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." 
