Marquette Speaking at Institutional Investor 2025 Roundtable for Consultants & Institutional Investors 10/8

August 11, 2025

On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be speaking at Institutional Investor’s 2025 Roundtable for Consultants & Institutional Investors in Chicago.

Nat will be joining a panel entitled, “Consultant CEO/CIO Perspective: Keep Calm & Carry On – Steering Through Volatility,” discussing the following questions:

• It’s been an interesting year…. What are your biggest takeaways, surprises, and/or lessons learned?
• Are your approaches to risk and asset allocation changing in this environment? How are you advising your clients for the near and longer term? How to form long-term return expectations amid such heightened uncertainty and volatility? How to prioritize investments/assets to invest in?
• Beyond diversification, how do you mitigate volatility in portfolios? What does a resilient portfolio look like today?
• What investment opportunities are you most/least excited about? Are there opportunities emerging from the shifting market dynamics that you are paying particular attention to?
• How are you viewing the ‘democratization’ of private markets? Will this unlock more opportunities for institutional investors or limit them?
• Have your manager selection processes changed, or do you anticipate them changing? If so, why and how?
• At this event last year we discussed the evolving role of investment consultants and the growing scope of asset owner needs: how has this conversation moved forward over this past 12 months?
• How are you viewing continued consolidation within the investment consulting and the asset management industries? What are the implications for allocators?
• Are you approaching 2026 with optimism or pessimism? What is one piece of professional advice that you would give the allocators in the audience?

Frank will be co-leading a session entitled, “Think Tank: Balancing Liquidity and Diversification in Fixed Income Portfolios.”

Evan will be joining a panel entitled, “Strategically Leveraging Hedge Funds Today – The Allocator Perspective,” described as follows: As allocators reassess the role of hedge funds in their portfolios we dig into the “how’s and the why’s” — are they being used to offset privates in the portfolio, as a fixed income substitute or for something else? Are they primarily being used for diversification and downside protection or to capture alpha in a higher-volatility environment? Portable alpha and quant strategies are back in vogue — what are the ingredients from a macroeconomic perspective for differing strategies? In this session we hear how allocators are leveraging hedge funds, what they are looking for from their inclusion and how they are capitalizing on their strategies.

The Roundtable for Consultants & Institutional Investors will offer insights from leading industry experts and a forum for valuable exchanges with peers. For more information, please visit the event webpage.