Please join members of our Defined Contribution Services Group as they review the basics of target retirement date funds. This webinar is designed to educate clients on what target date funds are, how they can differ from peers, and how they can be evaluated. For additional target date fund coverage, reference our recent white paper, Target Date Funds: Preparing Participants for Retirement.
Live Webinar – Wednesday, May 22, 2019 – 1:00-1:30 PM CT
Please contact us for access to this video.
Our 2018 Investment Symposium speakers summarize their presentations — from CEO Brian Wrubel’s opening remarks to the keynotes and flash talks.
The symposium covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. The event featured six flash talks designed by our research team to brief clients on relevant topics and encourage timely conversations with investment consultants.
All keynote and flash talk videos are now available on demand:
2018 Investment Symposium luncheon keynote featuring Richard H. Thaler, 2017 Recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics.
2018 Investment Symposium flash talk by Greg Leonberger, FSA, EA, MAAA
In this session, Greg explores the effects of various policy changes in the U.S. and how they could impact investor portfolios. In particular, we examine the effects of tax reform, U.S.-China tariff escalation and finally, the upcoming mid-term elections. While the ultimate impact of each is not yet known, we highlight trends and sensitivities that can help guide prudent portfolio decisions in the coming months.
A summary of this flash talk can be downloaded here.
2018 Investment Symposium flash talk by Ben Mohr, CFA
Given the current fixed income environment of rising rates and tight credit spreads, investors are questioning how much interest rate risk and credit risk they should hold in their portfolios. This session addresses the questions of how much duration (interest rate risk) and credit risk investors should take by examining current market conditions, anticipated changes, and an overall assessment of where we are in the credit cycle.
A summary of this flash talk can be downloaded here.
2018 Investment Symposium flash talk by David Hernandez, CFA
This year, index provider MSCI began including China A-shares in the emerging markets equity index. While A-shares currently only constitute 0.8% of the benchmark, we expect that number to grow over time. In this flash talk, we will discuss what China A-shares are and how U.S. investors have traditionally accessed the Chinese market. We will review how A-shares are different from other Chinese investments, why institutional investors should take note of them and what the future may look like given their potential to impact institutional portfolios.
A summary of this flash talk can be downloaded here.
2018 Investment Symposium flash talk by Samantha T. Grant, CFA, CAIA
Since the 2008 financial crisis, investors have flocked to new and innovative growth stocks over more traditional and seemingly boring value stocks. This is not the first time investors have favored growth over value, and surely it will not be the last. In this session, we will discuss what makes the current growth cycle different from previous growth cycles, the companies at the forefront of the technology wave and what could cause the market to reverse course and favor value over growth.
A summary of this flash talk can be downloaded here.
2018 Investment Symposium flash talk by Derek Schmidt, CFA, CAIA
Investors are adapting to an investment landscape altered by a 46% decline in the number of publicly traded companies and the emergence of less expensive passive investment opportunities. These changes have shifted record levels of capital into private equity as investors have pursued attractive investment opportunities in small companies. We will discuss how the private equity market has responded to increased investor demand and will attempt to identify where institutional allocations may be headed and where to find the best opportunities for returns within this increasingly diversified private market.
A summary of this flash talk can be downloaded here.
2018 Investment Symposium flash talk by Nat Kellogg, CFA
Ten years after the collapse of Lehman Brothers and the worst economic downturn since the Great Depression, we look back at the key factors that caused the crisis and reexamine the significant events of 2008. Now, a decade later, we will highlight the critical issues exposed by the crisis, including those that have been resolved and those that remain unaddressed and still pose risks for investors.
A summary of this flash talk can be downloaded here.
Marquette’s 2018 Investment Symposium opening keynote by John V. Miller, CFA, Head of Nuveen Municipals at Nuveen Asset Management
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