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
Category: Webinar & Video Series
ESG Stewardship for Defined Contribution Plan Fiduciaries
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:
- ESG issues and relevance
- Clarification of fiduciary duties
- Materiality of ESG factors
- Demographic shifts — the rise of millennials
- Getting started with ESG
- Top 5 reasons to add ESG to DC plans
Live Webinar – Wednesday, May 24, 2017 – 1:00-1:45 PM CT
Please contact us for access to this video.
Freakonomics Keynote with Steven Levitt
2016 Investment Symposium Keynote
2016 Investment Symposium Freakonomics keynote with renowned economist Steven Levitt, bestselling author of the Freakonomics Series
Is My Return Target Realistic?
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.
The Demographics of Real Estate Investments
Flash talk by Jeremy Zirin, CAIA, at Marquette’s 2016 Investment Symposium
This session gives a brief “101” lesson on commercial real estate, then explores the millennial demographic and recent generational trends in real estate.
The Changing Landscape of Active Management for U.S. Equities
Flash talk by Kelli Schrade, CAIA, at Marquette’s 2016 Investment Symposium
This session examines the changing landscape of U.S. equities active management and offers ideas on how investors and portfolio managers can adapt.
Brexit: Market Reaction and Potential Impact
Flash talk by David Hernandez, CFA at Marquette’s 2016 Investment Symposium
This session covers the initial market reaction to Brexit and the potential impact going forward.
Core Fixed Income: Behind the Label
Flash talk by Ben Mohr, CFA at Marquette’s 2016 Investment Symposium
This session covers core fixed income, its purpose, its components, and future performance expectations
Election Years and Market Performance
2016 Investment Symposium flash talk session
Flash talk by Nat Kellogg, CFA at Marquette’s 2016 Investment Symposium
This session centers on the 2016 U.S. presidential election, election years in general and market performance
Opening Keynote with James A. Bianco
2016 Investment Symposium Opening Keynote
2016 Investment Symposium opening keynote by James A. Bianco
This presentation covers the 2016 election, negative interest rates, and post-crisis challenges for investment managers with James A. Bianco, president, Bianco Research.