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.
Services Tags: Fiduciary Education
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.
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:
- James A. Bianco Opening Keynote (clients only — registration required)
- Election Years and Market Performance
- Core Fixed Income: Behind the Label
- Brexit: Market Reaction and Potential Impact
- The Changing Landscape of Active Management for U.S. Equities
- The Demographics of Real Estate Investments
- Is My Return Target Realistic?
- Steven Levitt Freakonomics Keynote (clients only — registration required)
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:
- International Headlines: Short Term Noise or Long Term Impact?
- Making Sense of Oil and Energy Prices
- Strategic vs. Tactical Asset Allocation – U.S. Equities
- The Outlook for Future Bond Market Liquidity and Potential Implications
- Hedge Funds – Still a Good Idea?
- Hiring/Firing Managers – Why Investors Get It Wrong
Hiring/Firing Managers – Why Investors Get It Wrong
2015 Investment Symposium flash talk session
Flash talk by Kelli Schrade, CAIA, from Marquette’s 2015 Investment Symposium on hiring and firing investment managers — and why investors get it wrong.