Tuesday, May 2, 2017

This Week's Visitors to the AIM Program: Chris Caparelli and Nat Kellogg of Marquette Associates


Nat Kellogg and Chris Caparelli in the AIM Room

Marquette Associates
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.”
 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.”

Chris Caparelli
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. 




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