Doug Balsam, Principal and Director of Institutional
Consulting at DiMeo Schneider & Associates hosted the Marquette FMA
students this past week
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| Doug Balsam of DiMeo Schneider |
DiMeo Schneider & Associates is a leading investment
consulting firm located in Chicago, Illinois.
Doug Balsam and his
colleagues provided an informative introduction to the institutional consulting
firm. They explained the impartial advice they provide to plan sponsors, non-profit
organizations and private clients. The firm focuses on asset allocation and manager selection on behalf of its clients.
The firm has over 30 consultants, over 25
performance and research analysts (including several @MarquetteAIM
alumni) and 11 partners.
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| DiMeo Schnedier's Chicago Headquarters |
The firm
offers a variety of services including: investment policies, performance
evaluation, asset allocation analysis, administrative/trustee search, asset
liability analysis, spending policies, manager/fund search, and cost/benefit
analysis. The firm prides itself on the level of service it provides to each
client and a proactive approach.
Dr. David
Krause, Marquette Professor of Practice in the Department of Finance,
chaperoned 35 finance students to Chicago. Besides DiMeo Schneider, the
students also visited BMO and UBS during their annual spring field trip to the
Windy City.
Dr. Krause said, "On behalf of the students and faculty at Marquette University, we are thankful for the opportunity to visit financial firms. These enrichment activities broaden our students' exposure to the opportuntiies within the industry. Thanks to Doug Balsam and his associates at DiMeo Schneider."
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| Marquette finance students headed to DiMeo Schneider |
