Home › Expertise › Healthcare

Healthcare

From healthcare reform and demographic changes to debt issues and the complexities of valuing Topic 820 assets, Marquette Associates understands the range of investment issues healthcare institutions face. Marquette serves healthcare clients across a broad range of operating cultures — including health systems, stand-alone hospitals, and specialty organizations. Marquette has also developed unique insights into the management of sustainable investing.

Healthcare Investment Expertise

Operating assets
Foundations
Insurance
Retirement
Reserve portfolios

Featured Content

04.26.2024

Marquette Speaking at Pension Bridge 2024 Private Equity Exclusive 7/23–24

Nat Kellogg, CFA and James R. Wesner, CFA will be speaking at the Pension Bridge…

Read the full article >

04.11.2024

Marquette Speaking at Spring 2024 Healthcare Treasurers’ Roundtable 4/18

On Thursday, April 18, Amy Miller and Catherine Hillier will be speaking at the Spring…

Read the full article >

09.22.2023 | Greg Leonberger, FSA, EA, MAAA, FCA

2023 Investment Symposium

Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…

Read the full article >

11.16.2022

President Biden Appoints Kweku Obed to the Pension Benefit Guaranty Corporation Advisory Committee

Marquette Managing Director Kweku Obed, CFA, CAIA has been appointed by President Joseph R. Biden, Jr. to the…

Read the full article >

11.11.2022 | Matt Nowak, AIF®

Are HSAs the Next Retirement Account?

A Health Savings Account (HSA) is a type of savings account that allows an individual to set aside pre-tax money…

Read the full article >

07.18.2022

2022 Investment Symposium

Friday, September 23, 2022 8:00 AM…

Read the full article >

10.28.2022 | Greg Leonberger, FSA, EA, MAAA, FCA

Q3 2022 Market Insights Video

This video is a recording of a live webinar held October 27th by Marquette’s research team, featuring in-depth analysis of…

Read the full article >

09.28.2022 | Greg Leonberger, FSA, EA, MAAA, FCA

Livestream Videos: 2022 Investment Symposium

The presentations by our research team from Marquette’s 2022 Investment Symposium livestream on September 23rd are now available. Please feel…

Read the full article >

05.16.2022

Dave Smith Speaking at With Intelligence Spring Retreat 5/24

On Tuesday, May 24th, Dave Smith, CFA will be speaking at With Intelligence’s Spring Retreat in Charleston, South…

Read the full article >

10.06.2021

Dave Smith Speaking at Healthcare Treasurers’ Roundtable 10/28

On Thursday, October 28th, Dave Smith, CFA, will be speaking at the Fall Healthcare Treasurers’ Roundtable…

Read the full article >

Featured Experts

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and has over 20 years of investment experience.

Get to know James Meet the Team

Tom Salemy, CFA, CAIA | Managing Director

Tom Salemy is a managing director for Marquette Associates and serves as the primary investment consultant on several client relationships.

Get to know Tom Meet the Team

Dave Smith, CFA | Managing Director

Dave is a managing director at Marquette and leads the firm's healthcare practice area.

Get to know David Meet the Team

Greg Leonberger, FSA, EA, MAAA, FCA | Director of Research, Managing Partner

Marquette's Director of Research, Greg is a fully credentialed actuary and has over 20 years of investment experience.

Get to know Greg Meet the Team