Dr. David Krause and his students in the AIM program had an
opportunity to host John Mellinger and Jeff Gabrione of The Bogdahn Group, an
independent, registered investment consulting firm. The investment consulting firm serves as a
fiduciary to their institutional clients and assists them in making investment manager
and asset allocation decisions.
A national investment advising firm, Bogdahn is headquartered in Orlando, FL, with offices
throughout the U.S. The have over 530 retainer investment consulting clients with
approximately $64 billion in assets under advisement. They consult on over 650
total plans including Defined Benefit, Defined Contribution, Taft Hartley,
Endowment & Foundations, Public Funds, Hospitals, Airports, Corporations,
and Universities.
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| Jeff Gabrione, Bill Walker, John Mellinger and David Krause |
Dr. Krause said, “I have worked with John for over a decade and have come to
trust his experience and advice on investment trends. It was a pleasure to meet
Jeff and to learn more about Bogdahn's process of researching investment managers and funds.
They did an excellent job in engaging the students in conversation. We had the
opportunity to discuss investment fund research as a career opportunity and to cover other topics, such
as 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 look forward to them joining us each year.”
| John Mellinger |
John
Mellinger is a Senior Consultant with Bogdahn who works
extensively with plan sponsors, supporting their defined benefit, defined
contribution, Taft-Hartley, foundation, endowments and nonqualified plans by
designing customized solutions in the areas of administration, fiduciary
oversight, investment policy and design, investment monitoring, evaluation,
provider searches, and total plan cost analysis. John has over 20 years of
experience in the investment consulting industry. Prior to joining the Bogdahn
Group, he was a Senior Consultant at Alpha Investment Consulting Group. He
received his Bachelor of Science, Accounting and Economics, from Marquette
University.
| Jeff Gabrione |
Jeff
Gabrione, CFA, is the Director of Research at Bogdahn. Jeff works closely with
clients, providing expertise in the areas of alternative investments, manager
due diligence, selection and asset allocation. He also operates within
the Research Group to maintain a rigorous research and due diligence process.
Jeff also serves on the firm’s Investment Committee which defines the
investment philosophy of the firm as well as the policy for investment related
topics, adds a check and balance to the research group and provides feedback on
investment oriented topics and client related deliverables.
Jeff has
more than 20 years of investment research and leadership experience.
Prior to joining The Bogdahn Group, he led Mercer’s North American Manager
Research Team and served as Global Head of Alternatives Alpha. Most recently,
he was Director of Research at Lowery Asset Consulting, LLC. Jeff also
held investment research and leadership positions at Morgan Stanley,
Morningstar, John Nuveen & Co., and the Chicago Mercantile Exchange.
He is based out of the firm’s Chicago office and received his Bachelor of Arts,
Economics, from the University of Chicago. He is also a CFA Charterholder.
