This video is a recording of a live webinar held July 19 by Marquette’s research team, featuring live, in-depth analysis of the second quarter and themes we’ll be monitoring in the second half of the year.
Our Market Insights series examines the primary asset classes we cover for clients including the U.S. economy, fixed income, U.S. and non-U.S. equities, hedge funds, real estate, infrastructure, private equity, and private credit, with presentations by our research analysts and directors.
Sign up for research alerts to be invited to future webinars and notified when we publish new videos. For more information, questions, or feedback, please send us an email.
On Tuesday, February 20, Amy Miller will be speaking at a dinner event hosted by CFA Society Columbus: Carrying Your Interest: The State of Private Capital.
Amy will be joining fellow panelists to discuss private assets, including the private debt, private equity, and venture capital asset classes. As we enter the 2024-2025 vintage years, the market backdrop has changed…or has it gone back to normal? Interest rates are higher, exits are lower, and the assets continue to fly into private capital. Join this panel of LPs and GPs as they discuss the state of private equity, credit, and real assets.
The CFA Society Columbus chapter was founded in 1962 and has more than 400 members representing all major institutional investment firms in central Ohio. For more information, please visit the chapter webpage.
Commercial real estate is increasingly being dubbed the next shoe to drop as markets assess the fallout from the regional banking turmoil. Amid higher rates and tighter credit conditions, private real estate is now facing the same repricing dynamics that hit the equity and bond markets last year, and while further write downs are expected, the headlines are likely overblown. Fundamental and financing issues are largely concentrated within the office sector — which will likely see a correction over a longer time period but be manageable for most core real estate funds — while other sectors, including industrial and multifamily, are actually set to benefit over the next few years.
This newsletter analyzes the current commercial real estate investment landscape including valuations, fundamentals, debt markets, and private real estate returns.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
On January 31, Dave Smith, CFA will be speaking at the Georgetown University Center for Retirement Initiatives (CRI) Annual State-Facilitated Retirement Savings Program Network (SRSPN) Conference at the Newman Alumni Center at the University of Miami, in Coral Gables, Florida.
Dave will be joining a panel entitled, “Benchmarking Program Performance: How Will Program Success Be Defined and Measured Using Program Data?” with several investment professionals.
The SRSPN brings together state executives, legislators, and other key stakeholders to share the latest updates on legislative and program implementation best practices and lessons learned. For more information, please visit the CRI website.
Linsey serves as a co-lead of Marquette’s sustainable investing group and discussed recent changes to Marquette’s manager due diligence questionnaire seeking to establish a more thorough picture of sustainability attributes within the firm’s proprietary manager database, particularly regarding sustainable investment-focused teams, processes, and strategies. Additionally, the due diligence questionnaire now requests more in-depth diversity information beyond ownership attributes. As the sustainable investing space continues to evolve, Marquette is committed to creating more consistent and accessible data across the industry.
Recorded earlier this year, Director of Research and Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live! Allocator Interview is now available for viewing.
Greg spoke with Chris O’Grady, CIO and Partner at dakota, and Tim Dolan, Vice President, Institutional Sales, in the interview, titled “Building Client Trust.” Dakota Live! general calls allow listeners to access in-depth information about investment allocators through a live interview reviewing each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.
Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing investment strategy and policies. He also serves as the chair of the investment committee. A partner of the employee-owned firm, Greg has been with the company since 2008. Greg joins us at Dakota Live! to take us through Marquette Associates’ manager research process and what they look for in asset management partners. Join us to learn how the firm’s approach to client service has made Marquette Associates so successful over the years.
This does not constitute an offer to sell, or a solicitation of an offer to buy, any interest in any investment vehicle, and should not be relied on as such. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2/Form CRS, which are available upon request and on our website. Forward-looking statements cannot be guaranteed. Past performance is not indicative of future results. Investing comes with risk. The content herein is not an endorsement nor a testimonial for Marquette.
In February of this year, Marquette published a Perspectives piece entitled Is the Sky Falling? that detailed the history of the United States debt ceiling, as well as the early innings of negotiations surrounding its possible increase or suspension given the fact that the $31.4 trillion limit was reached on January 19. In the months since, the Treasury Department has been forced to resort to “extraordinary measures” in order to prevent the U.S. from defaulting on its obligations, including suspending sales of state and local government series Treasury securities. Those measures, however, will likely be exhausted in the very near future according to the nonpartisan Congressional Budget Office (perhaps as early as June), at which point the federal government will ultimately be unable to pay its obligations fully and, as a result, have to delay making payments for some activities and/or default on its debt obligations. This is commonly referred to as the x-date. It is worth pointing out that a number of large Wall Street firms have brought their forecasts of this date forward in recent days.
This newsletter analyzes potential repercussions of a U.S. default and options for a resolution of the debt limit impasse in Congress.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
Announced July 31, Partner Glenn E. Ross was named to The Daily Record’s 2023 Banking and Financial Services Power List.
Glenn was selected by The Daily Record’s editorial leadership team with input from members of the community for the list, which is composed of significant, influential, and respected leaders in Maryland’s banking and financial services industries.
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast.
Nat will be providing consultant commentary alongside Nasdaq eVestment’s Russ Elliott, Head of Asset Management, Market Intelligence, and Michele Shauf, Head of Client Experience Strategy, Investment Intelligence. The webcast briefs traditional managers on the state of the global institutional market using eVestment data, covering:
Where assets are moving and the key flow drivers by universe and geography
Where abrupt changes in flows direction may indicate inflection points
Where investors in North America, Europe and APAC are concentrating their research activity, in advance of allocation decisions
The state of ESG: AUM, flows and allocator interests
New facets of ESG data, including universes ranked by carbon emissions
For more information and to watch the replay, visit the event webpage.
This video is a recording of a live webinar held April 20 by Marquette’s research team, featuring in-depth analysis of the first quarter of 2023 and themes we’ll be monitoring in the coming months.
Our Market Insights series examines the primary asset classes we cover for clients including the U.S. economy, fixed income, U.S. and non-U.S. equities, hedge funds, real estate, infrastructure, private equity, and private credit, with presentations by our research analysts and directors.
Sign up for research alerts to be invited to future webinars and notified when we publish new videos. For more information, questions, or feedback, please send us an email.
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