2013 Marquette Investment Symposium
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 >Tim Fallon is a managing director for Marquette Associates. An owner of the firm, Tim has been with the company since 1996 and has over 30 years of investment experience. He serves as the primary investment consultant for several client relationships with a focus on healthcare, corporate, and endowments, foundations, and non-profit clients.
Tim was formerly with the General Board of Pension and Health Benefits of the United Methodist Church where he had oversight in many aspects of the multi-billion dollar, socially screened investment program. Tim began his career at SEI Capital Resources where he worked directly with corporate, endowment, and foundation clients. He holds a B.S. in business administration from Marquette University.
Tim is a member of the Investments and Wealth Institute (formerly known as the Investment Management Consultants Association, or IMCA) and obtained the title Certified Investment Management Analyst from IMCA’s accreditation program at the Wharton School of Business. He is a member of the CFA Society of Chicago and formerly served on its board. Tim is currently a board member of Easter Seals Metropolitan Chicago and the Career & Networking Center in Naperville, IL. He serves on the Executive Committee for the Cystic Fibrosis Foundation, Illinois Chapter.
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 >Friday, September 14, 2012 – 8:00 AM – 2:00 PM Nonprofit clients – Please join us for a discussion…
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 >Many institutional investment programs suffered major losses during the 2008-2009 financial crisis due to poor products and even outright fraud….
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