Tuesday, April 26, 2011

Matt Rose Visits Dr. Krause's Alternative Investments Class

Matt Rose
On Tuesday, April 26, Matt Rose (AIM '07) visited Marquette's campus to speak to students in Dr. Krause's Alternative Investments class. Matt is an Associate Analyst with Alpha Consulting Group in Milwaukee. Matt holds a Bachelor of Science Degree with a Finance major from Marquette University and previously worked for Robert W. Baird & Co.

Alpha Consulting Group was founded by Robert Bukowski in 1989 and today is a leading independent, investment advising firm. Alpha helps investment committees and trustees assess their assets and portfolios, cash flows, and spending needs. They balance current assets and performance against what their clients hope to accomplish - considering each client’s cash flow needs and tolerance for risk. They develop detailed processes to help each foundation or endowment meet their fiduciary responsibilities. When preparing this process, they evaluate key inputs, including an organization’s spending policy, asset allocation and investment manager structure.

Alpha has built a diverse team of consulting analysts and a client base of some of the largest corporations, educational, philanthropic and healthcare organizations in the Midwest. They are now one of the largest independent investment consulting firms headquartered in Wisconsin.

Matt was a member of the Applied Investment Management Program, gaining invaluable hands-on security analysis and portfolio management experience. Since graduating in 2007, Matt has found the right environment for him at Alpha - his position matches his personality and passion for investments. He is excellent at providing the most up to date information, which gives him an edge in recommending the most beneficial and appropriate investment products.

In Dr. Krause's Alternative Investments class Matt talked about hedge funds and the due diligence process that Alpha follows. He was able to bring practical experiences and examples into the classroom. The presentation was well received by the students.

Dr. Krause said, "It was great having Matt back to campus. His background in evaluating hedge funds fit nicely into the curriculum. I know the students enjoyed hearing from him and they asked many questions about the industry and the investment process hedge funds follow. I appreciate the effort our alumni make to give back to MU - the visits to the classroom are especially appreciated.  It helps make the curriculum come to life for the students."

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