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.

Defined Contribution Plan Stewardship: History & Opportunities

Defined contribution (DC) plans have grown to become the most commonly used employer-sponsored retirement savings vehicle in the U.S. — and fiduciary duty guidance is rapidly evolving as well. Please join us for a discussion on defined contribution plan stewardship with Greg Leonberger, director of research, and Kweku Obed, senior investment consultant. Key topics from our popular DC white paper, Defined Contribution Plans: A Look at the Past, Present & Future, will be covered.

Attendees will be briefed on:

  • The growth of defined contribution plans
  • Best practices evolution & the PPA as catalyst
  • Behavioral finance & the fiduciary duty of investment choice simplification
  • The robust governance & monitoring imperative

A question and answer session will follow.


Live Webinar – Tuesday, March 31, 2015 – 1:00-1:45 PM CT

Please contact us for access to this video. 

2015 Market Preview Briefing

A briefing on our 2015 Market Preview report, covering the overall U.S. economy, fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.

Live Webinar – Thursday, January 15, 2015 – 1:00-1:45 PM CT

Please join Marquette’s asset class analysts for a live webinar briefing on 2015 capital market expectations. Potential market drivers and general outlooks will be discussed for the overall U.S. economy, fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.

Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered during the final 15 minutes of the webinar, as time allows.

If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.

Please contact us for access to this video.