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| Chris Caparelli, Nat Kellogg, and Dr. David Krause |
Dr. David Krause
and his students in the AIM program and Alternative Investments classes were
again treated to a presentation by Chris Caparelli and Nat Kellogg of Marquette
Associates.
The advising firm, based in Chicago, has provided independent
investment consultation since its founding in 1986.
Marquette Associates has
provided consulting advice to institutional investors across the country – and presently
advises over $120 billion of investment assets.
Krause
said, “Chris and Nat do an excellent job in the classroom and in informal
discussions with the students. Besides the traditional hedge fund lecture they
deliver each spring in my Alternative Investments class, they also are
excellent at engaging the students in conversations. This year we discussed the
impact of negative interest rates, the debate over passive and active
investing, and the challenges of investing in fast-moving, technology-driven
markets. I always look forward to their visit each year.”  |
| Chris Caparelli |
Marquette Associates
operates independently and is 100% employee owned. They serve nearly 300
clients - including public funds, unions, corporations, endowments, foundations
and other non-profits. Dr. Krause added,
“I have worked with a number of consulting firms over the years and I do appreciate
the work produced by Marquette Associates. They provide timely and measured
advice – I’m pleased we have been able to establish a long-term relationship
with them.”
Chris
Caparelli, CFA, is an Assistant Vice President and serves as an investment
consultant on several of the firm’s relationships. He was an Evans Scholar at
Marquette University, where he graduated in 2008 with a B.S. in finance from
the Applied Investment Management program. He also holds an M.B.A. in finance
from Northwestern University’s Kellogg School of Management. Chris's clients include public funds,
Taft-Hartley plans, and nonprofits. He serves on the firm’s traditional
investment manager search committee. Prior to joining Marquette, Chris was an
analyst in the fund marketing group of Henderson Global Investors.
 |
| Nat Kellogg |
Nat Kellogg, CFA, is the Director of Alternatives and is a Managing Partner. Nat is responsible for reviewing alternative investment research and due diligence particularly in the hedge fund and private equity asset classes. He is a member of the firm’s investment committee and alternative investment manager search committee. Before joining Marquette, Nat was a senior equity analyst at Hudson Securities covering the electrical equipment and basic materials sectors. Previously, Nat was an equity analyst at Brait Specialized Funds, a small-cap focused long/short equity hedge fund. Nat holds a B.A. in history from Middlebury College and an M.B.A. from Northwestern University's Kellogg School of Management.
