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.
|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 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, 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.