Category: Webinar & Video Series

2016 Investment Symposium Briefing


Watch the video above for a briefing on the opening session, keynotes and flash talks of the 2016 Investment Symposium. The symposium covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. Our flash talk session format is designed to brief clients on more popular topics in less time and encourage timely conversations with investment consultants.

Keynotes and flash talks discussed:

Secure Choice Stewardship: Emerging Defined Contribution Opportunities

Live webinar on secure choice stewardship, the second in our defined contribution guidance webinar series. 

One of the newer developments in the defined contribution world, several states have established retirement savings plans for workers lacking access to employer-sponsored plans — and another 20 are exploring their adoption. With secure choice programs, fiduciaries have unprecedented opportunities to place segments of the U.S. workforce on a steadier path towards retirement readiness.

Please join us for the second webinar in our defined contribution guidance series, a discussion on secure choice stewardship. This session will cover key topics from our recently published paper, Secure Choice: The Next Chapter in the U.S. Defined Contribution Story.

Attendees will be briefed on:

  • Three top traits of secure choice programs
  • Evolving DC best practices
  • Three secure choice fiduciary duty priorities
  • The security and choice call to action  

 

Live Webinar – Thursday, September 15, 2016 – 2:00-2:45 PM CT

Please contact us for access to this video.

2015 Investment Symposium Briefing

This video summarizes Marquette’s 2015 Investment Symposium on October 16, 2015, including the opening sessions and flash talks, which covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. The new flash talk session format is designed to brief attendees on more popular topics in less time and encourage timely conversations with investment consultants.

Flash talk sessions discussed:

 

Responsible Investing for Social Impact

Impact investing is one of the fastest growing spaces in the investment marketplace — offering market-rate returns alongside social and environmental benefits.

Please join us for a discussion on creating social impact through responsible investing with members of our impact investing group. Key topics from our recently published newsletter will be covered.

Attendees will be briefed on:

  • The history of socially responsible investing (SRI)
  • Different approaches to responsible investing
  • Impact investing program implementation
  • First steps for new impact investors

A question and answer session will follow.

Live Webinar – Tuesday, August 18, 2015 – 1:00-1:45 PM CT

Please contact us for access to this video.