Sunday, September 9, 2018

Matt Rose of Alpha Consulting Again Visited Dr. Krause's Alternative Investments Class


AIM Alumnus, Matt Rose, Provided an Overview of the Hedge Fund Industry for Students in Marquette's Alternative Investments Class

Matthew Rose
On Friday, September 7, Matthew Rose (AIM '07) visited Marquette's campus to speak to students in Dr. Krause's Alternative Investments class. He also visited the AIM program and spent class time with the juniors and seniors in the program.

Matt is a Consultant with Alpha Consulting Group in Milwaukee. Matt holds a Bachelor of Science Degree with a Finance major from Marquette University and he previously worked for Robert W. Baird & Co.
Alpha Consulting Group was founded by Robert Bukowski in 1989 and today is a leading independent, investment advising firm. Alpha helps investment committees and trustees assess their assets and portfolios, cash flows, and spending needs. They balance current assets and performance against what their clients hope to accomplish - considering each client’s cash flow needs and tolerance for risk. They develop detailed processes to help each foundation or endowment meet their fiduciary responsibilities. When preparing this process, they evaluate key inputs, including an organization’s spending policy, asset allocation and investment manager structure.

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.

Image result for alpha investment consulting milwaukeeAlpha has built a diverse team of consulting analysts and a client base of some of the largest corporations, educational, philanthropic and healthcare organizations in the Midwest. They are now one of the largest independent investment consulting firms headquartered in Wisconsin. 
Matt was a member of the Applied Investment Management Program, gaining invaluable hands-on security analysis and portfolio management experience. Since graduating in 2007, Matt has found the right environment for him at Alpha - his position matches his personality and passion for investments. He is excellent at providing the most up to date information, which gives him an edge in recommending the most beneficial and appropriate investment products.

Matt Rose, AIM Class of 2007
In Dr. Krause's Alternative Investments class Matt talked about hedge funds and the due diligence process that Alpha follows. He was able to bring practical experiences and examples into the classroom. The presentation was well received by the students.

Dr. Krause said, "It is always great to have Matt back on campus. His background in evaluating hedge funds fit nicely into the curriculum and I know the students enjoyed hearing from him. They asked many questions about the industry and the investment process hedge funds follow. I appreciate the effort our alumni make to give back to MU - the visits to the classroom are especially appreciated.  It helps make the curriculum come to life for the students and it is great to see the AIM network alive and well."