Category: Webinar & Video Series

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.

Portfolio Strategies for a Rising Interest Rate Environment

2014 Marquette Investment Symposium session

In this presentation from our 2014 Investment Symposium, we explore current interest rate levels, our perspective as consultants, and strategic solutions for mitigating the effects of rising rates on portfolios.

Recorded Friday, September 12, 2014
2014 Marquette Investment Symposium

Please contact us for access to this video.

3Q 2013 Market Briefing

A briefing on our 3Q 2013 Market Environment 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 – Friday, October 25, 2013 – 1:00-1:45 PM CT

Please join Marquette’s asset class analysts for a live webinar briefing on our 3Q 2013 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.

The overall U.S. economy will be discussed, along with 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 as time allows during the Q&A session towards the end of the webinar.

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.

Emerging Trends in Alternative Asset Classes

2013 Marquette Investment Symposium session

In this presentation from our 2013 Investment Symposium, we explore various emerging trends in the alternatives space, including low volatility equity, tail risk, managed futures, gold, MLPs, GTAA, risk parity, farmland, direct lending, and opportunistic credit.

Investment Symposium 2013
Recorded September 13, 2013

Please contact us for access to this video.

Stress Test and Spending Policies for Endowments & Foundations

2013 Marquette Investment Symposium session

In this presentation from our 2013 Investment Symposium, we analyze different spending policy options for non-profit institutions, examine the long- and short-term effects of various spending policy decisions, and explore how stress testing can aid in understanding the risks of different spending policies.

Investment Symposium 2013
September 13, 2013

Please contact us for access to this video.

Investment Manager Search 2013: Fiduciary Duty Deep Dive

Live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. 

Thorough manager due diligence and fee negotiation are critical to avoiding poor products and performance erosion.

Register now to join us for a live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. Clear guidance for both clients and managers will also be covered, including “do’s and don’ts” for approaching our research process.

 

Live Webinar – Tuesday, June 18, 2013 – 1:00-1:45 PM CT

Please contact us for access to this video.

1Q 2013 Market Environment Briefing

A briefing on our 1Q 2013 Market Environment 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 – Tuesday, April 16, 2013 – 1:00-1:45 PM CT

Please join Marquette’s asset class analysts for a live webinar briefing on our 1Q 2013 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.

The overall U.S. economy will be discussed, along with 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 as time allows during the Q&A session towards the end of the webinar.

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.

3Q 2012 Market Environment Briefing

A briefing on our 3Q 2012 Market Environment 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 – Friday, October 12, 2012 – 1:00 PM CT

Please join Marquette’s asset class analysts for a live webinar briefing on our 3Q 2012 Market Environment report. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.

The overall U.S. economy will be discussed, along with 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 as time allows during the Q&A session towards the end of the webinar.

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.

Portfolio Rebalancing Policy: A Fiduciary Duty in Good Markets & Bad

Live webinar to discuss our upcoming paper on rebalancing and guidelines for implementing a rebalancing policy.

Portfolios must be rebalanced to maintain the risk/reward profile set in the original asset allocation. But how often should portfolios be rebalanced? And what guidelines should be used to determine when to rebalance? As institutional investment stewards, trustees and their investment consultants have a fiduciary duty to set a clear policy on portfolio rebalancing.

Register now to join us for a live webinar to discuss our upcoming paper on rebalancing [Ed: updated in 2018] and guidelines for implementing a rebalancing policy. We’ll address key questions to consider and discuss in more detail with your consultant.

 

Live Webinar – Wednesday, May 16, 2012 – 1:00-1:45 PM CT

Please contact us for access to this video.