Services Tags: Fiduciary Education

Patrick W. Wing Speaking at PSACC 2026 Spring Conference 4/22

On Wednesday, April 22, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2026 Spring Conference in Harrisburg, Pennsylvania.

Pat will be presenting a session entitled, “Will U.S. Exceptionalism Continue for Global Equities?” The PSACC spring conference gives controllers, deputies, and their solicitors the opportunity to receive training on various topics related to the responsibilities of the controller’s office and county government. For more information, please visit the PSACC website.

2025 Investment Symposium

Watch the flash talks from Marquette’s 2025 Investment Symposium livestream on September 26 in the player below — use the upper-right list icon to access a specific presentation.

 

Please feel free to reach out to any of the presenters should you have any questions.

Marquette Speaking at Markets Group 2026 Midwest Institutional Forum 4/21–22

On Wednesday, April 22, Greg Leonberger, FSA, EA, MAAA, FCA, Frank Valle, CFA, CAIA, and James Torgerson will be speaking at the 12th Annual Midwest Institutional Forum hosted by Markets Group in Chicago.

On the 21st, James will be moderating the opening panel for the conference, “Portfolio Construction – Finding the Best Opportunities in 2026,” described as follows: Many are calling this a new investment era with opportunities for investors that have never been seen before. Market movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct. Join our panel of experts as they aim to answer several key questions, including:

  • What will a “diversified” portfolio look like in 2026? And what will it look like over the next 5-10 years?
  • How are investors approaching portfolio construction and allocation decisions in the current landscape?
  • Where do they see opportunities across asset classes and sectors, and how is this impacting their decision-making with new and existing managers?

On the 22nd, Greg will be moderating the Opening Panel Discussion: Navigating Markets in 2026: Investment Strategies and Macroeconomic Outlook. Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility. The panel will shed light on the current macroeconomic landscape, providing insights into global economic trends and their potential impact on various asset classes. From equities and fixed income to alternative investments, our experts will share their perspectives on where opportunities lie and the potential pitfalls to avoid in the pursuit of optimal asset allocation.

That afternoon, Frank will be joining a panel entitled, “Fixed Income: Trends Shaping Today’s Landscape,” described as follows: Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs? Given this precarious moment in time, investors are left wondering what role bonds should play within their portfolios. This panel will aim to answer such key questions as:

  • How are investors strategizing around rate movement in 2026?
  • How quickly will the Fed reduce its balance sheet and for how long?
  • How is the liquidity in the bond market and what is the impact on fixed income portfolios?

The Midwest Institutional Forum brings together institutional investors, consultants, and industry experts from across the Midwest. For more information, please visit the event website.

Sam Frymier Speaking at GAPPT 2026 Annual Conference 3/25

On Wednesday, March 25, Sam Frymier will be speaking at the Georgia Association of Public Pension Trustees (GAPPT)’s Seventeenth Annual Conference in Jekyll Island, Georgia.

Sam will be joining the Investment Consultant Roundtable portion of the event, discussing Marquette and the current market environment.

The GAPPT is a nonprofit organization formed to promote and develop education for public retirement fiduciaries of Georgia’s public pension plans. For more information, please visit the GAPPT website.

Patrick W. Wing Speaking at National Public Pension Fund Association 2026 Capital Connections Summit 3/4

On Wednesday, March 4, Patrick W. Wing, CFA, CIPM will be speaking at the 2026 Capital Connections Summit hosted by the National Public Pension Fund Association (NPPFA) in New York City.

Pat will be moderating a panel on Global Fixed Income at the event, which will bring together senior investment leaders for a a full day of high-level insight, strategic dialogue, and meaningful peer connection.

The National Public Pension Fund Association (NPPFA)is a 501(c)(3) registered nonprofit that was founded in 2019 but developed its roots in a state-specific not-for-profit umbrella organization representing police and fire-defined benefit retirement funds in 1985. As the demand grew for prudent stewardship over governmental deferred compensation 457 plans, the NPPFA was established to offer training, services, and support to pension trustees and their organizations. For more information, please visit the event webpage.

William Torre Speaking at 2026 IUPAT Professionals Forum 2/16

On Monday, February 16, William Torre, Jr., CFA, CAIA will be speaking at the 2026 IUPAT Professionals Forum hosted by the Painters and Allied Trades Labor Management Cooperation Initiative (LMCI) in Las Vegas.

