Matt Rose of Alpha Investment Consulting Group Presented to Marquette's Finance Classes Today

Matt Rose of Alpha Investment Consulting Group Visited Dr. Krause’s AIM and Alternative Investments Classes on Wednesday, May 4, 2016

 

Dr. David Krause and his students in the AIM program and Alternative Investments classes hosted Matt Rose (Marquette AIM 2007), a Consultant at Alpha Investment Consulting Group in Milwaukee. Matt is a frequent campus visitor and has spoken in Dr. Krause’s classes regularly since graduating from Marquette’s AIM program.

Dr. Krause and Matt Rose in the AIM Room

Alpha Investment Consulting is an independent, employee-owned, SEC registered investment consulting firm dedicated exclusively to institutional investment consulting. The firm has no affiliations with brokerage operations or other service providers, and they have no company-specific products to sell. Independence from other lines of business allows Alpha to minimize potential conflicts of interest.

Alpha provides the following services to their institutional and family clients:

• Manager Research& Evaluations
• Custodial/Administration Search & Evaluations
• Performance Monitoring & Reporting
• Investment Policy Development
• Fee Negotiations with Vendors
• Fee Benchmarking
• Fiduciary Standards
• Directed Investment Consulting
• Model Portfolio Development.

Matt Rose (AIM 2007)

Matt Rose joined Alpha as an Analyst in 2007, gaining experience in client performance reporting and manager due diligence, before transitioning into consulting. Matt previously worked for Robert W. Baird and Co., in the Baird Investment Management Group.

Matt advises clients on investment policy statements, asset allocation, manager selection and portfolio structure.  Additionally, he remains engaged in the due diligence process, conducting manager interviews and collaborating with other research staff members.

Matt Rose talks to AIM students

Matt holds a Bachelor of Science degree in Business Administration from Marquette University.  He currently serves on the Board of the Friends of the Haggerty Art Museum, as well as the Admissions Committee for Marquette University’s AIM Program, participates as a classroom volunteer for Make a Difference – Wisconsin, and regularly guest lectures at the Marquette University College of Business Administration.

Dr. Krause said, “Matt always does an excellent job in the classroom and in informal discussions with the AIM students. He provided a solid presentation to the Alternative Investments class on the trends in the alternative investments industry and was excellent at engaging the students in conversations in the AIM Room. Matt provides real world examples and tells stories that help bring the curriculum to life. It is great to have him return to Marquette."