Marquette Speaking at Markets Group 2026 Tri-State Institutional Forum 3/31

January 28, 2026

On Tuesday, March 31, Brad Hampton and Luis Sierra, CFA will be speaking at the 13th Annual Tri-State Institutional Forum hosted by Markets Group in New York City.

Brad will be moderating a morning panel entitled, “Equity Strategies in Transition: Positioning Portfolios for What’s Next,” described as follows: Equities remain heavily influenced by earnings, expectations, sector rotations and shifting macro conditions. With growth uncertainty and valuations in flux, allocators must balance risk and opportunity. This panel will explore:

• Do cap-weighted indices drive investors to buy high and sell low?
• Value vs Growth: will macro conditions continue to set the tone?
• Large cap vs. Small: which holds up better under pressure?
• Should economic fundamentals outweigh starting valuations?

In the afternoon, Luis will be moderating “Active vs. Passive: Finding the Edge,” described as follows: Passive strategies provide cost-efficient diversification, while active managers may capture alpha in a more dynamic environment. This session will explore

• The role of index funds and ETFs in today’s portfolios
• When active management can add value amid shifting conditions
• How to balance both approaches for optimal performance

The Tri-State Institutional Forum brings together the institutional investment community across the region and is designed to enable genuine peer-to-peer learning and networking. For more information, please visit the event webpage.