Billy will be presenting as part of a session entitled, “Vendor Management and Third-Party Oversight” at the Forum, described as follows: Your service providers operate in a changing and dynamic marketplace that is impacted by venture capital, mergers and acquisitions, technology and changing consumer demand. Learn how this impacts your fiduciary duties and liability when you outsource to recordkeepers, TPAs, custodians, investment managers, and other service providers. Take away a framework for addressing due diligence, contract drafting, ongoing monitoring, ethical issues, and lessons learned.

For more information, please visit the event website.

Marquette Speaking at PSACC 2026 New Controller Workshop 2/3

On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2026 New Controller Workshop in State College, PA.

The two will be presenting “Fiduciary Role & Responsibilities” to conference attendees, covering fiduciary obligations for new Controllers, including the role of a fiduciary, retirement board responsibilities, resources to assist Controllers, and key information within an investment policy statement and investment performance report. This workshop invites newly elected county controllers and their deputies to meet with members of the controllers’ association and receive training focused on the duties of the controller. For more information, please visit the PSACC website.

Fiduciary Education: Endowments & Foundations

This video is a recording of a live webinar held June 3 by Marquette consultants Stephanie Osten, Linsey Schoemehl Payne, and Mike Piotrowski, CAIA, discussing fiduciary responsibilities and best practices for endowment and foundation nonprofits.

We begin by outlining the fiduciary role, defining the term fiduciary in the context of nonprofit organizations, recognizing who qualifies as a fiduciary, and identifying the key duties and responsibilities of a fiduciary. From there, we describe the investment committee, including its key duties and best practices for both membership and investment program management. Finally, we conclude with general best practices, from recordkeeping to onboarding to governance.

For more information about Marquette’s approach to working with endowment and foundation clients, fiduciary best practices, or any of our presenters, please reach out using the Contact Us page above. Sign up for research alerts to be notified when we publish new videos here.

2025 Investment Symposium

Photograph of the Chicago skyline at sunset, looking south with Hancock Tower near center of frame

Friday, September 26, 2025
8:00 AM – 2:00 PM

Marquette clients – We hope you’ll join us at our 2025 Investment Symposium! This year’s event will be held in person in Chicago and virtually via livestream.

Our program will begin with an investment manager panel exploring investment opportunities and risks presented by the AI revolution and how firms are using the technology to refine and improve their investment process. From there, our research team and consultants will present several flash talks covering timely investment topics and a snapshot of the current market landscape across various asset classes. Rounding out the day, we’re excited to host Milwood Hobbs, Jr., of Oaktree Capital Management for a fireside chat keynote.

________________________________________

AGENDA

All times in Central Time

8:00am — Registration Open
Livestream will begin at 8:30
Breakfast served until 10:00

8:45 — Welcome Remarks by Brian Wrubel, Chief Executive Officer

9:00 — Opening Panel
Artificial Intelligence: From Investment Opportunities to Practical Implementation
Rich Mathieson, CA, Managing Director, Systematic Equities, Blackrock
Roland Reynolds, Senior Managing Director, Industry Ventures
Seth Weingram, Ph.D., Senior Vice President, Director, Client Advisory, Acadian Asset Management

10:00 — Break

10:15 — Flash Talks

Public vs. Private: A Fixed Income Collision
Frank Valle, CFA, CAIA, Associate Director of Fixed Income
Chad Sheaffer, CFA, CAIA, Senior Research Analyst
James Torgerson, Senior Research Analyst

What Makes a Good Fiduciary?
Linsey Schoemehl Payne, Partner, Chief Compliance Officer
Stephanie Osten, Principal

The Changing Face of Real Estate
Greg Leonberger, FSA, EA, MAAA, FCA, Partner, Director of Research

11:00 — Break

11:15 — Flash Talks

U.S. Equity Markets: Trend or New Normal?
Catherine Hillier, Senior Research Analyst

Private Equity in 2026 and Beyond: Allocations, Expectations, and the New Reality
Amy Miller, Associate Director of Private Equity
Chris Caparelli, CFA, Partner

Will U.S. Exceptionalism Continue for Global Equities?
David Hernandez, CFA, Director of Traditional Manager Search

12:00pm — Lunch Break

12:45 — Keynote: Fireside Chat
Milwood Hobbs, Jr., Managing Director at Oaktree Capital Management, in conversation with Greg Leonberger

2:00 — Adjourn

 

VENUE DETAILS

The Union League Club
65 W. Jackson Blvd.
Chicago, IL 60604
(312) 427-7800