Marquette Speaking at Institutional Investor 2024 Roundtable for Consultants & Institutional Investors 10/9
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
Read the full article >Nat Kellogg is the president of Marquette Associates. An owner of the firm, Nat has 22 years of investment experience and has been with the company since 2010. As president, Nat assists the executive committee in managing day-to-day activities critical to executing the firm’s strategic plan, maintaining a positive culture, and executing on strategies to improve client results. Nat is the chair of the firm’s OCIO committee and also serves on the firm’s diversity, equity, and inclusion committee, investment committee, traditional and alternative investment manager search committees, sustainable investing group, and nonprofit services group.
Before joining Marquette, Nat was a senior equity analyst at Hudson Securities covering the electrical equipment and basic materials sectors. Previously, Nat was an equity analyst at Brait Specialized Funds, a small-cap focused long/short equity hedge fund.
Nat holds a B.A. in history from Middlebury College and an M.B.A. from Northwestern University’s Kellogg School of Management. He is a CFA® charterholder and a member of the CFA Society of Chicago.
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
Read the full article >Nat Kellogg, CFA and James R. Wesner, CFA will be speaking at the Pension Bridge…
Read the full article >On Thursday, June 13, Nat Kellogg, CFA and James Torgerson will be speaking at the…
Read the full article >Venture-backed companies tend to be nascent and typically deploy investment capital in an effort to drive revenue expansion, often to…
Read the full article >On Friday, February 9, Marquette will be joining CFA Society Chicago’s Professional Development Advisory Group for a Lunch and Learn…
Read the full article >On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
Read the full article >On Thursday, September 7, Nat Kellogg, CFA will be speaking at the Pension, Endowment and Foundation Central Summit…
Read the full article >On Tuesday, July 25th, Nat Kellogg, CFA, and Amy Miller will be speaking at…
Read the full article >On Monday, July 17, Nat Kellogg, CFA will be speaking at ALTSCHI, jointly hosted by the CFA…
Read the full article >On December 6, Nat Kellogg, CFA, President and Director of Manager Search, was quoted in a Wall…
Read the full article >On Wednesday, May 18th, Nat Kellogg, CFA will be speaking at the 8th Annual Midwest Institutional Forum…
Read the full article >On Tuesday, April 26th, Nat Kellogg, CFA will be speaking at the 45th Annual Association of Investment Management…
Read the full article >On Wednesday, March 23rd, Nat Kellogg, CFA will be speaking at the OCIO Central Summit hosted by…
Read the full article >On February 14, Nat Kellogg, CFA, President and Director of Manager Search, was quoted in an…
Read the full article >In our annual client letter, we reflect on the past year and provide our clients with some updates on our…
Read the full article >On Thursday, December 9th, Nat Kellogg, CFA will be speaking at the 2nd Annual SS&C Intralinks Alternative…
Read the full article >On Thursday, May 20th, Nat Kellogg, CFA will be joining eVestment’s quarterly Institutional Trends Webcast. Nat will be…
Read the full article >On Tuesday, May 18th, Nat Kellogg, CFA will be speaking at the 7th Annual Midwest Institutional Forum…
Read the full article >On Wednesday. May 12th, Nat Kellogg, CFA will be representing Marquette at eVestment’s Emerging Manager Connect event, being…
Read the full article >On Thursday, March 18th, Nat Kellogg, CFA will be speaking at the GRI Global Future Finance &…
Read the full article >Announced yesterday by eVestment, Nat Kellogg, CFA will be joining their inaugural consultant advisory board. As…
Read the full article >On Thursday, October 1st, Glenn E. Ross and Nat Kellogg, CFA will be speaking at the…
Read the full article >On Wednesday, September 2nd, Nat Kellogg, CFA, will be speaking at a virtual roundtable discussion organized by…
Read the full article >On Thursday, June 11, Nat Kellogg, CFA will be speaking at the 17th Annual GCM Grosvenor Consortium Diverse +…
Read the full article >On Wednesday, June 19, Nat Kellogg, CFA will be speaking at Agecroft Partners’ Gaining the Edge Chicago: Hedge…
Read the full article >On Wednesday, May 15, Nat Kellogg, CFA, will be speaking at the 2019 CFA Society of Pittsburgh Endowments and…
Read the full article >The onset of the global pandemic caused by COVID-19 has created substantial stress in the financial markets and the broader…
Read the full article >On Wednesday, March 20, Nat Kellogg, CFA, will be speaking at the eVestment Institutional Investment Intelligence (EI3) Conference in Atlanta, Georgia. Nat…
Read the full article >Given the significant amount of volatility in the public markets and uncertainty surrounding the economic outlook as a result of…
Read the full article >On Wednesday, November 28, Nat Kellogg, CFA, will be speaking at the Standards Board for Alternative Investments (SBAI) Institutional Investor Roundtable…
Read the full article >On Tuesday, November 13, Nat Kellogg, CFA, will be speaking at the Pensions & Investments Multi-Asset Investing Conference in…
Read the full article >This week’s chart examines the demand for restaurant reservations, both in the U.S. and across the globe, measured by reservation…
Read the full article >The last week in the markets has seen a huge increase in market volatility. This week’s chart examines the largest…
Read the full article >On May 24, Nat Kellogg, director of manager search, was quoted in a FundFire article on an emerging managers…
Read the full article >On Tuesday, June 12, Nat Kellogg, CFA, will be speaking at the 5th Annual Midwest Institutional Investor Forum in…
Read the full article >On Monday, February 26, Nat Kellogg, CFA, will be speaking at the CAIA Association’s 2018 Annual Outlook for Hedge…
Read the full article >On Tuesday, December 5, Nat Kellogg, CFA will be speaking as a panelist at the CFA Society’s Investment Consultant Perspectives…
Read the full article >Apple and Microsoft are the two largest companies (by market value) in the United States and the only two U.S….
