Nat Kellogg, CFA
President
In this presentation from our 2013 Investment Symposium, we analyze different spending policy options for non-profit institutions, examine the long- and short-term effects of various spending policy decisions, and explore how stress testing can aid in understanding the risks of different spending policies.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
10.08.2026
LIVE WEBINAR — OCTOBER 22 Please join Marquette’s research team for our 3Q 2026 Market Insights Webinar…
10.05.2026
For investors, the spookiest thing about October might not be the ghosts and monsters that are bound to show up…
09.15.2026
Over the past decade, continuation vehicles (“CV”) have become one of the fastest-growing trends in private equity. Private equity funds…
09.14.2026
There are many great things about working at Marquette Associates, but “Free Lunch Tuesday” is right at the top of…
07.24.2026
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
07.22.2026
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…
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