Saturday, April 23, 2016

Chris Caparelli and Nat Kellogg of Marquette Associates Visited Campus on Friday, April 22, 2016

Chris Caparelli, Nat Kellogg, and Dr. David Krause
Dr. David Krause and his students in the 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 has provided consulting advice to institutional investors across the country – and presently advises over $120 billion of investment assets. 

Krause said, “Chris and Nat do an excellent job in the classroom and in informal discussions with the students. Besides the traditional hedge fund lecture they deliver each spring in my Alternative Investments class, they also are excellent at engaging the students in conversations. This year we discussed 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 always look forward to their visit each year.”

Chris Caparelli
Marquette Associates operates independently and is 100% employee owned. They serve nearly 300 clients - including public funds, unions, corporations, endowments, foundations and other non-profits.  Dr. Krause added, “I have worked with a number of 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, 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.