tom Digenan, CFA, CPA

Managing Director

Head of Investment Solution Specialists - Americas

Tom Digenan, CFA, CPA, is managing director at UBS Global Asset Management. Tom earned his BS in accounting from Marquette University and his MST in taxation from DePaul University’s Driehaus College of Business. Tom has served as head of the U.S. Intrinsic Value Equity team at UBS. In this role, he was responsible for U.S. equities portfolio construction and research. Prior to his role with the U.S. Intrinsic Value Equity team, Tom was president of the firm’s mutual funds and relationship funds organization. Before joining the UBS predecessor organization, Brinson Partners, in 1993, Tom was a senior manager at KPMG Peat Marwick, where he worked exclusively in the investment services industry. Tom is a member of the CFA Institute and the American Institute of Certified Public Accountants. He is formerly a board member of CFA Society Chicago. From 2012-2016, Tom was an adjunct professor in the Marquette University Graduate School of Business. In addition, Tom has been a guest lecturer at Northwestern University, University of Notre Dame and Creighton University. He has also served as an adjunct professor at DePaul University since 2020.

Mark Wynegar, CFA

President and Portfolio Manager

Tributary Capital Management

Mark Wynegar, CFA, is the president of Tributary Capital Management and is a portfolio manager for the firm's small-cap, small/mid-cap and all-cap equity strategies. Mark has more than 25 years of industry experience and joined Tributary Capital Management's predecessor, First Investment Group, in 1999. Prior to joining Tributary, he worked for five years at Westchester Capital Management as a senior securities analyst and two years at Union Pacific Railroad as a financial analyst, both in Omaha, Nebraska. Mark received his Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. He earned his Chartered Financial Analyst (CFA) designation in 1997. Mark is a member of the CFA Society of Nebraska and the CFA Institute. He was a member of the CFA Society of Nebraska’s board of directors from 2002 to 2009, serving as president during 2007 and 2008.

2023 VIP Moderators

Robert R. Johnson, PhD, CFA, CAIA

Professor, Heider College of Business

Founder, Chairman and CEO

Economic Index Associates

Robert “Bob” Johnson, PhD, CFA, CAIA, is a professor at Creighton University’s Heider College of Business. He is also founder, chairman and CEO of Economic Index Associates, a developer and licensor of innovative benchmark and investable indexes. Bob is the author of multiple books and over eighty articles in scholarly journals. He is co-author of the books Invest with the Fed, Strategic Value Investing, The Tools and Techniques of Investment Planning and Investment Banking for Dummies. He has published in The Journal of Finance, Journal of Financial Economics, The Journal of Portfolio Management, Financial Analysts Journal and The Journal of Investing, among others. Bob has extensive media relations experience and has been quoted in The Wall Street Journal, Financial Times, Barron’s, Forbes, and other leading publications. He has appeared on ABC World News, Bloomberg TV and CNN. He is the recipient of the Robert F. Kennedy Memorial Student Award for Teaching Achievement and Outstanding Faculty Member of the Year Award at Creighton for three years. Johnson earned a BSBA degree from the University of Nebraska Omaha, an MBA from Creighton University and a PhD from the University of Nebraska- Lincoln.

Clinton Rushing, CFA

Instructor, Heider College of Business

Vice President-Investment Strategy

D.A. Davidson & Co.

Clinton Rushing, CFA, serves as vice president of investment strategy at D.A. Davidson & Co. He has accumulated more than 20 years of expertise within the investment management industry, specializing in equity analysis and market strategy. Prior to his current role, Clinton served as vice president of investment and brand strategy at SMITH HAYES, where he served as chairman of the firm’s Equity Focus Group and guided the firm’s marketing and brand efforts as well. In addition, Clinton is an instructor at Creighton University in the Heider College of Business, where he has taught on topics including portfolio management, investment analysis and qantitative methods for investment analysis. Clinton received his Master of Business Administration from Northwestern University-Kellogg School of Management, in Evanston, Illinois, and earned his Bachelor of Science in Business Administration from the University of Nebraska-Omaha. Clinton also earned his Chartered Financial Analyst (CFA) designation and currently serves as president of the CFA Society of Nebraska.