March 18, 2021

Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter

Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter

Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting. In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from Indiana to Central Florida....


Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting.

 

In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from Indiana to Central Florida. Mike shares the story of how he joined AndCo soon after the firm was founded in the early 2000’s and what led him to become the majority owner in 2015. Then we dive into AndCo’s consulting business. He shares the profile of a typical AndCo client, how the firm evaluates active managers, and how clients are handling lower return expectations by increasing their allocation to alternatives.  

 

Our local co-hosts today are Steve Curley, CFA and Colby Donovan. Please enjoy the episode. 

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Past guest include Cliff Asness, Jason Zweig, Annie Duke, Morgan Housel, Raphael Bostic, and many more.