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.
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.
Alpha
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 |
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."