Read the full article >Friday, September 29, 2017 8:00 AM – 2:30 PM Marquette clients…
Read the full article >The six flash talks by our research team at Marquette’s 2019 Investment Symposium on October 4th are…
Read the full article >On Tuesday, June 13, Nat Kellogg will be moderating a panel at an event hosted by the CFA Society…
Read the full article >CHICAGO, January 11, 2017 – Marquette Associates, Inc. today announced the election of two new managing partners, as well as…
Read the full article >Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,…
Read the full article >On June 27, Nat Kellogg, director of alternatives, was quoted in a FundFire article on hedge fund performance and active management…
Read the full article >On June 20, Nat Kellogg, director of alternatives, was quoted in a FundFire article on hedge fund manager research and…
Read the full article >On Thursday, May 12, Nat Kellogg will be speaking on a panel at the Alternatives in DC Conference hosted by Pensions…
Read the full article >Friday, September 30, 2016 8:00 AM – 3:00 PM Marquette clients –…
Read the full article >CHICAGO, March 22, 2016 – Marquette Associates, Inc. today announced the election of two new managing partners to strengthen firm leadership…
Read the full article >On Wednesday, November 18, Nat Kellogg will be featured at the Midwest Credit & Hedge Fund Investor Forum. He…
Read the full article >On June 23, Nat Kellogg was featured in FundFire’s mid year consultant review discussing first quarter trends in the…
Read the full article >With the Tax Cut and Jobs Act (“TCJA”) now a little over a year old, this week’s chart looks at…
Read the full article >Friday, October 16, 2015 8:00 AM – 2:00 PM Marquette Clients – Please join…
Read the full article >On Tuesday, February 10, Nat Kellogg will serve as a table host at the CFA Society of Chicago’s Career…
Read the full article >Our 2018 Investment Symposium speakers summarize their presentations…
Read the full article >2018 Investment Symposium flash talk by Nat Kellogg, CFA Ten…
Read the full article >Stock markets around the globe “corrected” in October, experiencing a sudden and broad-based drop. The sell-off was somewhat unusual as…
Read the full article >On Wednesday, April 16th, Nat Kellogg will be speaking at the Association of Investment Management Sales Executives (AIMSE) at…
Read the full article >On Thursday, September 19th, Nat Kellogg will be speaking at Desperately Seeking Alpha – Rethinking the Hedge…
Read the full article >Friday, September 13, 2013 — 8:00 AM – 2:00 PM Marquette clients – Please join us to discuss the current market environment,…
Read the full article >On Thursday, March 7th, Nat Kellogg will be speaking on the panel “Managing Alternative Assets as Part of your…
Read the full article >On Tuesday, July 23rd, Nat Kellogg will be speaking at the 2012 Private Equity Exclusive at Four Seasons Hotel…
Read the full article >Friday, September 14, 2012 – 8:00 AM – 2:00 PM Nonprofit clients – Please join us for a discussion…
Read the full article >On December 20, 2017, Congress passed the final version of the Tax Cut and Jobs Act (H.R. 1). This tax…
Read the full article >A quick recap of the 2017 Investment Symposium —…
Read the full article >Flash talk by Nat Kellogg, CFA at Marquette’s 2017 Investment Symposium We recap a…
Read the full article >Active U.S. equity managers regularly point out that the stock market looks expensive, and as a result, they are having…
Read the full article >The election of Donald Trump last week caught the market by surprise and created a significant amount of volatility and…
Read the full article >Flash talk by Nat Kellogg, CFA at Marquette’s 2016…
Read the full article >This video summarizes Marquette’s 2015 Investment Symposium on October 16, 2015, including the opening…
Read the full article >Flash talk by Nat Kellogg, CFA at Marquette’s 2015 Investment Symposium on the…
Read the full article >Liquid alternative1 assets, as defined by Morningstar, have continued to grow since 2009 and by the end of 2014, reached nearly…
Read the full article >This week’s Chart of the Week looks at U.S. (measured by the S&P 500) and Developed International (measured by the…
Read the full article >After a very disappointing year in 2013, emerging market equities got off to a rough start in 2014, underperforming U.S….
