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Marquette University students in the Applied Investment Management
(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
places client fiduciary duties first through complete independence and 100%
employee ownership. The firm serves over 300 clients with over $133 billion in
assets – from public funds, unions and corporations to endowments, foundations
and other non-profits.
Dr. David Krause, AIM program director said, “Chris and Nat do an
excellent job in the classroom and their informal discussions with the AIM students
was outstanding. We discussed behavioral finance, investment trends, passive vs.
active management, and data analytics. Besides the traditional hedge fund
lecture they deliver each spring in my Alternative Investments class, they also
are first-rate at engaging the students in conversations. I think the
discussion about the challenges of investing in fast-moving, technology-driven
markets was especially good. I always look forward to their visit each year.”
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| Chris Caparelli, Nat Kellogg and David Krause |
Dr. Krause added, “I have worked with several 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.”
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Chris Caparelli
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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.
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Nat Kellogg
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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.
