2017 Investment Symposium presentation by Tim Burdick, CFA, Managing Director
In this talk, Tim speaks from his nearly 20 years of investment consulting experience working with all types of clients at Marquette and shares stories, lessons, and ideas from the road.
Flash talk by Jeremy Zirin, CAIA, at Marquette’s 2017 Investment Symposium
Amazon and e-commerce have reshaped the retail landscape. From the “death of the mall” to online shopping to personalized shopping experiences using technology, the headlines all seem to declare doom and gloom. But is change a good thing? Will brick and mortar actually ever be totally replaced? What companies and industries are benefitting from the disruption?
Flash talk by David Hernandez, CFA, at Marquette’s 2017 Investment Symposium
In this session, we cover U.S. vs. non-U.S. equity allocation. Starting with the basics in determining an equity allocation, we examine both the historical and projected risk/return analysis for U.S. and non-U.S. equity. What are different types of investors doing with their equity allocations? How does diversification improve the risk/return profile? Are we nearing the end of the U.S. outperformance cycle?
Flash talk by Greg Leonberger, FSA, EA, MAAA, at Marquette’s 2017 Investment Symposium
What is cryptocurrency? We examine how cryptocurrency is transacted, including how blockchains function, then dive into Bitcoin’s uses, acquisition, mining, and circulation. As an investment, the last few years have shown impressive (and frightening) growth, but we caution investors to be aware of the volatility within Bitcoin and look back at tulips for some insight. There are many challenges and unknowns cryptocurrencies face, and it is still early in the game to determine whether Bitcoin will (or can) become a conventional medium of exchange.
Flash talk by Ben Mohr, CFA at Marquette’s 2017 Investment Symposium
In this session, we review common terms and concepts in fixed income including Fed rate hikes and the Fed’s balance sheet, and explore how each concept can assist investors in modeling bond returns. We also examine potential outcomes of the upcoming change in Fed leadership and FOMC and impacts on client portfolios.
Flash talk by Nat Kellogg, CFA at Marquette’s 2017 Investment Symposium
We recap a year of surprises and market reactions including Brexit, the 2016 U.S. election, and France’s 2017 presidential election in this session. The lesson to be learned from a year of exciting politics is similar to market performance: forecasting is difficult if not impossible and solely making decisions based on current events can lead investors down an uncertain path.
Opening keynote from Marquette’s 2017 Investment Symposium on the sharing economy with April Rinne, Global Authority on the New Economy: “Access Over Ownership” and the Sharing Economy
Defined contribution plans have increasingly adopted features that encourage participation and retirement readiness — from automatic enrollment to target date funds. Consideration of environmental, social and governance issues within defined contribution plans has also gained momentum as a way for plan sponsors to engage participants and mitigate risks for the investor. Plan sponsors are now challenged with determining whether to incorporate ESG considerations into the stewardship of defined contribution plans — and how to best go about doing so.
Please join us for the third webinar in our defined contribution guidance series, a discussion on ESG stewardship. This session will cover key topics from our recently published paper, Bracing for Impact: How to Prepare for the Next Generation of Defined Contribution Plans.
Attendees will be briefed on:
Live Webinar – Wednesday, May 24, 2017 – 1:00-1:45 PM CT
Please contact us for access to this video.
2016 Investment Symposium Keynote
2016 Investment Symposium Freakonomics keynote with renowned economist Steven Levitt, bestselling author of the Freakonomics Series
Flash talk by Greg Leonberger, FSA, EA, MAAA at Marquette’s 2016 Investment Symposium
This session covers realistic return targets and what it takes to reach them in 2016, including a look at lower expectations, liability vs. volatility, and what to consider beyond return when making asset allocation decisions.
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