Read the full article >This week’s chart looks at median secondary market pricing for private equity fund interests. Because private equity is an illiquid…
Read the full article >Similar to previous years, we present our annual market preview newsletter. Each year presents new challenges to our clients, and…
Read the full article >Our Chart of the Week looks at the S&P Case-Schiller 10-City Composite Index which is one of the best broad…
Read the full article >This week’s COW looks at the year-to-date returns of the major international markets (Europe, Japan, and Emerging Markets) through September…
Read the full article >Despite the recent increase in long-term interest rates, the low rate environment is now more than four years old and…
Read the full article >In this presentation from our 2013 Investment Symposium, we explore various emerging trends in the alternatives space,…
Read the full article >In this presentation from our 2013 Investment Symposium, we analyze different spending policy options for non-profit institutions,…
Read the full article >At Marquette we work with clients to construct portfolios that minimize risk while generating desired rates of return commensurate with…
Read the full article >This week’s chart looks at the CBO’s updated fiscal projections for the U.S. federal government published on May 14th (the…
Read the full article >Live Webinar – Tuesday, April 16, 2013 – 1:00-1:45 PM CT Please join…
Read the full article >This week’s chart of the week looks at the growth in mid-west farmland prices. Our chart shows the increase in…
Read the full article >Apple (AAPL) shares dropped 12% last week after a disappointing earnings report and are down 37% from their September 2012…
Read the full article >In the following articles, we will take a closer look at critical issues for each asset class in 2013. Each…
Read the full article >Our Chart of the Week looks at analyst expectations for 2013 S&P 500 operating earnings. This is a “bottoms-up” estimate…
Read the full article >Ramifications for the Economy, Financial Markets, and Institutional Portfolios With the Presidential election quickly approaching on November 6th there has been…
Read the full article >There are a variety of methods to measure market valuation but one of the simplest is to compare market capitalization…
Read the full article >Regularly rebalancing portfolios is one of the key duties of trustees and other fiduciaries responsible for managing institutional portfolios. Asset…
Read the full article >Much has been made of the low bond yields on risk-free U.S. government debt. The yield on 10-year government debt…
Read the full article >Portfolios must be rebalanced to maintain the risk/reward profile set in the original asset allocation. But how often should portfolios…
Read the full article >Domestic energy production has experienced a renaissance over the last few years, mainly driven by natural gas production. While oil…
Read the full article >Coming out of a phenomenal period of relative performance during the tech boom and bust, hedged equity performance declined relative…
Read the full article >Reflecting back on 2011 does not elicit a lot of warm and fuzzy feelings. News highlights include a downgrade to the…
Read the full article >This chart looks at the drop and recovery in real personal income during recessions over the last 50 years (personal…
Read the full article >Since 1980 the three most volatile cyclical components of GDP have been “change in private inventories”, “fixed investment in non…
Read the full article >With the August 2nd deadline fast approaching investors are increasingly wondering whether the U.S. might actually default on its debt…
Read the full article >Investor interest in Master Limited Partnerships (“MLPs”) has increased substantially over the past decade. This article is meant to take a…
Read the full article >This chart illustrates the top ten holdings for the three indices that give investors broad exposure to the U.S. (S&P…
Read the full article >This paper is meant to provide an overview of the private equity asset class, an analysis of the qualitative and…
Read the full article >Over Monday and Tuesday of this week the Nikkei 225 (major Japanese stock market index) fell 16.1% – dropping from…
Read the full article >This paper is meant to provide an overview of the hedge fund asset class, an analysis of the qualitative and…
Read the full article >“Jobs” and “unemployment” have garnered a lot of attention during this economic recovery, mostly because the headline numbers have been…
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